Solex Energy Limited — Investor Meet, 17-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Solex Energy's Q3 FY26 revenue soared 135% YoY to 319.4 Cr, with 9M revenue at 735.1 Cr (+79% YoY). Q3 PAT was 8.9 Cr, impacted by new 2.2 GW facility ramp-up and monsoon-hit EPC delays. Management projects Q4 margin recovery, aiming for 6-8% PAT on FY26 revenue of 1,700-1,800 Cr. The order book exceeds 4,000 Cr, driven by N-Type TOPCon modules. Strategic plans include 10 GW module/cell capacity by 2030 and BESS exploration. Rising raw material costs (cells up 110-120%) are a concern for future contracts. The company appears confident in its growth trajectory.