Adani’s ₹1.53 trillion FY26 capex lifts smaller EPC firms’ order pipelines
Adani Group’s spending on airports, data centres and renewable energy is feeding contractor order books, with some suppliers deriving more than half their outstanding orders from the conglomerate. The pipeline offers multi-year visibility but raises customer-concentration risk.
Adani Group’s ₹1.53 trillion FY26 capex across airports, data centres and renewable energy is boosting EPC suppliers’ order books. The spending supports contractors involved in airport and energy infrastructure, with several companies heavily dependent on Adani-linked contracts.
Why this matters
The capex push follows Adani Infra’s ₹2,380 crore purchase of an Adani Green stake and a proposed ₹1 trillion AI-ready Odisha data centre, extending investment across renewables and digital infrastructure.
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