Tipsheet
What matters at India’s listed companies
Notes / Sector

Solar Panels

25 recent notes from companies in this sector. 9 companies tracked.

Anchor companies · by market cap
Recent activity
Fri · 17 Jul
6
Concalls · Solar Panels

Borosil Renewables halves rooftop solar revenue target, pushes back expansion income

Management cut the FY27 rooftop goal to ₹36 cr from ₹75 cr and told investors not to model revenue from the 600 TPD expansion before April 2028, despite on-track commissioning in March 2027.

BORORENEW Mid cap 5:18 PM
6
Solar Panels

Borosil Renewables enters rooftop solar solutions market

The solar glass maker plans to sell panels, inverters, and batteries under its own brand, starting with a pilot in three states. No financial targets disclosed.

BORORENEW Mid cap 9:03 AM
Thu · 16 Jul
6
Concalls · Solar Panels

Emmvee hits record margins, PAT surges to ₹380 cr, order book at 9.9 GW

Revenue jumps 51% to ₹1,555 cr, EBITDA margin at 35.2% all-time high, and profit after tax more than doubles. Cell utilisation at 83% and DCR share above 50% drive the surge.

EMMVEE Large cap 5:26 PM
5
Earnings · Solar Panels

Borosil Renewables swings to profit on 22% revenue growth

Standalone net profit of ₹87.7 crore versus a loss of ₹272.3 crore last year, which had a large exceptional charge. Revenue at ₹405.7 crore.

BORORENEW Mid cap 3:44 PM
5
Earnings · Solar Panels

Borosil Renewables swings to Q1 profit as German hit drops out

Standalone net profit of ₹87.7 crore in Q1 FY27 against a loss of ₹272.3 crore a year ago, which had a one-time exceptional charge of ₹325.9 crore for German subsidiaries.

BORORENEW Mid cap 3:39 PM
6
Solar Panels

Waaree opens 5.15 GWh BESS plant — first leg of a 20 GWh storage build-out

Subsidiary Waaree ESS started production at an upgraded capacity plant, marking the first milestone in a planned 20 GWh roadmap. But the release omits capex and revenue projections.

WAAREEENER Large cap 2:49 PM
Wed · 15 Jul
5
Earnings · Solar Panels

Emmvee Q1 revenue dips, profit nearly flat; dividend of ₹1 proposed

Revenue fell to ₹1,555.51 cr from ₹1,738.81 cr in the preceding quarter, while net profit slipped only to ₹380.29 cr from ₹392.38 cr. The board recommended a final dividend of ₹1 per share.

EMMVEE Large cap 7:32 PM
5
Earnings · Solar Panels

Emmvee Q1 revenue dips, profit nearly flat; ₹1 dividend proposed

Consolidated revenue ₹1,555.52 crore and net profit ₹380.29 crore for June quarter. Board recommends final dividend of ₹1 per share. Routine filing with no surprises.

EMMVEE Large cap 7:12 PM
Fri · 10 Jul
5
Solar Panels

Borosil board to meet July 16 for Q1 results

Routine intimation; no financial data disclosed. Trading window closed for insiders until 48 hours after results.

BORORENEW Mid cap 5:16 PM
Thu · 09 Jul
5
Solar Panels

Premier Energies fires up 5.6 GW module line, flags BESS play

Telangana CM inaugurates new facility that takes total module capacity to 11.1 GW. The 6 GWh battery storage and aluminium frames plants are next, but no capex figures disclosed.

PREMIERENE Large cap 12:28 PM
9
Order Wins · Solar Panels

Insolation bags ₹558 cr NTPC order, 26% of FY26 revenue

The order from NTPC Renewable Energy for solar PV modules covers 26% of FY26 revenue and boosts FY27 revenue visibility for the small-cap solar company.

INA Small cap 12:16 PM
Tue · 07 Jul
9
Order Wins · Solar Panels

Premier Energies lands ₹3,011 cr in solar orders—38% of FY26 revenue

Q1 orders of ₹3,011 crore (38% of FY26 revenue) give Premier Energies clear visibility into FY27-28, backed by capacity ramp-up and a domestic-content mandate.

PREMIERENE Large cap 9:29 AM
Mon · 06 Jul
6
Solar Panels

Vikram Solar fires up Gangaikondan mega-plant, targets 9 GW cell by FY27

First Hypersol N-Type TOPCon module produced at 6 lakh sq ft fully automated facility. Roadmap includes 12 GW wafer/ingot by FY30.

VIKRAMSOLR Mid cap 10:39 AM
Mon · 29 Jun
8
Solar Panels

Insolation backs ₹347 cr guarantee for 22 solar subsidiaries

The guarantee equals 14% of market cap and over 16% of annual revenue, adding a sizable contingent liability alongside project execution progress.

INA Small cap 6:34 PM
Sun · 28 Jun
5
Solar Panels

Waaree Energies clears US probe: no Chinese cells, no adverse findings

US Customs found no evidence of Chinese-origin cells in Waaree's solar modules, limiting its determination to a narrow subset of historical entries. The company says the clarification has no impact on its U.S. operations or financials.

WAAREEENER Large cap 12:14 PM
Wed · 24 Jun
5
Order Wins · Solar Panels

Vikram Solar gets NCLAT stay on ₹9.44 cr insolvency claim

Appellate tribunal halts CIRP over a tiny trade payable. Company, with ₹4,802 cr revenue and zero debt, says financial health is strong.

VIKRAMSOLR Mid cap 8:17 PM
Mon · 15 Jun
5
Solar Panels

Emmvee's manufacturing chief quits, internal successor named

CMO N Devendiran resigns effective June 15; GM Dinesh B Shenoy takes over. Change seen as non-disruptive.

EMMVEE Large cap 6:55 PM
Wed · 27 May
6
Solar Panels

Insolation Energy cuts FY28 target by ₹3,000 cr, delays plant ramp

The solar firm now wants ₹5,000 cr in revenue for FY28, down from ₹8,000 cr-plus. Full capacity at its new cell plant slips three months to Q1 FY28.

INA Small cap 4:50 PM
Mon · 25 May
5
Earnings · Solar Panels

Insolation Energy reports revenue growth of 99.87% for Q4

The company confirmed its audited Q4 and FY26 results in a press release, reiterating growth figures already disclosed to the market.

INA Small cap 10:05 PM
6
Solar Panels

Alpex Solar reverses course, will build ingot plant after all

Management scrapped a backward-integration plan only to announce a 5 GW ingot and wafer facility by FY30, with a pilot coming in April 2027.

ALPEXSOLAR Small cap 3:18 PM
Fri · 22 May
6
Earnings · Solar Panels

Fujiyama Power targets ₹3,900 cr revenue for FY27

Management expects 50% top-line growth backed by a new Ratlam facility, while planning a ₹350 cr investment in TOPCon solar cells.

UTLSOLAR Mid cap 4:48 PM
6
Earnings · Solar Panels

Swelect Energy's profit quadruples as solar surges, standalone shrinks

Consolidated profit jumped to ₹57.6 crore, driven by the solar segment, while the standalone business saw revenue decline 12.8%.

SWELECTES Micro cap 1:46 AM
6
Earnings · Solar Panels

Swelect's consolidated profit surges to ₹57.6 cr on solar growth

Consolidated net profit hit ₹57.6 cr in FY26, up from ₹14.0 cr, while standalone revenue fell 12.8%.

SWELECTES Micro cap 1:34 AM
6
Earnings · Solar Panels

Swelect's solar engine lifts group profit to ₹57.6 cr

Consolidated net profit surged from ₹14.0 crore a year ago. The standalone legacy business saw revenue drop, but profit still doubled.

SWELECTES Micro cap 1:22 AM
Wed · 20 May
5
Solar Panels

Swelect transfers 17.5 lakh subsidiary shares to Syrma SGS

The off-market move likely ties into a captive power arrangement with the added counterparty, but financial terms are undisclosed.

SWELECTES Micro cap 11:15 PM