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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.

Why this was an Alfa AlertManagement explicitly guided for revenue growth in FY27 to match or exceed the 61% growth achieved in FY26.
Highlights
Revenue growthStrong 61% YoY growth to ₹2146cr in FY26.
MarginsEBITDA margins improved to 14%; 20%+ target with cell facility.
Order bookCurrent order book stands between 1.6 GW to 1.8 GW.
Demand visibilityHigh visibility through PM Surya Ghar and Kusum government schemes.
Management confidenceHighly optimistic, focused on aggressive backward integration and scale.

Growth

FY26 Revenue grew 61% YoY to ₹2146cr; PAT rose 59% to ₹201cr, driven by scale and module sales.

Outlook

Targeting ₹5000cr+ revenue by FY28 with 20%+ EBITDA margins once solar cell facility is operational.

Risks

Substantial debt spike to ₹835cr for capex and volatile solar cell prices impacting near-term module margins.

Source

Earnings Call filed with BSE, 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 Annual General Meeting

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15:45 IST NSE
Earnings Call

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.

19:24 IST NSE
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.