Adani Green Energy (ADANIGREEN) Investor presentation summary

Portfolio overview and business model

• Operates a diversified infrastructure and utility portfolio with significant holdings in energy, transport, logistics, and materials sectors.

• Demonstrates a repeatable, robust investment model focused on origination, development, operations, and capital management.

• Maintains a national footprint with a user base of 375 million and a strong track record of EBITDA and cash flow growth.

• Leverages technology and digital transformation for operational excellence and asset management.

Renewable energy growth and operational performance

• Renewable energy capacity reached 20.1 GW as of June 30, 2026, with a 27% YoY increase in operational capacity.

• Sale of energy rose 30% YoY to 13,657 million units in Q1 FY27, driven by robust capacity additions.

• Battery Energy Storage System (BESS) capacity operationalized at 3,551 MWh, with significant deployments in Khavda.

• Consistently exceeds PPA commitments, delivering higher generation than required.

Technology, sustainability, and ESG leadership

• Real-time monitoring and predictive maintenance optimize asset performance across 12 states.

• Achieved highest sectoral ESG Risk Rating score of 77 and retained top CRISIL ESG Score for five consecutive years.

• Recognized with multiple awards for sustainability, ESG integration, and operational excellence.

• Achieved and sustained Net Water Positive status with a water balance index of 2.14, a 30% YoY improvement.