UTLSOLARNSEFujiyama Power Systems LimitedMediumNeutral
Announced Wed, 25 Feb · 16:30 IST

Fujiyama Power Systems Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin ImprovementAnalyst Day Multiyear TargetsInvestor Communications View source PDF

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

Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Fujiyama Power Systems submitted its investor presentation ahead of a meet scheduled on February 26, 2026. The company showcased strong Q3 FY26 results with revenue rising 73.8% year-on-year to Rs. 588.5 crore, EBITDA up 110.1% to Rs. 109.9 crore, and profit after tax jumping 124.3% to Rs. 67.3 crore. Margins expanded notably, with EBITDA margin improving from 15.5% to 18.7% and PAT margin from 8.9% to 11.4%, supported by backward integration in inverters, lithium-ion batteries, and lead-acid batteries. A key highlight was the successful commissioning of the 1 GW solar cell plant at Dadri in January 2026, built with a Rs. 300 crore investment. The company also outlined future capacity expansion plans taking total capacity to over 3,500 MW/MWh, and highlighted opportunities from the PM Surya Ghar Yojana scheme targeting 10 million households.

Likely market impact

Strong quarterly performance with significant margin expansion signals improving business fundamentals. The commissioning of the solar cell plant reduces import dependence and positions the company to benefit from policy pushes like PM Surya Ghar. Investors should note the multi-year capacity expansion plans and margin trajectory as positive indicators, though capacity ramp-up execution remains a key monitorable.