• Deleveraging impact: Raising ₹4,000 crore via QIP alongside over ₹3,100 crore from JSW Steel share monetization reduces net debt to EBITDA from 5.96 to approximately 5.3–5.32, or to 4.7–4.75 excluding construction work-in-progress debt.
• Fundraising pipeline: The company holds an enabling approval to raise up to an additional ₹6,000 crore via QIP as needed and expects roughly ₹1,875 crore in promoter preferential share proceeds over the next 12 months.
• FY30 capacity guidance: Management reiterated its target to scale generation capacity to 30 GW and energy storage capacity to 40 GW by FY30 while maintaining leverage within a debt-to-equity ratio of approximately 5.
• Blade manufacturing rollout: Commercial production at the Halol blade facility in Gujarat will begin by mid-June, while a second greenfield plant in Karnataka is scheduled for commissioning in the July–September quarter to cover captive wind blade demand for the next 2–3 years.