Premier Energies Limited — Q2FY27 earnings call summary

Filed 11 November 2026 · Official transcript

Demand outlook positive with government schemes Surya Ghar 2.0 and KUSUM 2.0 expected to improve mix and margins
FY27 capex estimated at INR 2,400 Cr; focus on organic growth and selective acquisitions
Q2 FY27 consolidated revenue grew 38.2% y-y to INR 2,656 Cr; EBITDA up 17.8% to INR 760 Cr; PAT rose 30.8% to INR 462 Cr
7 GW TOPCon cell line commissioned; commercial production expected Nov 2026; ramp-up to 70% CUF by Mar 2027
Battery Energy Storage System operationalization planned for Q2 FY27 with 40% localization target
New order wins of INR 4,001 Cr for cells and modules; total order book INR 16,260 Cr
Transformer business to triple revenues over 3 years; normalized margin ~15%
DCR module prices average INR 21.5-22/watt; non-DCR modules INR 12.75-13/watt