Solar Industries Q4 FY25 earnings call transcript filed

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedAnalyst Day Multiyear TargetsInvestor Communications View source PDF Explain this filing

SOLARINDS · price

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₹15300.00

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AI summary

Solar Industries India reported highest-ever annual revenue of INR7,540 crores (up 24%) and PAT of INR1,288 crores (up 47%). EBITDA margin at 27% beat the earlier guidance of 23% plus. Defense revenue surged 162% to INR1,355 crores. Total order book is INR17,000 crores, including INR6,084 crores Pinaka order and about INR8,500 crores from international defense. Company targets INR10,000 crores revenue in FY26 with defense share crossing 30%, and plans INR2,500 crores capex funded through internal accruals and some debt. Dividend raised to INR10 per share from INR8.5. Management aims to double revenue to INR20,000 crores in 4 years.

Likely market impact

Record results, raised FY26 revenue guidance, strong order book and higher dividend likely to lift investor sentiment and support the stock.