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Earnings Call Transcript

Clean Max Enviro Energy Solutions Earnings Call Transcript: Key Takeaways

CleanMax reports strong FY26 performance as India's largest C&I renewable player. Revenue grew 28% YoY to ₹19,129 Mn with EBITDA of ₹12,946 Mn, driven by hyperscaler demand and operational capacity doubling.

Guidance and delivery
Management target Revenue 28.0% FY26
Highlights
Revenue growth28% YoY growth in FY26.
MarginsRE Power Sales EBITDA margins improved from 75% to 84%.
Order book5.7 GW contracted capacity; 2.6 GW under execution.
Demand visibilityStrong; 42% capacity tied to Data & AI/hyperscaler customers.
Management confidenceHigh; highlighted strong execution and 7.5-year average leadership tenure.

Growth

Revenue grew 28%, EBITDA 28%, and PAT surged 340% to ₹856 Mn in FY26. EBITDA CAGR (FY23-26) stands at 32%.

Outlook

Guidance of ≥1.5 GW RE Power Sales in FY27. Tripled contracted capacity to 5.7 GW; targeting 12GW portfolio.

Risks

Grid backdowns in Rajasthan CTU project over next 6-12 months; high concentration in specific state STU policies.

Source

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

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Clean Max Enviro Energy Solutions Ltd: key numbers

Share price
₹1,393.40
Market cap
₹16,380 Cr
Revenue (annual)
₹1,913 Cr
Net profit (annual)
₹94.13 Cr
P/E (TTM)
104.4×Sector 25.1×
Promoter holding
49.42%-0.06% QoQ
FII holding
11.21%Current quarter

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

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