29-Oct-2026 08:01:52

JEFFERIES ON JSW ENERGY ; BUY | TP ₹720

• Q2 Performance: EBITDA beats estimates by 10%, supported by higher power generation and merchant sales. • Capacity Growth: Installed capacity UP 15% YoY to 15.1 GW. • FY27 Expansion: Targets 3 GW renewable capacity additions during FY27. • H2 FY27 Outlook: Jefferies expects EBITDA growth of 41% in H2 FY27. • Growth Potential: Faster project execution and capacity ramp-up could drive stock re-rating. • Impact: Positive 🟢

JSW ENERGY LIMITED

← Back to feed