Shakti Pumps (India) Limited — PPTs, 02-08-2025: Investor Presentation

Here's a summary of the investor presentation:

**1. Financial Highlights:**

Q1FY26 revenue increased 9.7% to ₹ 622.5 Cr; PAT rose 4.5% to ₹ 96.8 Cr, with 23.1% EBITDA margins. FY25 revenue surged 83.6% to ₹ 2,516.2 Cr, PAT jumped 188.2% to ₹ 408.4 Cr (24.0% EBITDA margin). The outstanding order book is ~₹ 1,350 Cr. Receivable days improved to 152 in FY25.

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

A significant ₹ 1,700 Cr capex plan is underway to double pump/motor/VFD/solar structure capacities. Key investments include new EV motor/charger production and a 2.2 GW solar DCR cell/PV module plant. Expansion into solar rooftop and direct retail sales channels is also being pursued.

**3. Business Developments:**

As a major player in the PM KUSUM scheme (~25% market share), the company recently secured a USD 35.30 million Uganda contract. A Qualified Institutional Placement (QIP) successfully raised ₹ 292.6 Cr, partly funding the new solar plant. A patent for its EV motor 'Stack Assembly' was also granted.

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

With over four decades of experience and 15 product patents, the company is a pioneer in solar pumps. Integrated manufacturing of key components and robust R&D provide a strong competitive edge. Its diversified business model covers government projects, exports (100+ countries), industrial, and retail segments.

**5. Investor Implications:**

Strong Q1 results and a substantial order book signal continued growth potential. Strategic capex in EV and solar manufacturing positions the company for significant long-term expansion in clean energy. Management targets 25-30% revenue growth, indicating a confident outlook.