WEBELSOLARBSEWEBSOL ENERGY SYSTEM LTDMediumNeutral
Announced Tue, 18 Aug · 19:15 IST

Websol Q1 FY27: Revenue up 70% YoY, debt repaid, TOPCon upgrade begins

Mgmt Guided Margin PressureCfo Debt Reduction RoadmapOrder Pipeline DisclosedMgmt Evaded Key QuestionInvestor Communications View source PDFExplain this filing

WEBELSOLAR · 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
-4.8%1-day move
₹86.94
prior close
₹86.93
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
-1.1-1.6-1.6-3.1-4.8-4.8
Up moveDown movePending
AI summary

Websol Q1 FY27: revenue up 70% YoY at INR373 cr. Cell use at 92% (259 MW), modules at 81% (103 MW). EBITDA up 21% to INR126 cr, PAT up 16% to INR78 cr, but margin fell to 34% from 47% as module share rose. Repaid INR110 cr IREDA loan from accruals; promoter pledge dropping from 80% to 16%. TOPCon upgrade of 750 MW line at INR270 cr cost, completing by March 2027. Planned 4 GW expansion shifted from Andhra Pradesh to West Bengal. Order book at INR1,278 cr.

Likely market impact

Positive: debt-free status, pledge release, INR1,278 cr order book, planned 4 GW expansion. Concerns remain on margin drop from 47% to 34% and weak valuations versus peers.