Sterling and Wilson Renewable Energy Limited — PPTs, 15-01-2026: Investor Presentation

SWSOLAR reported robust Q3 FY26 results with Revenue up 14% YoY to INR 2,092 Cr & Operational EBITDA jumping 17% YoY to INR 105 Cr. Gross Profit also rose 15% to INR 198 Cr. Profit After Tax was INR 2 Cr, impacted by a ~INR 31 Cr exceptional cost from an arbitration expense. Domestic EPC was a major revenue driver, contributing INR 1,737 Cr.

The company's strategy focuses on turnkey EPC solutions, hybrid energy, and floating solar. It maintains a leading position globally in solar EPC and O&M, with the O&M portfolio crossing 10 GW. SWSOLAR recently secured a 5-year framework agreement with Adani Green, receiving its first BOS order. New orders include a $147M South Africa turnkey project and ~INR 382 Cr in domestic orders, including BESS.

Current unexecuted order value stands strong at INR 10,413 Cr, with 78% from India. Management projects FY26 order inflow to surpass INR 11,000 Cr, a significant 60% YoY growth. The bid pipeline for Q4 FY26 is 8.4 GW, indicating strong future prospects.