Monday, 28 September 2026 Every NSE & BSE announcement, by company
ALFA Filings Every announcement, straight from the exchange
Earnings Call

Alpex Solar Earnings Call: Key Takeaways

Alpex Solar delivered record FY26 results with Revenue at ₹2,223 Cr (up 2.85x YoY) and PAT at ₹201 Cr (up 2.41x YoY), driven by massive capacity expansion in solar modules.

Why this was an Alfa AlertFuture growth guidance >50%; Management guides FY30 revenue of ₹10,000 Cr, implying massive CAGR and surpassing prior 2x annual growth guidance.
Highlights
Revenue growth2.85x growth in FY26; guided to exceed ₹3,000 Cr in FY27.
MarginsEBITDA margin at 15%; cell business expected to deliver 35% EBITDA.
Order book₹1,900 Cr; selectively taking orders to capitalize on new cell line.
Demand visibilityStrong domestic demand; order book at ~₹1,900 Cr.
Management confidenceHigh; surpassing 2x annual growth guidance given during listing.

Growth

FY26 Revenue grew 185% YoY; EBITDA scaled 2.56x to ₹327 Cr. Q4 Revenue at ₹671 Cr.

Outlook

FY27 guidance of ₹3,000+ Cr revenue. Building 2.2GW cell line, 5GW glass/ingot/wafer lines by FY30. Target ₹10,000 Cr revenue.

Risks

Raw material volatility (glass/EVA), high container freight costs, and global anti-dumping duties in US/EU markets.

Source

Earnings Call filed with NSE, NSE: ALPEXSOLAR. Summary written with AI assistance from the document.

Read the document ↗

Alpex Solar Ltd: key numbers

Share price
₹862.65
Market cap
₹2,111 Cr
Revenue (annual)
₹2,223 Cr
Net profit (annual)
₹201.5 Cr
P/E (TTM)
10.5×Sector 25.1×
Promoter holding
65.90%+0.00% QoQ
FII holding
3.12%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

More from Alpex Solar Ltd

All →
12:50 IST NSE
Production Started

Alpex Solar Production Started

Alpex Solar inaugurated its 2.2 GW G12R TOPCon solar cell plant in Kosi-Kotwan, Uttar Pradesh. The facility adds cell manufacturing capacity to its integrated solar value chain.

solar cell manufacturing capacity
2.2 GW
16:43 IST NSE
Annual General Meeting

Alpex Solar Annual General Meeting

Alpex Solar Limited issued a notice for its 33rd Annual General Meeting scheduled for September 29, 2026. Shareholders will vote on financial adoption and auditor appointments.

18:02 IST NSE
Other Announcement

Alpex Solar Other Announcement

Alpex Solar Limited has approved the re-appointment of its Statutory Auditor and the appointment of a Secretarial Auditor. These appointments follow the company's recent board meeting.

17:55 IST NSE
Board Meeting Outcome

Alpex Solar Board Meeting Outcome

Alpex Solar re-appointed its statutory auditor and appointed a secretarial auditor. The company also scheduled its 33rd Annual General Meeting for September 29, 2026.

17:13 IST NSE
Business Update

Alpex Solar Business Update

Alpex Solar Limited is inaugurating its new 2.2 GW G12R TOPCon Solar Cell manufacturing facility in Kosi Kotwan, Uttar Pradesh, on September 16, 2026.

Solar Cell manufacturing capacity
2.2 GW
12:18 IST NSE
Production Started

Alpex Solar Production Started

Alpex Solar Limited will inaugurate its 2.2 GW solar cell manufacturing plant in Uttar Pradesh on September 16, 2026. This facility utilizes advanced TOPCon solar cell technology.

solar cell manufacturing capacity
2.2 GW