Adani AGM 2026: Group Targets 45 GW Power Capacity, 3 GW Data Centres By 2030

Adani Group Chairman Gautam Adani on Tuesday used his annual shareholder address to lay out a growth roadmap centred on infrastructure and artificial intelligence, while announcing major expansion plans across power, data centres, ports, airports and defence.

Addressing shareholders at the group's Annual General Meeting (AGM), Adani said this year's theme was ‘Accelerating Infrastructure, Leveraging Intelligence’. He said infrastructure and intelligence are becoming increasingly interconnected as economies rely on both physical assets and digital capabilities to drive growth. The chairman also highlighted the scale of investments made by the conglomerate during FY26.

Key Investment Highlights From Adani AGM 2026

According to Adani:

• The group committed more than ₹1.5 lakh crore in capital expenditure during FY26.

• The investment accounted for over 30% of India's total new private-sector capex during the year.

• Shareholders backed the group through a ₹25,000-crore rights issue.

Adani said the investments were made despite the group operating under what he described as ‘extraordinary scrutiny’.

Power Expansion Takes Centre Stage

The biggest growth push is planned in the energy business, where:

• Adani Power is pursuing a ₹2 lakh crore expansion programme.

• The company aims to increase generation capacity to 45 GW over the next five years.

• The group plans to develop 5,000 MW of hydropower capacity in Bhutan.

• Adani Atomic Energy aims to build 10 GW of nuclear power capacity by 2035.

• Adani Energy Solutions' transmission order book has reached ₹72,000 crore.

Data Centres And Artificial Intelligence

Adani said the group is building digital infrastructure to support the growing adoption of artificial intelligence and cloud computing, where:

• Adani's data centre business is targeting a 3 GW platform by 2030.

• The group has signed a gigawatt-scale data centre agreement with Google in Visakhapatnam.

• Investments in automation, AI and data infrastructure will complement its physical infrastructure businesses.

Ports, Airports And Logistics Expansion

The chairman highlighted growth across the transport and logistics network, where:

• Adani Ports handled more than 500 million tonnes of cargo during FY26.

• The company continues to target 1 billion tonnes of cargo handling by 2030.

• Vizhinjam Port crossed 1 million TEUs in its first year of operations.

• Navi Mumbai International Airport and the new Guwahati airport terminal were showcased as major additions to the group's infrastructure portfolio.

Adani also outlined progress in defence manufacturing and technology.

Also Read- City Union Bank Gets Board Nod For ₹500 Crore QIP Issue

Defence And Organisational Reforms

Adani also outlined progress in defence manufacturing and technology and said that the group has partnerships with Leonardo and Embraer. Adani's drones and defence systems were deployed during Operation Sindoor.

Beyond business expansion, the chairman said the group is simplifying management structures, strengthening contractor partnerships and improving worker welfare standards. He also highlighted the work of the Adani Foundation. It now:

• Reaches around 10 million people.

• Operates across 7,000 villages.

The initiatives span 22 states and focus on healthcare, education and skill development.

Sources:

NDTV Profit

The Economic Times