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Earnings Call

Insolation Energy Earnings Call: Key Takeaways

Insolation Energy reported robust FY26 performance with Revenue at ₹2,146 Cr, up 61% YoY, and PAT at ₹201 Cr, up 59% YoY. The company is migrating to the main board and scaling integrated solar manufacturing.

Why this was an Alfa AlertFuture growth guidance >50%: Management guides to scale module capacity from 5.5 GW to 7 GW and IPP from 100MW to 400MW+ by FY27.
Highlights
Revenue growth61% YoY for FY26; 100% YoY for Q4 FY26.
MarginsEBITDA margin improved from 13% (FY25) to 14% (FY26).
Demand visibilityStrong structural demand via KUSUM, PM Surya Ghar schemes.
Management confidenceHigh; migrating to BSE/NSE Main Board.

Growth

FY26 Revenue grew 61% to ₹2,146 Cr; EBITDA grew 79% to ₹305 Cr; PAT rose 59% to ₹201 Cr.

Outlook

Targeting 7 GW module and 4.5 GW cell capacity by FY28; expanding into aluminum frames and BESS.

Risks

Exposure to international economic shifts, technological changes, and competitive pricing from imported solar cells.

Source

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

Read the document ↗

Insolation Energy Ltd: key numbers

Share price
₹90.54
Market cap
₹1,996 Cr
Revenue (annual)
₹2,146 Cr
Net profit (annual)
₹200.2 Cr
P/E (TTM)
10.2×Sector 25.1×
Promoter holding
66.12%+0.00% QoQ
FII holding
0.84%Current quarter

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

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Insolation Energy Earnings Call: Key Takeaways

Insolation Energy reported FY26 revenue of ₹2,146cr (+61% YoY) and PAT of ₹201cr (+59% YoY). Focus is on backward integration into solar cells and aluminum frames.

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Earnings Call

Insolation Energy Earnings Call: Key Takeaways

Insolation Energy delivered massive 61% revenue growth for FY26 as it migrates to the main board, leveraging aggressive capacity expansion and government solar schemes.