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Investor Presentation

Shakti Pumps (India) Investor Presentation: Key Takeaways

Shakti Pumps reported record Q1 FY27 revenue of ₹8,587 Mn with 58% YoY growth in solar pump installations. Strategy focuses on PM-KUSUM 2.0 leadership and backward integration.

Highlights
Revenue growthFY26 revenue ₹26,976 Mn; Q1 FY27 revenue ₹8,587 Mn.
MarginsEBITDA margin stable sequentially at 9.6% in Q1 FY27.
Order book₹10,000 Mn as of July 22, 2026.
Demand visibilityStrong visibility from government schemes and ₹10,000 Mn order book.
Management confidenceHigh; confident in capturing PM-KUSUM 2.0 and state-led opportunities.

Growth

FY26 revenue hit record ₹26,976 Mn (7.2% YoY). Q1 FY27 saw 58% YoY pump installation volume growth.

Outlook

Executing ₹17,000 Mn capex for solar cell/module plant and doubling capacity. Order book stands at ₹10,000 Mn.

Risks

Management noted input cost pressures and lower realizations on select orders impacting margins.

Last quarter's promises, checked

Delivered

  • Guided Q1FY27 execution in Maharashtra → delivered ₹5,240 Mn order execution (= BEAT)
  • Guided 0.5 GW module plant Q1FY27 commissioning → delivered on track (= BEAT)
  • Guided balance sheet strengthening → delivered 77-day improvement in receivable days (= BEAT)

Partly delivered

  • Guided KUSUM 2.0 roll out by Q1FY27 → delivered PM announcement but orders pending (= PARTIAL)

Missed

  • Guided margin improvement/normalization → delivered stable sequential EBITDA at 9.6% (= MISS)
Source

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

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Shakti Pumps (India) Ltd: key numbers

Share price
₹466.90
Market cap
₹5,761 Cr
Revenue (annual)
₹2,698 Cr
Net profit (annual)
₹257.6 Cr
P/E (TTM)
27.1×Sector 53.6×
Promoter holding
50.36%+0.01% QoQ
FII holding
5.08%Current quarter

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

More from Shakti Pumps (India) Ltd

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14:33 IST BSE
Promoter Buying

Shakti Pumps (India) Promoter Buying: ₹0.7 Cr

Promoter entity Shakti Sons Trust acquired 15,000 equity shares of Shakti Pumps India Ltd via market purchase, increasing its stake from 18.37% to 18.38%.

Value
₹0.70 Cr
Promoter stake change
+0.01%
14:31 IST BSE
Promoter Buying

Shakti Pumps (India) Promoter Buying: ₹0.46 Cr

Shakti Future Trust, part of the promoter group, acquired 10,000 equity shares of Shakti Pumps (India) Ltd via market purchase.

Value
₹0.46 Cr
Promoter stake change
+0.01%
17:58 IST BSE
Promoter Buying

Shakti Pumps (India) Promoter Buying

Shakti Future Trust, a promoter group entity, acquired 10,000 equity shares of Shakti Pumps (India) Limited via an open market transaction, increasing their stake by 0.01%.

Promoter stake change
+0.01%
17:54 IST NSE
Acquisition

Shakti Pumps (India) Acquisition Worth ₹11 Cr

Shakti Pumps invested ₹11 Crore to acquire shares in its subsidiary, Shakti Energy Solutions. This investment supports a 2.20 GW solar manufacturing plant in Madhya Pradesh.

Value
₹11.00 Cr
solar PV modules manufacturing capacity
2.2 GW
17:46 IST BSE
Capacity Expansion

Shakti Pumps (India) Capacity Expansion: ₹11 Cr Investment

Shakti Pumps is investing ₹11 Crore in its wholly-owned subsidiary, Shakti Energy Solutions Limited, to establish a new 2.20 GW solar manufacturing plant in Madhya Pradesh.

Value
₹11.00 Cr
solar manufacturing capacity
2.2 GW