VIKRAMSOLRBSEVikram Solar LtdMediumNeutral
Announced Fri, 8 May · 24:23 IST

Please find enclosed the Investor Presentation for the quarter and year ended 31st March 2026

Order Pipeline DisclosedMgmt Guided Margin ImprovementAnalyst Day Multiyear TargetsInvestor Communications View source PDF

VIKRAMSOLR · price

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▲ 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
-5.8%1-day move
₹225.80
prior close
₹225.00
base price
After-mkt
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AI summary

Vikram Solar reported record Q4 FY26 revenue of Rs. 1,453 Cr, up 22% YoY, with FY26 revenue of Rs. 4,802 Cr — a 40% YoY jump. Production hit a quarterly high of 971 MW in Q4. EBITDA nearly doubled to Rs. 917 Cr (86% YoY) and PAT surged 236% to Rs. 470 Cr. EBITDA margin expanded from 14% (FY25) to 19% (FY26). The order book stood at 8.2 GW as of 31 March 2026. The company is accelerating backward integration: 9 GW cell capacity expected by Dec 2026, 12 GW wafer/ingot by FY29-30, and 15 GWh BESS by FY30. A new BESS brand 'VION' was launched, targeting C&I and utility segments. A 100 MWh BESS order has been secured. Debt-to-equity ratio improved to 0.19 in FY26 from 0.03 in FY25, reflecting higher leverage for capex.

Likely market impact

Strong operational and financial execution with margin expansion signals improving profitability even while scaling. The disclosed multi-year capacity roadmap (12 GW cell, 15 GWh BESS) and robust order book underpin medium-term revenue visibility, though increased leverage warrants monitoring.