Premier Energies Limited — PPTs, 26-07-2025: Investor Presentation

**1. Financial Highlights:**

Premier Energies reported strong Q1 FY26: Total Income ₹1,869.5 Cr (+12.3% QOQ), PAT ₹307.8 Cr (+55.3% YOY) with 16.46% margin. Operational EBITDA was ₹548.3 Cr (30.11% margin). Company boasts ₹1,057 Cr net cash and a low 0.49 Debt/Equity ratio, reflecting a strong capital base.

**2. Strategic Initiatives & Growth Drivers:**

Company targets 10 GW+ integrated solar capacity by FY2028 (wafers, cells, modules). Expansion includes new ventures: aluminum frames, BESS (12 GWh), and solar inverters (3 GW). This is driven by a shift to TOPCon technology and backward integration.

**3. Business Developments:**

New 1.4 GW module and 1.2 GW TOPCon cell plants were commissioned. Major new cell, module, and wafer facilities are progressing for 2026 completion. BESS and inverter projects also advancing. Domestic order book stands strong at ₹8,602.7 Cr.

**4. Market Position & Competitive Advantage:**

A leading integrated cell-module manufacturer with 30 years' experience, Premier Energies pioneered TOPCon cells, holding near 100% market share in Indian solar cell exports. Strong "Make in India" policy support and domestic demand solidify its market leadership.

**5. Investor Implications:**

Robust Q1 performance, aggressive capacity expansion, and strategic integration signal strong positive growth potential. Favorable policies and a healthy order book mitigate market risks, but large-scale capex execution remains a key monitorable.