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Earnings Call

Pace Digitek Earnings Call: Key Takeaways

Pace Digitek's FY26 results show a 10.1% PAT growth to ₹3,073 Mn, driven by aggressive expansion into BESS and renewable energy infrastructure alongside its core telecom segment.

Highlights
Revenue growth8.3% YoY for FY26; 60.5% YoY for Q4 FY26.
MarginsFY26 EBITDA margin 17.2%; Q4 FY26 margin 14.9%.
Order book₹113,379 Mn; Energy 78.1%, Telecom & ICT 21.9%.
Demand visibilityStrong; Diversified Order Book of ₹113,379 Mn as of May 2026.

Growth

FY26 Revenue grew 8.3% YoY to ₹26,413 Mn; Q4 FY26 Revenue surged 60.5% YoY to ₹10,968 Mn.

Outlook

FY27 revenue guidance of ₹32,000–34,000 Mn and FY28 guidance of ₹40,000–42,000 Mn; expanding BESS capacity to 10 GWh.

Risks

Moderating return ratios (ROE/ROCE) during the high-capex execution and scale-up phase of long-term energy assets.

Last quarter's promises, checked

Delivered

  • Energy order book Rs. 6,000 Cr+ → delivered Rs. 88,549 Mn (= BEAT)
  • BESS capacity to 5 GWh by March 2026 → delivered 5 GWh (= BEAT)
  • FY26 Revenue Guidance Rs. 2,500 Cr+ → delivered Rs. 2,641.3 Cr (= BEAT)

Partly delivered

  • Expand to 10 GWh by Sept 2026 → In progress / FY27 guidance (= PARTIAL)

Missed

  • EBITDA margin 18.3% (Q3) → delivered 17.2% (FY26) (= MISS)
Source

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

Read the document ↗

Pace Digitek Ltd: key numbers

Share price
₹166.35
Market cap
₹3,591 Cr
Revenue (annual)
₹2,641 Cr
Net profit (annual)
₹297.6 Cr
P/E (TTM)
11.9×Sector 68.0×
Promoter holding
69.52%+0.00% QoQ
FII holding
0.98%Current quarter

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

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20:51 IST BSE
Annual General Meeting

Pace Digitek Annual General Meeting

Pace Digitek Ltd announced the voting results for its AGM held on September 21, 2026. Shareholders approved all ten resolutions placed before them.

15:50 IST BSE
New Order Win

Pace Digitek Bags ₹488.5 Cr Order from NTPC GE Power Services Private Limited

Lineage Power, Pace Digitek's subsidiary, won a ₹488.46 Crore BESS supply contract from NTPC GE Power Services. The 5.015 MWh order includes a 12-year maintenance contract.

Value
₹488.5 Cr
From
NTPC GE Power Services Private Limited
Execution
To be completed by December 31, 2026; CMC for 12 years
BESS container capacity
5.015 MWh
17:50 IST NSE
Earnings Call

Pace Digitek Earnings Call Transcript: Key Takeaways

Pace Digitek reports strong 51.3% YoY revenue growth driven by its energy segment, though seasonal execution cycles caused a sequential dip.

Call
Guides 100% growth