Solex Energy Limited — PPTs, 12-02-2026: Investor Presentation

Solex Energy saw robust Q3 and 9MFY26 financial results. Total revenue for the nine months grew 79.3% YoY to INR 735.1 Cr, with Q3 revenue soaring 135.3% YoY to INR 319.4 Cr. PAT for 9MFY26 increased 45.3% to INR 39.4 Cr.

The company is accelerating growth through capacity expansion, reaching 4 GW module capacity and targeting a new 2.2 GW N-Type TOPCon cell line by 2027. Strategic focus includes advanced technology partnerships for high-efficiency cells and modules.

Recent developments include the commercial start of a new 2.2 GW solar PV module facility and securing significant orders, notably a ₹544.62 Cr order from Zelestra Group and a ₹289.84 Cr order from a reputed IPP, boosting revenue visibility. Solex also unveiled India's first Rear Contact Solar Module (TAPI RC).

Management aims for INR 1,700-1,800 Cr revenue for FY26, leveraging expanded capacity and a strong order book exceeding INR 4,000 Cr. They are confident in sustainable growth driven by advanced N-Type modules and global collaborations.