📊 Australian Premium Solar (India) Ltd H1 FY26 Results ☀️ (SME Segment) ✅ Revenue: ₹302.47 Cr vs ₹163.75 Cr ( 84.7% YoY) ✅ PAT: ₹28.60 Cr vs ₹13.08 Cr ( 118.7% YoY) 💬 Management Update: Company reported robust demand across rooftop & utility-scale segments, supported by government solar initiatives. Margin improvement driven by scale efficiencies and better module pricing. Plans underway to expand capacity to meet rising export & domestic demand. #AustralianSolar #Q2Results #Q2FY26 #Earnings #StockMarket #RenewableEnergy #SolarPower

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

📉 EPFO Employment Trends for Select SMEs (June 2024 – June 2025) 📈 A rise in EPFO-registered employees typically signals business growth, 🔧 operational scaling, or 📊 increasing market demand. ⚠️ While not always a sure sign, this trend generally indicates a 🌟 positive business path and organizational momentum. #Oriana #rajeshpower #Afcom #danishpower #sahanasystem #ganeshgreen #ggbl #aps #australiansolar #alpexsolar #kceil #kayceeenergy

Today's Major Updates Exciting updates across industries! 🚀 AFCONS Infra bags ₹1,085 crore DRDO project 🔥 #AFCONSInfra KEC secures ₹1,097 crore in International T&D business 🌍 #KEC DCX Systems wins ₹483 crore deal for CIWS modules ⚡ #DCXSystems Shiva Texyarn lands ₹36.2 crore order from Ministry of Defence ✈️ #ShivaTexyarn Deep Industries gets ₹90.7 crore ONGC rig contract 🛢️ #DeepIndustries Ultracab India bags ₹7.17 crore order from Maharashtra Electricity 🏢 #UltracabIndia Oriental Rail wins ₹5.18 crore order for coaches 🚆 #OrientalRail SOMI Conveyor lands ₹12.4 crore order 📦 #SOMIConveyor Australian Solar wins ₹23.2 crore order 🌞 #AustralianSolar ROX Hi-Tech bags digital transformation contract with Indocool 💻 #ROXHiTech REC reports 18% YoY increase in loan disbursements 📊 #REC Bank of India reports 13.6% growth in global business 💼 #BankOfIndia Dhanlaxmi Bank shows 7.26% YoY growth in total business 🏦 #DhanlaxmiBank UCO Bank reports 12.2% YoY growth in total business 💹 #UCOBank Dabur India’s rural FMCG consumption outpaces urban growth 🏡 #DaburIndia IDFC First posts 25.2% YoY growth in total business 📈 #IDFCFirst Marico sees sequential volume growth & market share gains 📊 #Marico Zydus Life appoints Vikram Shukla as President-Parenteral Operations 🏥 #ZydusLife Hindustan Unilever in talks to acquire Minimalist for ₹3,000 crore 🧴 #HindustanUnilever Gretex Corporate sells 5,35,500 shares of Gretex Industries to its subsidiary 💼 #GretexCorporate Wanbury passes ANVISA audit with no observations ✅ #Wanbury EPL ropes in Morgan Stanley for the sale of its controlling stake 💰 #EPL Shelter Pharma to consider fundraising via a rights issue 💸 #ShelterPharma Surana Telecom approves sale of Munipally Solar Power Project for ₹33.3 crore 🌞 #SuranaTelecom Gogak Textile enters into ₹220 crore loan agreement with IREDA 🏗️ #GogakTextile BASF completes ₹182 crore transfer of coatings business 🏭 #BASF Sobhagya Merchantile approves submission of Mining Plan for Marki Mangli IV Coal Mine ⛏️ #SobhagyaMerchantile BLS International expands with acquisition of 100% shares of BLS International Jordan 🌍 #BLSInternational Leadership changes: Murari Ranganathan resigns from Abbott India, Milind Nagnur resigns from Kotak Bank, Uma Nandam steps down as CFO at Artificial Electronics 🎯 #AbbottIndia #KotakBank #ArtificialElectronics Fires at RPG Lifesciences & Black Rose Industries, no impact on operations 🔥 #RPGLifeSciences #BlackRoseIndustries Aarti Pharma’s Vapi plant closed by Gujarat Pollution Control Board 🏭 #AartiPharma NALCO’s alumina prices fall 5%, impacting performance 📉 #NALCO Stay tuned for more updates! 🔥

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

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 !

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

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

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

#Australiansolar result today. #sme

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

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

*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

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

🇦🇺🇳🇿 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

"OZ solar offering tips to reduce energy bill maximum with solar Free One-to-One Consulting session 🤝 Ask Any Question 🤷🏼‍♂️" . . #ozsolar #ozsolarenergysolutions #AustralianSolar #solarpanel #solarenergy #solar #solarpower #solarpanels #renewableenergy #solarsystem #greenenergy

OZ solar offering tips to reduce energy bill maximum with solar Free One-to-One Consulting session 🤝 Ask Any Question 🤷🏼‍♂️ . . #ozsolar #ozsolarenergysolutions #AustralianSolar #solarpanel #solarenergy #solar #solarpower #solarpanels #renewableenergy #solarsystem #greenenergy

OZ solar offering tips to reduce energy bill maximum with solar Free One-to-One Consulting session 🤝 Ask Any Question 🤷🏼‍♂️ . . #ozsolar #ozsolarenergysolutions #AustralianSolar #solarpanel #solarenergy #solar #solarpower #solarpanels #renewableenergy #solarsystem #greenenergy

OZ solar offering tips to reduce energy bill maximum with solar Free One-to-One Consulting session 🤝 Ask Any Question 🤷🏼‍♂️ . . #ozsolar #ozsolarenergysolutions #AustralianSolar #solarpanel #solarenergy #solar #solarpower #solarpanels #renewableenergy #solarsystem #greenenergy

OZ solar offering tips to reduce energy bill maximum with solar Free One-to-One Consulting session 🤝 Ask Any Question 🤷🏼‍♂️ . . #ozsolar #ozsolarenergysolutions #AustralianSolar #solarpanel #solarenergy #solar #solarpower #solarpanels #renewableenergy #solarsystem #greenenergy