Premier Energies Limited — Investor Meet, 22-05-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Premier Energies posted FY25 revenue of INR6,652 Cr (+110% YoY), EBITDA at INR1,914 Cr (+279%), and PAT of INR937 Cr (+305%), led by strong domestic demand and efficiency gains. A 1.4 GW module line is operational; a 1.2 GW TOPCon cell line will start next month, with expansions targeting 10 GW capacity by 2028 via INR12,500 Cr capex. Battery storage and inverter businesses to begin ramp-up from FY27. Domestic demand remains strong (~65 GW over 2 years). Order book stands at ~5.3 GW, providing good near-term visibility. Margins should hold but remain sensitive to market conditions. Management focuses on scale, technology, and integration, with manageable debt levels expected.