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Investor Presentation

Pace Digitek Investor Presentation: Key Takeaways

Pace Digitek reported strong Q1 FY27 results with consolidated revenue of Rs. 5,554 Mn, up 51.3% YoY. The company is pivoting towards BESS manufacturing and asset ownership.

Guidance and delivery
Management target Revenue 21.0% FY28
Highlights
Revenue growth51.3% YoY growth in Q1 FY27.
MarginsEBITDA margin at 15.5%; PAT margin at 11.3%.
Order bookRs. 108,033 Mn as of June 30, 2026.
Demand visibilityStrong visibility from government BESS and Telecom (BSNL/BharatNet) projects.
Management confidenceHigh, supported by a Rs. 108,033 Mn order book.

Growth

Q1 FY27 Revenue grew 51.3% YoY to Rs. 5,554 Mn; PAT grew 14.3% YoY to Rs. 625 Mn.

Outlook

Guided for FY27 revenue of Rs. 32,000–34,000 Mn and FY28 revenue of Rs. 40,000–42,000 Mn. BESS capacity expanding to 10 GWh.

Risks

QoQ performance showed a sharp decline in revenue (49.4%) and PAT (41.0%) following a peak Q4 FY26.

Last quarter's promises, checked

Delivered

  • Guided 2.5 GWh capacity → delivered 2.5 GWh with 80% utilization (= BEAT)
  • Guided 178 BESS containers → delivered 178 containers (= BEAT)
  • Guided FY26 Revenue growth → delivered Rs. 2,641 Cr vs Rs. 2,439 Cr YoY (= BEAT)

Partly delivered

  • Guided PAT margin ~11% → delivered 11.4% but cautioned 10-11% range for FY27 (= PARTIAL)

Missed

  • Guided capacity commissioning by May → delayed by two months due to supply chain (= MISS)
Source

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

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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.

More from Pace Digitek Ltd

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15:32 IST BSE
Management Change

Pace Digitek Management Change

Mr. Surajit Khan, Business Head – Projects and Senior Management Personnel, has resigned from Pace Digitek Limited. He was relieved from his services on September 24, 2026.

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