Announced Fri, 5 Sept, 2025 · 10:44 IST
Revised transcript of Solar Industries Q1 FY26 earnings call
Order Pipeline DisclosedAnalyst Day Multiyear TargetsMgmt Guided Margin PressureMgmt Evaded Key QuestionInvestor Communications View source PDFExplain this filing
SOLARINDS · price
▲ 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
-0.8%1-day move
₹14050.00
prior close
₹13940.00
base price
In-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
-0.0-0.1+0.0+0.0-0.8-1.1+0.6-0.1+2.5+4.0-2.1+0.6-4.6-8.6
Up moveDown movePending
AI summary
Solar Industries posted record Q1 EBITDA of INR564cr and PAT of INR353cr. Revenue grew 28% YoY to INR2,154cr, driven by 43% growth in international (INR826cr) and 115% jump in defense (INR418cr). Order book: defense INR15,000cr, international INR8,000cr. FY26 revenue guidance maintained at INR10,000cr with INR3,000cr from defense. Forex and hyperinflation impacted margins by about 1.5%.
Likely market impact
Record quarterly profitability with strong defense and international growth. Rising staff costs, depreciation and forex may pressure margins, but long-term growth outlook intact.