PREMIERENE / language trends

Read confidence between the lines.

Premier Energies · tone and specificity signals across the available quarters.

Research layer active

Language signals

What changed in management language.

Q2-FY26 · Chiranjeet Saluja

The total capacity of our cell lines would be 10.6 gigawatt by September 2026, aligning closely with our module capacity and our mission 2028 target. What is important to note is that this upgrade is being done at a nominal cost taking advantage of design efficiency and it's funded entirely through internal accruals.

tracked

Q2-FY26 · Chiranjeet Saluja

There will be a clear differentiator over the next 24 months in terms of players having experience, high quality, efficiency, scale and continuous investment in future technology. The large IPP clients want to work with suppliers with proven track record offering the latest technology and the best products.

tracked

Q2-FY26 · Chiranjeet Saluja

FY27 would be an inflection point for our company as we more than double our cell and module capacity and create additional revenues from BESS, inverters and ingot wafer.

tracked

Q3-FY26 · Venet

Our cell capacities are not 50% sold out, they're almost 90% sold out. We are at 3.2 gigawatt and we have done a 400 megawatt expansion which is 3.6 gigawatt as we speak today. We do not have much capacity to sell, and that is the reason why we took up this 400 megawatt of debottlenecking at lowest ever capex of 101 crores which was a major achievement by our team.

tracked

Q3-FY26 · Venet

The discussion pipeline is at the highest number of all times. We are seeing a very good healthy mix across IPs, EPCs, both utility scale as well as the corporate market and the KUSUM market. The only reason we are not able to take more orders is because one, obviously we are kind of heavily sold out particularly 6 to 12 months.

tracked

Q3-FY26 · Venet

It is possible that many of these companies will basically struggle to sustain the business and compete with the benefit of scale and technology with some of the larger players such as ourselves. So I do believe that we will have a strong competitive advantage against many players, many of the newer players entering the segment.

tracked

Q4-FY26 · Chiranjiv Singh Saluja

Our total revenue has increased by 20.7% year-on-year to 8,026 crores.

tracked

Q4-FY26 · Chiranjiv Singh Saluja

Our PAT has jumped 61.1% year-on-year to 1,510 crores.

tracked

Q4-FY26 · Vineet Rustagi

The new 5.6 GW module plant uses 40% less manpower on a per megawatt basis.

tracked