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Earnings Call

Solex Energy Earnings Call: Key Takeaways

Solex Energy reports 143.9% YoY revenue growth in FY26, transitioning to a fully integrated solar player with strategic focus on TOPCon modules and large-scale EPC.

Why this was an Alfa AlertNot a filter event. No prior explicit guided range provided to compare against FY26 results.
Highlights
Revenue growth143.9% YoY for FY26; Q4 grew 178.6% QoQ.
MarginsEBITDA margin at 11.5% in FY26 vs 12.0% in FY25.
Order bookExceeding ₹34,000 Mn as of March 31, 2026.
Demand visibilityStrong; backed by ₹34,000 Mn order book and ALMM certifications.
Management confidenceHigh; citing breakthrough year and inflection point for leadership.

Growth

FY26 revenue hit ₹16,211 Mn (+143.9% YoY); PAT surged 132.7% to ₹983 Mn. Q4 revenue grew 247.6% YoY.

Outlook

Aims for ₹26,000 Mn revenue in FY27. Vision 2030 targets 10GW module/cell capacity with $1.5Bn investment.

Risks

Competitive global solar landscape and significant debt/equity mix required for ₹10,500 Mn cell manufacturing capex.

Source

Earnings Call filed with NSE, NSE: SOLEX. Summary written with AI assistance from the document.

Read the document ↗

Solex Energy Ltd: key numbers

Share price
₹705.20
Market cap
₹761.8 Cr
Revenue (annual)
₹1,618 Cr
Net profit (annual)
₹96.01 Cr
P/E (TTM)
9.5×Sector 45.9×
Promoter holding
66.15%+0.00% QoQ
FII holding
0.07%Current quarter

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

More from Solex Energy Ltd

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15:35 IST NSE
Business Update

Solex Energy Business Update

Solex Energy outlined a ₹4,000 crore investment plan for solar cell and BESS capacity expansion. Targets 2.2 GW cell capacity by FY28 and ₹4,500 crore revenue potential.

solar cell manufacturing capacity
2.2 GW
13:53 IST NSE
Annual General Meeting

Solex Energy Annual General Meeting

Solex Energy Ltd filed proceedings of its 12th AGM held September 22, 2026. Key resolutions included FY26 financials adoption and Rs. 0.55 per share final dividend.

16:03 IST BSE
Board Meeting Outcome

Solex Energy Board Meeting Outcome

Solex Energy recommended a dividend of Rs. 0.55 per share for FY26 and approved a proposal for listing on the BSE Mainboard.

09:59 IST BSE
New Order Win

Solex Energy Bags ₹74.77 Cr Order from Domestic entities

Solex Energy Limited has secured work orders worth ₹74.77 Crore from domestic entities. The contracts involve the manufacture and supply of Solar PV Modules by December 2026.

Value
₹74.77 Cr
From
Domestic entities
Execution
By December 2026
09:55 IST BSE
Board Meeting Date

Solex Energy Board Meeting Date

Solex Energy Limited has scheduled a board meeting for August 14, 2026. The board will consider and approve unaudited financial results for the quarter ended June 30, 2026.