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Investor Presentation

Clean Max Enviro Energy Solutions Investor Presentation: Key Takeaways

CleanMax reported strong Q1 FY27 results with 107% revenue growth and positive PAT of ₹552 Mn, driven by a 31% YoY increase in operational RE power sales capacity.

Guidance and delivery
Management target Revenue FY28
Highlights
Revenue growth107% YoY in Q1 FY27.
MarginsEBITDA margins improved to 83.7% for RE Power Sales.
Order book6.0 GW contracted capacity; 2.5 GW under execution.
Demand visibilityStrong; Data & AI customers represent 42% of contracted capacity.
Management confidenceHigh, citing strong contracting run-rate and repeat business (79%).

Growth

Revenue grew 107% YoY to ₹8,322 Mn; Adjusted EBITDA rose 74% to ₹4,940 Mn.

Outlook

Management guides for >1.5 GW capacity addition in FY27 and ₹3,000 Cr Reported EBITDA by FY28.

Risks

Grid backdowns in Rajasthan CTU project expected for 6-12 months due to transmission upgrades.

Last quarter's promises, checked

Delivered

  • Guided FY26 EBITDA ~₹1,254 Cr (1.1x run-rate) → delivered ₹1,295 Cr (= BEAT)
  • Guided FY26 new capacity ~1,400 MW → delivered 1,400 MW (= BEAT)
  • Guided FY26 PPA Tenor ~23 years → delivered 23.17 years (= BEAT)

Partly delivered

  • Guided FY26 cost of financing reduction → delivered 8.5% from 9.2% (= PARTIAL)
Source

Investor Presentation 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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