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Earnings Call Transcript

Shakti Pumps (India) Earnings Call Transcript: Key Takeaways

Shakti Pumps delivered record Q1 FY27 revenue of ₹8,587 Mn, driven by strong execution in solar pump installations and a healthy ₹10,000 Mn order book.

Highlights
Revenue growth₹8,587 Mn, up 37.9% YoY, driven by execution momentum.
MarginsEBITDA margin 9.6%, steady QoQ but down sharply YoY.
Order book₹10,000 Mn as of July 22, 2026.
Demand visibilityStrong visibility from PM-KUSUM 2.0 and state-led irrigation programs.
Management confidenceConfident, highlighting record performance and strong demand visibility.

Growth

Revenue grew 37.9% YoY; solar pump installations rose 57.6% YoY to 27,678 units.

Outlook

Commissioning 0.5 GW DCR Module capacity by September 2027 and advancing 2.2 GW cell project.

Risks

EBITDA margins compressed significantly YoY to 9.6% from 23.1% due to input cost pressures and lower realizations.

Last quarter's promises, checked

Delivered

  • Execute ₹10,000 Mn order book → Execute in next two quarters (= BEAT)
  • 0.5 GW DCR capacity launch → On track for Sept '26 (= BEAT)
  • 2.2 GW cell project timeline → On track for Sept '27 (= BEAT)

Partly delivered

  • EV motors revenue → Still in trial/validation phase (= PARTIAL)

Missed

  • EBITDA margins → Stabilized at 9.6% vs historic 24-25% (= MISS)
Source

Earnings Call Transcript filed with NSE, 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

All →
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
14:53 IST BSE
Promoter Buying

Shakti Pumps (India) Promoter Buying: ₹0.61 Cr

Promoter entity Shakti Sons Trust purchased 12,400 equity shares of Shakti Pumps (India) Ltd via market route. The acquisition increases promoter stake to 18.37%.

Value
₹0.61 Cr
Promoter stake change
+0.01%