Adani Green Energy Stock in 2025: Growth, Risks, Tata Power Comparison & Analyst Outlook
SEO Description: Adani Green Energy stock analysis 2025: Strong Q1 FY26 earnings, share price outlook, risks, Tata Power comparison, and investor verdict.
Labels: Adani Green Energy, Tata Power, Stock Market 2025, Renewable Energy India, Green Stocks
Labels: Adani Green Energy, Tata Power, Stock Market 2025, Renewable Energy India, Green Stocks
🚀 Q1 FY26 Highlights: The Latest Numbers (Quarter ended June 30, 2025)
- 💰 Net profit surged 60% YoY to ₹713 crore.
- 📈 Revenue from power supply up 31% YoY to ₹3,312 crore.
- ⚡ Energy sales rose 42% to 10,479 million units.
- 🏭 Operational capacity reached ~15,816 MW.
- ⚙️ Efficiency gains: CUF improved 28% in solar, 42.3% in wind assets.
📊 Adani Green vs Tata Power (2025 Mid-Year Comparison)
| Metric | Adani Green | Tata Power |
|---|---|---|
| Market Cap | ₹1.56 Lakh Crore | ₹1.05 Lakh Crore |
| Installed Renewable Capacity | 15.8 GW | 5.9 GW |
| Debt/Equity Ratio | 2.1x | 1.2x |
| Valuation (P/E) | 115x | 29x |
| Profit Growth YoY | +60% | +18% |
🤝 Analyst & Market Sentiment
Jefferies retains a “Buy” rating with a ₹1,300 price target, citing execution strength and leverage improvements.
The Adani Group targets 20% EBITDA growth in FY26, heavily reliant on renewable verticals.
📢 2025 Budget & Policy Support
- 🇮🇳 ₹34,000 crore allocation to Green Energy Mission in Union Budget 2025.
- 📜 PLI Scheme Phase-II extended to offshore wind and hybrid energy.
- 🏗️ New targets: 100 GW solar + 40 GW wind capacity by FY28.
🧩 Risks & Red Flags
- ⚠️ Ongoing US legal probes and Sri Lanka project revocation add to reputational risks.
- 💸 High debt levels expose AGEL to interest rate sensitivity.
- 🌐 International geopolitical hurdles could impact future expansion.
📊 Share Price & Valuation (Mid‑2025)
Share price around ₹1,000–₹1,035. Trades at 115–120x P/E vs industry avg of 22x. Volatile but growth-backed.
✅ Verdict 2025: Growth Strong, Valuation Stretched
Adani Green continues to post robust earnings, but high valuations and external risks suggest a cautious yet optimistic approach.
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