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Earnings Call

Waaree Renewable Technologies Earnings Call: Key Takeaways

Waaree Renewable Technologies delivered an explosive FY26 with 108.5% revenue growth, though the Q4 order book declined slightly year-on-year, raising execution continuity questions.

Highlights
Revenue growthMassive 108.5% YoY revenue growth for FY26.
MarginsEBITDA margins stable at 19.24% for the full year.
Order bookUnexecuted order book at 2.8GWp with 36GWp pipeline.
Demand visibilityStrong visibility from 36GW pipeline and government solar schemes.
Management confidenceHigh confidence in execution despite a slightly lower order book.

Growth

Revenue grew 108.5% to ₹3,331.4cr in FY26; PAT rose 109% to ₹478.6cr.

Outlook

Strong 36GW pipeline and 12-15 month execution cycle for existing 2.8GW order book.

Risks

Declining order book (3.2GW to 2.8GW YoY), land acquisition hurdles, and module price volatility.

Source

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

Read the document ↗

Waaree Renewable Technologies Ltd: key numbers

Share price
₹826.05
Market cap
₹8,622 Cr
Revenue (annual)
₹3,331 Cr
Net profit (annual)
₹478.7 Cr
P/E (TTM)
17.0×Sector 24.3×
Promoter holding
74.32%+0.00% QoQ
FII holding
1.98%Current quarter

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

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Execution
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