Oswal Pumps Limited — Investor Meet, 21-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Oswal Pumps hits record FY26! Operating income surged 44.3% YoY to ₹2,064 Cr, with PAT up 34.1% to ₹376 Cr. Q4 saw strong growth but margins felt pressure from costs & competition. Company holds 19,912 pump orders & a 25,000+ pipeline. Diversifying beyond PM-KUSUM into rooftop, utility, C&I solar with a 300 MW pipeline. Capex on track for pumps & 2.1 GW solar modules by Q3 FY27. FY27 targets 20-25% growth, with H1 slower. Expects PM-KUSUM 2.0 to boost H2. Confident in long-term 30-40% CAGR. Focus on diversification & backward integration to drive future gains.