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Investor Presentation

Premier Energies Investor Presentation: Key Takeaways

Premier Energies reported record Q1 FY27 results with revenue growth of 34% YoY and PAT surging 53% YoY, driven by strong solar demand and record capacity utilization of 92%.

Highlights
Revenue growth34% YoY
MarginsSteady at 30.3% EBITDA; targeting maintenance of 29-30% levels.
Order bookINR 15,000 Cr; 40-45% to be executed in FY28.
Demand visibilityStrong; DCR capacity sold out through FY28.
Management confidenceHigh; citing industry leadership and operational leverage from backward integration.

Growth

Revenue reached INR 2,508 Cr; EBITDA grew 27% to INR 759 Cr; PAT increased 53% to INR 472 Cr.

Outlook

Order book stands at INR 15,000 Cr. Expecting significant scale from 7GW TOPCon cell line commissioning and transformer capacity trebling.

Risks

Non-DCR business is currently unprofitable due to global oversupply; grid congestion and transmission constraints for utility-scale projects.

Last quarter's promises, checked

Delivered

  • Guided 5.6GW module plant ramp-up in 2 months → Delivered 92% record utilization (= BEAT)
  • Guided record revenue/PAT growth → Delivered 34% Rev / 53% PAT growth (= BEAT)
  • Guided TOPCon cell line stabilization → Delivered 90%+ run rates (= BEAT)

Partly delivered

  • Guided INR 14,010 Cr order book → Delivered INR 15,000 Cr (= BEAT)
  • Guided Transcon transformer scale-up → Phase 1 underway with INR 250 Cr capex (= PARTIAL)

Missed

  • Guided stable EBITDA margins → Delivered 30.3% vs 30.4% previous (= MISS)
Source

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

Read the document ↗

Premier Energies Ltd: key numbers

Share price
₹896.40
Market cap
₹40,692 Cr
Revenue (annual)
₹7,824 Cr
Net profit (annual)
₹1,510 Cr
P/E (TTM)
24.4×Sector 45.9×
Promoter holding
58.49%-5.45% QoQ
FII holding
7.92%Current quarter

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

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solar cell manufacturing capacity
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