Sterling and Wilson Renewable Energy Limited — Investor Meet, 24-07-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Sterling and Wilson Renewable Energy reported Q1 FY27 revenue of INR 1,590 Cr, with PAT up 36% at INR 53 Cr. Operational EBITDA was INR 78 Cr (4.9% margin), and O&M revenue surged 40%. Despite Q1/Q2 slowdowns from project delays and monsoon, management is highly confident in H2 FY27, targeting 10-15% full-year revenue growth. A record unexecuted order value exceeding INR 13,000 Cr, including a landmark USD 560 million Egypt solar-BESS project, underpins this outlook. O&M capacity reached 18.3 GW, with 20% stable margins expected from Q3. The company emphasizes a disciplined, risk-mitigated execution strategy, pursuing profitable orders and gearing up for significant H2 project ramp-up, including potential Reliance initiatives.