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Powerica Limited held an earnings conference call on August 10, 2026, to discuss the Q1 FY27 financial results. Management provided an overview of financial performance, business segment updates, and the company's outlook. Analysts participated in a Q&A session, seeking clarifications on various aspects of the business.
**Financial Performance:**
Revenue stood at ₹780 Cr, a 26.7% YoY increase. EBITDA was ₹106 Cr with a margin of 13.6%, and PAT was ₹64 Cr with an 8.3% margin. Gross profit margins were impacted by elevated commodity prices and a changing revenue mix. The genset business contributed 81.4% of revenue with a 5.6% EBITDA margin, while wind power accounted for 18.6% with a 48.6% EBITDA margin.
**Management Commentary & Outlook:**
The company expects margins to improve through operating leverage and product mix enhancements. Powerica reiterates its double-digit revenue growth guidance for FY27. Management expressed confidence in long-term growth opportunities.
**Order Book & Operational Updates:**
The DG set business powered by Cummins has an order book of ₹1,700 Cr as of July 31, 2026, with ₹900 Cr specifically from data centers, expected to be executed over 12-18 months. The wind power business has visibility to reach 633.55 MW (reported as 638.35 MW). Recent project wins include a 100 MW GUVNL project with a signed PPA and LOAs for SECI and GUVNL wind tenders.
**Analyst Q&A Highlights:**
Management clarified that while some older contracts may be at fixed prices, new orders are being booked at revised prices. Margins in the genset business are expected to improve from Q3 onwards. The data center order book has grown to ₹900 Cr, with a recent ₹200 Cr order. Discussions around passing on price hikes for DG sets are ongoing, with expectations of recovery from Q2/Q3. The company is not facing supply constraints but acknowledges increased demand for capacity.
**Investor Angle:**
Powerica is strategically strengthening its renewable energy platform through subsidiaries and investments. The company appears confident in its ability to execute large orders, particularly in the data center segment, and navigate market dynamics.