INABSEInsolation Energy LtdMediumNeutral
Announced Mon, 16 Feb · 20:42 IST

Pursuant to Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulation, 2015, we are enclosing herewith the investor presentation ....

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedAnalyst 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

Insolation Energy shared its investor presentation covering strong Q3 FY26 results: revenue jumped 77% YoY to ₹575.3 Cr and PAT surged 173.5% to ₹50.7 Cr, with EBITDA margin expanding 506 bps to 14.2%. For 9M FY26, revenue grew 44.3% to ₹1,352.1 Cr and PAT rose 57.2% to ₹130.8 Cr. The company is scaling module capacity from 5.5 GW to 7 GW by FY27, building a 4.5 GW TOPCon solar cell plant and 18,000 MTA aluminium frame facility in Narmadapuram (COD Q3 FY27 and Q1 FY27 respectively). Execution visibility is supported by 400 MW of Rajasthan KUSUM PPAs, a ₹10,000 Cr MoU with the Rajasthan government and a ₹2,000 Cr MoU with the MP government.

Likely market impact

Sharp margin expansion, strong capacity addition pipeline and secured IPP order book signal robust near-term growth, likely to be viewed positively by investors. However, execution risk on the greenfield cell and frame projects remains the key thing to watch.