Premier Energies Q2 & H1 FY26 Earnings Call Transcript
Premier Energies' Q2 & H1 FY26 earnings call transcript highlights record revenue, capacity expansion to 10.6 GW by Sept 2026, ₹6,511 crore in new orders, and acquisitions in inverters and transformers.
The expansion plans, significant order wins, and acquisitions are likely to have a substantial positive impact on the company's future growth and market position.
The announcement discusses record revenue and profit, capacity expansion, new orders, and strategic acquisitions, indicating positive developments for the company.
* Premier Energies held an earnings conference call on October 29, 2025, to discuss the financial results for the quarter and half year ended September 30, 2025. * The company reported record revenue and profit numbers. * New cell and module lines commissioned in Q1 have ramped up. * The 1.2 gigawatt TOPCon cell line, which commenced trial runs in August, should fully ramp up shortly. * Premier Energies is scaling up its 4.8 gigawatt TOPCon cell project in Naidupeta, Andhra Pradesh, to expand it to 7 gigawatt; total cell line capacity to be 10.6 gigawatt by September 2026. * The company won new orders aggregating to ₹6,511 crore this quarter. * Two acquisitions were completed in the inverter and transformer businesses: KSolare (inverters) and Transcon (transformers). * Transcon's total production capacity is increasing from 2.5 GVA to 16.75 GVA by April 2026. * FY '27 is expected to be an inflection point as cell and module capacity more than doubles, with additional revenues from BSS, inverters, and ingot wafer. * Company expects to reach almost full utilization of 1.2 gigawatt cell by December. * The company is planning capex of ₹4,000 crore for the 7 gigawatt cell line and the 5.6 gigawatt module line over the next 12 months. * The input wafer project will require a capex of around ₹6,000 crore, with the bulk of the capex coming after the next 12 months. * The first phase of the BESS line is expected to be completed by June of next year, with a capex of ₹300 crore. Another ₹300 crore is expected to be spent in the nine months after that. * The company is targeting an efficiency of over 25.2% to 25.4% for the new TOPCon facility.
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Premier Energies Limited filed this with the NSE as a statutory disclosure, categorised under quarterly results. It is a primary document, not a recommendation, and the desk marks it high impact, which is the band that most often changes something.
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