Solar Industries India Limited — Investor Meet, 11-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Solar Industries hit record Q1 FY26 EBITDA (₹564 Cr) and PAT (₹353 Cr), with turnover jumping 28% to ₹2,154 Cr. International sales soared 43% to ₹826 Cr, and defense revenue rose 115% to ₹418 Cr. Management eyes FY26 revenue over ₹10,000 Cr, including ~₹3,000 Cr from defense, boosted by Pinaka orders and a ₹15,000 Cr defense order book. Despite early monsoon impacting domestic sales, the outlook is positive, with an ongoing ₹2,500 Cr capex. Margins saw minor impact from forex and hyperinflation.