Australian Premium Solar (India) Ltd (NSE:APS)
₹ 259.1 +2.15 (+0.84%) Market Cap: 5.11 Bil Enterprise Value: 4.90 Bil PE Ratio: 12.76 PB Ratio: 5.80 GF Score: 19/100

Q1 2026 Australian Premium Solar (India) Ltd Earnings Call Transcript

Jul 31, 2025 / 08:30 AM GMT
Release Date Price: ₹551 (-0.56%)

Key Points

Positve
  • Australian Premium Solar (India) Ltd (NSE:APS) reported a significant year-on-year increase in total income by 86.60%, reaching 153.23 crore INR.
  • EBITDA grew by 118.60% with an improved margin of 13.91%, surpassing previous expectations.
  • Net profit more than doubled, increasing by 124.75% to 14.70 crore INR, with a PAT margin improvement of 163 basis points to 9.59%.
  • The company is expanding its production capacity with a new 400 MW popcorn line set for production by October 2025, and an additional 400 MW expansion expected by the first quarter of FY 2027.
  • APS is progressing well with its groundwork for a 1 GW solar cell line near Ahmedabad, expected to start within 18 to 24 months, enhancing vertical integration.
Negative
  • The solar industry typically experiences slower growth in the first half of the year due to monsoon season, affecting installation and transportation.
  • APS is currently dependent on external suppliers for solar cells, which could pose risks if supply chain disruptions occur.
  • The company is planning significant capital expenditure for its solar cell manufacturing, which involves financial risks and requires substantial funding.
  • APS's current capacity utilization is at 70%, which is higher than the industry average, indicating potential constraints in scaling up production quickly.
  • The company faces challenges in expanding its market presence due to high competition and the need for strategic partnerships in new regions.


Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

AUSR.NS - Australian Premium Solar (India) Ltd
Q1 2026 Australian Premium Solar (India) Ltd Earnings Call
Jul 31, 2025 / 08:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and.

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Unidentified_2 [2]
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Welcome to Australian Premium Solar India Limited Q1 F 526 results.

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Unidentified_1 [3]
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Conference call hosted by Ventura Securities Limited. As a reminder, all participant lines will be in the international only mode, and there'll be an opportunity for you to ask questions after the
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