Waaree Energies Limited has notified the stock exchanges of a scheduled interaction with analysts and institutional investors, pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. The meeting is set to take place on May 18-19, 2026, in Singapore, as part of the Motilal Oswal Corporate Day – Singapore Edition.

Analyst and Investor Meet Details

The company's officials will engage with analysts and investors across both group and one-on-one meeting formats during the event. The session is scheduled from 09.00 a.m. to 07.00 p.m. on both days. The following table outlines the key details of the scheduled interaction:

Disclosure and Compliance

Waaree Energies has stated that all discussions during the interactions will be based solely on publicly available information. The company has explicitly confirmed that no unpublished price-sensitive information will be disclosed during the meet. The company has also noted that changes to the schedule may occur due to exigencies on the part of the host or the company.

The latest investor presentation is available on the company's official website at www.waaree.com . The intimation was submitted and digitally signed by Rajesh Ghanshyam Gaur, Company Secretary and Compliance Officer, on May 13, 2026.

Waaree Energies Ltd. is sharpening its focus on the U.S. market, with plans to boost its solar module manufacturing capacity in the country from 1.6 GW to 4.5 GW within six months, according to a report by the Economic Times. The company is also reportedly considering establishing a solar cell manufacturing facility in the U.S. These developments come alongside the company's broader strategic ambitions, as outlined at its Analyst/Institutional Investor Day titled "Waaree Unbound 2.0," held on May 07, 2026, in Mumbai. The event, conducted pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, provided a platform for the company to present its integrated solar value chain, strategic roadmap, and diversified energy transition ambitions to investors and analysts. The company clarified that all discussions at the event were based solely on publicly available information and no unpublished price-sensitive information was disclosed.

U.S. Market Focus and Capacity Expansion

According to the Economic Times report, Waaree Energies is actively targeting the U.S. solar market as a key growth avenue. The company's plans to scale its U.S. solar module capacity from 1.6 GW to 4.5 GW within six months represent a significant ramp-up in its international manufacturing footprint. Additionally, the company is evaluating the possibility of setting up a solar cell manufacturing facility in the U.S., which would deepen its vertical integration in the American market.

Industry Outlook and Structural Tailwinds

The Waaree Unbound 2.0 investor presentation highlighted the global and Indian solar industry outlook, emphasizing key structural tailwinds driving renewable energy adoption. Global solar PV capacity is projected to increase to 7.4 TW from current levels of 2.26 TW. Key demand drivers cited include data centres (electricity demand projected to double to 945 TWh by 2030, with 40% of corporate PPAs signed for renewables), artificial intelligence (AI-specific data centre power to triple by 2030), electric vehicles, and economic growth in emerging markets. On the India front, the government's ₹75,021 Cr PM Surya Ghar scheme, ₹24,000 Cr PLI, and a 500 GW non-fossil target by 2030 were highlighted as major policy catalysts. India's domestic module capacity is expected to scale from 80 GW to 160 GW, while cell capacity is projected to grow from 15 GW to 120 GW by 2030. India doubled its solar additions in FY25, and global solar hit approximately 600 GW additions in 2024.

Waaree 2.0: Strategic Capex Roadmap

The management presented "Waaree 2.0," a strategic roadmap aimed at creating a full-stacked integrated energy transition player. The plan involves a total capital expenditure of approximately $3.5Bn over the next two years, spanning manufacturing capacity expansion across multiple segments. The following table summarises the key investment allocations under Waaree 2.0:

Under Waaree 2.0, the company targets becoming India's largest module manufacturer at ~28 GW, alongside a ~15 GW cell facility, a 20 GWh BESS facility, a 20,000 MVA transformer facility, a 4 GW inverter facility, and a 1 GW electrolyser facility. A strategic investment in a 100k TPA polysilicon plant is also part of the roadmap.

Strategic Business Segments

Waaree Energies outlined its diversified business model spanning manufacturing, EPC services, and emerging verticals. Key new energy segments presented at the event include:

• Energy Storage Business (BESS): The company is establishing India's first fully integrated cell-and-pack gigafactory to capture the Battery Energy Storage System opportunity at scale.
• Inverter and EMS Business: Waaree is expanding into power electronics, targeting full-spectrum leadership across residential, commercial, and utility-scale solar inverter applications, and already ranks among the top 10 in the segment.
• EPC Business: Operating through wholly owned subsidiary Waaree Renewable Technologies Ltd., the company has commissioned 5.06 GWp of EPC projects and manages a 1.18 GW O&M portfolio, including India's largest single-site solar project at Bikaner.
• Green Hydrogen: The company is entering the green hydrogen business with an electrolyzer manufacturing plant in Valsad, Gujarat, featuring a 1 GW annual capacity, an approved investment of ₹675 Cr, and PLI awards of INR 440 Crores for electrolysers and INR 510 Crores for green hydrogen.

Financial History and Compliance

The management highlighted the company's robust financial track record across multiple time horizons. The table below summarises Waaree's historical revenue, EBITDA, and PAT compound annual growth rates:

The intimation regarding the investor presentation was submitted to the stock exchanges on May 07, 2026, by Rajesh Ghanshyam Gaur, Company Secretary & Compliance Officer.