Announced Mon, 18 May · 23:14 IST

Clean Max Enviro Energy Solutions Limited has informed the Exchange about Transcript

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedAnalyst Day Multiyear TargetsInvestor Communications View source PDF

CLEANMAX · price

Loading chart…

▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
+0.5%1-day move
₹1200.00
prior close
₹1203.60
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
+0.4+0.4+1.4+0.8+0.5+0.0-6.3-7.9-6.7-7.3+13.7+14.3+12.0
Up moveDown movePending
AI summary

Clean Max reported strong FY26 results with EBITDA of INR 1,295 crores (up 28%) and PAT of INR 86 crores (4.4x growth from INR 19 crores). The company added 1,400 MW of new capacity, reaching 5.7 GW contracted capacity with 3.1 GW operational. Data and AI customers now represent 42% of contracted capacity (up from 14% two years ago), growing 10x in MW terms. EBITDA margins improved in both segments: RE Power Sales from 82% to 83.5% and RE Services from 14.4% to 19.6%. Run-rate EBITDA stands at INR 1,870 crores. Management guided minimum 1,500 MW capacity addition for FY27. Cost of financing reduced from 9.2% to 8.5%. The company also announced a second joint venture with Apple for 150 MW projects worth INR 104 crores.

Likely market impact

Strong operational and financial performance with margin expansion and robust capacity growth positions the company well. The growing Data and AI segment and repeat business rate of 74% provide revenue visibility, though a 525 MW CTU project faces some grid backdown risk affecting about 13% of run-rate EBITDA.