In continuation to intimation submitted on September 12, 2025 with stock exchange in relation to Analyst/Investor Meeting scheduled on Monday, September 22, 2025. In respect of that matter, ....
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Ravindra Energy Ltd shared its September 2025 corporate presentation ahead of an investor meeting on September 22, 2025. The company operates in two segments: Renewable Energy (158 MWp operational, 87 MWp under construction, 258 MWp pipeline, total 502 MWp portfolio) with a target of 1 GW by March 2028, and Electric Vehicles through associate EIM (49.5% held), which has sold 125 e-Tractors and is setting up a Rs 100 Cr assembly plant in Pune. Management provided multi-year revenue guidance: RE business revenue grows from Rs 250 Cr (FY25) to Rs 516 Cr (FY26) and Rs 801 Cr (FY27) led by EPC contracts, then drops to Rs 267 Cr in FY28 as EPC tapers, while EBITDA scales from Rs 42 Cr to Rs 196 Cr. EV business targets 400-600 tractor sales in FY26 and 1000-1500 in FY27, with Battery-as-a-Service EBITDA margins of 50-70%. Borrowings are projected to rise sharply from Rs 190 Cr to Rs 945 Cr to fund the growth pipeline.
Detailed forward-looking targets signal aggressive growth ambitions but also require significantly higher debt and execution on large EPC and EV deployment schedules. For shareholders, the RE business shows strong EBITDA scaling while the EV segment is still early-stage with thin tractor margins (3-5%), so the stock may react to investor confidence in execution capability rather than near-term earnings.