Alpex Solar Limited — PPTs, 25-12-2024: Investor Presentation

1. **Financial Highlights**: Alpex Solar Limited reported sales of Rs. 265.13 Cr, EBITDA of Rs. 37.59 Cr, and PAT of Rs. 25.12 Cr for H1 FY25. The company has established a solid financial base, which reflects its operational discipline.

2. **Strategic Initiatives and Growth Drivers**: The company is expanding its manufacturing capacity for solar modules and cells, planning a total capacity of 2.4 GW by FY26, with a 1.6 GW PV cell capacity project to commence in phases between 2025 and 2026.

3. **Business Developments**: Alpex is setting up a new facility in Kosi Kotwan to support its expansion plans, alongside ongoing enhancements at its Greater Noida plant. The ambitious growth strategy, including backward integration into aluminum frame production, aims to enhance its competitive edge.

4. **Market Position and Competitive Advantage**: With the Indian government banning imports of solar modules and cells, Alpex is well-positioned to capture market share, given its local manufacturing capabilities and significant expansion plans.

5. **Investor Implications**: The company’s proactive measures in scaling operations and adapting to regulatory changes could present significant growth opportunities for investors, making it a stock to watch closely as it navigates this expanding market landscape.