SOLARWORLDNSEQ4FY26May 26, 2026

Solarworld Energy Solutions Limited

4,567words
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Key numbers — 40 extracted
rs,
May 26, 2026 To, BSE Limited Phiroze Jeejeebhoy Towers, Dalal Street, Mumbai – 400001 Scrip Code: 544532 To, National Stock Exchange of India Limited
239%
ojections. 2 Q4 & FY26 Key Highlights Performance Delivered: Q4 & FY26 6,069.5 Mn Total Income 239% YoY Growth Q4 FY26 732.8 Mn EBITDA 12.1% Margin 347% YoY Growth FY26 490.6 Mn PAT 8.1% Marg
12.1%
formance Delivered: Q4 & FY26 6,069.5 Mn Total Income 239% YoY Growth Q4 FY26 732.8 Mn EBITDA 12.1% Margin 347% YoY Growth FY26 490.6 Mn PAT 8.1% Margin 420% YoY Growth 14,160.7 Mn Total Incom
347%
ered: Q4 & FY26 6,069.5 Mn Total Income 239% YoY Growth Q4 FY26 732.8 Mn EBITDA 12.1% Margin 347% YoY Growth FY26 490.6 Mn PAT 8.1% Margin 420% YoY Growth 14,160.7 Mn Total Income 1,879.34 M
8.1%
ome 239% YoY Growth Q4 FY26 732.8 Mn EBITDA 12.1% Margin 347% YoY Growth FY26 490.6 Mn PAT 8.1% Margin 420% YoY Growth 14,160.7 Mn Total Income 1,879.34 Mn EBITDA 1,204.7 Mn PAT 13.3% EBITD
420%
Y Growth Q4 FY26 732.8 Mn EBITDA 12.1% Margin 347% YoY Growth FY26 490.6 Mn PAT 8.1% Margin 420% YoY Growth 14,160.7 Mn Total Income 1,879.34 Mn EBITDA 1,204.7 Mn PAT 13.3% EBITDA Margin 8.5
13.3%
n PAT 8.1% Margin 420% YoY Growth 14,160.7 Mn Total Income 1,879.34 Mn EBITDA 1,204.7 Mn PAT 13.3% EBITDA Margin 8.5% PAT Margin 157% YoY Growth 63% YoY Growth 56% YoY Growth 4 At a glance
8.5%
20% YoY Growth 14,160.7 Mn Total Income 1,879.34 Mn EBITDA 1,204.7 Mn PAT 13.3% EBITDA Margin 8.5% PAT Margin 157% YoY Growth 63% YoY Growth 56% YoY Growth 4 At a glance 16,742 Mn Solar EPC
157%
14,160.7 Mn Total Income 1,879.34 Mn EBITDA 1,204.7 Mn PAT 13.3% EBITDA Margin 8.5% PAT Margin 157% YoY Growth 63% YoY Growth 56% YoY Growth 4 At a glance 16,742 Mn Solar EPC and O&M for ongo
63%
Income 1,879.34 Mn EBITDA 1,204.7 Mn PAT 13.3% EBITDA Margin 8.5% PAT Margin 157% YoY Growth 63% YoY Growth 56% YoY Growth 4 At a glance 16,742 Mn Solar EPC and O&M for ongoing projects 11
56%
Mn EBITDA 1,204.7 Mn PAT 13.3% EBITDA Margin 8.5% PAT Margin 157% YoY Growth 63% YoY Growth 56% YoY Growth 4 At a glance 16,742 Mn Solar EPC and O&M for ongoing projects 11,389 Mn Including
348 MW
16,742 Mn Solar EPC and O&M for ongoing projects 11,389 Mn Including EPC for BESS IPP projects 348 MW/DC EPC Portfolio Installed till Date 60+ Total Number of Projects 1.552 GW TopCon Solar Module Li
Guidance — 9 items
EPC Market
opening
Valued at $107.2 Billion (2025),projected $287.8Billion by 2035 Industry size in 2026 estimated at $119.6 Billion CAGR: 11.6% (2026–2035) O&M Market Growing from $ 6.45 Billion (2025) to $7.16 Billion in 2026.
EPC Market
opening
CAGR: 11.1% BESS Market (India) $ 154 Billion (2025) → $2.0 Billion (2026) → $8.59 Billion by 2031.
EPC Market
opening
CAGR: 33.2% (2026–2031) Solar PV Module (India) Over $81.4 Billion (2025), estimated to reach $222.1 Billion by 2035.
EPC Market
opening
2026 Industry size: $91 Billion CAGR: 11.8% (2026–2035) Integrated Platform Proven Execution Strong Order Book Early BESS Mover PSU Relationships In-house Engineering & O&M
BESS Expansion
opening
Target a 60:40 BESS-to-Solar EPC revenue mix to capitalise on India's 33.2% CAGR storage opportunity.
Operational Scale-up
opening
Source: Research Nester, Mordor Intelligence, The Business Research Company 13 Project Showcase – Delivering High EPC Performance Projects 75 MW AC/ 99 MW DC Parasan Project (Completed Project) Switchyard PV Module 14 Project Showcase – Modules Factory Module Factory at Roorkee, Haridwar 15 Visionaries Driving the Business Forward… The Promoters and Directors have Played a Significant Role in the Development and Growth of the Company...
Operational Scale-up
opening
Solar Parks PLI Schemes Rooftop Battery Storage target The Government is facilitating the establishment of Solar Parks and Ultra- Mega Solar Power Projects with a combined 40,000 MW capacity.
Operational Scale-up
opening
These parks are designed to ready provide infrastructure, enabling faster project execution power evacuation.
Operational Scale-up
opening
The initiative has already supported the installation of nearly 20 lakh systems by September 2025, with a national target of adding 30 GW of residential rooftop capacity by 2027.
Risks & concerns — 1 flagged
Broaden reach across PSU and private sector segments to reduce client concentration risk.
Customer Base Expansion
Speaking time
EPC Market
1
BESS Expansion
1
Backward Integration
1
Strategic Partnerships
1
Customer Base Expansion
1
Operational Scale-up
1
COMPANY
1
INVESTOR RELATIONS ADVISORS
1
Opening remarks
EPC Market
Valued at $107.2 Billion (2025),projected $287.8Billion by 2035 Industry size in 2026 estimated at $119.6 Billion CAGR: 11.6% (2026–2035) O&M Market Growing from $ 6.45 Billion (2025) to $7.16 Billion in 2026. CAGR: 11.1% BESS Market (India) $ 154 Billion (2025) → $2.0 Billion (2026) → $8.59 Billion by 2031. CAGR: 33.2% (2026–2031) Solar PV Module (India) Over $81.4 Billion (2025), estimated to reach $222.1 Billion by 2035. 2026 Industry size: $91 Billion CAGR: 11.8% (2026–2035) Integrated Platform Proven Execution Strong Order Book Early BESS Mover PSU Relationships In-house Engineering & O&M
BESS Expansion
Target a 60:40 BESS-to-Solar EPC revenue mix to capitalise on India's 33.2% CAGR storage opportunity.
Strategic Partnerships
Build alliances for technology access, distribution reach and cost efficiency.. R&D Acceleration: Invest in higher efficiency solar and storage technologies for innovation-led growth.
Operational Scale-up
Diversify across solar and energy storage to build a resilient, multi-revenue-stream business. Source: Research Nester, Mordor Intelligence, The Business Research Company 13 Project Showcase – Delivering High EPC Performance Projects 75 MW AC/ 99 MW DC Parasan Project (Completed Project) Switchyard PV Module 14 Project Showcase – Modules Factory Module Factory at Roorkee, Haridwar 15 Visionaries Driving the Business Forward… The Promoters and Directors have Played a Significant Role in the Development and Growth of the Company... Kartik Teltia | Managing Director Sushil Kumar Jain | Non-Executive Director • Post-graduation programme in management from the Indian • Bachelor’s degree in commerce from the University of School of Business • Bachelor’s degree in commerce from the University of Delhi and Member of the Institute of Chartered Accountants of India • Previously associated with Pioneer E-Services Private Limited for a period of over 2 years Rajasthan • Member of the Institute of
COMPANY
Solarworld Energy Solutions Limited CIN: L15100DL2013PLC255455 Mr. Mukut Goyal E-mail: mukut@worldsolar.in Website: www.worldsolar.in mukut@worldsolar.in
INVESTOR RELATIONS ADVISORS
MUFG Intime India Private Limited A part of MUFG Corporate Markets, a division of MUFG Pension & Market Services nikunj.seth@in.mpms.mufg.com Mr. Nikunj Seth nikunj.seth@in.mpms.mufg.com sejal.bhattar@in.mpms.mufg.com Ms. Sejal Bhattar sejal.bhattar@in.mpms.mufg.com Meeting Request Link Link Thank You
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