Ravindra Energy Limited — PPTs, 27-01-2026: Investor Presentation
Here's a concise, retail-friendly summary of the investor presentation:
1. **Business Performance:**
Ravindra Energy (e-mobility & solar) reported 9MFY26 consolidated revenue of ₹410.15 Cr, PAT of ₹68.21 Cr, and 23.74% EBITDA margin. EIM sold 125 e-tractors, completed over 4,200 battery swaps (15% market share). Solar capacity hit 187 MWp by Dec-25.
2. **Growth Drivers & Strategy:**
EIM's Battery-as-a-Service (BaaS) model makes e-tractors affordable, planning ~100 swapping stations by FY29. Solar growth is boosted by PM KUSUM and C&I demand, leveraging in-house project execution.
3. **Recent Developments:**
EIM is building a 5,000 units/year e-tractor plant in Talegaon (June 2026 commissioning), with a 263-unit order book. Total solar capacity projected to grow 2.7x to 476 MWp by FY27.
4. **Key Financial Metrics:**
Consolidated 9MFY26 revenue surged to ₹410.15 Cr (from FY25's ₹250.42 Cr), with PAT at ₹68.21 Cr. Market cap is ₹2,550 Cr; stock delivered a 24% 1-year CAGR.
5. **Management Outlook:**
Management targets EIM market leadership and network expansion. Synergies are key: EIM's energy needs will drive Ravindra Energy's solar growth, ensuring operational cost efficiency.
