#AustralianSolar - Twitter Hashtag

10 months ago

Australian Premium Solar (India) – Q1FY26 Concall Summary 📌 #Q1FY26 #Q1_FY26 #Concallsummary #Australiansolar ⚙️ Capacity Expansion & Integration • 400MW Monopark at 80–85% utilization • New 400MW Topcon by Oct 2025 + another 400MW by Q1 FY27 → 1.2GW total • 1GW solar cell line in 18–24 months | Capex ~₹900cr | 30–35% IRR • Module capex ₹85–90cr (internal + loans) | Cell line funded via term loan + equity 📊 Financial Performance • Revenue ₹153.2cr (+87% YoY) | EBITDA ₹21.3cr (+119%) | PAT ₹14.7cr (+125%) • Margins: EBITDA 13.9%, PAT 9.6% • FY26 guidance: Revenue ₹750–800cr | PAT ₹75–80cr | EBITDA margin 12–14% • Management sees outlook as conservative, strong H2 expected 🏭 Business Segments • Pump division: ₹300cr order book | 27–30% Q1 share | EPC-led, no in-house manufacturing • Wholesale: 75 distributors | Cash-and-carry | Avoids forward contracts • Retail (Rooftop) & C&I: Rising share, strong monthly orders | Direct-to-consumer via subsidiary • Pricing: DCR ₹24–25/W, non-DCR ₹12.5–14/W | DCR remains core focus 🚀 Strategy & Operations • Capacity constraint → Order-backed capex | Avoids large institutional supply pre-expansion • Topcon chosen for all new lines | Monopark upgrades deferred • Backward integration to boost margins 100–200bps & control supply chain • Aligns with domestic content rules from June 2026 🌞 Market Landscape • India’s effective solar capacity 50–60GW vs 100GW nameplate • China major supplier; APS sources locally for DCR • Strong policy tailwinds & rising rooftop/C&I demand 💰 Cash Flow & Funding • Debt-free balance sheet • Q1 negative cash flow due to advance deposits & capex • Normalization expected as cell payments shift to LC basis • Funding mix of debt & equity for new lines 📈 Long-Term Vision • FY27: ₹1,200–1,300cr modules • FY28: ₹2,300–2,500cr combined (APS + cell) • CAGR: APS 40%+, Cell sub 60% • No export plans, India-focused 🛡 Risks & Mitigation • Reliance on China for non-DCR | Policy support expected in 2–3 years • H1 seasonally softer, H2 stronger

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Stock aaj or kal

@stockaajorkal

over 1 year ago

Australian Solar wins a Rs 13.84 Cr order from TREDA. The company has received a Letter of Award (LOA) for solarizing 500 AC agricultural pumps in Tripura under the PM-KUSUM Scheme. Order valued at Rs. 13.85 crore. #AustralianSolar #SolarEnergy #PMKUSUM #RenewableEnergy #Agriculture #Tripura #Sustainability #CleanEnergy #Solarization

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Dr. Jimmy Kagathara @drjimmy2407

over 1 year ago

In the old regime #SME used to open 3-4x of IPO price like #AustralianSolar #Oriana #Alpex #KCEIL #Winsol leading to high valuations and time/price correction as observed post listing Similarly #ESM2 has been welcomed negatively, will it be boon or bane? Time will tell !

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Shashank Manihar☀️ @shashankx1000

over 1 year ago

🇮🇳Solar theme is still on guys… Yesterday’s fall was just a jerk. Accumulate good results company. 🔥🔥🔥🔥 #Insolationenergy #alpexsolar #premierenergies #australiansolar #waaree

Elon Musk

@elonmusk

over 1 year ago

Solar power will be the vast majority of power generation in the future

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Shashank Manihar☀️ @shashankx1000

over 1 year ago

is this trump effect??💣 he doesn't believe in renewable energy & global warming. i trust in result. jab taak result me dum hai solar on hai atleast in india. 😎😎 . > . #insolationenergy #alpexsolar #waaree #websolenergy #solex #australiansolar #epc #solar

shashankx1000's tweet photo. is this trump effect??💣
he doesn't believe in renewable energy & global warming.
i trust in result. jab taak result me dum hai
solar on hai atleast in india.
😎😎
.
>
.
#insolationenergy #alpexsolar #waaree #websolenergy #solex #australiansolar #epc #solar https://t.co/upyR6JbVrb

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Sungrow

@Sungrow_Power

over 1 year ago

Matthew Wilkins, CEO of Venergy, lauds Sungrow's hybrid inverters and modular battery stacks as the key for Australia's solar and BESS market success.Celebrate with us as we power forward in Australia's vibrant renewable energy landscape! 🌟🔋 #Sungrow #Venergy #AustralianSolar

Sungrow_Power's tweet photo. Matthew Wilkins, CEO of Venergy, lauds Sungrow's hybrid inverters and modular battery stacks as the key for Australia's solar and BESS market success.Celebrate with us as we power forward in Australia's vibrant renewable energy landscape! 🌟🔋

#Sungrow #Venergy #AustralianSolar https://t.co/z0HIVHYPjb

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Noorul

@Noorulipo

over 2 years ago

#Australiansolar result today. #sme

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Noorul

@Noorulipo

over 2 years ago

Dark side of SME Ipo. Anchor of #Australiansolar sold it's stake just after one month of listing and making its money 5x. The Lockin period for anchor should be one year. To provide stability to the script and save the retailers from dumping over them. #sme #investing

Noorulipo's tweet photo. Dark side of SME Ipo. Anchor of #Australiansolar sold it's stake just after one month of listing and making its money 5x. The Lockin period for anchor should be one year. To provide stability to the script and save the retailers from dumping over them.
#sme
#investing https://t.co/YBFEte6d5g

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Mayank Patwardhan @MAPATWARDHAN

over 2 years ago

*Today's bulk / block deals* #DataPatterns #ApolloMicro #ConfidencePetro #ShriramProp #CoffeeDay #NectarLife #DavangereSugar #AustralianSolar #TRF #LorenziniApparels #UdayshivakumarInfra #PrimeInds #Sprayking #RKECProj #Vintron #Vedavaag #AlstoneTextiles #RudraGas #ManojCeramic

MAPATWARDHAN's tweet photo. *Today's bulk / block deals*
#DataPatterns #ApolloMicro #ConfidencePetro #ShriramProp #CoffeeDay #NectarLife #DavangereSugar #AustralianSolar #TRF #LorenziniApparels #UdayshivakumarInfra #PrimeInds #Sprayking #RKECProj #Vintron #Vedavaag #AlstoneTextiles #RudraGas #ManojCeramic https://t.co/t3fz1u1Dkr

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Mayank Patwardhan @MAPATWARDHAN

over 2 years ago

*Today's bulk / block deals* #SwanEnergy #ErisLife #ReligareEnt #ShareIndia #IndiaPesticides #Vakrangee #MTNL #Subex #TFCI #FCSSoftware #OsiaHyper #MKProteins #SakumaExports #StarPaper #AriesAgro #AustralianSolar #ElectroForce #LKPFinance #UmaExports #CordsCable #Arshiya

MAPATWARDHAN's tweet photo. *Today's bulk / block deals*
#SwanEnergy #ErisLife #ReligareEnt #ShareIndia #IndiaPesticides #Vakrangee #MTNL #Subex #TFCI #FCSSoftware #OsiaHyper #MKProteins #SakumaExports #StarPaper #AriesAgro #AustralianSolar #ElectroForce #LKPFinance #UmaExports #CordsCable #Arshiya https://t.co/ctjz0IwGZq

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Mayank Patwardhan @MAPATWARDHAN

over 2 years ago

*Today's bulk /block deals* #Infibeam #VenusPipes #UrjaGlobal #CrestVentures #OsiaHyper #LibertyShoes #SakumaExports #AddictiveLearning #AustralianSolar #BannariAmman #GennexLab #KonstelecEng #ElectroForce #LKPFinance #BhatiaCommunications #Justride #NewSwanMulti #RelianceHome

MAPATWARDHAN's tweet photo. *Today's bulk /block deals*
#Infibeam #VenusPipes #UrjaGlobal #CrestVentures #OsiaHyper #LibertyShoes #SakumaExports #AddictiveLearning #AustralianSolar #BannariAmman #GennexLab #KonstelecEng #ElectroForce #LKPFinance #BhatiaCommunications #Justride #NewSwanMulti #RelianceHome https://t.co/PghZ2z0uj7

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OpenSolar @opensolar

about 3 years ago

🇦🇺🇳🇿 We’re less than one week out from one of the biggest events in Australian solar hosted by @SmartEnergyCncl. Will we see you there? #SmartEnergy #AustralianSolar