Adani Green Energy Ltd saw its shares surge as much as 3.5% on Tuesday, April 15, after it released an impressive operational performance update for the financial year 2025. The stock touched an intraday high of ₹924.7 and was trading at ₹920.05, up nearly 3%, on the BSE around 10:22 am.

30% Surge in Operational Capacity

The renewable energy major reported a 30% year-on-year increase in its operational capacity, which now stands at 14.2 GW as of FY25. This significant jump was largely fueled by greenfield additions and points toward Adani Green’s aggressive expansion strategy.

The company has also revealed its plan to add another 1 GW, pushing the total operational capacity to 15.2 GW, which would make it one of the largest renewable energy players in the country.

Greenfield Additions Drive Growth

Adani Green’s provisional operational update shows that the rise in capacity to 14,243 MW was driven by greenfield addition of 3,309 MW. Breaking this down:

• 2,710 MW was added through solar power projects across key Indian states.

  • Khavda, Gujarat contributed 1,460 MW

  • Rajasthan added 1,000 MW

  • Andhra Pradesh added 250 MW

• 599 MW of wind power capacity was also added, entirely from Khavda site, demonstrating the region’s growing importance in Adani Green’s portfolio.

Robust Energy Sales and Generation

This capacity expansion translated into a 28% rise in energy sales, which jumped to 27,969 million units compared to the previous fiscal year. Over the past five years, Adani Green has maintained a compound annual growth rate (CAGR) of 45% in power generation.

This consistent growth has been backed by:

• Increased share of merchant power

• Superior operational performance across solar, wind, and hybrid portfolios

High Performance Metrics Across Portfolios

Adani Green also shared data reflecting strong operational efficiency:

• Solar Portfolio:

  • Capacity Utilisation Factor (CUF): 24.8%

  • Plant Availability: 99.5%

  • Notably, the Khavda solar project clocked a CUF of 32.4% in Q4 FY25, nearing its stabilised level.

• Wind Portfolio:

  • CUF: 27.2%

  • Plant Availability: 95.9%

• Hybrid Projects:

  • CUF: 39.5%

  • Plant Availability: 99.6%

These performance indicators reaffirm Adani Green’s commitment to building highly efficient, reliable, and scalable clean energy infrastructure.

Strategic Importance of Khavda

The Khavda site in Gujarat emerged as a significant contributor to Adani Green’s expansion. It added both solar and wind capacity, underlining the site’s strategic importance in the company’s renewable energy roadmap.

Khavda is expected to be a central hub for future hybrid energy projects, combining solar, wind, and storage solutions, enhancing the reliability of clean power supply.

Adani Green’s Long-Term Vision

Adani Green Energy has consistently outlined its ambitious goals to become the world’s largest renewable energy company. With a current operational capacity exceeding 14 GW and a near-term target of 15.2 GW, it is rapidly approaching that vision.

The company's focus on:

• Greenfield expansion

• High plant availability

• Optimised capacity utilisation has helped it deliver strong operational results and investor confidence.

Stock Market Performance

The market responded positively to the company’s FY25 updates. The stock gained 3.46% intraday, reflecting investor confidence in Adani Green's growth trajectory and project execution capabilities.

Given the rising global and domestic push towards clean and sustainable energy, Adani Green’s performance makes it a noteworthy stock in the renewable energy space for long-term investors.

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