Reliance Power Shares Surge 12% After Q4 Results and Major Solar Order Win

Market Performance

Reliance Power shares saw a sharp spike of over 12% in Monday's early trade following robust Q4 results and a significant new order win by its subsidiary.

• At around 9:50 AM, the stock was trading at ₹42.36, up from its previous close of ₹38.65 on Friday.
• This marks one of the biggest single-day jumps for the Anil Ambani group stock in recent months.

Main News

A dual boost triggered the rally in Reliance Power shares:

1. Strong Q4 earnings signaled a significant turnaround.
2. Its subsidiary, Reliance NU Energies, secured a large-scale solar energy order.

Reliance NU Energies clinched the largest allocation in SJVN's competitive bidding process. It secured:

• 350 MW of solar generation capacity
• 175 MW / 700 MWh of battery energy storage system (BESS)

This development strengthens the company's foothold in India's renewable energy space, particularly in the integrated Solar + BESS segment.

Key Highlights of the Solar Order

• The project will add 600 MWp of solar PV capacity and 700 MWh storage.
• The company's total clean energy pipeline now stands at:
  • 2.5 GWp of solar capacity
  • >2.5 GWh of BESS capacity
• The project includes a four-hour daily discharge window, ensuring a reliable peak power supply to state discoms.
• It will follow a Build-Own-Operate (BOO) model as per Ministry of Power guidelines.

Company Details

Reliance Power emphasized that this win aligns with its strategic shift toward cleaner energy sources. The successful bid further reinforces its vision of becoming a key player in India's green energy transformation.

"This is a major step in shaping the country's sustainable energy future," the company said.

Financial Highlights – Q4 FY25

Revenue

• ₹2,066 crore in Q4 FY25
• Down from ₹2,193.85 crore in Q4 FY24

Net Profits

• Reported ₹126 crore net profit in Q4 FY25
• Reversed a loss of ₹397.56 crore in Q4 FY24

Annual Performance FY25

• Consolidated net profit: ₹2,947.83 crore
• FY24 saw a net loss of ₹2,068.38 crore

Debt Reduction

• Total debt repaid: ₹5,338 crore in FY25
• Improved debt-to-equity ratio:
  • From 1.61:1 in FY24
  • To 0.88:1 in FY25

Summary

Reliance Power shares rallied strongly after an impressive Q4 recovery and a landmark solar project win. The company's renewed focus on clean energy and significant debt reduction reflect a strategic pivot toward a more sustainable and financially robust future.

Reliance Power appears well-positioned to lead India's green energy journey with a strong pipeline of solar and battery storage projects.