Premier Energies Limited · NSE:PREMIERENE
Premier Energies — Q1 FY2027 Earnings Presentation
34 slides from Premier Energies's earnings presentation, Aug 6, 2026
Slide 1: Cover letter to stock exchanges on investor presentation
Ref. No: PEL 36/2026-27 Date: August 06, 2026 To To The Secretary The Manager, BSE Limited Listing Department Phiroze Jeejeebhoy Towers, National Stock Exchange of India Limited Dalal Street, Exchange Plaza, C-1, G Block, Bandra-Kurla Mumbai – 400001 Complex, Bandra (East), Mumbai – 400 051 Scrip Co
Slide 2: Q1 FY 2027 Results
Q1 FY 2027 Results 7 August 2026 Actual image of the 5.6 GW Seetharampur module plant
Slide 3: Disclaimer
Disclaimer This presentation has been prepared by the Company based on information and data which the Company considers reliable, but the Company makes no representation or warranty, express or implied, whatsoever, and no reliance shall be placed on, the truth, accuracy, completeness, fairness and r
Slide 4: Q1 FY 2027 highlights
About Us Q1 FY 2027 highlights Financials Production Capacity Revenue Cells Cells 3.6 GW → 10.6 GW 25,076 INR Mn 844 MW Modules + 34.1% YOY 11.1 GW EBITDA Modules 7,594 INR Mn 953 MW Ingot-Wafers Under Construction + 27.2% YOY, 30.3% Margin 10 GW Aluminum Frames PAT Transformers 18,000 MT 4,719 INR
Slide 5: Agenda
AG E N DA 01 Industry highlights 02 Business updates 03 Sustainability and ESG 04 Financial performance 05 Company background 4
Slide 6: Industry Highlights
4 rgies INDUSTRY HIGHLIGHTS
Slide 7: Strong growth in new installations
Industry Highlights Strong growth in new installations Quarterly solar capacity addition PMSGY installations Estimated KUSUM installations MW AC MW AC MW AC 15,000 1,279 1,120 1,019 12,000 1,081 972 825 881 9,000 712 728 732 686 681 662 559 577 6,000 460 491 465 402 410 255 241 3,000 0 Q1 FY Q2 FY Q
Slide 8: Solar share growing steadily in the grid
Industry Highlights Solar share growing steadily in the grid Solar power generation Incremental power generation source Power generation source TWh TWh Incremental generation 2016 2017-2025 180 16% 150 Others, Others, 160 14% 4% 3% 140 100 12% 120 Fossil 10% 50 fuels, 100 8% Fossil 55% 80 fuels, 6%
Slide 9: Data centres driving surge in power demand
Industry Highlights Data centres driving surge in power demand India data centre market at a glance Growing policy support FY 2026 installed capacity CAGR Gujarat data centre policy 2026-29 ✓ Target 7.5 GW AI data centre capacity with INR 6 Tn 1.9 4.5 28 24 investment GW GW % GW ✓ Minimum 51% renewa
Slide 10: Pick up in BESS demand
Industry Highlights Pick up in BESS demand Market opportunity size estimated at INR 600 Bn per annum Tender status Monthly capacity addition Hourly exchange prices in May 30 June 2026 MWh INR/kWh 10.00 4,230 Open tenders 8.00 44 GWh 6.00 Awarded 16 GWh 2,031 4.00 1,500 2.00 Under construction 52 GWh
Slide 11: Policy landscape
Industry Highlights Policy landscape ALMM-II relaxation Temporary exemption until December 2026 for C&I projects and residential projects forgoing government subsidies under PM Surya Ghar Yojana Support for floating solar and BESS New scheme launched with INR 51 Bn incentive programme for 5 GW float
Slide 12: Business Updates
BUSINESS UPDATES 11
Slide 13: 5.6 GW Seetharampur module plant inauguration
Business Updates 5.6 GW Seetharampur module plant inauguration Use of advanced automation technologies – producing 4 modules every 16 seconds 12
Slide 14: 7 GW cell plant at Naidupeta nearing completion
Business Updates 7 GW cell plant at Naidupeta nearing completion Civil work completed Machinery on-site; installation underway Tool in and hookup started Trial runs expected to start by end of this month 13
Slide 15: Transcon – Q1 performance
Business Updates Transcon – Q1 performance INR Mn Q1 FY 2027 6.75 Operational GVA capacity Revenue 1,100 EBITDA 294 Under 10 construction GVA PAT 183 capacity 2.5 Order book INR Bn Strong growth drivers • Increasing electrification of economy – mobility, cooking, industry • Grid expansion and modern
Slide 16: Transcon – Neotrafo plant construction in advanced stages
Business Updates Transcon – Neotrafo plant construction in advanced stages 10 GVA HV and EHV transformer capacity – expected COD by September 2026 15
Slide 17: Order book
Business Updates Order book As on 30 June 2026 Split by value Order book INR Bn Transformers, EPC, 0% 2% 33 150 140 9,867 Module, Cell, 58% MW 40% -23 Split by geography 150 INR Bn Domestic Mar-26 Sales New Jun-26 100% orders Note: All numbers are rounded off to the nearest whole number. 16
Slide 18: Production
Business Updates Production Quarterly production Effective capacity utilization MW 100% 94% 92% 90% 83% 84% 961 956 953 79% 918 844 80% 70% 77% 79% 78% 735 722 73% 593 60% 63% 507 50% 447 40% 30% 20% 10% Q1 FY 2026 Q2 FY 2026 Q3 FY 2026 Q4 FY 2026 Q1 FY 2027 0% Q1 FY 2026 Q2 FY 2026 Q3 FY 2026 Q4 FY
Slide 19: Sustainability and ESG
Premier 4 Energies “ SUSTAINABILITY AND ESG *~ .
Slide 20: ESG governance framework
Sustainability and ESG ESG governance framework Board of Directors Sustainability Board ESG Steering Working Groups Committee Committee Enterprise oversight Strategic governance Strategy-to- ESG execution implementation Oversees ESG strategy, Reviews key operational bridge Implement ESG roadmaps, ri
Slide 21: Progress on key parameters
Sustainability and ESG Progress on key parameters 30% female employees in plants Zero Liquid Discharge Recycle 100% of water used, no waste 12,716 green jobs to landfill People Planet 60,000+ hours employee training Centric Positive 35 Mn litre rain water harvesting capacity Certified Great Place to
Slide 22: Empowering communities
Sustainability and ESG Empowering communities Facilitated AI multi-skill training Enabled quality education for 400 for 300-500 students under the underprivileged children in Telangana Government's collaboration with WECAN Pragathi Pranalika initiative Enabled vocational skilling for Supported young
Slide 23: Financial Performance
FINANCIAL PERFORMANCE
Slide 24: Operational performance and revenues
Financial Performance Operational performance and revenues Revenue from operations Operating EBITDA PAT INR Mn INR Mn INR Mn +35.3% YOY +30.3% YOY +53.3% YOY + 10.4% QOQ 12,000 +5.9% QOQ 40% +3.3% QOQ 7,500 19.9% 20.1% 35% 30% 31% 31% 30% 10,000 29% 6,500 18.4% 18.8% 20.0% 24,626 30% 22,303 5,500 16
Slide 25: Revenue mix
Financial Performance Revenue mix Revenue mix by geography Revenue mix by business 4% 76% 75% 78% 71% 88% 99% 99% 99% 100% 99% 22% 24% 22% 24% 12% Q1 FY 2026 Q2 FY 2026 Q3 FY 2026 Q4 FY 2026 Q1 FY 2027 Q1 FY 2026 Q2 FY 2026 Q3 FY 2026 Q4 FY 2026 Q1 FY 2027 Exports Domestic sales Domestic - Cell Dome
Slide 26: Other financial indicators
Financial Performance Other financial indicators Net debt Total debt to equity INR Mn 16,417 0.86 0.78 0.79 10,464 3,867 0.49 0.47 -5,673 -10,570 Q1 FY Q2 FY Q3 FY Q4 FY2026 Q1 FY 2026 2026 2026 2027 Q1 FY Q2 FY Q3 FY Q4 Q1 FY 2026 2026 2026 FY2026 2027 Note: Net debt equals total debt less cash and
Slide 27: Consolidated P&L
Financial Performance Consolidated P&L Amount, INR Mn Q1 FY 2027 Q1 FY 2026 Y-O-Y Q4 FY 2026 Q-O-Q Revenue from operations 24,625.94 18,207.42 35.25% 22,303.03 10.42% Other Income 450.43 487.78 -7.66% 385.98 16.70% Total Income 25,076.37 18,695.20 34.13% 22,689.01 10.52% Cost of materials consumed 1
Slide 28: Segmental P&L for Q1 FY 2027
Financial Performance Segmental P&L for Q1 FY 2027 Amount, INR Mn Solar Cells and Modules Transformers Consolidated Revenue from operations 23,561.26 1,064.68 24,625.94 Other Income 414.90 35.53 450.43 Total Income 23,976.16 1,100.21 25,076.37 Cost of materials consumed 12,840.07 630.77 13,470.84 Pu
Slide 29: Annexure – Company Background
ANNEXURE – COMPANY BACKGROUND 28
Slide 30: 30+ years of solar manufacturing excellence
Company Background 30+ years of solar manufacturing excellence Capacity expansion and Capacity EPC business expansion plus JV IPO BESS, inverter Fresh Capacity and capital raise transformer expansion INR 1.8 Bn of INR 12.9 foray Equity Bn First cell line investment First module line Incorporation Ca
Slide 31: Mission 2028
Company Background Mission 2028 To become India’s leading provider of cleantech solutions with a portfolio of complementary products Vertically integrated capacity of 10 GW+ Allied products and services BESS solutions Inverters Ingots Wafers Cells Modules EPC services Transformers Diversified produc
Slide 32: Consistent growth track record
Financial Performance Consistent growth track record Total Revenue EBITDA PAT Cell production Module production INR Mn INR Mn INR Mn MW MW 15,097 2,268 80,259 3,570 25,787 66,521 19,142 1,611 2,431 9,371 31,713 769 1,047 14,632 5,053 2,314 488 7,670 228 1,129 110 234 537 -144 -133 FY FY FY FY FY FY
Slide 33: Wide-ranging recognition in the industry
Company Background Wide-ranging recognition in the industry 2026 2026 2026 2026 CII National EHS Ranked 13 in Terawatt United Nations Global Best in Industry in the Excellence Award PV’s top 100 global Compact Initiative Energy, Oil & Gas Sector 2025 - Bronze Winner module manufacturers Participant
Slide 34: Thank you!
Thank you! PREMIER ENERGIES LIMITED CIN: U40106TG1995PLC019909 Corporate office Production facilities 8th floor, Orbit Tower 1, Sy. No. 83/1, Plot No. 8/B/1&2, E-City, (Fab City) Maheshwaram Hyderabad Knowledge City, TSIIC, Mandal, Raviryala Village, Ranga Reddy District, Raidurgam, Hyderabad- 50008