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Investor Presentation

Saatvik Green Energy Investor Presentation: Key Takeaways

Saatvik reported a sharp decline in Q1 FY27 performance as it transitions to a cell-led integrated manufacturing model via major expansion in Odisha.

Why this was an Alfa AlertManagement guides 111% Revenue growth for FY26 (explicit single-year guidance).
Guidance and delivery
Management target Revenue 111.0% FY26
Highlights
Revenue growth44% YoY decline in Q1 FY27; FY26 growth was +111%.
MarginsEBITDA margin contracted significantly from 19.4% to 8.33% YoY.
Order book6.35 GW confirmed; ~132% of current installed capacity.
Demand visibilityStrong; 6.35 GW confirmed order book provides high revenue visibility.
Management confidenceHigh on long-term backward integration strategy and Odisha project ramp-up.

Growth

Revenue fell 44% YoY to ₹5,110 Mn; EBITDA plunged 76% to ₹425 Mn; PAT dropped 95% to ₹54 Mn.

Outlook

Targeting 8.8 GW module capacity by FY27 and 6 GW cell capacity; commissioning 6 GW ingot/wafer by FY29.

Risks

Transition risks to new ALMM-II/III standards and exposure to commodity price swings during backward integration phase.

Last quarter's promises, checked

Delivered

  • FY26 Revenue +111% YoY → delivered 111% (= BEAT)
  • FY26 EBITDA Margin ~12% → delivered 12.78% (= BEAT)
  • Debt-Equity <1.5x → delivered 0.65x (= BEAT)

Partly delivered

  • Cell production start July 2026 → equipment move-in started (= PARTIAL)
  • Order Book 5.89 GW → delivered 6.35 GW (= BEAT)

Missed

  • Q1 FY27 Margin Stability → delivered 8.33% vs ~12% FY26 (= MISS)
  • Q1 FY27 Revenue Continuity → delivered 44% YoY decline (= MISS)
Source

Investor Presentation 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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Execution
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