Solarworld Energy Solutions Limited · NSE:SOLARWORLD
Solarworld Energy Solutions — Q4 FY26 Earnings Presentation
33 slides from Solarworld Energy Solutions's earnings presentation, May 26, 2026
Slide 1: Intimation of Investor Presentation to stock exchanges
May 26, 2026 To, To, BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers, Exchange Plaza, Plot no. C/1, G Block, Dalal Street, Bandra-Kurla Complex Mumbai – 400001 Bandra (E), Mumbai - 400051 Scrip Code: 544532 Symbol: SOLARWORLD Sub: Intimation of Investor Presentation fo
Slide 2: Solarworld Energy Solutions Limited Investor Presentation Q4FY26
Solarworld Energy Solutions Limited Investor Presentation | Q4FY26
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: Q4 & FY26 Key Highlights
rey Solarworld ——- Q4 & FY26 Key Highlights
Slide 5: Performance Delivered: Q4 & FY26
Performance Delivered: Q4 & FY26 Q4 FY26 6,069.5 Mn 732.8 Mn 490.6 Mn Total Income EBITDA PAT 12.1% Margin 8.1% Margin 239% 347% 420% YoY Growth YoY Growth YoY Growth FY26 14,160.7 Mn 1,879.34 Mn 1,204.7 Mn Total Income EBITDA PAT 13.3% EBITDA Margin 8.5% PAT Margin 157% 63% 56% YoY Growth YoY Growt
Slide 6: At a glance
At a glance 16,742 Mn 11,389 Mn 348 MW/DC 60+ Solar EPC and O&M Including EPC for BESS IPP projects EPC Portfolio Installed till Date Total Number of Projects for ongoing projects 3.4 GW 1.2 GW 5GW 1.552 GW BESS Line TopCon Solar Cell Line Junction box TopCon Solar Module Line Under Execution Trial
Slide 7: Company Overview
rey Solarworld ——- Company Overview
Slide 8: Business Model
Business Model Solutions Offered Through Two Distinct Models End-to end Solutions on a Turn-key Basis Ownership of the project vests with the customer itself CAPEX Model Under the CAPEX model, we provide end-to-end solutions by designing, installing, setting up and commissioning the solar power pr
Slide 9: Business Updates
Business Updates Major order wins for Q4 FY26 include Manufacturing Plants Update • BESS EPC Implementation at NTPC Thermal power station at • The 1.552 GW module manufacturing facility is spread across Solapur (Maharashtra)1- 132 MW/ 264 MWh- INR 3,142.69 Mn 7.5-acres in Roorkee, Uttarakhand, featu
Slide 10: Milestones that define our Growth Story
Milestones that define our Growth Story 2013 2015 2020 2024 2026 Incorporation Completion of first 10 MW Completion of first 10 MW AC / 14 MW • Converted to a public limited company • Initiated work on its solar cell line. The 1.2 GW of the Company grid connected solar power DC ground mount solar ca
Slide 11: Successful IPO Listing
Successful IPO Listing Shareholding Pattern Overwhelming subscription of 68.5 times As on 31st March 2026 (Post Issue) September 2025 21.59% 1.23% o Listing done on BSE & NSE 11.41% 65.77 o IPO Price: ₹ 351 per share o Listing Price: NSE ₹ 388.50 per share BSE ₹ 389.00 per share Promoter & Promoter
Slide 12: 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 13: Ongoing projects as on 31st March, 2026
Ongoing projects as on 31st March, 2026 Capacity Order Book ( ₹ Mn ) Name of Customer State Type of Project O&M (MW/AC) 325 MW AC/ NTPC Renewable Energy Limited Rajasthan Ground Mounted / CAPEX Included 376 MW DC 28,130.42 250 MW AC/ NTPC Renewable Energy Limited Rajasthan Ground Mounted / CAPEX Inc
Slide 14: Solarworld Advantage
Solarworld Advantage Market Opportunity Our Strengths Growth Strategy EPC Market: BESS Expansion: Valued at $107.2 Billion Integrated Platform Target a 60:40 BESS-to-Solar EPC revenue mix to capitalise (2025),projected $287.8Billion by 2035 Industry size on India's 33.2% CAGR storage opportunity. in
Slide 15: 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 14
Slide 16: Project Showcase – Modules Factory
Project Showcase – Modules Factory Module Factory at Roorkee, Haridwar 15
Slide 17: 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 18: …with Strong Leadership and Governance…
…with Strong Leadership and Governance… Mr. Rajiv Gupta | Independent Director Ms. Ritu Hastir | Independent Director • He brings over 35 years of extensive experience in the power • She holds an MBA in Marketing & Human Resources from the and renewable energy sector, including leadership roles Indi
Slide 19: … 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 20: Industry Landscape
rey Solarworld ——- Industry Landscape
Slide 21: 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%
Slide 22: Accelerating Towards 280 GW Solar by 2030
Accelerating Towards 280 GW Solar by 2030 In GW 150.26 • Solar energy installed capacity has increased 53.28 times since 2014 - Trend in cumulative solar capacity installation in India 105.65 increased from 2.82 GW in March 2014 to 150.26 GW in March 2026, i.e. an increase of 147.44 GW, driven by ra
Slide 23: 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 24: Government Initiatives Driving Solar Expansion in India
Government Initiatives Driving Solar Expansion in India India’s total installed solar capacity reached 150.26 GW as of March 2026, comprising 114.87 GW from ground-mounted plants, 25.73 GW from grid- connected rooftop systems, 3.86 GW from hybrid projects, and 5.80 GW from off-grid solar installatio
Slide 25: Q4 & FY26 Results Update
rey Solarworld ——- Q4 & FY26 Results Update
Slide 26: Q4 & FY26 Performance (Consolidated)
Q4 & FY26 Performance (Consolidated) ₹ Mn Total Revenue EBITDA & EBITDA Margin PAT & PAT Margin 9.2% 12.1% 5.3% 8.1% +239% +347% +420% 6,070 733 491 1,793 164 94 Q4FY25 Q4FY26 Q4FY25 Q4FY26 Q4FY25 Q4FY26 21.0.% 13.3% 14.0% 8.5% +157% +63% +56% 14,161 1,879 1,205 1,156 770 5,511 FY25 FY26 FY25 FY26 F
Slide 27: Consistent Growth Across Revenue and Profitability
Consistent Growth Across Revenue and Profitability Revenue from Operations EBITDA & EBITDA Margin PAT & PAT Margin ₹ Mn ₹ Mn ₹ Mn 13.7% 21.0% 13.3% 10.3% 14.1% 8.5% +152.6% 13,761.6 1,879.2 1,204.7 770.5 1,092.5 516.9 5,447.7 5,010.2 688.6 2024 2025 2026 2024 2025 2026 2024 2025 2026 26
Slide 28: Q4 & FY26 Financial Highlights (Consolidated)
Q4 & FY26 Financial Highlights (Consolidated) Particulars (₹ Mn) Q4 FY26 Q4 FY25 Y-o-Y Q3 FY26 Q-o-Q FY26 FY25 Y-o-Y Revenue from Operations 5918.12 1,764.07 5,782.29 13761.56 5,447.65 Other Income 151.41 28.54 96.17 399.10 63.20 Total Revenue 6069.53 1,792.61 239% 5,878.46 3% 14160.66 5,510.85 157%
Slide 29: FY26 Balance Sheet (Consolidated)
FY26 Balance Sheet (Consolidated) Particulars (₹ Mn) Mar-26 Mar-25 Particulars (₹ Mn) Mar-26 Mar-25 ASSETS Equity (a) Equity share capital 433.36 370.69 Non ‐ Current Assets (b) Other equity 8,044.61 2,719.97 Property, plant and equipment 1,447.61 373.81 Equity attributable to equity holders of the
Slide 30: Historical Financial Performance
Historical Financial Performance
Slide 31: Historical Profit and Loss Statement
Historical Profit and Loss Statement Profit & Loss statement (₹ Mn) FY25 FY24 FY23 Revenue from Operations 5,447.7 5,010.2 2,324.60 Cost of Material Consumed 2,824.2 3,813.1 1,817.50 Engineering, procurement and construction project expenses 534.9 436.3 252.6 Purchase of Stock in trade 600.3 3.1 3.4
Slide 32: 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 33: Thank You
COMPANY : Solarworld Energy Solutions Limited CIN: L15100DL2013PLC255455 Mr. Mukut Goyal mukut@worldsolar.in 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 Se
Solarworld Energy Solutions — Q4 FY26 Earnings Presentation on 6ix