SOLEXNSESolex Energy LimitedMediumNeutral
Announced Sat, 16 May · 18:36 IST

Solex Energy Limited has informed the Exchange about Investor Presentation for the Post Earnings' Call to be held on May 18, 2026

Analyst Day Multiyear TargetsOrder Pipeline DisclosedInvestor Communications View source PDF

SOLEX · price

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Price reaction · full curve 14 horizons · vs prior close
+1.0%1-day move
₹1325.00
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₹1385.00
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AI summary

Solex Energy delivered exceptional FY26 results with revenue of INR 16,211 Mn (up 143.9% YoY), EBITDA of INR 1,867 Mn (up 134.6%), and PAT of INR 983 Mn (up 132.7%). The company highlighted its transition from a module manufacturer to an integrated clean energy enterprise. Key balance sheet metrics show strength: Net Debt-to-Equity at 0.57:1, ROE at 38.4%, and working capital cycle improved to 35 days from 61 days. Management disclosed a ₹40,000 Mn MoU with Gujarat Government for solar cell and BESS manufacturing, and outlined Vision 2030 targeting $1.5 billion investment for 10 GW modules, 10 GW cells, 10 GW BESS, and 2 GW wafer capacity. The order book stands at ₹34,000 Mn, providing strong revenue visibility. FY27 aspirational targets set revenue at INR 26,000 Mn and PAT at ₹1,264 Mn.

Likely market impact

Solex Energy demonstrated outstanding execution with over 140% revenue growth, but EBITDA margin compressed to 11.5% from 12.0% due to scaling costs. The disclosed multi-year growth roadmap and robust order book signal continued momentum, though investors should monitor margin sustainability as the company ramps up its ambitious capex plans for backward integration.