Shakti Pumps (India) Limited — Q1FY27 earnings call summary

Filed 27 July 2026 · Company audio recording

Raw material prices expected to ease gradually post geopolitical tensions, supporting margin recovery.
Order book stands at Rs. 1,000 cr, expected to be executed over next two quarters with new orders anticipated.
PM Kusum 2.0 scheme expected to start by Q3/Q4 FY27, driving future demand.
Targeting Rs. 5,000 cr revenue by FY30, driven by capacity expansions in pumps, motors, VFDs, solar structures, and solar rooftop.
Capacity utilization at 63%; installed 27,678 pumps in Q1 FY27.
Margin pressure due to 6% raw material cost inflation (stainless steel, copper, aluminum) and 4% realization impact.
EV motor business still in validation phase; revenue ramp-up timeline uncertain but expected from FY28.
Rooftop solar business targets ~15% EBITDA margin post integration of modules and cells.