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Vikram Solar

Listed Manufacturer — per-stock model.

As of 21 Aug 2026
Manufacturer
CMP 173NSE: VIKRAMSOLR

Latest concall

Q4 FY26 · 8 May 2026
  • FY26 revenue ₹4,802 cr (+40%), PAT ₹470 cr (3.4x); Q4 revenue record ₹1,453 cr.
  • FY26 EBITDA ~₹917 cr, margin ~19% (from 14%); production 3,220 MW, 75% utilisation.
  • Module sales +76% to 3,342 MW; nameplate ~4.5 GW; no in-house cell yet.
  • Order book 8.2 GW (87% domestic, IPPs ~69%); top-5 customers 47% (from 80%).
Order-book execution

8.2 GW order book (1.9 GW booked in Q4 FY26), 87% domestic; executes across FY27+.

Management guidance
  • Module capacity to 15.5 GW; new plant 'First Module Out' Jun-2026.
  • 9 GW TOPCon cell 'First Cell Out' Dec-2026; 12 GW wafer-ingot by FY30.
  • BESS 15 GWh by FY30 (5 GWh cell-to-pack first); assembly from FY27.

Q4 FY26 earnings call (SaurEnergy / PV-magazine)

Revenue FY26E

4,803₹ cr

EBITDA margin

19%

P/E

17.4×

Financials

Annual · ₹ crore · E = estimate.

Annual financials

₹ crore · FY25 → FY28E

PeriodRevenueEBITDAEBITDA %PATGross %ROE %ROCE %CapexNet debtEPS ₹WC days
FY201,6401409.0%228.1
FY211,61017711.0%3816.2
FY221,730593.4%-63-2.4
FY232,0731879.0%140.6
FY242,51139916.0%803.1
FY253,41549114.0%1394.4
FY264,80391619.0%46912.9
Source Company filings (aggregated)· As of 21 Aug 2026

Revenue, EBITDA & margin

Bars ₹cr (left) · margin % (right)

Source Company filings (aggregated)· As of 21 Aug 2026

Quarterly

₹ crore · recent quarters.

Quarterly financials

₹ crore

QuarterRevenueEBITDAEBITDA %PATPAT %
Q1FY2563111118.0%233.6%
Q2FY255737213.0%71.2%
Q3FY251,026858.0%191.9%
Q4FY251,19422419.0%917.6%
Q1FY261,13424221.0%13311.7%
Q2FY261,11023521.0%12811.5%
Q3FY261,10620519.0%988.9%
Q4FY261,45323416.0%1107.6%
Source Company filings (aggregated)· As of 21 Aug 2026

Revenue & margin trend

Bars ₹cr (left) · margin % (right)

Source Company filings (aggregated)· As of 21 Aug 2026

Valuation

As of 21 Aug 2026

P/E

17.4×

EV / EBITDA

8.6×

P/B

2.0×

Operating metrics

What the rest of the dashboard tracks for Vikram Solar — capacity, auctions, offtake, manufacturing and returns.

4.5 GW
Module nameplate
ALMM List-I
2.4 GW
PLI awarded
1 tranche
10.1%
Greenfield IRR · Module
at its 19% margin

Commissioning pipeline

Guided COD tracked from concalls, with slippage vs earlier guidance

IPPs
ProjectCapacityOriginalCurrentSlipStatus
Gangaikondan 12 GW cell facility (Tamil Nadu)
12 GWQ4 FY27Q3 FY27-1Qon track

Policy exposure

Schemes whose impact note names this company

Policy
  • ALMM List-I (Solar PV Modules)ManufacturingActive

    Protects listed Indian module makers whose panels are ALMM-approved — Waaree, Premier Energies, Vikram Solar, Adani Solar, Tata Power Solar; foreign and unlisted makers are locked out of subsidised and government demand.

Operating & order mix

Unit economics and the order book.

Shareholding

% · as of 31 Mar 2026

Shareholding pattern

%

Source Company filings (aggregated)· As of 21 Aug 2026