SOLEXNSESolex Energy LimitedMediumNeutral
Announced Sat, 31 May, 2025 · 19:29 IST

Solex Energy FY25 transcript: revenue up 81%, guides INR2,200-2,400cr for FY26

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

SOLEX · price

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Price reaction · full curve 14 horizons · vs prior close
+4.0%1-day move
₹1183.25
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AI summary

Solex Energy reported FY25 revenue of INR665cr (up 81% YoY), EBITDA of INR73cr at 11.4% margin, and PAT of INR42cr at 6.4%. FY26 revenue guided at INR2,200-2,400cr. Capacity is 1.5GW now, expanding to 4GW by October. Vision 2030 targets 15GW modules and 5GW cells. Planned INR1,500cr CapEx for 2GW cell line, funded two-thirds debt and one-third equity. Order book at INR1,450cr with more in pipeline. Module EBITDA margin guided 9-11% and PAT 6-7%.

Likely market impact

Strong growth and clear expansion roadmap may boost confidence. Planned debt-funded capex of INR1,000cr could pressure near-term returns.