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Waaree Energies (WAAREEENER) investor relations material
Waaree Energies Q2 25/26 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 25/26 earnings summary17 Oct, 2025
Executive summary
Achieved record Q2 FY26 performance with 70% year-over-year revenue growth, 155% EBITDA growth, and 134% PAT growth; total income reached ₹6,227 crore, and PAT was ₹878 crore with a 14.1% margin.
Module production reached 2.6 GW and cell production 0.6 GW; total module capacity at 18.7 GW and cell capacity at 5.4 GW.
Strong order book of ₹47,000 crore (24 GW), with 60% overseas and 40% domestic split; order pipeline exceeds 100 GW.
Board approved an interim dividend of ₹2 per share and significant capex for capacity expansion across storage, electrolyser, and inverter segments.
Approved unaudited standalone and consolidated financial results for the quarter and half year ended September 30, 2025.
Financial highlights
Q2 FY26 consolidated revenue: ₹6,227 crore, up 70% year-over-year; EBITDA: ₹1,567 crore, up 155% year-over-year; PAT: ₹878 crore, up from ₹376 crore year-over-year.
H1 FY26 consolidated revenue: ₹10,824 crore, up 51% year-over-year; EBITDA: ₹2,736 crore, up 118%; PAT: ₹1,651 crore.
Standalone Q2 FY26 revenue: ₹4,581.84 crore; net profit: ₹1,159.53 crore.
Earnings per share for Q2 FY26: Standalone basic ₹40.36, consolidated basic ₹29.33.
Net cash inflow from operating activities in H1 FY26: consolidated ₹574.73 crore; net debt to equity remains negative, indicating strong liquidity.
Outlook and guidance
Reaffirmed FY26 EBITDA guidance of ₹5,500–6,000 crore; expects stronger performance in the second half.
Major CapEx and capacity additions underway, with large part of remaining module capacity expansion to be operational by early 2026.
New business verticals (energy storage, inverters, electrolyzers) to contribute materially from FY28 onwards.
Board and shareholders approved project location changes for manufacturing facilities, with costs remaining in line with IPO objectives.
Robust demand outlook in both domestic and international solar markets, with supportive policy tailwinds.
US CBP investigation outcome impact?
IPO proceeds utilization timeline?
Future impact of IRA 45X credits?
How will ALMM for cells/ingots impact market share?
Update on US ADCVD probe and tariff strategy?
Expected BESS revenue contribution and timeline?
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Next Waaree Energies earnings date
Q3 25/2629 Jan, 2026
Next Waaree Energies earnings date
Q3 25/2629 Jan, 2026
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