Alpex Solar Ltd. · NSE:ALPEXSOLAR
Alpex Solar — Investor Presentation (March 2025)
23 slides from Alpex Solar's investor presentation, Mar 21, 2025
Slide 1: Alpex Solar Limited Investor Presentation March 2025
ALPEX SOLAR LIMITED THE NEXT LEVEL INVESTOR PRESENTATION MARCH 2025
Slide 2: Disclaimer
This presentation has been prepared by Alpex Solar Limited (“ALPEXSOLAR” or the “Company”) solely for information purposes. It does not constitute an offer, recommendation or invitation to purchase or subscribe to any securities. It shall not form the basis or be relied on in connection with any con
Slide 3: Massive Expansion Under Execution
MASSIVE EXPANSION UNDER EXECUTION Established in 2008, Alpex Solar Limited is among North India’s largest PV module manufacturers 18+ 3 375+ Founders with 80+ years of People including reputed industry Years in solar PV manufacturing cumulative experience professionals 1.2 GW 20,000 98% Manufacturin
Slide 4: Our Performance Reflects Our Discipline: 9MFY25 Highlights
OUR PERFORMANCE REFLECTS OUR DISCIPLINE ON A CONSOLIDATED BASIS 9MFY25 HIGHLIGHTS Rs. 453 Cr. Rs. 75 Cr. Rs. 49 Cr. 55.1% 227.8% 302.2% YoY YoY YoY REVENUE EBITDA PAT 3
Slide 5: Our Performance Reflects Our Discipline: Q3FY25 Highlights
OUR PERFORMANCE REFLECTS OUR DISCIPLINE ON A CONSOLIDATED BASIS Q3FY25 HIGHLIGHTS Rs. 188 Cr. Rs. 38 Cr. Rs. 24 Cr. 136.9% 0.0% 352.2% 13.3% 423.0% 0.0% YoY QoQ YoY QoQ YoY QoQ REVENUE EBITDA PAT 4
Slide 6: Management Speaks
MANAGEMENT SPEAKS ASHWANI SEHGAL President & Managing Director “We are pleased to report another quarter of strong financial performance, driven by our expanding capacity and robust demand for solar energy solutions. Our strategic initiatives, including capacity expansions and vertical integrations,
Slide 7: Key Highlights (Q3FY25)
KEY HIGHLIGHTS (Q3FY25) PRODUCTION CAPACITY EXPANSION: Greater Noida plant capacity increased from 900 MW to 1.2 GW (solar PV modules). BRAND AMBASSADOR: During the quarter, Alpex signed Rahul Dravid, a Global Cricketing Legend and former Indian Captain, as its Brand Ambassador. ALPEX SOLAR Q3 & Q4
Slide 8: Our New Expansion Sites
ad OUR NEW EXPANSION SITES se alpex POWER FOREVER
Slide 9: Alpex Power Forever
alpex POWER FOREVER
Slide 10: A Journey of Over Three Decades
A JOURNEY OF OVER THREE DECADES 1993 2007 2008 2010-11 2012 Incorporated by first Setting up of an automatic line, in Commenced Team strength up Opening of branches in Patna, Jaipur and UP. generation techprenuer’s - Himachal Pradesh for manufacturing to 150. Module manufacturing capacity up to 75 M
Slide 11: Promoter Group
HANDS-ON TECHNOCRAT PROMOTERS BACKED BY PROFESSIONALS PROMOTER GROUP ASHWANI SEHGAL MONICA SEHGAL VIPIN SEHGAL ADITYA SEHGAL President & Managing Director Whole Time Director Executive Director CEO A first generation entrepreneur with more than She has ~30 years of experience. She holds a He has mor
Slide 12: We Offer World-Class Solar Energy Solutions
WE OFFER WORLD-CLASS SOLAR ENERGY SOLUTIONS MANUFACTURING EPC SERVICES OF OF SOLAR PV AC/DC SOLAR MODULES PUMPS 11.3% OF TOTAL 89.7% OF TOTAL REVENUES REVENUES IN 9MFY25 IN 9MFY25 Mono Perc Solar Panel Half-Cut Solar Panels Bi-facial Solar Panels Engineering, Procurement, and Construction (EPC) of A
Slide 13: Pan-India Player with Demonstrated Manufacturing Prowess
PAN-INDIA PLAYER WITH DEMONSTRATED MANUFACTURING PROWESS MANUFACTURING FACILITIES Unit I: Surajpur Industrial Area, Greater Noida – NCR. Unit II: A-2/2 Industrial Area, Kosi Kotwan Ext- II, Mathura, UP. Integrated complex to be built on land spanning Sikandrabad, Uttar Pradesh 25,873.27 Sq. Meter. K
Slide 14: Catering to Marquee Clientele as a Preferred Partner
CATERING TO MARQUEE CLIENTELE AS A PREFERRED PARTNER 13
Slide 15: Favourable Regulations Across Verticals
FAVOURABLE REGULATIONS ACROSS VERTICALS Total solar module manufactuing Solar Cells are semiconductor devices that capacity in India is projected to reach use sunlight to produce electricity and its 500 GW by FY30. manufacturing commands high entry barriers. Total solar cell capacity in India is pro
Slide 16: Mega Expansion Plans
MEGA EXPANSION PLANS (OVER THE NEXT TWO FINANCIAL YEAR) 2.4 GW* 1.6 GW* 12,000 T* 150 MW 100 MW Target solar module Target solar cell Aluminium Frame Engineering, Independent power manufacturing manufacturing Procurement & production Construction The ambitious expansion to be fully completed by Dece
Slide 17: Ongoing Expansion: Solar Modules & Aluminium Frames
ONGOING EXPANSION: SOLAR MODULES & ALUMINIUM FRAMES MODULE MANUFACTURING EXPANSION IN TWO PHASES First phase - at the Existing Plant - Greater Noida. Second phase - In FY2025-26, Alpex’s total high-power solar module capacity will reach 2.4 Capacity expanded as per IPO objects to 1.2 GW GW. capacity
Slide 18: Initiating the Next Level - Solar Cell
INITIATING THE NEXT LEVEL - SOLAR CELL 1.6 GW PV CELL CAPACITY - TO BE IMPLEMENTED IN THREE PHASES Greenfield capacity at Phase I – 500 MW Phase II – 1,000 MW Phase III – 1.6 GW Kosi Kotwan by December 2025 by July 2026 by December 2026 Facility to manufacture cells utilizing MonoPERC and Allow Alpe
Slide 19: Expansion: EPC & IPP
EXPANSION: EPC & IPP EPC - THREE PHASED IMPLEMENTATION TO ACHIEVE 150 MW CAPACITY Phase I – 15 MW Phase II – 95 MW Phase III – 150 MW by FY25 by FY26 by FY27 150 MW Engineering, Procurement & Construction IPP - TWO PHASED IMPLEMENTATION TO ACHIEVE 100 MW CAPACITY Phase I – 60 MW Phase II – 100 MW by
Slide 20: Subsidiaries - Value Creators for the Future
SUBSIDIARIES - VALUE CREATORS FOR THE FUTURE ALPEX SOLAR LIMITED ALPEX GREEN ENERGIES PRIVATE LIMITED ALPEX GH2 PRIVATE LIMITED EPC IPP R&D IS CURRENTLY UNDER PROGRESS FOR HYDROGEN STORAGE DEVICE CHANDRA ENERGY PRIVATE LIMITED - SUBSIDIARY OF AGEPL 19
Slide 21: Solar Cell, Aluminium Frame, Solar Modules, EPC, IPP, GH2
SOLAR CELL ALUMINIUM FRAME SOLAR MODULES EPC IPP GH2 20
Slide 22: The Company Went Public with Listing on NSE Emerge
THE COMPANY WENT PUBLIC WITH LISTING ON NSE EMERGE IPO DATES: ISSUE PRICE: ISSUE SIZE: LISTING DATE: 08-12-FEB-24 RS. 115.00/- RS. 74.52 CR. 15-FEB-24 LISTING PRICE: MARKET CAP: NO OF SHAREHOLDERS: 52-WK H/L (RS.): RS. 345.45/- RS. 1358 CR. 5,908 1,131.7/ 235 SHAREHOLDING PATTERN (30.09.24) PROMOTER
Slide 23: Thank You
THANK YOU. ALPEX SOLAR LIMITED REGISTERED OFFICE CORPORATE OFFICE MANUFACTURING UNITS B-79, Shivalik Enclave, Surajpur Industrial Area, Kasna, Greater Noida, Unit-I: Greater Noida, UP (NCR) Near Malviya Nagar, Uttar Pradesh, 201306, India. Unit-II: Kosi Kotwan, Mathura, UP (NCR) New Delhi - 110017,