AI-driven power demand to shape next phase of energy infrastructure growth, says Adani Group

The Adani Group emphasized at the Adani Conference 2026 that rising AI adoption will drive the next phase of energy infrastructure growth in India, according to a Jefferies report summarizing key discussions. The group stressed the increasing demand for power and related assets as AI applications expand, reinforcing its positive outlook on India’s infrastructure development and long-term nation-building efforts. During panel discussions, Sagar Adani highlighted the group’s focus on execution while maintaining financial discipline, noting a record capital expenditure of ₹1.55 lakh crore in FY26. The group also reaffirmed its $100 billion commitment to energy transition initiatives, supported by a net debt-to-EBITDA ratio of around 3.3 times and $10 billion in EBITDA. Group Chief Financial Officer Jugeshinder Singh outlined a strategy to build an integrated energy chain, combining thermal power, renewable energy, and storage solutions to create the world’s lowest-cost electricity. The group’s improved credit profile has reduced borrowing costs, enabling more efficient infrastructure projects. The conference underscored the Adani Group’s confidence in India’s energy and infrastructure growth, with AI-led power demand identified as a major driver for future investments. The group’s financial strength, including its strongest balance sheet to date, provides flexibility for continued growth and long-term value creation.