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Investor Presentation

Orient Green Power Company Investor Presentation: Key Takeaways

Q1 FY27 revenue hit Rs. 81.43 Cr with EBITDA of Rs. 60.01 Cr. Management focused on repowering wind assets and commissioning new solar/wind capacity to drive FY27 growth despite a muted Q1 monsoon.

Highlights
MarginsExpect sustained ~60% EBITDA margins due to fixed O&M costs.
Demand visibilityStrong C&I demand; customers targeting 100% renewable energy transition.
Management confidenceMedium-High; expecting FY27 to exceed FY26 performance despite weak Q1.

Growth

Revenue and EBITDA declined 7% and 9% YoY due to lower wind availability; PAT fell 16% to Rs. 23.94 Cr.

Outlook

Targeting 1GW capacity through organic and inorganic expansion. Commissioning 17.6MW solar and 7.8MW wind repowering by September 2026.

Risks

Dependence on monsoon patterns for wind generation; high interest costs (9.1% blended); regulatory delays in battery storage policies.

Last quarter's promises, checked

Delivered

  • Commission 7MW solar in Q3 → Delivered 7MW solar commissioned (= BEAT)
  • Upgrade debt rating to BBB → Delivered bulk debt upgraded to BBB (= BEAT)
  • Reduce finance cost by >20% → Delivered finance cost decline over 20% (= BEAT)

Partly delivered

  • 6MW wind repowering by June 2026 → Rescheduled to Sept 2026 (= PARTIAL)

Missed

  • Commission 18MW solar by May 2026 → Delayed to Sept 2026 (= MISS)
  • Commission 10MW wind by May 2026 → Delayed to Sept 2026 (= MISS)
Source

Investor Presentation filed with BSE, NSE: GREENPOWER. Summary written with AI assistance from the document.

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Orient Green Power Company Ltd: key numbers

Share price
₹8.96
Market cap
₹1,051 Cr
Revenue (annual)
₹292.9 Cr
Net profit (annual)
₹69.39 Cr
P/E (TTM)
16.1×Sector 25.1×
Promoter holding
24.38%+0.00% QoQ
FII holding
0.64%Current quarter

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

More from Orient Green Power Company Ltd

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12:10 IST BSE
Share Pledge

Orient Green Power Company Share Pledge

Catalyst Trusteeship Limited disclosed the extension of an existing pledge on 26,59,52,084 shares of Orient Green Power Company Limited. This encumbrance represents 22.67% of the target company's share capital.

06:20 IST NSE
Production Started

Orient Green Power Company Production Started

Orient Green Power's subsidiary, Delta Renewable Energy, successfully commissioned a 17.6 MW AC solar power plant in Tamil Nadu. The project is now fully operational.

solar power capacity
17.6 MW
17:14 IST BSE
Capacity Expansion

Orient Green Power Company Capacity Expansion: ₹62 Cr Investment

Orient Green Power's subsidiary, Beta Wind Farm, has executed an EPC contract worth ₹62 Crore with Renfra Energy to install 6.6 MW of wind capacity.

Value
₹62.00 Cr
Execution
November 30, 2026
wind capacity
6.6 MW
15:27 IST NSE
Price Movement Clarification

Orient Green Power Company Price Movement Clarification

Orient Green Power clarified the volume spurt stems from seasonal Q2 anticipation and earlier capex disclosures. The company confirmed no information is withheld from the market.

10:12 IST NSE
Credit Rating

Orient Green Power Company Credit Rating

ICRA assigned BBB (Stable) ratings to Orient Green Power subsidiaries Beta Wind and Delta Renewable Energy. Total rated debt facilities amount to ₹595 Crores across both entities.