Waaree Energies Ltd has seen significant changes in its shareholding pattern and continues to show strong market performance. The renewable energy company has also announced its upcoming quarterly results conference call.

Investor Exit and Stock Performance

Madhuri Madhusudan Kela, a prominent investor, has exited her stake in Waaree Energies, according to the latest shareholding data for the quarter ended June 30, 2025. Kela previously held 33,41,700 shares, representing a 1.16% equity stake when the company listed in October 2024. Her name no longer appears among the public shareholders, indicating either a complete exit or a reduction below the 1% disclosure threshold.

The exit coincides with an impressive rally in Waaree Energies' stock price. Since its initial public offering (IPO) at Rs 1,503.00, the shares have surged by 112.60%. The stock's performance has been consistently strong across various timeframes:

• 42.24% gain over 6 months
• 11.40% increase year-to-date
• 19.07% rise over 3 months
• 8.34% uptick in the last month

Upcoming Q1 FY26 Results Conference Call

In a recent corporate announcement, Waaree Energies has scheduled a conference call for analysts and investors to discuss its Q1 FY26 financial results. The call is set to take place on Wednesday, July 30, 2025, at 04:30 PM IST.

Key details of the conference call:

The call will feature key company representatives, including:

• Mr. Amit Paithankar (Whole Time Director & CEO)
• Ms. Sonal Shrivastava (Chief Financial Officer)
• Mr. Abhishek Pareek (Group Head - Finance)
• Mr. Neeraj Vinayak (Vice President-Investor Relations)
• Mr. Rohit Wade (General Manager-Investor Relations)

Investors and analysts interested in participating can register for the call to avoid wait times.

This upcoming results discussion comes at a time when the company's stock has been performing exceptionally well, potentially indicating strong business performance. The call may provide insights into the factors driving Waaree Energies' growth and its future outlook in the renewable energy sector.

As Waaree Energies continues to attract market attention, both for its stock performance and changes in investor composition, the upcoming financial results and management commentary will be closely watched by market participants.

Waaree Energies Limited (BSE: 544277, NSE: WAAREEENER) has announced a significant business development for its US operations in the solar energy sector. The company's wholly-owned subsidiary, Waaree Solar Americas, has secured a substantial 500MW solar module supply contract from a prominent US-based customer.

Contract Details

According to a regulatory filing made by Waaree Energies on July 19, 2025, the order comes from a renowned customer described as a developer and owner-operator of utility-scale solar and energy storage projects across the United States. The contract specifics include:

• Order Size: 500MW of solar modules
• Delivery Timeline: Supply scheduled for the Financial Year 2026-27
• Nature of Contract: One-time order
• Customer: International entity (United States-based)

Strategic Importance

This large-scale order represents a significant milestone for Waaree Energies' expansion into the US solar market. It demonstrates the company's growing presence and competitiveness in one of the world's largest renewable energy markets.

Company Statement

Rajesh Ghanshyam Gaur, Company Secretary & Compliance Officer of Waaree Energies Limited, stated in the filing:

"This is to inform you that Waaree Solar Americas, a wholly owned subsidiary of the Company has received an order on July 19, 2025 for supply of 500MW solar modules from a renowned customer who is a developer and owner-operator of utility scale solar and energy storage projects across the United States."

Market Implications

The securing of this substantial contract could have positive implications for Waaree Energies' future revenue streams and market position. It showcases the company's capability to compete and win large-scale projects in the international arena, particularly in the lucrative US solar market.

About Waaree Energies

Waaree Energies Limited is an Indian company specializing in solar energy solutions. With this latest development, the company continues to strengthen its position in the global solar industry, expanding its footprint beyond the domestic market.

Investors and industry observers will likely keep a close watch on Waaree Energies' performance as it executes this significant international order, potentially opening doors for further growth and expansion in the US and other international markets.