INABSEINSOLATION ENERGY LIMITEDMediumNeutral
Announced Fri, 21 Aug · 16:09 IST

Insolation Energy Q1 FY27 investor presentation shows 105% revenue growth but margin pressure

Mgmt Guided Margin PressureMgmt Guided Margin ImprovementOrder Pipeline DisclosedAnalyst Day Multiyear TargetsInvestor Communications View source PDFExplain this filing

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Insolation Energy filed its Q1 FY27 investor presentation. Revenue jumped 105% to Rs 745.40 Cr YoY while EBITDA grew 33% to Rs 76.87 Cr. However, EBITDA margin slipped to 10.31% from 15.93% YoY on input cost pressure, and PAT fell 12% to Rs 38.02 Cr. The company has a 2.1 GW order book with recent wins from NTPC, L&T, MEIL, and RREC totalling about Rs 1,776 Cr. Backward integration into 4.5 GW cells and 18,000 MT aluminum frames is underway for future margin recovery.

Likely market impact

Strong top line growth and robust order pipeline; margin compression near term, with recovery dependent on cell and frame integration completing by FY27.