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Earnings Call

Solarworld Energy Solutions Earnings Call: Key Takeaways

Solarworld Energy Solutions delivered strong FY26 performance with 1.57% income growth and 13.3% EBITDA margins. Strategy focuses on BESS manufacturing and backward integration into solar cell production.

Highlights
Revenue growthFY26 income ₹1,416cr; Q4 revenue up 235% YoY to ₹591cr.
MarginsEPC margins 9-11%; BESS margins expected higher at 14-15% PBT.
Order book₹2,800cr total; ₹1,600cr Solar EPC, ₹1,100cr BESS/IPP, ₹100cr O&M.
Demand visibilityStrong; India solar capacity projected at 348GW by 2031; BESS demand surging.
Management confidenceHigh confidence in maintaining revenue momentum and expanding profitability via BESS.

Growth

FY26 Total Income at ₹1,416cr; Q4 Revenue up 235% YoY to ₹591cr; FY26 PAT at ₹120.4cr (8.5% margin).

Outlook

Guided FY27 revenue of ₹2,000cr (40-45% growth); 1.2GW solar cell line operational by June 2027; targeting 60:40 BESS-to-Solar mix.

Risks

Rising raw material costs (copper, aluminum, steel) due to geopolitical conflicts and currency exchange volatility impact margins.

Source

Earnings Call filed with BSE, BSE: 544532. Summary written with AI assistance from the document.

Read the document ↗

Solarworld Energy Solutions Ltd: key numbers

Share price
₹134.75
Market cap
₹1,168 Cr
Revenue (annual)
₹1,376 Cr
Net profit (annual)
₹120.5 Cr
P/E (TTM)
10.0×Sector 25.1×
Promoter holding
65.77%+0.00% QoQ
FII holding
0.77%Current quarter

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

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