SWSOLARBSESTRLNG & WIL REN ENE LTDMediumNeutral
Announced Fri, 24 Jul · 12:38 IST

Q1 FY27 call: UOV hits record INR13,000 crores, Egypt order of USD560M

Order Pipeline DisclosedCfo Debt Reduction RoadmapMgmt Guided Margin PressureInvestor Communications View source PDF

SWSOLAR · price

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Price reaction · full curve 14 horizons · vs prior close
+1.0%1-day move
₹205.95
prior close
₹205.00
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AI summary

Q1 FY27 revenue at INR1,590 crores fell YoY on slower international execution; PAT rose 36% YoY to INR53 crores. UOV hit record INR13,000 crores boosted by a USD560 million 1,000 MW solar plus 600 MWh storage Egypt order. FY27 revenue growth guidance trimmed to 10-15%, gross margin guided at 8-10%. O&M portfolio scaled to 18.3 GW, contributing fully from Q3. CFO targets near-deleveraged status by FY28 via term loan repayments.

Likely market impact

Record UOV supports revenue visibility, but trimmed growth guidance and weak Q1 execution may weigh on sentiment. Reliance opportunity stays positive.