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What is the story about?
Adani Group founder and chairman Gautam Adani's address at the group's annual general meeting centred on the theme of "Accelerating Infrastructure, Leveraging Intelligence", as he argued that India's next phase of growth will be driven by the convergence of large-scale infrastructure and AI-powered capabilities.
Here are the top 10 highlights from the chairman's speech:1. Record ₹1.5 lakh crore investment in infrastructure
The Adani Group made a record capital investment of more than ₹1.5 lakh crore during FY26, which Gautam Adani said represented over 30% of India's total new private-sector capital expenditure for the year.
2. AI and intelligence become central to strategy
Adani said infrastructure and intelligence are now inseparable, with data centres, AI, automation, predictive systems and real-time analytics set to play a bigger role across the group's businesses.
3. Transmission order book climbs to ₹72,000 crore
Adani Energy Solutions secured major projects during the year, helping its transmission order book rise to ₹72,000 crore. The company also strengthened its position in high-voltage direct current (HVDC) transmission projects.
4. Adani Power targets 45 GW capacity
The group is executing what Adani described as India's largest private-sector power capital expenditure programme, worth over ₹2 lakh crore, with a target of reaching 45 GW of capacity over the next five years.
5. Entry into nuclear energy
One of the biggest announcements from the speech was the group's nuclear power ambitions. Through Adani Atomic Energy, the group has identified land and is targeting 10 GW of nuclear capacity by 2035 to support India's long-term clean energy requirements.
6. Bhutan hydropower partnership
The group and Bhutan's Druk Green Power Corporation will jointly develop 5,000 MW of hydropower projects, expanding Adani's presence in renewable and cross-border energy infrastructure.
7. Data centre ambitions gather pace
The Adani Group reiterated plans to build a 3 GW data centre platform by 2030. Adani highlighted a binding MoU with Google for a gigawatt-scale data centre in Visakhapatnam and said global technology firms including Microsoft, Uber and Flipkart are working with the group.
8. Ports, airports and logistics continue to scale up
Adani Ports handled more than 500 million tonnes of cargo in FY26 and is targeting one billion tonnes by 2030. Vizhinjam Port crossed one million TEUs (Twenty-foot Equivalent Unit) in its first year, while Navi Mumbai International Airport and the new Guwahati airport terminal emerged as key milestones for the group. Earlier this year, both these airports made it to the list of the World’s Seven Most Beautiful Airports.
9. Defence and aerospace push intensifies
Adani said partnerships with Leonardo and Embraer are helping create integrated helicopter and regional aircraft manufacturing ecosystems in India. He also noted that the group's drones, anti-drone systems, missiles and ammunition supported the armed forces during Operation Sindoor.
10. Strong financial performance and organisational overhaul
The group's consolidated revenue rose 7.4% year-on-year to ₹2.92 lakh crore, while EBITDA stood at ₹94,834 crore for FY26. Profit after tax increased 14% to ₹46,376 crore and cash flow reached ₹67,995 crore. Adani also outlined plans to simplify the organisation, expand the role of global capability centres (GCCs) and strengthen partnerships with contractors.
Summing up the group's vision, Adani said: "Infrastructure gives a nation muscle. Intelligence gives a nation mastery." He added that the group was positioning itself to power what he called the "age of intelligence" through investments spanning energy, transport, logistics, industrial manufacturing and digital infrastructure.
The AGM comes as investor sentiment around the stock remains positive. Adani Enterprises has initiated coverage on Adani Enterprises with an 'Overweight' rating and a price target of ₹3,638 per share, implying a potential upside of 23%.
Following the AGM, shares of Adani Enterprises were among the top gainers on the NSE, trading nearly 3% higher in afternoon trade on Wednesday.
Here are the top 10 highlights from the chairman's speech:1. Record ₹1.5 lakh crore investment in infrastructure
The Adani Group made a record capital investment of more than ₹1.5 lakh crore during FY26, which Gautam Adani said represented over 30% of India's total new private-sector capital expenditure for the year.
2. AI and intelligence become central to strategy
Adani said infrastructure and intelligence are now inseparable, with data centres, AI, automation, predictive systems and real-time analytics set to play a bigger role across the group's businesses.
3. Transmission order book climbs to ₹72,000 crore
Adani Energy Solutions secured major projects during the year, helping its transmission order book rise to ₹72,000 crore. The company also strengthened its position in high-voltage direct current (HVDC) transmission projects.
4. Adani Power targets 45 GW capacity
The group is executing what Adani described as India's largest private-sector power capital expenditure programme, worth over ₹2 lakh crore, with a target of reaching 45 GW of capacity over the next five years.
5. Entry into nuclear energy
One of the biggest announcements from the speech was the group's nuclear power ambitions. Through Adani Atomic Energy, the group has identified land and is targeting 10 GW of nuclear capacity by 2035 to support India's long-term clean energy requirements.
6. Bhutan hydropower partnership
The group and Bhutan's Druk Green Power Corporation will jointly develop 5,000 MW of hydropower projects, expanding Adani's presence in renewable and cross-border energy infrastructure.
7. Data centre ambitions gather pace
The Adani Group reiterated plans to build a 3 GW data centre platform by 2030. Adani highlighted a binding MoU with Google for a gigawatt-scale data centre in Visakhapatnam and said global technology firms including Microsoft, Uber and Flipkart are working with the group.
8. Ports, airports and logistics continue to scale up
Adani Ports handled more than 500 million tonnes of cargo in FY26 and is targeting one billion tonnes by 2030. Vizhinjam Port crossed one million TEUs (Twenty-foot Equivalent Unit) in its first year, while Navi Mumbai International Airport and the new Guwahati airport terminal emerged as key milestones for the group. Earlier this year, both these airports made it to the list of the World’s Seven Most Beautiful Airports.
9. Defence and aerospace push intensifies
Adani said partnerships with Leonardo and Embraer are helping create integrated helicopter and regional aircraft manufacturing ecosystems in India. He also noted that the group's drones, anti-drone systems, missiles and ammunition supported the armed forces during Operation Sindoor.
10. Strong financial performance and organisational overhaul
The group's consolidated revenue rose 7.4% year-on-year to ₹2.92 lakh crore, while EBITDA stood at ₹94,834 crore for FY26. Profit after tax increased 14% to ₹46,376 crore and cash flow reached ₹67,995 crore. Adani also outlined plans to simplify the organisation, expand the role of global capability centres (GCCs) and strengthen partnerships with contractors.
Summing up the group's vision, Adani said: "Infrastructure gives a nation muscle. Intelligence gives a nation mastery." He added that the group was positioning itself to power what he called the "age of intelligence" through investments spanning energy, transport, logistics, industrial manufacturing and digital infrastructure.
The AGM comes as investor sentiment around the stock remains positive. Adani Enterprises has initiated coverage on Adani Enterprises with an 'Overweight' rating and a price target of ₹3,638 per share, implying a potential upside of 23%.
Following the AGM, shares of Adani Enterprises were among the top gainers on the NSE, trading nearly 3% higher in afternoon trade on Wednesday.
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