VIKRAMSOLRNSEVikram Solar LimitedMediumNeutral
Announced Fri, 8 May · 24:20 IST

Vikram Solar Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedAnalyst Day Multiyear TargetsCfo Debt Reduction RoadmapInvestor 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 (highest ever quarterly) with production hitting 971 MW. Full-year FY26 revenue grew 40% YoY to Rs. 4,802 Cr, while EBITDA nearly doubled to Rs. 917 Cr (86% growth) and PAT surged 236% to Rs. 470 Cr. EBITDA margin expanded significantly from 14% to 19%, demonstrating improved operational discipline. The company secured 8.2 GW order book as of March 2026, with 1.9 GW booked in Q4 alone. Management outlined aggressive expansion: 9 GW cell capacity by December 2026, 12 GW wafer/ingot capacity by FY29-30 for full integration, and 15 GWh BESS by FY30. Debt-to-equity ratio dramatically improved to 0.03 from 0.19, showing strong financial discipline.

Likely market impact

The company delivered exceptional margin expansion and profitability growth while reducing leverage significantly. The disclosed multi-year capacity targets and 8.2 GW order book provide clear visibility on future revenue streams. Shareholders should note the improving return metrics (ROE at 21.3%) and the strategic shift toward full-stack manufacturing.