Adani Energy Solutions Plans ₹18,000 Crore Capex for FY26

On October 31, 2025, Adani Energy Solutions (AESL) announced a planned capital expenditure of ₹18,000 crore for FY26, signalling a robust investment push in its power infrastructure portfolio.

Adani Energy Solutions Planned Capex for FY26

AESL’s CEO, Kandarp Patel, detailed the capex distribution: ₹11,400 crore earmarked for transmission, ₹1,600 crore for distribution and ₹4,000 crore for smart metering, with ₹10,000 crore dedicated to the Navi Mumbai project over five years.

Progress and Timeline

Out of the total, ₹6,000 crore has already been mobilised, ₹3,350 crore on transmission, ₹700 crore on distribution and ₹2,000 crore on smart metering; the remaining ₹12,000 crore is scheduled for deployment across the year.

Project commissioning is expected to add revenue of ₹1,700-1,800 crore, driving EBITDA to around ₹2,800 crore on an annual run‑rate basis, with growth projected over the next 3-4 years.

Read More: Adani Energy Solutions Reports 21% YoY PAT Growth in Q2 FY26 Results!

Strategic Focus Areas

The company prioritises expanding transmission capacity, scaling distribution networks and deploying smart metering solutions to enhance grid reliability and enable digitalisation of consumer billing.

Adani Energy Solutions Share Price Performance

On October 31, 2025, Adani Energy Solutions share price opened at ₹970.80 on NSE, above the previous close of ₹965.65. During the day, it surged to ₹1,004.00 and dipped to ₹960.10. The stock closed at ₹986.20 by the end of the day. The stock registered a significant gain of 2.13%.

Over the past week, it has moved up by 4.21%, over the past month, it has moved up by 10.02%, and over the past 3 months, it has moved up by 21.99%.

Conclusion

Adani Energy Solutions’ ₹18,000 crore capex plan for FY26 underlines a decisive move to strengthen its infrastructure, boost revenue generation, and support long‑term EBITDA growth across its power sector operations.

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