Juniper Green Q1 FY27: Record revenue, EBITDA up 86%, EBITDA run-rate guidance of Rs 2,700 cr
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Juniper Green's first listed-entity earnings call. Q1 FY27 total income at Rs 324 crores (up 79% YoY), EBITDA at Rs 294 crores (up 86% YoY), margin at 91% (up 300 bps), PAT at Rs 33 crores (up 54%). Commissioned 601 MW solar plus wind plus 400 MWh battery in the quarter, the highest ever. Fleet CUF rose to 30.2% from 28.2%. Won SECI round-the-clock tender for 870 MW plus 2,200 MWh battery at Rs 5.26 per unit and GUVNL 50 MW wind at Rs 3.51. Portfolio now at 11,200 MW plus 9 GWh battery. Targeting 2 GW addition in FY27, 4.5 GWh battery by June 2027 and 10 GWh by March 2028. Run-rate EBITDA guidance of about Rs 2,750 crores for FY27 capacity and Rs 4,500 crores for FY28. Refinanced Rs 1,700 crores at below 8%.
Strong execution and order wins plus multi-year EBITDA guidance signal growth momentum. BESS pipeline expansion opens a new revenue stream, but net debt at Rs 11,217 crores is high.