ALFA Finder| EBITDA Margin: guided vs achieved | 27.00% achieved Guided 20.00%–22.00%, 22.7% above the top of the range |
|---|---|
| Management target | Revenue 75.0% FY27 |
| Revenue growth | ₹872Cr revenue; Inox Green income up 17% YoY. |
|---|---|
| Margins | Improving; 27% EBITDA achieved vs 20-22% full-year guidance. |
| Order book | Robust 4.4 GW backlog providing 24-36 months visibility. |
| Demand visibility | Strong; 8-10 GW annual sector capacity additions expected. |
| Management confidence | Highly optimistic, defensive regarding past execution slippages. |
Growth
Q1 Revenue at ₹872Cr with 27% EBITDA margins; equipment supply now 59% of order book.
Outlook
Guided 75% YoY revenue growth for full year with 20-22% EBITDA margins.
Risks
Historical over-promising and under-delivery concerns; H2-heavy execution risk and high trade receivables.
Last quarter's promises, checked
Delivered
- Guided 50% EBITDA margin for Inox Green → delivered 47.5% (≈50% = BEAT)
- Guided 3.1 GW order book → delivered 4.4 GW (= BEAT)
- Guided launch of 4.4MW turbine in 2026 → on track with prototype (= BEAT)
Partly delivered
- Guided 200 working capital days → improvement noted but still cited as challenge (= PARTIAL)
- Guided pivot to 75% equipment supply → achieved 59% currently (= PARTIAL)
Missed
- Guided ₹5,000Cr revenue for FY26 → delivered ₹4,600Cr (= MISS)
Earnings Call Transcript filed with BSE, NSE: INOXGREEN. Summary written with AI assistance from the document.
Inox Green Energy Services Ltd: key numbers
- Share price
- ₹118.28
- Market cap
- ₹4,963 Cr
- Revenue (annual)
- ₹281.0 Cr
- Net profit (annual)
- ₹102.4 Cr
- P/E (TTM)
- 40.8×Sector 21.7×
- Promoter holding
- 53.70%-2.42% QoQ
- FII holding
- 8.17%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Inox Green Energy Services Ltd
All →Inox Green Energy Services Board Meeting Date
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- Value
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The company filed its quarterly shareholding pattern for the period ended September 29, 2026, as required under SEBI LODR regulations.
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- Value
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- From
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Inox Green Energy Services Capital Structure Change
Inox Green Energy Services Limited has completed the allotment of 1,81,10,473 equity shares via a Qualified Institutional Placement. The allotment increases the total paid-up share capital.