Receipt of Letter of Award for supply of additional power from a new 800 MW Thermal Power Project, under…
As filed · Adani Power Limited has informed the Exchange about Receipt of Letter of Award for supply of additional power from a new 800 MW Thermal Power Project, under Greenshoe Option , whereby total awarded ca
What happened
FactAdani Power Limited has informed the Exchange about Receipt of Letter of Award for supply of additional power from a new 800 MW Thermal Power Project, under Greenshoe Option , whereby total awarded capacity increased to 1600 MW. 2015 – Receipt of Letter of Award for supply of additional power from a new. Adani Power Limited has received one more Letter of Award (“LoA”) from MP Power.
Why it matters
CapitSignal interpretationAn order converts to revenue over its execution period, so its size relative to existing revenue decides whether it changes the trajectory or is routine flow.
What management said before
Prior statements by this company that CapitSignal has recorded changing.
Input Costs
ContradictedOur cost per MW is much lower than what other people are building.
The indices of imported coal are higher, and merchant prices have also increased.
Change
FactImplication
CapitSignal interpretationWatch next
Fact- Execution period stated in the order
- Whether the order book total is disclosed
- Margin commentary at the next results
- We are on track to commission the 1,320 MW Korba Phase-II project this year, while the 1,600-MW Mahan Phase-II (management committed by Q1 FY28)
- Actually, what's happening, Shirom, is we are only deferring the commissioning targets by an average of 6 mont (management committed by FY29)
Evidence
- Adani Power Limited has informed the Exchange about Receipt of Letter of Award for supply of additional power from a new 800 MW Thermal Power Project, under Greenshoe Option , whereby total awarded capacity increased to 1600 MW(opens the original filing in a new tab)
- Earlier statement · Q4 FY25
- Latest statement · Q1 FY27
- Earlier statement · Q4 FY26
How CapitSignal classified this
- Reasoning:
- ORDER_WIN base 58; +5 quantified amount; matched on subject
- Matched on:
- the filing's own subject line
- Confidence in the event type:
- 75%