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Earnings Call

Emmvee Photovoltaic Power Earnings Call: Key Takeaways

Emmvee reported record Q1FY27 performance with revenue of ₹15,555 mn (+51% YoY) and PAT of ₹3,803 mn (+103% YoY). The company is aggressively expanding TOPCon cell and module capacity.

Highlights
Revenue growth51% YoY for Q1FY27
MarginsEBITDA margin improved to 35% from 34% YoY
Order book9.9 GW as of Q1FY27; 1.5 GW inflow in quarter
Demand visibilityStrong, backed by 9.9 GW order book
Management confidenceHigh, citing record performance and strategic backward integration

Growth

Revenue grew 51% YoY; EBITDA increased 56% to ₹5,481 mn; PAT rose 103% YoY. EBITDA margins expanded to 35%.

Outlook

Targeting 16.3 GW module and 8.9 GW cell capacity by FY28. Plans for 9 GW ingot/wafer backward integration.

Risks

Domestic cell supply remains tight; potential transition impacts in C&I demand due to ALMM II implementation.

Last quarter's promises, checked

Delivered

  • Guided module capacity expansion → Delivered 10.3 GW by March 31, 2026 (= BEAT)
  • Guided IPO listing → Completed November 2025 raising ₹2,900 cr (= BEAT)
  • Guided debt reduction → Prepaid ₹1,621 cr term loans; Net debt/equity -0.06x (= BEAT)

Partly delivered

  • Guided FY26 revenue → Delivered ₹5,049 cr (116% growth) vs earlier scale-up targets (= BEAT)
Source

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

Read the document ↗

Emmvee Photovoltaic Power Ltd: key numbers

Share price
₹321.90
Market cap
₹22,287 Cr
Revenue (annual)
₹5,050 Cr
Net profit (annual)
₹1,082 Cr
P/E (TTM)
17.5×Sector 45.9×
Promoter holding
80.03%+0.00% QoQ
FII holding
2.92%Current quarter

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

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