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Investor Presentation

Solar Industries India Investor Presentation: Key Takeaways

Solar Industries delivered stellar Q1FY27 results with significant growth across all key financial metrics, driven by strong performance in domestic, international, and defense segments.

Highlights
Revenue growth70% YoY
MarginsEBITDA margin improved to 27.91% from 26.18% YoY.
Order bookRs. 21350 Cr
Demand visibilityStrong, backed by Rs. 21350 Cr order book.

Growth

Net Sales grew 70% YoY to Rs. 3668 Cr. EBITDA rose 82% to Rs. 1024 Cr; PAT jumped 89% to Rs. 666 Cr.

Outlook

Order book stands robust at Rs. 21350 Cr. Strategic focus remains on defense (123% YoY growth) and international markets.

Risks

Minimal risks stated; 17% YoY decline in 'Others' segment revenue noted.

Last quarter's promises, checked

Delivered

  • Targeted FY27 Defense Revenue INR 4500 Cr → On track with Q1FY27 at INR 1008 Cr (= BEAT)
  • Guided FY27 Revenue INR 14000 Cr → On track with Q1FY27 at INR 3668 Cr (= BEAT)
  • Maintain EBITDA Margins 27-28% → Delivered 27.91% (= BEAT)

Partly delivered

  • Guided FY27 Capex INR 2050 Cr → Q1 progress not explicitly quantified (= PARTIAL)
Source

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

Read the document ↗

Solar Industries India Ltd: key numbers

Share price
₹19,745.00
Market cap
₹1,78,673 Cr
Revenue (annual)
₹9,838 Cr
Net profit (annual)
₹1,678 Cr
P/E (TTM)
89.7×Sector 53.6×
Promoter holding
73.15%+0.00% QoQ
FII holding
6.39%Current quarter

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

More from Solar Industries India Ltd

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18:05 IST NSE
Credit Rating

Solar Industries India Credit Rating

Solar Industries India Limited received an [ICRA]A1+ rating for its commercial paper of Rs. 500 Crore from ICRA Limited.

Value
₹500.0 Cr
17:24 IST BSE
Credit Rating

Solar Industries India Credit Rating

CRISIL Ratings Limited has placed the bank loan facilities and non-convertible debentures of Solar Industries India Limited on 'Rating Watch with Developing Implications'.

16:07 IST NSE
Debt & Borrowing

Solar Industries India Debt & Borrowing: ₹75 Cr

Solar Industries India Limited has confirmed the redemption of Commercial Paper worth ₹75 Crore, fulfilling its payment obligation on the due date.

Value
₹75.00 Cr
12:22 IST BSE
Acquisition

Solar Industries India Acquisition Worth ₹12,951 Cr

Solar Industries India will acquire South Africa’s Omnia Holdings Limited in an all-cash deal valued at ₹12,951 Crore, expanding its global mining and explosives footprint.

Value
₹12,951 Cr
15:37 IST BSE
Credit Rating

Solar Industries India Credit Rating

ICRA has reaffirmed the [ICRA]A1+ rating on the company's commercial paper programme of Rs. 500 Crore. This maintains the company's current debt credit profile.

Value
₹500.0 Cr