JSW Energy runs thermal, hydro and renewable generation capacity in India and sells the output under long-term power purchase agreements to state distribution utilities and industrial buyers. The moat is regulatory and capital-intensive: fixed-cost generation assets with contracted offtake are hard to replicate, and the company's 66.9% gross margin and 38.1% operating margin reflect that structure. Revenue growth of 1.2% is close to flat, so the investment case rests on the company converting its renewable pipeline into commissioned capacity rather than on current top-line momentum. At 41.8x trailing and 27.5x forward earnings the market is already paying for a meaningful earnings step-up, which makes execution on new capacity the question to test before anything else. The valuation gap between trailing and forward multiples is the number to pressure-test first.
Plain-English pros, cons, and what to watch. Pro feature.
See what each model says, the assumptions behind it, the bad, normal and good cases, and why the fair value changed.
The full quality picture: a reason under every score, how the scores moved, and the conviction breakdown.
The full analyst picture: the price-target distribution against the current price, forward consensus estimates, and how ACCE's own models compare.
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| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 23 Oct 2026, 01:52 CEST | ACCE price target | ₹422 | first publication | ₹464 |
Answered from JSW Energy Limited fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| JSWENERGY.NS JSW Energy Limited | ₹448.55 | - | - | 40.4x | - | 73 | 39 |
| CNA.L Centrica | £1.51 | £3 | 44% below | 10.0x | 19.9% | 69 | 57 |
| CPX.TO Capital Power Corporation | C$60.96 | - | - | 117.2x | 2.4% | 42 | 47 |
| TATAPOWER.NS The Tata Power Company Limited | ₹348.10 | - | - | 28.8x | - | 52 | 46 |
| TORNTPOWER.NS Torrent Power Limited | ₹1169.00 | - | - | 26.1x | - | 65 | 41 |
| 642A.T KYUDEN Holdings Inc. | ¥2021.00 | - | - | 5.8x | 14.6% | 58 | 76 |
| OKLO Oklo Inc. Class A common stock | $26.35 | - | - | - | -7.7% | 43 | 26 |
Where JSWENERGY.NS ranks against its sector peers on each metric.