Solar Industries India Limited — Investor Meet, 09-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Solar Industries reported record Q3 FY26 financial results with revenue up 29% to Rs. 2548 Cr, EBITDA up 37% to Rs. 733 Cr, and PAT up 38% to Rs. 467 Cr. Defence business revenue surged 72% to Rs. 702 Cr, contributing to a highest-ever total order book of Rs. 21,000 Cr, including Rs. 18,000 Cr from defence. Pinaka rocket dispatches are set to begin in Q4, with 155mm shell production also starting. Management is confident of 15% annual growth, potentially 20% in the next 3-5 years combining mining and defence, aiming to maintain 27-28% EBITDA margins. Strategic focus remains on new technologies, including drones and humanoid robots, driving optimistic sentiment.