Pace Digitek Limited has released its investor presentation for Q3FY26 financial results, showcasing strong operational and financial performance across its integrated infrastructure platform. The company continues to demonstrate its position as a leading provider of telecom and energy solutions with significant growth in both revenue and order book.

Financial Performance Highlights

The company delivered robust financial results for Q3FY26, with consolidated revenue from operations reaching Rs. 6,440 Mn. This represents a substantial 13.5% year-on-year growth and an impressive 20.7% quarter-on-quarter increase, reflecting strong execution capabilities and market demand.

The company maintained healthy profitability with an EBITDA margin of 18.3% and PAT margin of 12.2%. While EBITDA showed a marginal decline of 2.8% year-on-year, it demonstrated strong quarter-on-quarter growth of 25.3%, indicating improved operational efficiency in recent quarters.

Strong Order Book and Business Pipeline

Pace Digitek's order book position remains exceptionally strong, with total orders reaching Rs. 84,678 Mn as of January 31, 2026. The company secured new order wins worth Rs. 31,287 Mn post Q2FY26, demonstrating continued market confidence and business momentum.

The energy segment dominates the order book with Rs. 60,042 Mn, while the telecom and ICT segment contributes Rs. 24,637 Mn, showcasing the company's diversified revenue streams and strong market positioning across both verticals.

Operational Achievements

The quarter witnessed significant operational milestones across both energy and telecom verticals. In the energy segment, the company delivered 200 MWh BESS and successfully commissioned 125 MWh BESS during FY2026. Asset creation under the energy vertical reached Rs. 1,674 Mn from September 2025 to December 2025.

The telecom infrastructure segment also demonstrated strong execution with 417 telecom power equipment commissioned, 428 new telecom towers erected, and 1,891 km of optical fiber cable deployed during the quarter.

Manufacturing Capacity Expansion

Pace Digitek is actively expanding its manufacturing capabilities to support future growth. The company is scaling its BESS manufacturing capacity from the current 2.5 GWh to 10 GWh through multiple facility expansions. The expansion includes existing capacity enhancement, new facility development, and backward integration through container fabrication capabilities.

Strategic Initiatives

The company has incorporated TransGreenX Energy Private Limited as a new entity to act as an asset-holding and project development company for renewable projects. This strategic move supports the company's BOO (Build-Own-Operate) project portfolio of Rs. 32,500 Mn as of January 31, 2026, enabling long-term operating assets aligned with grid-scale energy storage demand.

Pace Digitek Ltd announced on Tuesday (January 20) that its material subsidiary, Lineage Power Private Ltd, has secured a second Advance Purchase Order (APO) worth ₹94.35 crore from Bharat Sanchar Nigam Ltd (BSNL) for advanced Li-Ion battery solutions. This significant contract demonstrates the company's growing footprint in India's telecom infrastructure sector.

Order Specifications and Scope

The comprehensive order encompasses supply, installation, commissioning, and maintenance services over a five-year period, specifically aimed at strengthening the 48V DC power infrastructure across BSNL's national telecom network.

Technical Features and Compliance

The Li-Ion modules incorporate smart Battery Management Systems (BMS) that are registered on the Trusted Telecom Portal and comply with the latest TEC GR standards. The weather-resistant IP55 racks ensure durability and reliable performance across diverse environmental conditions in BSNL's extensive network infrastructure.

Strategic Impact and Business Implications

This order significantly enhances Pace Digitek's presence in telecom power solutions while strengthening its near-term order book visibility. The contract also adds long-term service revenue potential through the post-warranty Annual Maintenance Contract option, providing sustained business opportunities beyond the initial supply phase.

Recent Business Developments

Last week, Pace Digitek announced receipt of a significant domestic solar EPC order worth ₹375.70 crore from Bondada Engineering Limited for Balance of System works on a 300 MW AC solar power project. The solar project includes comprehensive engineering, procurement, installation, and three-year operations and maintenance support, scheduled for completion within 15 months.

Market Performance

Shares of Pace Digitek Ltd closed at ₹164.00 on the BSE, declining by ₹11.10 or 6.34% during the trading session.