Thursday, 29 October 2026 Every NSE & BSE announcement, by company
ALFA Filings Every announcement, straight from the exchange
Investor Presentation

Solarworld Energy Solutions Investor Presentation: Key Takeaways

Solarworld reports strong FY26 scaling (PAT up 56%) but Q1 FY27 margins faced pressure from input costs. The company is pivoting towards integrated manufacturing with new cell and BESS lines.

Highlights
Revenue growth146.8% YoY in Q1 FY27; FY26 revenue up 152.6%.
MarginsQ1 FY27 EBITDA margin compressed to 11.6% from 26.2% YoY.
Order book₹31,548 Mn as of Sept 30, 2026; Solar EPC 64%, BESS 36%.
Demand visibilityStrong bids submitted worth ₹200,180 Mn.
Management confidenceHigh for scaling utility-scale EPC and BESS segments.

Growth

Q1 FY27 Revenue grew 146.8% YoY to ₹1,684 Mn; PAT declined 26.4% YoY to ₹95 Mn.

Outlook

Targeting 2.4 GW solar cell production by June 2027 via JV; ₹4,200 Mn investment commitment for manufacturing.

Risks

Margins impacted by rising copper, aluminium, and steel costs, rupee depreciation, and expensive imported cells.

Last quarter's promises, checked

Delivered

  • Guided 3.4 GW BESS assembly trial → Started trials (= BEAT)
  • Guided EPC revenue ~₹1,250 Mn → Delivered ~₹1,250 Mn (= BEAT)
  • Guided FY26 Revenue growth → Delivered 152.6% growth (= BEAT)

Partly delivered

  • Guided 8-11% margins for year → Q1 FY27 EBITDA compressed to 11.6% (= PARTIAL)

Missed

  • Guided ₹15,000 Mn topline → Delivered ₹14,160 Mn (= MISS)
  • Guided 11% PAT margin → Delivered 8.5% PAT (= MISS)
Source

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

Read the document ↗

Solarworld Energy Solutions Ltd: key numbers

Share price
₹108.43
Market cap
₹939.8 Cr
Revenue (annual)
₹1,376 Cr
Net profit (annual)
₹120.5 Cr
P/E (TTM)
8.0×Sector 21.0×
Promoter holding
65.89%+0.12% QoQ
FII holding
0.08%Current quarter

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

More from Solarworld Energy Solutions Ltd

All →