Transcript of the 22nd Annual Analysts and Institutional Investors Meet

AI summary - FY26 group PAT grew to INR27,546 Cr, CAGR 12.89% since FY22; standalone PAT INR23,162 Cr - FY27 Q1 PAT INR5,343 Cr, +12% y-y - Capacity additions: 9.6 GW in FY26 (60% renewable), 1.9 GW added in FY27 YTD - Capex plan: INR1.08 L Cr in FY26-27; INR5.97 L Cr FY28-32 focused on renewables; INR9.63 L Cr FY33-37 with nuclear ramp-up - Renewable target: 60 GW by FY32, 136 GW by FY37; coal share to decline from 82% to 39% by FY37 - Nuclear target: 30 GW by FY47; 34 sites under study; JV with NPCIL for 2,800 MW project - Storage: 38.9 GWh BESS portfolio; 18.6 GWh tendered; 18+ GW pumped storage planned - Coal mining: 48.66 MT produced FY26; captive coal to meet 25% demand by FY30 - Operational efficiency: PLF ~77%, forced outage reduced to 3.75% - Dividend: INR9 total for FY26; payout ratio 36-40% maintained - Challenges: Renewable curtailment addressed via BESS co-location and regulatory advocacy - Hydrogen and green chemicals ecosystem developing with INR1 L Cr investment at Pudimadakka - ESG ratings upgraded; CSR spend INR527 Cr benefiting 2.21 mn people - Management focused on balancing growth, sustainability, and shareholder value creation