India · Delayed Price · Currency is INR KPI Green Energy Earnings Call Transcripts
Fiscal Year 2026
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Record revenue and profit growth continued, with Q3 revenue up 45% YoY and nine-month revenue surpassing last year’s total. Major project wins, robust order book, and global expansion—especially in Botswana—support a strong outlook, with margins protected by contract clauses.
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Record revenue and profitability were achieved with 78% YoY growth in Q2 FY26 and robust project execution. The company secured major financing, expanded into new technologies, and remains on track for its 10 GW 2030 target, with strong order books and no impact from recent sector policy changes.
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Q1 FY26 saw 75% revenue growth and record profitability, driven by strong execution and a robust order pipeline. Major projects and strategic alliances support long-term growth, with margins and leverage expected to remain stable as IPP share rises.
Fiscal Year 2025
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Revenue and profitability surged in FY25, driven by strong CPP execution and growing IPP pipeline. Margins are set to improve as IPP share rises, with robust order book visibility through FY27 and major CapEx funded for expansion.
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Record revenue and profit growth continued in Q3 and the nine months ended Dec 2024, with a robust order book, expanding land bank, and strong execution across IPP and CPP/EPC segments. Guidance for FY25 revenue growth is at least 60%, with margins expected to remain strong.
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H1 FY2025 saw 75% revenue growth and doubled PAT, with strong order books in both IPP and CPP segments. Guidance for FY2025 is 60%-70% revenue growth, 16%-18% PAT margin, and continued expansion, supported by a net debt zero position and robust execution capabilities.