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Earnings Call

Solex Energy Earnings Call: Key Takeaways

Solex Energy reported exceptional FY26 results with 144% revenue growth, transitioning to an integrated clean energy firm with a major focus on N-type TOPCon modules and BESS.

Why this was an Alfa AlertNot a filter event. While growth was robust, it did not explicitly exceed prior guidance by the mandatory 5% threshold.
Highlights
Revenue growthFY26 +144% YoY; Q4 FY26 +247.6% YoY.
MarginsFY26 EBITDA margin 11.5%; targeting 15% PAT for cell line.
Order bookCurrent visibility exceeds INR 34,000 million.
Demand visibilityStrong visibility with ₹34,000M order book; 50GW India BESS potential.
Management confidenceHigh; citing robust order book and successful technological transition.

Growth

FY26 revenue hit ₹16,211M (+144% YoY); PAT surged 132.7% to ₹983M. Q4 revenue grew 247.6% YoY.

Outlook

FY27 revenue target ₹26,000M with 6-8% PAT margin. Capex for 2.2GW cell line by Q4 2027.

Risks

Geopolitical uncertainty impacting logistics costs and raw materials like EVA/silver; potential dollar-INR imbalances.

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.