INOXWINDNSEQ4 FY2530 May 2025

Inox Wind Limited

3,965words
5turns
0analyst exchanges
0executives
Key numbers — 40 extracted
3.2 GW
EY ACHIEVEMENTS – Q4 & FY25 ✓IWL posts its highest ever quarterly profit in Q4 FY25 ✓Orderbook at ~ 3.2 GW; FY25 order inflows stand at ~1.5 GW ✓Q4 FY25: Revenue up 130% YoY; EBITDA up 103% YoY; PAT up 391%
1.5 GW
s its highest ever quarterly profit in Q4 FY25 ✓Orderbook at ~ 3.2 GW; FY25 order inflows stand at ~1.5 GW ✓Q4 FY25: Revenue up 130% YoY; EBITDA up 103% YoY; PAT up 391% YoY at Rs 190 cr ✓FY25: Revenue up 1
130%
profit in Q4 FY25 ✓Orderbook at ~ 3.2 GW; FY25 order inflows stand at ~1.5 GW ✓Q4 FY25: Revenue up 130% YoY; EBITDA up 103% YoY; PAT up 391% YoY at Rs 190 cr ✓FY25: Revenue up 105% YoY; EBITDA up 167% Yo
103%
Orderbook at ~ 3.2 GW; FY25 order inflows stand at ~1.5 GW ✓Q4 FY25: Revenue up 130% YoY; EBITDA up 103% YoY; PAT up 391% YoY at Rs 190 cr ✓FY25: Revenue up 105% YoY; EBITDA up 167% YoY; PAT at Rs 438 cr
391%
2 GW; FY25 order inflows stand at ~1.5 GW ✓Q4 FY25: Revenue up 130% YoY; EBITDA up 103% YoY; PAT up 391% YoY at Rs 190 cr ✓FY25: Revenue up 105% YoY; EBITDA up 167% YoY; PAT at Rs 438 cr ✓Cash PAT for FY2
Rs 190
rder inflows stand at ~1.5 GW ✓Q4 FY25: Revenue up 130% YoY; EBITDA up 103% YoY; PAT up 391% YoY at Rs 190 cr ✓FY25: Revenue up 105% YoY; EBITDA up 167% YoY; PAT at Rs 438 cr ✓Cash PAT for FY25 surges 800% Y
105%
W ✓Q4 FY25: Revenue up 130% YoY; EBITDA up 103% YoY; PAT up 391% YoY at Rs 190 cr ✓FY25: Revenue up 105% YoY; EBITDA up 167% YoY; PAT at Rs 438 cr ✓Cash PAT for FY25 surges 800% YoY to Rs 734 crores ✓236
167%
up 130% YoY; EBITDA up 103% YoY; PAT up 391% YoY at Rs 190 cr ✓FY25: Revenue up 105% YoY; EBITDA up 167% YoY; PAT at Rs 438 cr ✓Cash PAT for FY25 surges 800% YoY to Rs 734 crores ✓236 MW execution in Q4 F
Rs 438
DA up 103% YoY; PAT up 391% YoY at Rs 190 cr ✓FY25: Revenue up 105% YoY; EBITDA up 167% YoY; PAT at Rs 438 cr ✓Cash PAT for FY25 surges 800% YoY to Rs 734 crores ✓236 MW execution in Q4 FY25, up 83% YoY; 705
800%
s 190 cr ✓FY25: Revenue up 105% YoY; EBITDA up 167% YoY; PAT at Rs 438 cr ✓Cash PAT for FY25 surges 800% YoY to Rs 734 crores ✓236 MW execution in Q4 FY25, up 83% YoY; 705 MW execution in FY25, up 88% YoY
Rs 734 crore
25: Revenue up 105% YoY; EBITDA up 167% YoY; PAT at Rs 438 cr ✓Cash PAT for FY25 surges 800% YoY to Rs 734 crores ✓236 MW execution in Q4 FY25, up 83% YoY; 705 MW execution in FY25, up 88% YoY ✓Hon’ble NCLT, Chan
236 MW
105% YoY; EBITDA up 167% YoY; PAT at Rs 438 cr ✓Cash PAT for FY25 surges 800% YoY to Rs 734 crores ✓236 MW execution in Q4 FY25, up 83% YoY; 705 MW execution in FY25, up 88% YoY ✓Hon’ble NCLT, Chandigarh Be
Guidance — 4 items
Execution
opening
• 3 MW WTG prototype installed From averaging ~ 100 MW of annual execution • Raised equity capital from marquee investors • Completed transition to 3 MW WTG production • Ramped up 3MW WTG supply chain • Divested non-core asset • Order intake of > 2 GW • Delivered strong operational and financial performance • Raised equity capital across companies from marquee investors • Achieved net cash status • Entered into Solar O&M business through IGESL • Order intake of ~ 1.5 GW FY26
Execution target
opening
At IGESL, we are well placed to capture this opportunity going forward.
Execution target
opening
Group’s foray into solar to add large scale solar project O&M to IGESL’s portfolio.
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opening
In particular, such statements should not be regarded as a projection of future performance of IWL.
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Risks & concerns — 1 flagged
These statements are not guarantees of future performance, and are subject to known and unknown risks, uncertainties, and other factors, some of which are beyond IWL’s control and difficult to predict, that could cause actual results, performance or achievements to differ materially from those in the forward looking statements.
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Speaking time
Execution
3
Execution target
1
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Opening remarks
Execution
705 MW • Commencement of turnaround journey • Capital infusion by promoter family • IPO of Inox Green Energy Services Ltd. • 3 MW WTG prototype installed From averaging ~ 100 MW of annual execution • Raised equity capital from marquee investors • Completed transition to 3 MW WTG production • Ramped up 3MW WTG supply chain • Divested non-core asset • Order intake of > 2 GW • Delivered strong operational and financial performance • Raised equity capital across companies from marquee investors • Achieved net cash status • Entered into Solar O&M business through IGESL • Order intake of ~ 1.5 GW FY26
Execution target
> 1,200 MW • Current orderbook stands at ~ 3.2 GW • Execution target backed by large existing orderbook and strong pipeline of orders To targeting > 2 GW of annual execution in FY27 as India moves towards 10GW of annual wind addition 13 IWL – WHAT SETS US APART – 5 PILLARS OF STRENGTH Strong Group Pedigree Robust Creditworthiness Exceptional Turnkey Capabilities Diversified Orderbook • Strong backing of the US$ 11 bn INOXGFL Group • Sizeable promoter holding • Synergies among Group companies resulting in additional opportunities • Unparalleled management team expertise • Net cash balance • One of India’s largest • Robust orderbook sheet • Strong relationships with all banks • Highest ratings for short term banking facilities by CARE & Acuite Ratings wind turnkey solutions provider, with high value project development pipeline • Plug & play common infrastructure is a strong moat for IWL • Smartly building common infrastructure at additional sites across the country of ~ 3.2 GW • Executi
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This presentation and the related discussions may contain “forward looking statements” by Inox Wind Limited (“IWL” or “the Company”) that are not historical in nature. These forward-looking statements, which may include statements relating to future state of affairs, results of operations, financial condition, business prospects, plans and objectives, are based on the current beliefs, assumptions, expectations, estimates, and projections of the management of IWL about the business, industry and markets in which IWL operates. These statements are not guarantees of future performance, and are subject to known and unknown risks, uncertainties, and other factors, some of which are beyond IWL’s control and difficult to predict, that could cause actual results, performance or achievements to differ materially from those in the forward looking statements. Such statements are not, and should not be construed, as a representation as to future performance or achievements of IWL. In particular, s
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