ALFA Finder| Revenue guidance | 50.0% → 70.0% Raised by 20.0 percentage points |
|---|---|
| Management target | Revenue 70.0% FY27 |
| Revenue growth | Robust 125.3% YoY revenue growth driven by distribution expansion. |
|---|---|
| Margins | EBITDA margin expanded to 18.9% due to backward integration. |
| Demand visibility | Strong visibility from PM Surya Ghar rooftop solar government scheme. |
| Management confidence | High; explicitly raised annual guidance despite a major fire incident. |
Growth
Revenue grew 125% YoY; EBITDA increased 140% YoY. Growth is primarily volume-led via massive dealer expansion.
Outlook
Management raised full-year revenue growth guidance from 50% to 70% for FY27, targeting ₹5,000 Cr revenue.
Risks
A major fire incident at the Bawal facility caused a ₹143.6 Cr provisional loss, though insured.
Last quarter's promises, checked
Delivered
- Revenue growth 50% → delivered 125% (= BEAT)
- Commission 2GW Ratlam module facility → delivered 2GW commissioned (= BEAT)
- PAT margin 11%-13% → delivered 11.8% (= BEAT)
Partly delivered
- Ratlam inverter/battery lines Q1/Q2 FY27 → machinery received/orders placed (= PARTIAL)
Missed
- Inventory days to reduce → delivered increased from 71 to 83 days (= MISS)
Earnings Call Transcript filed with NSE, NSE: UTLSOLAR. Summary written with AI assistance from the document.
Fujiyama Power Systems Ltd: key numbers
- Share price
- ₹362.25
- Market cap
- ₹11,132 Cr
- Revenue (annual)
- ₹2,655 Cr
- Net profit (annual)
- ₹304.1 Cr
- P/E (TTM)
- 30.6×Sector 44.3×
- Promoter holding
- 86.63%+0.00% QoQ
- FII holding
- 1.14%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Fujiyama Power Systems Ltd
All →Fujiyama Power Systems Earnings Call Transcript: Key Takeaways
Revenue and EBITDA more than doubled on volume-led growth, but margin slipped to 17.1% and inventory rose to ₹1,230 Cr. Management declined to give guidance and leaned on long-term narrative.
Fujiyama Power Systems Other Announcement
Fujiyama Power filed its monitoring agency report on IPO proceeds for the quarter ended September 2026. It shows no deviation from objects and no utilisation this quarter.
Fujiyama Power Systems Q2 FY27 Results: Net Profit ₹57.8 Cr, Down 8.1% YoY
Fujiyama Power Systems Ltd reported revenue from operations of ₹1,346 Cr (+137.0% YoY) and net profit of ₹57.8 Cr (-8.1% YoY) for Q2 FY27.
- Key figure
- Net profit ₹57.8 Cr · -8.1% YoY
Fujiyama Power Systems Board Meeting Date
Fujiyama Power Systems has scheduled a board meeting on 5 November 2026 to consider unaudited standalone and consolidated September quarter results. The trading window stays closed until 7 November 2026, reopening 8 November.
Fujiyama Power Systems Price Movement Clarification
Fujiyama Power Systems clarified that its 1.2 GW solar cell manufacturing machinery has already been delivered, ensuring no material impact from China's export restrictions.
Fujiyama Power Systems Annual General Meeting
Fujiyama Power Systems seeks shareholder approval via postal ballot to raise up to Rs. 1,200 Crore through a Qualified Institutions Placement (QIP).
- Value
- ₹1,200 Cr