Sahaj Solar Limited — PPTs, 25-04-2025: Investor Presentation

**Financial Highlights**: For FY25, Sahaj Solar reported a revenue of ₹330 Cr, showing a 64% increase year-over-year. The EBITDA stood at ₹42 Cr, with a margin of 13%, demonstrating robust operational efficiency. Net profit surged to ₹28 Cr, a remarkable 109% increase compared to the previous year, reflecting its improved cost management and market positioning.

**Strategic Initiatives and Growth Drivers**: The company aims to expand its capacity from 100 MW to 1600 MW by FY26, with the first 750 MW expected to be operational by October 2025. They are innovating with new solar panel technologies, including anti-soil coating, to enhance panel longevity and performance.

**Business Developments**: Sahaj secured partnerships for pushing solar water pumps, a segment that now makes up 87.5% of its revenue. They are also expanding internationally, targeting projects in Uganda, Kenya, and Zambia, with significant government contracts within India under schemes like PM KUSUM.

**Market Position and Competitive Advantage**: Situated in Gujarat, the company capitalizes on its location and government incentives to bolster its business. With a strong focus on research and development and an efficient manufacturing process, Sahaj is well-positioned to lead in the renewable energy sector.

**Investor Implications**: The future outlook remains positive, driven by aggressive capacity expansion and solid government backing for solar initiatives. Investors should monitor the company's growth trajectory closely as it continues to establish itself as a key player in the renewable energy landscape.