Solar Industries India Ltd
Solar Industries India Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management said on revenue, margins and capex.
What the Q4 FY26 call signalled
4 of 5 strong
The short version
Target revenue for FY '27 is INR14,000 crores, aiming for robust growth across all verticals. Target revenue of INR 14,000 crores in FY '27, implying robust growth.
From Solar Industries India Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Target revenue for FY '27 is INR14,000 crores, aiming for robust growth across all verticals.
- Expecting over 30% combined growth in domestic and international markets.
- International business grew 32% in FY '26; aiming for ~30% growth in FY '27 with focus on Africa, West Asia, Turkey, Kazakhstan.
- Defense segment to cross INR4,500 crores revenue in FY '27 with continued strong momentum.
- Domestic market expected to grow due to expanded capacity in Northern, Western, Eastern, and Southern India.
- Volume growth anticipated at 10-15%, with price increases contributing approximately 18-20% to overall growth.
2 more points from Solar Industries India Ltd's call on revenue
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Profitability & Margins
See what Solar Industries India Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- The company has invested INR 2,700 crores over the last 2 years.
- Planned annual capex for FY '27 is around INR 2,050 crores.
- Capex allocation is based on priority and market opportunities, not strictly split between defense and non-defense.
- Focus is on expanding domestic footprint with recent expansions in Northern and Western India, and upcoming plants in Eastern and Southern India.
- Expansion in international markets includes facilities in South Africa, Zambia, Tanzania, Zimbabwe, Nigeria, Ghana, Sierra Leone, Turkey, Kazakhstan, Thailand, and Indonesia; Australia operations to start soon.
2 more points from Solar Industries India Ltd's call on capex
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Top-ranked in Chemicals & Petrochemicals
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 Solar Industries India Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- Total order book stands at approximately INR 21,300 crores.
- Defense segment constitutes around INR 18,000 crores of the order book.
- Non-defense segment accounts for about INR 3,000 crores.
- Major defense orders primarily include the Pinaka project.
- Numerous smaller orders exist, mainly for raw materials and intermediate goods in the Indian market.
- The company is in final stages of receiving orders for similar defense products.
2 more points from Solar Industries India Ltd's call on order book
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Solar Industries India Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹3.1K Cr, net profit ₹556 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Solar Industries's management said in earlier quarters
- Q1 FY27 earnings call analysis →
- Q3 FY26 earnings call analysis →
- Q2 FY26 earnings call analysis →
- Q4 FY25 earnings call analysis →
- Q1 FY26 earnings call →
- Q1 FY26 earnings call →
- Q3 FY25 earnings call →
- Q2 FY25 earnings call →
- Q1 FY25 earnings call →
- Q4 FY24 earnings call →
- Q3 FY24 earnings call →
- Q2 FY24 earnings call →
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- Paragon Fine (Q4 FY26)
Revenue for H2FY26:** Rs 68.88 Cr, up 7.41% YoY from Rs 64.13 Cr in H2FY25 (Page 22). Key investor presentation takeaways from Paragon Fine's Q4 FY26 investor p
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Potential multibaggers · Q2 FY27
Potential multibaggers in Chemicals & Petrochemicals
on management's own guidance
- Strong growth2
- Strong growth1
- Strong growth3
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
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Frequently Asked Questions
What were Solar Industries India Ltd Q4 FY26 results?
Target revenue for FY '27 is INR14,000 crores, aiming for robust growth across all verticals. Target revenue of INR 14,000 crores in FY '27, implying robust growth.
What is Solar Industries India Ltd share price analysis?
Solar Industries India Ltd currently shows a moderate growth signal based on ranking data. The stock trades at a P/E of 90.7 with a market cap of ₹180,700 Cr. Investors should review the full earnings analysis for detailed insights.
Is Solar Industries India Ltd planning capital expenditure?
The company has invested INR 2,700 crores over the last 2 years.
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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.