Monday, 28 September 2026 Every NSE & BSE announcement, by company
ALFA Filings Every announcement, straight from the exchange
Earnings Call Transcript

Inox Wind Earnings Call Transcript: Key Takeaways

Inox Wind is pivoting from turn-key projects to equipment supply to improve working capital, reporting a 4.4 GW order backlog and maintaining 75% revenue growth guidance despite flat YoY quarterly revenue.

Why this was an Alfa AlertManagement guides 75% Revenue growth for FY27 (explicit single-year guidance).
Guidance and delivery
Management target Revenue 75.0% FY27
Highlights
Revenue growthFlat YoY this quarter; 75% growth guided for full year FY27.
MarginsEBITDA margins rising (27% consolidated) due to lower EPC mix.
Order bookMassive 4.4 GW backlog provides 24-36 months of execution visibility.
Demand visibilityStrong; 10-15 GW annual market capacity additions expected in India.
Management confidenceHighly confident, emphasizing strategic pivot to equipment supply and group synergies.

Growth

Revenue of 872 Cr was flat YoY; however, EBITDA margins improved to 27% (Consolidated).

Outlook

Management guides for 75% Revenue growth in FY27 with 20-22% EBITDA margins.

Risks

Historical execution slippages and high trade receivables from legacy projects remain primary concerns.

Last quarter's promises, checked

Delivered

  • Guided 3+ GW order book → delivered 3.1 GW (= BEAT)
  • Guided IRSL demerger approval → delivered NCLT approved (= BEAT)
  • Guided 50% O&M EBITDA margin → delivered 50% (= BEAT)

Partly delivered

  • Guided 200 working capital days → delivered slippage due to ECS delays (= PARTIAL)
  • Guided 4.4MW turbine launch → prototype on-track for calendar year (= PARTIAL)

Missed

  • Guided INR 5,000 Cr revenue → delivered INR 4,600 Cr (= MISS)
  • Guided flat YoY revenue → delivered INR 1,306 Cr flat YoY (= BEAT)
Source

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

Read the document ↗

Inox Wind Ltd: key numbers

Share price
₹74.75
Market cap
₹12,919 Cr
Revenue (annual)
₹4,397 Cr
Net profit (annual)
₹405.0 Cr
P/E (TTM)
37.5×Sector 53.6×
Promoter holding
44.18%+0.00% QoQ
FII holding
14.53%Current quarter

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

More from Inox Wind Ltd

All →
20:46 IST BSE
Annual General Meeting

Inox Wind Annual General Meeting

Inox Wind Limited held its 17th Annual General Meeting on September 25, 2026. The meeting covered routine business and various special resolutions as per the notice.

22:01 IST NSE
Business Update

Inox Wind Business Update

Inox Wind clarifies that the previously announced 100 MW order was received from Terra Clean Limited, a wholly-owned subsidiary of Indian Oil Corporation Limited.

turnkey order
100.0 MW
22:20 IST BSE
Annual Report

Inox Wind Annual Report

Inox Wind Ltd has filed its Annual Report for the financial year 2025-26, along with the notice for its 17th Annual General Meeting.

22:10 IST BSE
Annual General Meeting

Inox Wind Annual General Meeting

Inox Wind Limited has scheduled its 17th Annual General Meeting on 25th September, 2026, via video conferencing to transact its ordinary and special business.

07:41 IST BSE
New Order Win

Inox Wind Bags ₹755 Cr Order from Indian Oil Corporation Limited

Inox Wind secured a 100 MW turnkey wind energy project order from Indian Oil Corporation. The contract is valued at approximately ₹755 Crore.

Value
₹755.0 Cr
From
Indian Oil Corporation Limited
wind energy capacity
100.0 MW
16:35 IST BSE
Earnings Call

Inox Wind Investor Presentation: Key Takeaways

Inox Wind Q1 FY27 reported consolidated revenue of Rs 872 cr and EBITDA of Rs 237 cr. The company is pivoting towards equipment supply and leveraging group synergies for long-term growth.

Call
Guides 75% growth