Sterling and Wilson Renewable Energy Ltd (NSE:SWSOLAR)

Q3 2025 Sterling and Wilson Renewable Energy Ltd Earnings Call Transcript

Jan 16, 2025 / 04:30 AM GMT

Release Date Price: ₹411.9 (-10.00%)

Transcript

Key Points

Positve

Sterling and Wilson Renewable Energy Ltd (BOM:542760) achieved its second highest quarterly revenue since listing, with a 115% year-on-year growth.
The company secured significant new orders, including a 400 MW project in Rajasthan and a 625 MW project in Gujarat, enhancing its domestic order book.
The unexecuted order value stands at over INR10,167 crore, providing strong P&L visibility for future quarters.
The company has made progress in easing non-fund based limits and achieving higher open credit terms with key suppliers.
There is a strong project pipeline in India, with over 21 GW of projects likely to be awarded in the next 6 to 9 months, indicating robust future growth potential.

Negative

The company revised its revenue guidance down from INR8,000 crore to between INR6,000 to 6,500 crore due to customer realignment and banking limit constraints.
Execution timelines have been delayed by 1 to 2 quarters for some projects due to customer requirements and land acquisition issues.
The international EPC gross margins were impacted by a one-time cost incurred to achieve project closure in a legacy project.
Progress on easing non-fund based limits has been slower than anticipated, affecting the company's ability to scale up execution.
There is a consistent pattern of over-promising and under-delivering on revenue guidance, leading to potential investor disappointment.

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

STEN.NS - Sterling and Wilson Renewable Energy Ltd
Q3 2025 Sterling and Wilson Renewable Energy Ltd Earnings Call
Jan 17, 2025 / 04:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good morning and welcome to the Sterling and Wilson Renewable Energy Limited Q3 F 525 earnings conference call.

This conference call may contain forward-looking statements about the company which are based on the beliefs, opinions and expectations of the company. As on date of this call, these statements are not the guarantees of future performance and involve risks and uncertainties that are difficult to predict.

As a reminder, all parts lines will remain the listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes.

Should you need assistance during the conference call? Please signal the

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