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Adani Group Reports Record H1 FY26 Capex and EBITDA, Stays on Track for Rs 1.5 Lakh Crore Plan

Management cites net debt of about three times EBITDA as evidence of balance-sheet discipline.

Overview

  • The conglomerate invested Rs 67,870 crore in H1, lifting gross assets to about Rs 6.77 lakh crore.
  • Operating performance hit new highs with H1 EBITDA at Rs 47,375 crore and TTM EBITDA at Rs 92,943 crore, up 11.2% year on year.
  • The group reiterated guidance to deliver Rs 1.5 lakh crore of FY26 capex, with core utilities, transport and infrastructure contributing roughly 83% of EBITDA.
  • Reported leverage stood near 3x net debt-to-EBITDA, while 52% of portfolio EBITDA came from AAA-rated domestic assets and 90% from AA and above.
  • Asset expansion was led by Adani Enterprises (Rs 17,595 crore) followed by Adani Green (Rs 12,314 crore) and Adani Power (Rs 11,761 crore), alongside operational gains at ports and the Navi Mumbai airport project.