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SJVN SJVN Limited · Other Q2 FY26 · concall

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▸ Other Q&A (3)
Ragini · Elara Capital

H1FY26 capex + FY27/FY28 guidance?

for this year the total capex which we have kept is around INR7,500 crore and out of that we have already spent in two quarters around INR3,600. So in the balance two quarters we are 100% sure that whatever capex we have given as a MOU target by Government of India, we will achieve very comfortably. As far as next year is concerned, '26-'27, we have kept a capex of around INR8,000 crore for the next year.

Ragini · Elara Capital

5 GW Arunachal Pradesh hydro pipeline progress?

In the 5 gigawatts, actually, there are five projects, in fact. And out of that five projects, three are still under PFR stage, which we call Pre -Feasibility Report stage. But regarding the two other projects, which one is the biggest hydro project in India, that is 3,097 megawatt, Etalin, and other is this around 688 megawatt, Attunli. So, these two are progressing well. And in case of Etalin, we have like, we are in the final stages of getting the forest, sorry, environment clearance. And we have already received in fact the forest and environment clearance.

Paras Chheda · Purpleone Vertex Ventures, LLP

Buxar commissioning + why revenue flat despite new project additions?

regarding Buxar, as I told earlier, that we are going to declare the commercial operation of the plant within one or two days because already full load operation has been completed. And regarding the second unit, during this financial year, we will be completing and declaring the commercial operation, may be January or February next year max

▸ Prepared remarks (5 blocks)
I am delighted to share that Honourable Prime Minister Shri Narendra Modi virtually inaugurated Unit 1 of 60 MW of our 1320 MW Buxar Thermal Power Project on 22nd August 2025 from Bodh Gaya. Prior to this inauguration, unit had been successfully synchronized with National Grid on 21st of August 2025. I am further pleased to inform you that we have completed a major milestone of 72 hour continuous full load running. on 5th of November 2025 and this is the you can say the last step towards declaring the unit as commercially open
So once this plant is commissioned fully, it will be generating around 9<strong>826.72 million</strong> units annually, of which 85% will be supplied to state of Bihar and the balance will be supplied to the north-eastern grid. We are excited to inform that commercial operation date for cumulative capacity of 680 MW under the 1,000 MW Bikaner solar power project has been successfully achieved in the phases.
the total installed capacity of SJVN Limited now stands at 3,146.52 and after this adding of 320 megawatt may be this month or max by 15th of December next month we will be adding another 320 megawatt so it means around 3500 megawatt will be under operation.
In another significant development PPA has been signed with Uttar Pradesh Power Corporation Limited for supply of power from our one international project 900 megawatt Arun-III and 210 megawatt Luhri Stage-I and 380 megawatt Sunni Dam Hydroelectric Project during this quarter.
the current financial year 2025-2026, the total generation from all the power stations stands at <strong>9,442 million</strong> units as compared to 880 million units during the corresponding period of the 2024 -2025, reflecting an improvement of around 562 million units or about 6.3% primarily driven by commissioning of Unit 1 of Bikaner Solar Power Project. SJVN Limited has been entrusted with the responsibility of implementing this scheme across three states that is Himachal Pradesh, Punjab and Arunachal Pradesh.