PREMIERENEBSEPremier Energies LtdMediumNeutral
Announced Fri, 15 May · 17:03 IST

Investor Presentation for the Q4 and FY 2026.

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedInvestor Communications View source PDF

PREMIERENE · price

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Price reaction · full curve 14 horizons · vs prior close
-0.3%1-day move
₹983.00
prior close
₹998.10
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+1.6+2.1+1.9+1.7-0.3+1.1+2.7-1.1+0.4+7.3+10.4+7.7+10.1
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AI summary

Premier Energies reported record FY 2026 results with revenue of INR 80,259 Mn (up 20.7% YOY), EBITDA of INR 25,787 Mn (up 34.7% YOY with 32.1% margin), and PAT of INR 15,097 Mn (up 61.1% YOY with 18.8% margin). Q4 FY 2026 showed quarterly revenue of INR 22,689 Mn, EBITDA of INR 7,134 Mn, and PAT of INR 4,568 Mn, all growing 14-17% sequentially. The company expanded module capacity to 11.1 GW and is building a 10 GW ingot-wafer plant and 7 GW cell plant at Naidupeta, Andhra Pradesh. Order book stood at 9,383 MW (INR 140.1 Bn) as of March 2026. The company also entered new segments including BESS containers (12 GWh planned), inverters (3 GW), and completed acquisition of transformer maker Transcon.

Likely market impact

Strong execution with improving margins positions the company well. The expansion into ingot-wafer manufacturing and BESS aligns with domestic content requirements (ALMM) and expected demand surge. ROCE of 33.5% and ROE of 42.4% indicate efficient capital deployment.