Waaree Energies Limited has informed the Exchange about Investor Presentation
WAAREEENER · price
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Waaree Energies disclosed its investor presentation covering its integrated solar energy value chain strategy under 'Waaree Unbound 2.0'. The presentation highlighted global solar PV capacity growth from 2.26 TW to 7.4 TW by 2030 and India's projected 300+ GW solar installations by 2030. Key business segments covered include solar module manufacturing (25.8 GW capacity), EPC services (FY26 revenue Rs. 3,331 Cr, EBITDA margin 19.24%, 2,727 MWp executed), battery energy storage systems (20 GWh facility), green hydrogen/electrolyzers (1 GW plant in Valsad), inverters (4 GW capacity), and retail/distribution expansion. The company outlined capex plans of approximately Rs. 30,000 Cr over two years targeting full-stack energy transition leadership, with management targeting Rs. 1,00,000 Cr revenue in FY25-26.
The presentation signals Waaree's aggressive expansion beyond solar modules into adjacent energy storage, hydrogen, and inverter businesses, diversifying revenue streams while leveraging its existing manufacturing ecosystem. The strong EPC margins and order pipeline support near-term earnings visibility, while the capex-heavy expansion plans will require careful monitoring of debt levels and execution timelines.