Solarworld Energy Solutions Limited · NSE:SOLARWORLD
Solarworld Energy Solutions — Q1 FY26 Earnings Presentation
29 slides from Solarworld Energy Solutions's earnings presentation, Oct 17, 2025
Slide 1: Intimation of Investor Presentation to stock exchanges
October 17, 2025 To, To, BSE Limited National Stock Exchange of India Ltd. Phiroze Jeejeebhoy Towers, Exchange Plaza, Plot no. C/1, G Block, Dalal Street, Bandra-Kurla Complex Mumbai – 400 001 Bandra (E), Mumbai - 400 051. Scrip Code: 544532 Scrip Code: SOLARWORLD Sub: Intimation of Investor Present
Slide 2: Solarworld Energy Solutions Limited Investor Presentation Q1FY26
Solarworld Energy Solutions Limited Investor Presentation | Q1FY26
Slide 3: Safe Harbor Statement
Safe Harbor Statement This presentation and the accompanying slides (the “Presentation”), which have been prepared by Solarworld Energy Solutions Ltd (the “Company”), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subsc
Slide 4: Company Overview
4a) Solarworld >< Company Overview
Slide 5: Milestones that define our Growth Story
Milestones that define our Growth Story 2013 2015 2020 2024 Incorporation of Completion of first 10 Completion of first 10 • Entered into an equity co-operation the Company MW grid connected solar MW AC / 14 MW DC agreement with ZNSHINE PV-Tech Co power plant in Telangana ground mount solar Limited,
Slide 6: Successful IPO Listing
Successful IPO Listing Shareholding Pattern Overwhelming subscription of 68.5 times As on 29th September 2025 (Post Issue) September 2025 17.1% 3.4% o Listing done on BSE & NSE 13.8% 65.7% o IPO Price: ₹ 351 per share o Listing Price: NSE ₹ 388.50 per share BSE ₹ 389.00 per share Promoter & Promoter
Slide 7: End to End Solar and Storage Solutions
End to End Solar and Storage Solutions Solutions Offered Through Two Distinct Models End-to end Solutions on a Turn-key Basis No capital investment required by power purchaser Ownership of the projects vests with the customer itself RESCO (Renewable Energy Service Company) Model CAPEX Model Under th
Slide 8: Integrated EPC Framework
Integrated EPC Framework ENGINNERING & Design Site Assessment Feasibility Studies System Sizing & Layout Structural & Electrical Design Permitting & Approvals PROCUREMENT Strategic Sourcing Cost Efficiency Logistics & Supply Chain Management CONSTRUCTION Site Module Electrical Safety & Quality Testi
Slide 9: Robust Order Book and Growth Visibility
Robust Order Book and Growth Visibility Emphasis on quality execution and customer management: Ongoing Projects (As on 31 July, 2025) Leading to consistent growth in the Company’s Order Book ₹ Mn Capacity Name of Customer State Type of Project O&M (MW/AC) 25,278.14 260 MW AC SJVN Green Energy Limite
Slide 10: Project Showcase – Delivering High EPC Performance Projects
Project Showcase – Delivering High EPC Performance Projects 75 MW AC/ 99 MW DC Parasan Project (Completed Project) Switchyard PV Module 9
Slide 11: Project Showcase – Modules Factory
Project Showcase – Modules Factory Module Factory at Roorkee, Haridwar 10
Slide 12: Visionaries Driving the Business Forward…
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 deg
Slide 13: … supported by Experience Professionals Steering Execution
… supported by Experience Professionals Steering Execution Supported by Key Managerial Personnels Mukut Goyal | Chief Financial Officer Varsha Bharti | Company Secretary & Compliance Officer • Associated with Rama Paper Mills Limited, Tokai Imperial • Previously associated with The Lalit, India Fins
Slide 14: Industry Landscape
4a) Solarworld >< Industry Landscape
Slide 15: India's Energy Demand Outlook
India’s Energy Demand Outlook Power demand is expected to grow by 5.5-6.0% in the next five years which will be supported by infrastructure-linked capex, strong economic fundamentals along with expansion of the power footprint via strengthening of transmission and distribution infrastructure +5.8% 2
Slide 16: Accelerating Towards 280 GW Solar by 2030
Accelerating Towards 280 GW Solar by 2030 In GW 119.01 Trend in cumulative solar capacity installation in India 105.65 • India’s overall energy requirement grew at a 4.7% CAGR from 2015 to 2025, driven by rapid industrialization, urbanization, and the 81.81 electrification of transport and infrastru
Slide 17: Growing Opportunities in Solar Energy Solutions
Growing Opportunities in Solar Energy Solutions Surge in solar power capacity reached 170-180 GW from fiscal years 2026 The O&M market in India for solar power is expanding in the tandem with to 2030, significantly surpassing the ~85 GW added between fiscal years the country’s installed capacity whi
Slide 18: Government Initiatives Driving Solar Expansion in India
Government Initiatives Driving Solar Expansion in India India’s total installed solar capacity reached 119.02 GW as of July 2025, comprising 90.99 GW from ground-mounted plants, 19.88 GW from grid- connected rooftop systems, 3.06 GW from hybrid projects, and 5.09 GW from off-grid solar installations
Slide 19: Strategic Growth Levers
4a) Solarworld >< Strategic Growth Levers
Slide 20: Pathway to Sustainable Growth
Pathway to Sustainable Growth Strengthen Manufacturing Capabilities Scale Operations & Diversify Portfolio • Commissioned a state-of-the-art manufacturing facility in Haridwar, • Utilizing proven execution expertise to capture opportunities from IPPs, PSUs, Uttarakhand for TopCon solar modules with
Slide 21: Q1 FY26 Results Update
4a) Solarworld >< Q1 FY26 Results Update
Slide 22: Q1FY26 Business Update
Q1FY26 Business Update The Company has commissioned a 1.2 GW module manufacturing line for G12R solar panels. This line Solar Panel Module will strengthen backward integration and enhance production of high-efficiency solar modules. Manufacturing Line A 3.4 GW Lithium-ion cell to battery pack has be
Slide 23: Q1FY26 Performance Snapshot (Consolidated)
Q1FY26 Performance Snapshot (Consolidated) Revenue EBITDA & EBITDA % PAT & PAT % ₹ Mn ₹ Mn ₹ Mn 32.2% 12.9% 11.7% 18.9% +202.3% +21.4% +386.7% 682.4 88.3 129.1 72.8 225.7 26.5 Q1FY25 Q1FY26 Q1FY25 Q1FY26 Q1FY25 Q1FY26 22
Slide 24: Q1FY26 Financial Highlights (Consolidated)
Q1FY26 Financial Highlights (Consolidated) Profit & Loss statement (₹ in Mn) Q1 FY26 Q1 FY25 Y-o-Y Q4 FY25 Q-o-Q Revenue from Operation 682.4 225.7 202.3% 1,764.1 -61.3% Cost of Material Consumed 273.5 51.4 905.0 Engineering, procurement and construction project expenses 8.9 61.2 229.0 Purchase of S
Slide 25: Historical Financial Performance
Historical Financial Performance
Slide 26: Consistent Growth Across Revenue and Profitability
Consistent Growth Across Revenue and Profitability Revenue EBITDA & EBITDA % PAT & PAT % ₹ Mn ₹ Mn ₹ Mn 9.2% 13.7% 20.1% 6.4% 10.3% 14.1% 5,447.7 1,092.5 770.5 5,010.2 516.9 688.6 2,324.6 214.7 148.4 2023 2024 2025 2023 2024 2025 2023 2024 2025 25
Slide 27: Historical Profit and Loss Statement
Historical Profit and Loss Statement Profit & Loss statement (₹ Mn) FY25 FY24 FY23 Revenue from Operation 5,447.7 5,010.2 2,324.6 Cost of Material Consumed 2,824.2 3,813.1 1,817.5 Engineering, procurement and construction project expenses 534.9 436.3 252.6 Purchase of Stock in trade 600.3 3.1 3.4 To
Slide 28: Historical Balance Sheet
Historical Balance Sheet Particulars (₹ Mn) FY25 FY24 FY23 Particulars (₹ Mn) FY25 FY24 FY23 ASSETS Equity Non ‐ Current Assets (a) Equity share capital 370.7 3.2 3.2 Property, plant and equipment 373.8 9.3 11.8 (b) Other equity 2,720.0 732.8 215.9 Capital work‐in‐progress 881.2 Equity attributable
Slide 29: Thank You
COMPANY : Solarworld Energy Solutions Limited CIN: U15100DL2013PLC255455 Mr. Mukut Goyal E-mail: mukut@worldsolar.in Website: www.worldsolar.in INVESTOR RELATIONS ADVISORS : MUFG Intime India Private Limited A part of MUFG Corporate Markets, a division of MUFG Pension & Market Services Mr. Nikunj Se
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