Market Reacts to Strong Order Intake
Sterling and Wilson Renewable Energy Ltd. saw its shares surge as much as 13% on Friday, buoyed by strong order inflows and topline growth reported in its third-quarter earnings. The market reaction signals investor confidence in the company's operational performance and future prospects.
Topline Growth Outpaces Expectations
For the third quarter, Sterling and Wilson Renewable Energy posted a 14% year-on-year increase in revenue, reaching ₹2,092 crore from ₹1,837 crore in the same period last year. This performance outpaced the company's full-year revenue growth guidance, highlighting strong execution in the first nine months of FY26 with a reported 48% growth.
Profitability Hit by One-Time Charge
Despite strong revenue figures, profitability was impacted by a significant one-time charge. The company recorded a net loss of ₹2.8 crore for the quarter, a reversal from the ₹14.83 crore profit in the prior year. This bottom-line dip was primarily due to ₹30.8 crore in contract termination charges. Earnings Before Interest, Taxes, Depreciation, and Amortization (EBITDA) also saw a 5% decline to ₹66.9 crore, with margins narrowing to 3.2% from 3.8%.
Order Book Bolstered
The company secured new orders totaling ₹3,086 crore during the quarter. Sterling and Wilson Renewable Energy now anticipates order inflows to surpass ₹11,000 crore in FY26, projecting a substantial 60% year-on-year growth. The robust order book stood at approximately ₹10,413 crore at the close of the quarter.
Strategic Partnership with Adani Green
Adding to the positive outlook, Sterling and Wilson Renewable Energy signed a five-year framework agreement with Adani Green Energy Ltd. This strategic partnership is expected to significantly support future order inflows and solidify its position in the market.