15 Jul 2026
Adani Power signed a 25-year power supply agreement with MSEDCL for 1,600 MW.
The supply comes from a 2x800 MW ultra-supercritical thermal plant to be established on a design, build, finance, own and operate basis. Coal linkage for the plant is allocated under the government's SHAKTI policy. The agreement follows the company's 15 March 2026 intimation, which was the letter of award stage, so today converts that award into a signed long-term offtake. A 25-year contracted offtake underwrites the plant's economics well before it is built.
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Anand Ganapathy K | SEBI Registered Research Analyst | INH000016630. Stock notes are market commentary for general information and education. They are not investment advice, not a recommendation to buy or sell, and do not account for any individual's financial situation. Investment in securities is subject to market risks. Please read all related documents carefully before investing. Past performance is not a guarantee of future results.