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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 revenue up 70% year-on-year to INR 6,227 crore and EBITDA up 155% to INR 1,567 crore, with a 25.2% margin.
PAT reached INR 878 crore, up 134% year-on-year, with a 14.1% margin; order book stands at INR 47,000 crore (24 GW), 60% overseas and 40% domestic.
Module production reached 2.6 GW and cell production 0.6 GW for the quarter; total module capacity at 18.7 GW and cell capacity at 5.4 GW.
Interim dividend of INR 2 per share approved and declared.
Board approved significant capex for capacity expansion across storage, electrolyser, and inverter segments, and major strategic acquisitions.
Financial highlights
Q2 FY26 consolidated revenue: INR 6,227 crore, up 70% year-on-year; EBITDA: INR 1,567 crore, margin 25.2%; PAT: INR 878 crore, up from INR 376 crore year-on-year.
H1 FY26 consolidated revenue: INR 10,824 crore, up 51% year-on-year; EBITDA: INR 2,736 crore, up 118%; PAT: INR 1,651 crore.
Standalone Q2 FY26 revenue: INR 4,581.84 crore; net profit: INR 1,159.53 crore.
Earnings per share for Q2 FY26: Standalone basic INR 40.36, consolidated basic INR 29.33.
Net cash inflow from operating activities in H1 FY26: INR 575 crore consolidated; cash and cash equivalents: INR 556.90 crore consolidated.
Outlook and guidance
FY26 EBITDA guidance reaffirmed at INR 5,500–6,000 crore; expects stronger H2 performance.
Cell ramp-up and retail expansion expected to further boost margins in H2.
CapEx program on track, with major spends back-end loaded into FY 2027–2028.
Progressive commissioning of new capacities and verticals expected each quarter, with full benefit from FY 2028.
Board and shareholders approved project location changes for manufacturing facilities, with costs in line with IPO objectives.
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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