INOXWINDNSEInox Wind LimitedMediumNeutral
Announced Fri, 29 May · 16:23 IST

Inox Wind Limited has informed the Exchange about Investor Presentation

Order Pipeline DisclosedMgmt Guided Margin PressureAnalyst Day Multiyear TargetsInvestor Communications View source PDF

INOXWIND · price

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▲ 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
-9.1%1-day move
₹93.14
prior close
₹89.48
base price
After-mkt
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-1.9-3.5-2.8-3.6-9.1-10.7-8.0-6.6-9.7-11.2-0.4-3.8
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AI summary

Inox Wind reported FY26 total income of Rs 4,569 crore, up 23% YoY, with EBITDA of Rs 1,232 crore (25% margin). Q4 FY26 saw revenue of Rs 1,306 crore but profit after tax declined 45% YoY to Rs 106 crore due to higher finance costs and deferred taxes. The company has a robust order book of ~3.1 GW providing revenue visibility for over 24 months, with an additional order pipeline of over 2 GW. Management is pivoting the business model from turnkey solutions toward equipment supply, targeting 75% equipment sales mix (up from <20% currently). Working capital cycle improved by ~15 days in Q4 but remains elevated due to customer payment delays and logistics challenges. The company issued FY27 guidance projecting 35%+ revenue growth and EBITDA margins of 20-22%.

Likely market impact

The strategic pivot toward higher-margin equipment sales and the strong order book support multi-year growth, though near-term Q4 profitability weakness and working capital pressures may weigh on near-term stock performance.