India · Delayed Price · Currency is INR Inox Wind Earnings Call Transcripts
Fiscal Year 2026
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Q3 FY26 saw strong YoY growth in revenue and profitability for both wind and O&M segments, with a robust order book and upgraded FY26/27 guidance. Execution delays due to customer site readiness persist, but the outlook remains positive, supported by sector growth and strategic initiatives.
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Best-ever Q2 results with strong YoY growth in revenue and profitability for both wind and O&M segments. Execution and order book remain robust, with full-year targets reaffirmed and significant growth expected from new framework agreements and acquisitions.
Fiscal Year 2025
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Q1 FY 2026 saw robust YoY growth in revenue, EBITDA, and PAT for both wind and green energy segments, with a strong order book and margin guidance raised to 18%-19%. Rights issue and strategic expansions have fortified the balance sheet, while industry tailwinds and regulatory changes support future growth.
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Q3 FY25 saw record revenue and profit, with 96% YoY revenue growth and EBITDA margin at 29%. Execution guidance for 800 MW in FY25 and 1,200+ MW in FY26 is maintained, supported by a 3.3 GW order book and upgraded credit ratings.
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Q2 FY25 saw revenue nearly double and EBITDA surge 171% year-over-year, with the company turning net cash and upgrading margin guidance to 17% for FY25. A 3.3 GW order book, strong execution pipeline, and robust market demand support a positive outlook.
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Q1 FY25 saw record revenue and profit, driven by strong execution, a robust order book, and a net cash positive position after a major capital infusion. Guidance remains conservative, with upside potential, and the company is focused on value creation, prudent capital allocation, and maintaining high margins.