Pace Digitek Ltd
Pace Digitek Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
FY27 revenue guidance is Rs. FY27 Expectations: - Confident of achieving growth and topline targets based on strong order book and execution visibility (Page 23). - PAT margin expected in the range of 10% to 11%, slightly lower than previous year due to higher contribution from energy segment which has lower EBITDA margins compared to telecom (Pages 20 & 7). - Operating cash flow expected to normalize and turn positive by September 2026; CFO positivity anticipated in FY28 (Page 17). - Medium to Long Term: - Expansion of BESS manufacturing capacity from 2.5 GWh to 10 GWh by October 2026 to support higher volumes and improve operating leverage (Pages 4 & 3). - Anticipated revenue guidance of Rs.
From Pace Digitek Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- FY27 revenue guidance is Rs. 3,200 crores to Rs. 3,400 crores, with further growth expected in FY28 to Rs. 4,000 - 4,200 crores.
- Energy segment, especially utility-scale BESS projects, is a major growth driver, comprising ~78% of the order book.
- Manufacturing capacity to ramp up from current 2.5 GWh to 10 GWh by October FY27, enhancing product-led revenues.
- Expect 75%-80% utilization of manufacturing capacity by end of FY27, supporting volume growth.
- BOO (Build-Own-Operate) projects contribute significant order book with revenues expected to be Rs. 1,000 crores from MSEDCL project alone in FY27.
- African market entry expected to generate 300-500 MWh orders starting FY27, growing 20-25% in FY28.
2 more points management made on revenue & sales performance
Profitability & Margins
See what Pace Digitek Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Expansion of BESS manufacturing capacity from 2.5 GWh to 5 GWh, expected operational from July 2026.
- Further expansion to 10 GWh capacity by October 2026, advancing earlier plans due to strong demand and order book visibility.
- In-house fabrication of BESS containers to optimize logistics and reduce costs, with plant operational from July 2026.
- Investment in building strong internal teams for manufacturing, field operations, and project execution to support scaling.
- Strategic inventory buildup as of March 31, 2026, to mitigate raw material (lithium-ion cells) cost and exchange rate risks.
2 more points management made on capital expenditure plans
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Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what Pace Digitek Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- Total executable order book as of May 25, 2026: Rs. 11,338 crores
- Energy orders: Rs. 8,854 crores
- Telecom & ICT orders: Rs. 2,484 crores
- BESS order book: Around 6 GWh (including BOO and EPC projects)
- BOO segment: 2.72 GWh
- Energy order book constitutes approximately 78.1% of total order book, telecom & ICT 21.9%
- Key projects include
- BOO projects with approx. 12% to 13% IRR
- Projects in Africa for grid-scale BESS with estimated 300 to 500 MWh of orders in FY27, growing 20-25% in FY28
- Execution timelines:
- Standalone BESS projects: ~1.5 years
2 more points management made on order book & pipeline
Pace Digitek Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹1.1K Cr, net profit ₹106 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Pace Digitek's management said in earlier quarters
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Frequently Asked Questions
What were Pace Digitek Ltd Q4 FY26 results?
FY27 revenue guidance is Rs. FY27 Expectations: - Confident of achieving growth and topline targets based on strong order book and execution visibility (Page 23). - PAT margin expected in the range of 10% to 11%, slightly lower than previous year due to higher contribution from energy segment which has lower EBITDA margins compared to telecom (Pages 20 & 7). - Operating cash flow expected to normalize and turn positive by September 2026; CFO positivity anticipated in FY28 (Page 17). - Medium to Long Term: - Expansion of BESS manufacturing capacity from 2.5 GWh to 10 GWh by October 2026 to support higher volumes and improve operating leverage (Pages 4 & 3). - Anticipated revenue guidance of Rs.
What is Pace Digitek Ltd share price analysis?
Pace Digitek Ltd currently shows a neutral. The stock trades at a P/E of 13.0 with a market cap of ₹3,905 Cr. Investors should review the full earnings analysis for detailed insights.
Is Pace Digitek Ltd planning capital expenditure?
Expansion of BESS manufacturing capacity from 2.5 GWh to 5 GWh, expected operational from July 2026.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.