PACEDIGITKBSEPace Digitek LtdMediumNeutral
Announced Tue, 26 May · 01:13 IST

Investor Presentation on the financial results for the year ended 31.03.2026.

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

PACEDIGITK · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
+6.7%1-day move
₹190.71
prior close
₹199.90
base price
After-mkt
timing
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+0.6+1.2+3.8+2.5+6.7-0.6-4.3+0.8+0.3-2.1-2.7+5.7+4.0
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AI summary

Pace Digitek reported FY2026 revenue of Rs. 26,413 million (up 8.3% YoY) and PAT of Rs. 3,073 million (up 10.1% YoY). Q4 FY2026 showed strong momentum with revenue of Rs. 10,968 million, a 60.5% jump YoY. The company has an order book of Rs. 113,379 million, with 78.1% from Energy (primarily BESS) and 21.9% from Telecom & ICT. Management provided revenue guidance of Rs. 32,000-34,000 million for FY27 and Rs. 40,000-42,000 million for FY28. EBITDA margin declined to 17.2% from 19.8% YoY due to execution costs during BESS scale-up. Total debt increased to Rs. 9,607 million (vs Rs. 1,607 million) to fund BESS manufacturing expansion and asset creation. BESS capacity is being doubled from 2.5 GWh to 5 GWh.

Likely market impact

Strong order book provides 2-year revenue visibility, but margin compression and rising debt levels are concerns. The stock faces pressure if margins don't recover as BESS execution scales up in FY27.