Synopsis: Adani Enterprises Ltd (NSE: ADANIENT) shares gained 3% to reach an intraday high of ₹2,203 on February 17, 2026. The “Zero-Minute” fact is that the Adani Group announced a massive $100 Billion investment to build renewable energy-powered, AI-ready data centers by 2035. This long-term “compute-energy” backbone, combined with the incorporation of a new power transmission arm for Navi Mumbai and a 2,365% YoY surge in Q3 net profit, has reignited aggressive institutional buying.
On Tuesday, February 17, 2026, Adani Enterprises emerged as a leading gainer on the Nifty 50, surging 3% to trade at ₹2,203. The conglomerate’s flagship incubator is riding a wave of massive strategic announcements that position it at the center of India’s “Intelligence Revolution.” Despite broader market volatility, the stock attracted heavy volumes as the group unveiled one of the world’s largest integrated energy and compute commitments.
The pivot in sentiment is backed by a series of high-impact regulatory filings. Beyond the AI data center roadmap, the company also informed exchanges that its joint venture, AdaniConneX, has incorporated a new subsidiary—Navi Mumbai Power Transmission Limited—to support the rapidly growing industrial and data center corridors in the Mumbai metropolitan region.
Why is Adani Enterprises stock rising today?
The primary driver is the $100 Billion AI Infrastructure Commitment. By 2035, the group plans to develop green-energy-powered hyperscale data centers. This initiative is expected to catalyze an additional $150 Billion across server manufacturing, sovereign cloud platforms, and semiconductor ecosystems. For Adani Enterprises, this means a multi-decade growth runway in the high-margin digital infrastructure space.
Additionally, the “1-2-1” rule of market momentum was in full display: one global-scale investment trigger ($100B), two operational milestones (Navi Mumbai Airport commencement and the new transmission arm), and one blockbuster Q3 earnings report. The recent Q3 FY26 results featured a multifold jump in consolidated net profit to ₹5,627 Crore, which, while aided by one-time gains, also reflected a 62% rise in operating EBITDA to ₹3,774 Crore.
Adani Enterprises: Q3 FY26 vs Q3 FY25 Snapshot
| Key Metric | Q3 FY26 (Actual) | Q3 FY25 (YoY) | Growth (%) |
| Total Income | ₹25,475 Cr | ₹23,500 Cr | 8.4% ↑ |
| Operating EBITDA | ₹3,774 Cr | ₹2,335 Cr | 61.6% ↑ |
| Consolidated PAT | ₹5,627 Cr | ₹58 Cr | 9,600% ↑* |
*Includes exceptional gains from stake sales.
The “Analyst Consensus” on Adani Enterprises
Brokerages are shifting their focus to the group’s “incubation” success as newer businesses like airports and solar manufacturing mature.
- Strategic Growth: Analysts at Business Standard note that the $100 billion plan effectively establishes India’s “sovereign AI backbone,” making Adani a key player in the nation’s energy-compute security.
- Navi Mumbai Impact: Experts suggest that the operationalization of the Navi Mumbai International Airport (commenced Dec 25, 2025) and the new Navi Mumbai Power Transmission arm will significantly boost the “Airports and Roads” segment revenue in FY27.
- Technical View: Chartists highlight that the stock has found a strong base near ₹2,100. If the price sustains above the ₹2,210 resistance, the next target is projected at ₹2,450 in the medium term.
Also Read: Infosys Shares Surge 4%: Why Anthropic Deal and “Value Buying” Triggered a Sharp IT Recovery
The Bottom Line
Adani Enterprises’ 3% gain is a definitive market vote of confidence in its pivot from commodity trading to high-tech infrastructure. For the Aam Aadmi investor, the achievement of “Net Cash” progress in key subsidiaries and the $100 Billion AI vision makes this a flagship growth play for the next decade.