Adani Energy Solutions (AESL) has announced strong performance in its transmission and distribution businesses for the fourth quarter of fiscal year 2025, highlighting the company's continued growth and operational efficiency.

Transmission Business Maintains High Availability

AESL's transmission business demonstrated exceptional reliability, maintaining a robust system availability of 99.70% in Q4FY25. This high availability ensures consistent power supply and underscores the company's commitment to operational excellence.

Distribution Business Sees Significant Growth

The company's distribution arm reported an impressive 8.00% year-over-year increase in total units sold during Q4FY25, reaching 2,413.00 million units. This growth was primarily driven by higher demand in residential and commercial segments, which offset a decline in the industrial sector.

Key Operational Highlights

Transmission Network Expansion

• Added 140 circuit kilometers during Q4FY25
• Total transmission network reached 26,696 circuit kilometers

New Project Acquisitions

• Secured two new transmission projects:
  1. Navinal (Mundra) Phase I Part-B 1: Project cost of Rs 2,800.00 crore
  2. Mahan Transmission: Project cost of Rs 2,200.00 crore

Order Book Growth

• Transmission under-construction order book increased 3.5x
• Rose to Rs 59,936.00 crore from Rs 17,000.00 crore at the start of the year

Distribution Performance

AESL's Mumbai utility, Adani Electricity Mumbai Limited (AEML), showed significant improvements:

• Distribution Loss: Further reduced to 4.31% in Q4
• Supply Reliability: Maintained a robust Average Service Availability Index (ASAI) of more than 99.90%
• Digital Adoption: E-payments share in total collection increased to 83.20% in Q4FY25, up from 80.23% in Q4FY24

MPSEZ Utilities Limited (MUL) Performance

MUL, serving the Mundra SEZ area, reported strong growth:

• Units Sold: Increased by 35.00% year-over-year to 253.00 million units, driven by robust industrial and commercial demand

Smart Metering Progress

• Installations: Approximately 31.00 lakh smart meters installed as of Q4FY25
• Future Plans: Aims to install 60 to 70 lakh new meters in FY26, targeting a cumulative total of about 1 crore meters by FY26

Renewable Energy Integration

• Mumbai Circle: Share of renewable power supplied stands at 36.00% as of March 31, 2025
• Future Target: On track to achieve 60.00% renewable power supply by FY27

Recent Recognitions

1. AEML ranked No. 1 utility in the 13th edition of integrated ratings of DISCOMs for FY24, awarded by Power Finance Corporation (PFC)
2. AEML secured an A+ rating in the 4th edition of the Consumer Services Rating of DISCOMs (CSRD) report for FY24
3. AESL won the 5th CII's Climate Action Programme (CAP) 2.0 award 2024 under the Resilient category in the Energy Mining and Heavy Manufacturing sector

These achievements reflect AESL's strong operational performance, customer-centric approach, and commitment to sustainability.

Adani Energy Solutions Limited's robust Q4 performance demonstrates its continued focus on operational excellence, expansion, and sustainable practices in the power transmission and distribution sector .

Adani Energy Solutions Limited (AESL), a key player in India's power transmission sector, has reported robust operational performance for the fourth quarter of fiscal year 2025, maintaining high system availability across its transmission network.

Transmission System Availability

AESL achieved a system availability of 99.70% during Q4 FY25, demonstrating the company's commitment to operational excellence and reliability. This high level of availability is crucial for ensuring consistent power supply and grid stability.

Operational Highlights

Network Expansion

• Transmission network expanded to 26,696 circuit kilometers (ckm) by the end of Q4 FY25
• Up from 20,509 ckm in the previous year

Power Transformation Capacity

• Grew to 90,236 MVA by Q4 FY25
• Compared to 57,011 MVA in Q4 FY24

Project Progress

• Stringing work completed for Khavda Phase II Part-A and KPS-1
• Full commissioning expected by the end of April 2025

Order Book Growth

• Transmission order book increased by 3.5 times
• Reached Rs 59,936.00 crore from Rs 17,000.00 crore at the start of the year

Recent Project Wins

AESL secured two new transmission projects in Q4 FY25:

1. Navinal (Mundra) Phase I Part-B 1

2. Mahan Transmission Project

Outlook

With its expanding network, increasing transformation capacity, and growing order book, AESL appears well-positioned to capitalize on opportunities in India's evolving power transmission landscape. The company's focus on maintaining high system availability and securing new projects indicates a strong commitment to operational excellence and strategic growth in the sector.