Adani Power Q4 preview: Another robust quarter eyed as capacity expansion bolsters earnings

The company reiterated its plans to expand capacity by 1,600 MW at Mahan, while also exploring inorganic growth opportunities. If the expansion plans at Mahan proceed as scheduled, it could further bolster Adani Power's financial performance

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26 Aug, 2025 12:21

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Adani Power Ltd is set to announce its Q4 financial results on Wednesday, May 1, with strong growth momentum likely to continue. The stock is up 16 percent so far this year, following a surge of over 75 percent in 2023. Despite the company's market capitalisation at well over Rs 2 lakh crore, it remains untracked by analysts, leaving the market without any estimates of its Q4 revenue and profit.

Nonetheless, Adani Power has seen robust revenue and net profit growth of late, helped by high sales volumes and operational efficiencies. This growth momentum may have carried into the fiscal fourth quarter, buoyed by expanded installed capacity and robust power demand in India.

In the previous quarter (October-December), the power producer sold 21.5 billion units (BU) of electricity, up from 11.8 BU a year ago. Its installed capacity expanded to 15,250 MW during the quarter, with the commissioning of the 1,600-MW Godda thermal power plant.

Q3 FY24 revenue jumped 67 percent on-year to Rs 13,000 crore, mainly due to capacity expansion. The company reiterated its plans to expand capacity by 1,600 MW at Mahan, while also exploring inorganic growth opportunities. If the expansion plans at Mahan proceed as scheduled, it could further bolster Adani Power's financial performance, said a power sector analyst.

Adani Power’s Q3 operating profit soared to Rs 5,059 crore, helped by high revenues and reduced import fuel prices. This surge in operating profit indicates a potential continuation of strong operating margins in Q4, although fluctuations in fuel prices and operational costs may exert pressure, said the analyst.

In the October-December quarter, Adani Power witnessed a significant surge in consolidated net profit to Rs 2,738 crore from Rs 9 crore in the corresponding period in the previous year. Going forward, investors will closely watch updates on Adani Power's expansion plans.