ALFA Finder| Management target | Revenue 12.5% FY27 |
|---|
| Revenue growth | 10% to 15% guided for FY27 despite high base. |
|---|---|
| Margins | EPC margins guided 8-10%; O&M margins stable at 20%. |
| Order book | Highest ever UOV of INR 13,000 crores. |
| Demand visibility | Robust bid pipeline of 27.7 GW; significant BESS market opportunities. |
| Management confidence | High; citing record UOV and strong visibility for H2 revenue. |
Growth
Revenue fell YoY due to international project completions; however, O&M revenue grew 40% YoY. PAT grew 36% YoY.
Outlook
Guided 10-15% revenue growth for FY27. Management expects a heavy Q3/Q4 as large projects enter execution phase.
Risks
Domestic EPC slowdown from volatile commodity prices; execution delays in new orders; rainy season impacts in Q2.
Last quarter's promises, checked
Delivered
- Guided EPC gross margins 8-10% → delivered 10.5% in FY26 (= BEAT)
- Guided O&M margins ~20% → delivered 20% (= BEAT)
- Guided 15% revenue growth for FY26 → delivered 20% (= BEAT)
Partly delivered
- Guided debt reduction → delivered INR 149cr reduction (ongoing progress) (= PARTIAL)
Missed
- Guided Q4 order pickup → delivered Q4 revenue degrowth due to commodity volatility (= MISS)
Earnings Call Transcript filed with BSE, NSE: SWSOLAR. Summary written with AI assistance from the document.
Sterling and Wilson Renewable Energy Ltd: key numbers
- Share price
- ₹163.30
- Market cap
- ₹3,814 Cr
- Revenue (annual)
- ₹7,548 Cr
- Net profit (annual)
- ₹-309.4 Cr
- P/E (TTM)
- 18.6×Sector 33.5×
- Promoter holding
- 45.72%+0.00% QoQ
- FII holding
- 3.75%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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