Guidance ledger · Q1 FY27

Adani Power Ltd ADANIPOWER

3 revisions on record · 1 lowered · 2 raised — the strikethrough is what management used to say

mixed guidance posture · shifted across quarters

Holding view → · latest concall · The pulse

↑ raised Long-term capacity target Q4 FY26 → Q1 FY27

~~42 GW by FY31~~ → 45 GW by FY31 (same timeline)

“our target is 45 GW by the same time. It is now revised from 42 to 45.”

↑ raised Nuclear capacity aspiration Q4 FY26 → Q1 FY27

~~5 GW by 2035~~ → 10 GW by 2035

“the target has been increased from 5 to 10 GW and the deadline or the target time line is around 2035.”

↓ lowered FY27 capacity commissioning Q3 FY26 → Q1 FY27

~~around 2.9 gigawatts (Q3FY26 guidance)~~ → 1.32 GW (Korba Phase-II only, before December 2026)

“We expect that Korba Phase-II will come before December end this year.”

Method. Revisions come from management's own stated numbers, compared quarter over quarter across the covered concalls; each carries the verbatim quote. “No revisions” can also mean guidance too vague to pin down — see the posture chip above. Not investment advice.