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Earnings Call Transcript

Inox Green Energy Services Earnings Call Transcript: Key Takeaways

Inox Wind and Green Energy show strong FY27 Q1 results, pivoting from turn-key to equipment supply to improve working capital. Consolidation of strategic acquisitions and robust group synergies drive growth despite investor skepticism on historical execution.

Why this was an Alfa AlertManagement guides 75% Revenue growth for FY27 (explicit single-year guidance).
Guidance and delivery
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
Highlights
Revenue growth₹872Cr revenue; Inox Green income up 17% YoY.
MarginsImproving; 27% EBITDA achieved vs 20-22% full-year guidance.
Order bookRobust 4.4 GW backlog providing 24-36 months visibility.
Demand visibilityStrong; 8-10 GW annual sector capacity additions expected.
Management confidenceHighly 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)
Source

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

Read the document ↗

Inox Green Energy Services Ltd: key numbers

Share price
₹172.32
Market cap
₹6,919 Cr
Revenue (annual)
₹281.0 Cr
Net profit (annual)
₹103.5 Cr
P/E (TTM)
56.8×Sector 25.1×
Promoter holding
56.12%+0.00% QoQ
FII holding
7.86%Current quarter

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

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