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Earnings Call

Waaree Energies Earnings Call: Key Takeaways

Waaree Energies' May 2026 presentation outlines its '2.0' strategy, targeting 28.4 GW module capacity and 15.4 GW cell capacity while expanding into energy storage (BESS).

Highlights
Revenue growthFY26 revenue at ₹26,537 Cr.
MarginsFocused on cost leadership through vertical integration (Polysilicon to Modules).
Demand visibilityStrong; Global solar PV capacity projected to reach 7.4 TW by 2030.
Management confidenceHigh; emphasizing 'Ecosystem over Factory' and market leadership.

Growth

Revenue reached ₹26,537 Cr in FY26, significantly leading domestic peers in solar module manufacturing scale.

Outlook

Projecting module capacity expansion to 28.4 GW; BESS market entry targeting ~208 GWh Indian demand by 2030.

Risks

Exposure to raw material volatility (Poly/Silver), technology obsolescence (PERC to TOPCon/HJT), and international trade policy reversals.

Source

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

Read the document ↗

Waaree Energies Ltd: key numbers

Share price
₹2,495.00
Market cap
₹71,769 Cr
Revenue (annual)
₹26,537 Cr
Net profit (annual)
₹3,711 Cr
P/E (TTM)
18.8×Sector 45.9×
Promoter holding
64.12%-0.07% QoQ
FII holding
8.57%Current quarter

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

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Waaree Energies Annual General Meeting

The 36th AGM of Waaree Energies Ltd concluded, passing all resolutions, including financial statement adoption, dividend declaration, and director appointments.

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Waaree Energies Capacity Expansion

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Acquisition

Waaree Energies Acquisition

Waaree Energies approved a scheme of amalgamation with Indosolar Limited, aiming to simplify group structure through a share swap ratio of 1:11.

14:54 IST BSE
New Order Win

Waaree Energies Bags New Order from Leading domestic solar developer

Waaree Energies received a new order for 2 GW solar modules from a leading domestic solar developer. Delivery spans FY 2026-27 and 2027-28; no monetary value was disclosed.

From
Leading domestic solar developer (name undisclosed due to confidentiality)
Execution
FY 2026-27 and 2027-28
solar module supply
2 GW
19:11 IST BSE
New Order Win

Waaree Energies Bags New Order from Renowned customer

Waaree Energies Ltd received an order to supply 2 GW of solar modules to a leading solar developer. The order will be executed over two financial years.

From
Renowned customer (leading solar developer)
Execution
FY 2026-27 & 2027-28
solar modules supply
2.0 GW
10:28 IST BSE
Promoter Buying (Off-Market)

Waaree Energies Promoter Buying (Off-Market)

C.T. Doshi Family Trust reported an indirect acquisition of an 18.34% stake in Waaree Energies Limited via an inter se gift. The transaction facilitates intergenerational wealth transfer.