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Adani Power Limited (ADANIPOWER) Fair Value & Analysis

Utilities · IN · Market cap ₹4.2T (≈ $44.7B) · ISIN INE814H01011

What is Adani Power Limited really worth?

AP Adani Power Limited ADANIPOWER · NSE
Price₹207.20
Fair Value₹75.57
Upside−63.5%
Quality40/100

Below-average quality, and trading another 174% above our fair value of ₹75.57.

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Strengths

Highly profitable · 23.7% net margin
Wide moat 73/100

Risks

!Expensive Growth (revenue 5y +15.5 %/yr)
!Moderate debt · negative free cash flow
!Trails peers (5/13)
!Weak on dividend: 4 out of 100
Evidence: High Range ₹52.29 – ₹140.85

Fair value as of: Aug 14, 2026

From 16 valuation models · updated 22 days ago

Share price −0.9% over the past month.

What runs behind every stock

69 individual criteria per stock, every one traceable See the method →

What matters now

  • The price sits above even our optimistic bull case (₹140.85). The favourable scenario is already priced in.
  • Weak quality (40/100) and above fair value at the same time, the margin of safety is missing on both counts.
  • The model range is unusually wide (₹52.29 to ₹140.85). The outcome hinges heavily on assumptions, so read the point estimate with caution.

Price vs Fair Value (5 years)

₹248.91 ₹14.72 Fair Value ₹75.57 May 2021 Sep 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 14, 2026.

How to read this chart

60‑month range ₹14.72 – ₹248.91 · fair‑value band ₹52.29 – ₹140.85 · the ₹207.20 price screens above the ₹75.57 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 14, 2026.

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Analysis

Adani Power Limited (ADANIPOWER) currently trades at ₹207.20, while our model-based Fair Value estimate is ₹75.57, implying the stock looks roughly 174.2% overvalued today. The Quality Score stands at 40/100 (below-average quality), in the Utilities sector. Bull case: the Growth Earnings group reads highest at a median of ₹148.03 per share, and 1 of the 16 models we run sit above the ₹207.20 price. Bear case: the Asset-Based group reads lowest at ₹22.56, and 15 of the 16 models stay below the price. Evidence for this calculation is high.

Over the trailing twelve months, Adani Power Limited generated revenue of ₹542B at a net margin of 23.7%. Revenue declined 0.1% year over year. It earns a return on equity of 20.9%. Net debt stands at ₹477B. Fundamentals as of Aug 14, 2026

Our scenario range runs from ₹52.29 (bear case) to ₹140.85 (bull case); at ₹207.20, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 18% below its 52-week high and 97% above its 52-week low, currently above its 200-day average. For context, the median of 10 Utilities peers we cover trades at −51% fair-value upside, at −64%, ADANIPOWER screens richer than that median.

Fair Value models

This estimate rests on fiscal year 2026 figures, and about 5 months have passed since. In that time the company retained roughly ₹2.87 per share, which is 3.8 % of the fair value. The fair value deliberately does not add this in: the models value reported figures, not a projection.

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small. Every input is real reported data, nothing guessed.

Model Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
EPV best evidence ₹44.93 ₹56.14 ₹66.11 74
ROIC Compounder ₹53.04 ₹89.40 ₹120.84 70
EV/EBITDA ₹56.62 ₹81.71 ₹106.79 67
All 16 models by family
Earnings-Based
Graham-Dodd ₹45.26 ₹267.19 ₹372.10 63
Lynch FV ₹75.84 ₹108.35 ₹140.85 61
PEG = 1.0 ₹75.84 ₹108.35 ₹140.85 57
EPV best evidence ₹44.93 ₹56.14 ₹66.11 74
Dividend Discount
Gordon GGM ₹4.19 ₹9.15 ₹15.39 65
DDM Multi-Stage ₹4.19 ₹7.49 ₹9.53 66
Multiples
P/E Multiple ₹89.84 ₹119.79 ₹149.74 63
P/S Multiple ₹52.29 ₹69.72 ₹87.15 58
P/B Multiple ₹45.46 ₹60.61 ₹75.76 55
EV/EBIT ₹67.62 ₹96.36 ₹125.11 65
EV/EBITDA ₹56.62 ₹81.71 ₹106.79 67
EV/Revenue ₹30.19 ₹51.10 ₹72.02 52
Asset-Based
NCAV (Graham) ₹16.84 ₹22.56 ₹33.67 54
Economic Profit
Residual Income ₹47.60 ₹67.29 ₹395.55 64
ROIC Compounder ₹53.04 ₹89.40 ₹120.84 70
Growth Earnings
Growth-Adj P/E ₹103.62 ₹148.03 ₹192.44 67

Widest divergence: Growth Earnings (₹148.03) versus Dividend Discount (₹7.49). Highest evidence: EPV (74).

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Key figures & financial health

P/E ratio 31.3
P/S ratio 7.46 P/E × margin
EPS (TTM) ₹6.63 price ÷ EPS = P/E 31.3
Dividend yield 0.2% payout 5.9%
Net margin 23.9% FY2026
Return on equity 20.9% TTM
More key figures
Profitability
Return on assets (EBIT) 15.8% avg 5y
Operating margin 25.4% TTM
Growth
Revenue (TTM) ₹542B TTM
Revenue growth (YoY) −0.1% 3y avg +11.5%
EPS growth (YoY) +88.8%
Balance sheet & cash flow
Free cash flow −₹55.2B FY2026
Net debt ₹477B FY2026

Figures from reported company fundamentals · as of Aug 14, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 40/100

Of which business quality 41 · Market factors (momentum, volatility) 77

Profitability 54
Margins and returns on capital today
Quality Growth 26
Are margins and returns improving?
Cashflow 40
Earnings quality: real cash, not paper profit
Fin. Strength 54
Balance sheet, leverage, solvency risk
Investment 3
Disciplined investing over empire-building
Low Volatility 69
Calm price path (market factor)
Momentum 79
Price trend over the last 3–12 months (market factor)
52W Momentum 84
Distance to the 52-week high (market factor)
Net Issuance 49
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.

About the company

Adani Power Limited engages in the generation, transmission, and sale of electricity under long term power purchase agreements (PPAs), supplemental PPAs, medium and short term PPAs, and on merchant basis in India.

Full company description

Adani Power Limited engages in the generation, transmission, and sale of electricity under long term power purchase agreements (PPAs), supplemental PPAs, medium and short term PPAs, and on merchant basis in India. The company generates electricity through thermal energy sources through various power projects with a combined installed and commissioned capacity of 18,150 megawatt (MW). It also operates various coal based power plants comprising 4,620 MW at Mundra, Gujarat; 3,300 MW at Tiroda, Maharashtra; 1,320 MW at Kawai, Rajasthan; 1,200 MW at Udupi, Karnataka; 600 MW at Raigarh and Korba, Chhattisgarh; 1,370 MW at Raipur, Chhattisgarh; 1,200 MW at Mahan, Madhya Pradesh; 1,200 MW at Mutiara, Tamil Nadu; 1,600 MW at Mirzapur, Uttar Pradesh; 500 MW at Dahanu, Maharashtra; and 1600 MW at Godda, Jharkhand. The company also operates solar based power plant comprising 40 MW at Bitta, Gujarat. In addition, it engages in coal import and supply/trading business. Adani Power Limited was founded in 1988 and is headquartered in Ahmedabad, India.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2022 – FY2026 · reported fiscal years

Adani Power Limited reported revenue of ₹538B in FY2026 versus ₹277B in FY2022, a compound +18.0%/yr. Reported net income was ₹128B in FY2026, compounding +27.1%/yr from FY2022.

Growth Quality 56/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Latest Revenue (FY 2026)
₹538B
Latest YoY
−4.3%
Avg. revenue growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+11.5%
Avg. revenue growth/yr (5Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+15.5%
Avg. revenue growth/yr (16Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+35.1%
Value creation/yr (5Y, in INR) Earnings growth per share (CAGR 5 years) plus dividend yield: value created per share and year. Measured in INR: this currency has depreciated against the euro and dollar over the long run, so part of the nominal rate is currency erosion that never reaches a EUR/USD investor.
0.0% (−0.2 + 0.2)
Revenue +18.0%/yr
FY22 ₹277B
FY23 ₹388B
FY24 ₹504B
FY25 ₹562B
FY26 ₹538B
Net income +27.1%/yr
FY22 ₹49.1B
FY23 ₹107B
FY24 ₹208B
FY25 ₹129B
FY26 ₹128B

ADANIPOWER screens 174% overvalued. Compare with Constellation Energy Corporation →

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Cite: Fair Value Calculator (2026). "Adani Power Limited Fair Value". https://www.fairvalue-calculator.com/stock/ADANIPOWER

Peer Group

Utilities - Independent Power Producers · 77 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 40 · Below median
Fair Value upside −64% · Bottom 25%
Return on equity (TTM) 21% · Top 25%
Return on assets 7% · Top 25%
Net margin (TTM) 24% · Top 25%
Operating margin (TTM) 25% · Top 25%
Revenue growth 0% · Above median
Dividend yield (TTM) 0.2% · Bottom 25%
Debt / equity 0.66× · Higher than median

Valuation Multiples vs Utilities - Independent Power Producers median · lower = cheaper

P/E (TTM) 31.3× · Pricier than 75% of peers
P/B 6.49× · Pricier than 75% of peers
P/S (TTM) 7.77× · Pricier than 75% of peers
EV/EBITDA 23.2× · Pricier than 75% of peers

Strength profile in five axes (Snowflake)

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUEFUTUREPASTHEALTHDIVIDEND
This stock
VALUEFUTUREPASTHEALTHDIVIDEND
Sector peers
VALUE0 · sector 17
FUTURE0 · sector 0
PAST84 · sector 30
HEALTH67 · sector 70
DIVIDEND4 · sector 52

VALUE 0: the price sits above our fair-value range.

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

Similar stocks

10 more Utilities - Independent Power Producers stocks, each showing price versus our Fair Value estimate (as of Aug 14, 2026).

Stock Price Fair Value vs Fair Value
Constellation Energy Corporation CEG $285.05 $88.09 −69%
Vistra Corp VST $144.22 $50.39 −65%
CGN Power Co 003816 ¥4.33 ¥3.62 −16%
Gulf Development Public Company GULF 63.25 THB 39.25 THB −38%
NRG Energy, Inc NRG $109.51 $53.91 −51%
Adani Energy Solutions Limited ADANIENSOL ₹1,583 ₹342.02 −78%
Talen Energy Corporation TLN $365.07 $43.55 −88%
Datang International Power Generation Co 601991 ¥5.89 ¥4.95 −16%
Huaneng Power International, Inc 600011 ¥6.92 ¥9.14 +32%
The Tata Power Company TATAPOWER ₹368.00 ₹175.12 −52%

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Frequently asked questions

Is Adani Power Limited (ADANIPOWER) overvalued or undervalued?
As of Aug 14, 2026, our model estimates a fair value of ₹75.57 versus a price of ₹207.20, about −64% upside (overvalued).
What is the fair value of ADANIPOWER?
Our model-based fair value for Adani Power Limited is ₹75.57 (as of Aug 14, 2026), built from audited fundamentals. The current price: ₹207.20.
What is the quality score of ADANIPOWER?
Adani Power Limited has a Quality Score of 40/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of Adani Power Limited (ADANIPOWER)?
Adani Power Limited reported trailing-twelve-month revenue of about ₹542B (latest available figure, as of Aug 14, 2026).
What is the net profit margin of ADANIPOWER?
The net profit margin of Adani Power Limited is about 23.7%, meaning it keeps roughly 23.7% of revenue as net income. Based on the latest reported figures.
Does Adani Power Limited pay a dividend?
Adani Power Limited currently shows a dividend yield of about 0.19% relative to its recent price (as of Aug 14, 2026).
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