Solar Industries has reported a significant improvement across key financial metrics for the fourth quarter, with consolidated net profit rising to 5.5B rupees compared to 3.22B rupees in the year-ago period, comfortably exceeding analyst estimates of 4.77B rupees. Alongside strong quarterly results, the company has issued upgraded guidance for FY27, including an expectation of 30% growth in exports, signalling continued confidence in its growth trajectory.

Strong Revenue and Profitability Growth

The company's quarterly revenue surged to 31B rupees from 21.7B rupees in the corresponding period last year, marking a substantial year-on-year increase. This top-line expansion was accompanied by meaningful margin improvement, signalling enhanced operational efficiency during the quarter. The following table summarises Solar Industries' key financial metrics for the quarter compared to the year-ago period:

EBITDA and Margin Expansion

EBITDA for the quarter stood at 8.3B rupees, up from 5.4B rupees year-on-year, reflecting strong earnings growth at the operating level. The EBITDA margin improved to 27.1% from 24.9% in the year-ago quarter, indicating that revenue growth was accompanied by better cost management and operating leverage during the period.

Net Profit Beats Estimates

Consolidated net profit of 5.5B rupees for the quarter surpassed the analyst consensus estimate of 4.77B rupees, representing a notable beat. This compares favourably to the 3.22B rupees reported in the same quarter of the previous year, highlighting the company's ability to convert higher revenues into stronger bottom-line outcomes.

FY27 Guidance: Revenue, Capex, and Export Growth Raised

Building on its strong quarterly performance, Solar Industries has issued upgraded guidance for FY27. The company has increased its revenue guidance by 42% to ₹14,000 crore and raised its capital expenditure guidance by 32% to ₹2,050 crore, reflecting its commitment to scaling operations and investing in future growth. Additionally, the company expects exports to grow by 30% in FY27, underscoring its ambitions to expand its international footprint.

The defence segment remains a key growth driver, with the company setting its FY27 defence revenue guidance at 45B rupees, compared to the FY26 guidance of 30B rupees. The following table outlines the key guidance parameters:

Solar Industries India has informed the stock exchanges of its participation in the Motilal Oswal Corporate Day – Singapore Edition, scheduled for May 18–19, 2026, at The Fullerton Hotel, Singapore. The intimation was made in compliance with Regulation 30 read with Schedule III of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. The company's representatives attending the event are Mrs. Shalinee Mandhana (Joint Chief Financial Officer) and Ms. Anushka Agrawal (Assistant Manager). The company has confirmed that no Unpublished Price Sensitive Information (UPSI) will be shared during any of the scheduled meetings.

Meeting Schedule Overview

A total of 16 confirmed meetings are scheduled across the two-day event. The meetings are to be held in Room No. 547 at The Fullerton Hotel and span a mix of one-on-one and group formats. Attendees include representatives from prominent global investment institutions across Singapore, Hong Kong, and India. The detailed schedule for both days is presented below.

May 18, 2026 (Monday)

May 19, 2026 (Tuesday)

Key Event Details

The following summarises the key logistical details of the corporate day:

Compliance and Disclosure

The disclosure was filed by Khushboo Pasari, Company Secretary and Compliance Officer of Solar Industries India, on May 14, 2026. The event is intended exclusively for persons with professional experience in investment matters, as described in Article 19 of the Financial Services and Markets Act 2000 (Financial Promotion) Order 2005. Schedules are subject to change, and attendees are advised to check in at the registration desk on both days to obtain updated schedules.