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Investor Presentation

Insolation Energy Investor Presentation: Key Takeaways

Insolation Energy reported strong Q1FY27 results with 105% YoY revenue growth driven by manufacturing scale-up. The company is aggressively pursuing backward integration into solar cells and aluminum frames.

Highlights
Revenue growth105.37% YoY in Q1FY27.
MarginsTemporary contraction (10.31%) due to industry-wide pricing pressure.
Order book₹2,100+ Cr including NTPC, Rajasthan RREC, and KUSUM projects.
Demand visibilityStrong; 2.1 GW+ order book provides clear visibility for coming quarters.
Management confidenceHigh; cited robust order book and vertical integration benefits.

Growth

Revenue grew 105.37% YoY to ₹745.40 Cr; EBITDA rose 32.97% to ₹76.87 Cr. PAT declined 11.83% YoY.

Outlook

Targeting 400MW+ IPP portfolio by FY27. 4.5GW solar cell facility and 18,000 MT aluminum frame plant underway.

Risks

EBITDA margins contracted 562 bps YoY to 10.31% due to pricing pressure and margin reset phase.

Last quarter's promises, checked

Delivered

  • Guided 60% FY26 revenue growth → delivered 61% (= BEAT)
  • Guided 13-14% EBITDA margin → delivered 14% (= BEAT)
  • Targeted 5.5GW module capacity → delivered 5.5GW (= BEAT)

Partly delivered

  • Guided 4.5GW solar cell COD in Q3FY27 → project currently underway (= PARTIAL)

Missed

  • Guided stable EBITDA margins (14%) → delivered 10.31% in Q1FY27 (= MISS)
Source

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

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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.