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Earnings Call

Saatvik Green Energy Earnings Call: Key Takeaways

Saatvik reported record revenue and volumes for FY26 but faced significant margin compression in Q4 due to raw material inflation and fixed-price contracts.

Highlights
Revenue growthFY26 revenue surged 111% YoY to ₹4,548 million.
MarginsMargins compressed in Q4 due to commodity inflation and fixed-price contracts.
Order bookRobust 5.89 GW pipeline providing significant revenue visibility for 18 months.
Demand visibilityStrong visibility with 5.89 GW order book as of March 2026.
Management confidenceHigh on strategy but cautious about short-term commodity headwinds.

Growth

FY26 revenue more than doubled YoY to ₹4,548M, driven by massive 117% growth in module sales volumes.

Outlook

Ambitious 6GW cell capacity and 6GW ingot/wafer backward integration planned through FY28.

Risks

Commodity price spikes (silver, aluminum) and USD appreciation against the rupee are squeezing EBITDA margins.

Source

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

Read the document ↗

Saatvik Green Energy Ltd: key numbers

Share price
₹427.45
Market cap
₹5,433 Cr
Revenue (annual)
₹4,548 Cr
Net profit (annual)
₹357.3 Cr
P/E (TTM)
21.9×Sector 45.9×
Promoter holding
75.99%+0.00% QoQ
FII holding
0.19%Current quarter

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

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Value
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From
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Execution
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