India · Delayed Price · Currency is INR Solar Industries India Earnings Call Transcripts
Fiscal Year 2026
-
Record sales and profits were achieved, driven by strong defence and international growth, with a robust order book and ambitious FY 2027 guidance. Margins remained resilient despite commodity volatility, and significant CapEx is planned to support expansion.
-
Record Q3 and nine-month results driven by 29% revenue growth, 38% PAT growth, and a robust defense order book. Defense and international businesses led performance, with Pinaka rocket deliveries set to boost Q4. EBITDA margins are expected to remain strong at 27%-28%.
-
Record quarterly EBITDA and PAT were achieved, with strong growth in defense and international segments. Defense revenue surged 57% YoY, and a robust order book supports future growth. Despite domestic market challenges, annual guidance remains on track.
-
Q1 FY26 saw record EBITDA and PBT, with 28% revenue growth driven by international and defense segments. Defense revenue more than doubled, and the order book remains robust. Hyperinflation and forex impacted margins, but guidance for over INR 10,000 crores revenue is maintained.
Fiscal Year 2025
-
Record FY25 revenue and profits driven by strong international and defense growth, with a robust order book of INR 17,000 crores. FY26 guidance targets INR 10,000 crores revenue and INR 3,000 crores from defense, supported by a major CapEx plan and expanding global footprint.
-
Record quarterly results with revenue up 38% and PAT up 52% year-over-year, driven by a surge in defense and international business. Order book reached a new high, with major defense contracts and a large Maharashtra project set to fuel long-term growth.
-
Record quarterly and half-yearly results driven by strong defense and international growth, with EBITDA and PAT margins at all-time highs. Order book exceeds INR 5,700 crores, Capex guidance raised, and company expects to be net debt-free by year-end.
-
Record Q1 FY25 results with highest-ever EBITDA and PAT, strong margin expansion, and robust defense growth. Defense revenue surged 32% year-over-year, and international expansion is underway. FY25 guidance raised for both defense revenue and EBITDA margin.