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印度阿达尼能源解决方案公司报告称订单“强劲”,可再生能源份额不断增长。

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-- 印度最大的输配电公司阿达尼能源解决方案公司(Adani Energy Solutions)表示,其订单总额已增至5993.6亿卢比(约合63.6亿美元),配电和智能计量领域的机遇也在不断增长。 阿达尼能源表示,公司已巩固市场地位,并预计所有业务板块未来都将保持强劲增长。该公司公布了截至3月31日的财年盈利创历史新高,第四财季业绩也表现强劲。 该公司指出,孟买和蒙德拉的能源销售强劲,并获得了两个输电项目——纳维纳尔(蒙德拉)一期B1部分和马汉输电项目。2025年,该公司共获得7个新合同,总价值达4399亿卢比。 第四财季输电业务运营收入为121.3亿卢比,而去年同期为116.4亿卢比。配电业务运营收入为287.5亿卢比,高于2024财年第四季度的239.6亿卢比。 智能电表部署量达到310万卢比,公司杠杆率目前为债务的3.2倍,与预期一致。 AESL表示,其输电市场份额目前为28%。 公司表示,项目调试、电表安装以及所有业务线的运营效率提升是其来年的优先事项。 公司整体输电系统可用性为99.7%,而孟买配电业务的用电量同比增长6%,达到105.58亿度。公司表示,配电损耗保持在较低水平,为4.77%。 公司表示,蒙德拉的用电量增长了44%,达到9.48亿度。供电可靠性为99.99%。 该公司表示,在过去一年中,孟买和蒙德拉业务区之间新增了695公里输电线路。 该公司计划在2026财年安装600万至700万个新电表,是2025财年313万个安装量的两倍或更多。 2025财年,孟买地区供电中可再生能源占比为36%,而阿达尼集团有望在2027财年实现60%的目标。

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