INANSEInsolation Energy LimitedMediumNeutral
Announced Tue, 26 May · 19:24 IST

Insolation Energy Limited has informed the Exchange about Investor Presentation

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

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Price reaction · full curve 14 horizons · vs prior close
-6.6%1-day move
₹134.70
prior close
₹135.74
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AI summary

Insolation Energy Limited reported strong FY26 results with revenue of Rs 2,146 crore, up 61% year-over-year, driven by robust execution and expanding market presence. EBITDA grew 79% to Rs 305 crore with margins improving to 14%, while PAT increased 59% to Rs 201 crore. The company migrated to the Main Board on BSE and NSE in March 2026. Insolation Energy is a Jaipur-based solar panel manufacturer that has scaled from 80 MW to 5.5 GW capacity in eight years and ranks among India's top 10 PV manufacturers. The company is expanding into solar cells (4.5 GW by Q4 FY27), aluminum frames (18,000 MTA), and Battery Energy Storage Systems, with plans to enter ingot and wafer manufacturing ahead of ALMM-III mandates. Management has set Mission FY28 to become India's leading cleantech solutions provider, targeting 7 GW module capacity.

Likely market impact

The strong 61% revenue growth and improving margins demonstrate operational efficiency gains from scale benefits. The expansion into cells and frames enhances vertical integration, positioning the company to benefit from domestic manufacturing mandates like ALMM. However, the debt levels have increased significantly (Net Debt rose to Rs 431 crore from Rs 124 crore) to fund the capacity expansion.