Bro, numbers toh seedha rocket hain! Waaree Energies ne Q3 FY26 mein ₹7,565.05 crore ka revenue report kiya hai, jo pichhle saal se 118.81% zyada hai. Aur Operating EBITDA ka toh kehna hi kya, 167.16% jump maar ke ₹1,928.15 crore ho gaya, jisme EBITDA margin 25% se bhi upar pahunch gaya! Nikala hua Profit (PAT) bhi 118.4% badh kar ₹1,106.79 crore ho gaya. Sirf 9 mahine FY26 mein hi revenue ₹18,000 crore ko paar kar gaya hai, EBITDA margin ~24% pe chal raha hai.
Company full-on expansion pe hai. Transformer capacity badhane ke liye ~₹192 crore aur green hydrogen electrolyser facility ke liye ~₹676 crore ka plan hai.
Management ka confidence dikh raha hai, FY2026 ke liye EBITDA guidance ₹5,500 se ₹6,000 crore ke beech hone ka hai. Ye log ab 'Waaree 2.0' strategy pe kaam kar rahe hain, jisme fully integrated solar value chain, green hydrogen, BESS, aur US mein manufacturing shamil hai. Oman se non-Chinese polysilicon supply bhi secure ho gayi hai. Plus, ₹60,000 crore ka zabardast order book hai, toh future mein revenue ki visibility toh full hai.
Haan, kuch cheezein hain jinpe nazar rakhni hogi. US mein ek investigation chal rahi hai, jiske liye company ne ~₹294 crore ka provision rakha hai, jo legal advice pe liya gaya ek proactive step hai. Infrastructure bottlenecks aur commodity prices ka bhi thoda impact hai, par company manage kar rahi hai. Overall, energy transition mein yeh company bade plans ke saath aage badh rahi hai.