Websol Energy Q3FY26: Revenue up 77%, PAT at Rs 65 Cr; 4 GW AP expansion approved

Order Pipeline DisclosedAnalyst Day Multiyear TargetsCfo Debt Reduction RoadmapInvestor Communications View source PDF Explain this filing

WEBELSOLAR · price

Loading chart…

▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reactionminutes from the announcement price · days from the prior close

-5.5%Reaction day

₹86.20

prior close

₹81.09

announcement price

In-mkt

timing

Nifty Microcap 250market · index membership as recorded later (tracked since Jun 2026)+1.8%-7.3% vs market

Other Electrical Equipment peers, median of 47sector+1.4%-6.8% vs sector

On the reaction day the stock moved 7.3 pts less than Nifty Microcap 250 and 6.8 pts less than its Other Electrical Equipment peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.

Minutes after the announcementfrom the announcement price · no benchmark

Stock

-0.4

10m

-0.4

15m

-0.2

30m

+0.0

Sessions after the filingfrom the prior close

StockMarketvs marketSectorvs sector

Reaction day

-5.5+1.8-7.3+1.4-6.8

Next day

-12.5+0.5-13.1+1.1-13.7

-10.6+4.3-14.8+4.5-15.1

-14.7+5.6-20.4+8.5-23.3

-21.3+4.6-25.9+9.7-31.0

-22.7+3.8-26.5+7.2-29.9

-17.1+7.5-24.6+11.5-28.5

15d

-25.6+3.8-29.4+7.6-33.2

-36.8-0.3-36.5+5.2-42.0

-24.3-9.6-14.7-0.6-23.7

+27.9+9.9+18.0+20.2+7.8

UpDownMarket · Nifty Microcap 250Sector · Other Electrical Equipment peers, median of 47Pending

Minute windows have no benchmark: there is no intraday index history to compare against.

AI summary

Websol Energy Q3FY26 revenue grew 77.2% YoY to Rs 261 Cr, EBITDA up 57.6% to Rs 106 Cr, PAT at Rs 65 Cr. EBITDA margin fell 507 bps YoY to 40.8%. Order book at Rs 1,150 Cr. AP Government approved 4 GW integrated cell and module project with Rs 3,000 Cr+ capex. Phase II 600 MW cell line commissioned Sep 2025; utilisation at 54%. Debt-equity improved to 0.29x. Topcon capacity expansion planned by 2027-28.

Likely market impact

Strong revenue and order book growth; YoY margin compression a watchpoint. 4 GW expansion brings execution risk but supports long-term growth.