Adani Energy Solutions has reported substantial growth in its power transformation capacity, reaching 118,175 MVA in Q3 FY26. This represents a significant operational milestone for the power transmission company, demonstrating strong infrastructure expansion capabilities.

Power Transformation Capacity Growth

The company's power transformation capacity has shown remarkable year-over-year improvement, with the latest figures indicating robust operational scaling.

Operational Performance

The 40.38% increase in power transformation capacity from 84,186 MVA to 118,175 MVA reflects the company's continued focus on expanding its transmission infrastructure. This capacity enhancement strengthens Adani Energy Solutions' position in the power transmission sector and demonstrates its ability to scale operations effectively.

The substantial growth in transformation capacity indicates improved capability to handle electricity transmission and distribution across the company's network. This expansion supports the company's role in India's power infrastructure development and enhances its operational efficiency in managing electrical power flow across different voltage levels.

Infrastructure Development

The reported capacity increase showcases Adani Energy Solutions' commitment to strengthening India's power transmission infrastructure. The enhanced transformation capacity enables the company to better serve the growing electricity demand and supports grid stability across its operational network.

Adani Energy Solutions Limited released its provisional operational update for Q3FY26 on Monday, January 12, demonstrating robust performance across its transmission and distribution businesses. The company maintained strong operational metrics while expanding its network infrastructure and securing new projects during the reporting period.

Strong Collection and System Performance

The company's operational performance remained resilient during Q3FY26, with key metrics reflecting operational excellence across business segments.

Collection efficiency of 101.75% on a year-on-year basis highlighted continued strength in billing and recovery operations across the distribution network. System availability maintained at 99.69% levels underscored operational reliability within the transmission infrastructure.

Transmission Segment Expansion

The transmission business demonstrated significant growth momentum with substantial order book expansion and infrastructure development. The under-construction order book stood at ₹77,787 crore as of Q3FY26, reflecting the company's strong project pipeline.

During the quarter, Adani Energy Solutions achieved several operational milestones:

• Commissioned the North Karanpura Transmission Line
• Operationalised 299 circuit kilometres of transmission infrastructure
• Secured additional transmission projects expanding network footprint
• Maintained transmission availability levels close to 100%

Distribution Operations Performance

Adani Electricity Mumbai Limited sustained strong performance metrics across multiple operational parameters. Supply reliability remained at 99.998%, while system reliability indicators SAIDI and SAIFI showed improvement during the quarter. Distribution losses in Mumbai continued their downward trend, supported by operational efficiency initiatives and network strengthening measures.

The Mundra distribution business recorded notable growth with units sold rising 57% year-on-year to 371 million units in Q3FY26, driven by strong industrial demand in the region. Consumer complaints declined year-on-year, reflecting improved service quality and operational efficiency.

Strategic Partnership Development

On January 7, 2026, an Adani Green Energy arm signed an agreement to supply 20.8 MW of solar-wind hybrid power from Khavda to Asahi India Glass. Under this arrangement, Asahi India Glass will subscribe to a 26% equity stake as a captive user, aligning with new project agreements.

The company's shares closed at ₹955.00 on the NSE, down 0.58% or ₹5.60 for the day, following the operational update release.