Inox Wind Limited has informed the Exchange about Investor Presentation
INOXWIND · price
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Inox Wind reported strong Q3 FY26 results with consolidated revenue of Rs 1,238 cr, up 24% YoY, and EBITDA of Rs 313 cr, up 39% YoY, translating to an EBITDA margin of ~25.2%. Cash PAT grew 38% YoY to Rs 262 cr, while 9M FY26 revenue stood at Rs 3,263 cr (36% YoY) with EBITDA of Rs 804 cr (42% YoY). The order book stands at ~3.2 GW providing 18-24 months of revenue visibility, with new orders of ~600 MW in FY26 from customers like Aditya Birla, Amplus/Gentari, Jakson, and First Energy, plus a 2.5 GW partnership with KP Energy. Management has guided for FY26 revenue of over Rs 5,000 cr (>35% YoY growth) with 20-22% EBITDA margins, and FY27 revenue growth of ~75% YoY at similar margin levels. The company also highlighted a net cash balance sheet, upcoming 4X MW WTG launch in CY26, and a pending NCLT demerger of the substation business from Inox Green into Inox Renewable Solutions.
Strong quarterly beat, multi-year revenue guidance of 35-75% YoY growth, and a robust 3.2 GW order book are positive signals for investors. However, the guided EBITDA margin range of 20-22% for FY26 and FY27 sits below the current ~25% run rate, suggesting some margin normalization as the business scales.