ALFA Finder| Management target | Revenue 44.3% FY26 |
|---|
| Revenue growth | 54.7% 4-year CAGR projected through FY26. |
|---|---|
| Margins | FY26 PAT margin projected at 18.0%. |
| Order book | 1,06,122 solar water systems delivered as of April 2026. |
| Demand visibility | Strong; 25,000 additional solar units in Q3-Q4 pipeline. |
| Management confidence | High; citing 117% PAT CAGR and market leadership. |
Growth
Projected FY26 Revenue of 2064 Cr, representing 44% YoY growth from FY25 (1430 Cr).
Outlook
Projected FY26 revenue target of 2064 Cr with 18% PAT margin.
Risks
Reliance on government solar schemes and volatile raw material pricing.
Last quarter's promises, checked
Delivered
- Guided FY26 Revenue 2064 Cr → delivered 2064 Cr (= BEAT)
- Guided FY26 PAT Margin 18% → delivered 18.0% (= BEAT)
- Guided FY26 PAT 376 Cr → delivered 376 Cr (= BEAT)
Partly delivered
- Guided FY26 Operating Cash Flow → delivered 39 Cr (only after 116 Cr April 2nd collection) (= PARTIAL)
- Guided H1 FY27 Growth → Management now warns of moderate revenue decline (= PARTIAL)
Earnings Call Transcript filed with NSE, NSE: OSWALPUMPS. Summary written with AI assistance from the document.
Oswal Pumps Ltd: key numbers
- Share price
- ₹239.69
- Market cap
- ₹2,733 Cr
- Revenue (annual)
- ₹2,064 Cr
- Net profit (annual)
- ₹376.3 Cr
- P/E (TTM)
- 8.2×Sector 51.9×
- Promoter holding
- 75.65%+0.00% QoQ
- FII holding
- 0.07%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Oswal Pumps Ltd
All →Oswal Pumps Board Meeting Date
Oswal Pumps Limited will hold a board meeting on November 12, 2026. The board will consider unaudited standalone and consolidated financial results for the quarter ended September 2026.
Oswal Pumps Bags ₹235.9 Cr Order from Maharashtra State Electricity Distribution Company Limited
Oswal Pumps won an additional Rs. 235.92 Crore order from MSEDCL for 10,000 solar water pumping systems under PM-KUSUM B. Execution is due within 60 days of work order.
- Value
- ₹235.9 Cr
- From
- Maharashtra State Electricity Distribution Company Limited
- Execution
- 60 days from Notice to Proceed / Work Order; 5-year warranty and remote monitoring
- solar water pumping systems
- 10000 SPWPS
Oswal Pumps Other Announcement
The company submitted its quarterly shareholding pattern filing for the period ending September 30, 2026, as required under SEBI regulations.
Oswal Pumps Annual General Meeting
Oswal Pumps Ltd is conducting a Postal Ballot to seek shareholder approval for varying the objects of its IPO proceeds and modifying utilization timelines.
Oswal Pumps Capacity Expansion: ₹456 Cr Investment
Oswal Pumps will set up a 1.2 GW solar cell manufacturing facility through its subsidiary, OSEPL. The project involves a total investment of ₹456 crore.
- Value
- ₹456.0 Cr
- solar cell manufacturing capacity
- 1.2 GW
Oswal Pumps Capacity Expansion: ₹159.8 Cr Investment
Oswal Pumps' subsidiary, Oswal Solar, will establish a greenfield 1.2 GW solar cell plant in Karnal. The company is reallocating ₹159.85 Crore of IPO proceeds.
- Value
- ₹159.8 Cr
- solar cell capacity
- 1.2 GW