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Earnings Call

Oswal Pumps Earnings Call: Key Takeaways

Oswal Pumps Limited strategy presentation highlights a 54.7% revenue CAGR (FY22-26), reaching ₹20,644 Mn. The company is pivoting from agriculture toward solar PV modules and rooftop solar under PM-Surya Ghar.

Why this was an Alfa AlertNot a filter event. Financials show strong performance but no explicit beat of a prior guided range provided in this deck.
Highlights
Revenue growth54.7% CAGR over last five fiscals.
MarginsEBITDA margin at 24.9%; PAT margin 18.0%.
Order book13MW rooftop solar; 2,470MW in upcoming tenders.
Demand visibilityStrong pipeline of ~25,000 pumps under PM-KUSUM.
Management confidenceHigh; expanding into rooftop solar and new geographies.

Growth

FY26 revenue grew 44.3% YoY to ₹20.6bn; PAT rose 34.1% to ₹3,763 Mn with 18% margins.

Outlook

Planned capex to increase solar module capacity by 1,500 MW; entering industrial pumps and on-grid inverters.

Risks

Heavy dependence on government schemes like PM-KUSUM (76.3% revenue) and regulatory changes in solar subsidies.

Source

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

Read the document ↗

Oswal Pumps Ltd: key numbers

Share price
₹274.95
Market cap
₹3,135 Cr
Revenue (annual)
₹2,064 Cr
Net profit (annual)
₹376.3 Cr
P/E (TTM)
9.3×Sector 53.6×
Promoter holding
75.65%-0.02% QoQ
FII holding
0.10%Current quarter

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

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12:27 IST BSE
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Value
₹29.75 Cr
From
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Execution
180 days from date of receiving Work Order
solar rooftop PV capacity
46705 kW
11:56 IST NSE
Credit Rating

Oswal Pumps Credit Rating

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08:50 IST NSE
New Order Win

Oswal Pumps Bags ₹297.5 Cr Order from Telangana Renewable Energy Development Corporation Limited

Oswal Pumps Ltd secured an order from TREDCL for 46.7 MW of rooftop solar power plants across 9,937 government schools in Telangana for ₹297.50 Crore.

Value
₹297.5 Cr
From
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Execution
180 days from the date of receiving of Work Order
rooftop solar capacity
46.7 MW
21:24 IST BSE
Annual General Meeting

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