AESL delivered a landmark FY26, with consolidated revenue soaring 70.1% to Rs 791.1 Cr and adjusted profit after tax up 43.6% to Rs 60.6 Cr.

Q4 standalone revenue faced a ~Rs 75 Cr hit from West Asia supply chain issues.

Growth is powered by a strategic shift to an integrated energy platform.

The Kuiper acquisition strengthens global presence and manpower solutions, aiming for ~Rs 600 Cr in annual revenue.

The pending Oilmax merger will add ~70 million barrels of reserves, targeting 10,000 BOPD production by FY29/30, up from ~2,000 BOE.

Recent wins include Vedanta's integrated field management and MCL's Lakhanpur CHP project.

Indrora Block's NM-01 is producing ~100 BOPD, with a target of ~1,000 BOPD by FY27. The standalone order book stands strong at ~Rs 1,750 Cr, ensuring revenue visibility.

Management projects 30-40% growth for standalone India services in FY27, backed by a robust balance sheet and a dividend of Rs 1.25/share.