Oswal Pumps Ltd. has released its investor presentation for the second quarter of the financial year 2027 (Q2 FY27). The document details the company’s performance, strategic initiatives, and operational highlights. Key information includes revenue from operations, profitability margins, and growth trends, alongside the company’s current order book and future outlook within the solar pump and renewable energy sectors.
Oswal Pumps Ltd. – Q2 FY27 Investor Presentation Released
Oswal Pumps Ltd. has issued an investor presentation for the quarter ending September 30, 2026 (Q2 FY27). The comprehensive document outlines the company’s strategic direction, financial performance, and operational achievements during the period. This disclosure is made pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015.
Financial Highlights and Performance
The presentation highlights a revenue from operations of ₹5,063 million for Q2 FY27, with a reported Operating EBITDA of ₹574 million, reflecting an 11.3% margin. Profit After Tax (PAT) stood at ₹396 million, yielding a margin of 7.7%. Year-on-year (YoY) comparisons show a decrease in revenue by 6.2% and a significant drop in Operating EBITDA by 55.2%, attributed to higher raw material costs and operating expenses. Quarter-on-quarter (QoQ), revenue saw a growth of 6.9%, while EBITDA and PAT experienced declines.
For the first half of FY27 (H1 FY27), total revenue reached ₹9,799 million, with an Operating EBITDA of ₹1,317 million and PAT of ₹935 million. Margins for H1 FY27 stood at 13.4% for Operating EBITDA and 9.4% for PAT. The company also reported a Diluted EPS of ₹8.20 for H1 FY27.
Operational and Strategic Developments
Oswal Pumps continues to be a prominent player in the solar pump market, with a strong order book of 9,487 pumps and a pipeline of approximately 10,000 pumps for various government schemes like PM-KUSUM and export opportunities. The company is strategically diversifying its revenue streams beyond government-led solar irrigation into Rooftop Solar, Utility-Scale Solar, and Commercial & Industrial (C&I) Solar EPC segments, with a combined order book and pipeline totaling over 311 MW.
A significant backward integration initiative includes the planned establishment of a 1.2 GW TOPCon solar cell manufacturing facility by its subsidiary, Oswal Solar Energy Private Limited. This move aims to secure a reliable supply of DCR-compliant solar cells, enhance supply chain integration, and improve cost competitiveness.
Key Strengths and Outlook
The company emphasizes its strengths as a vertically integrated manufacturer, with extensive product portfolio, robust distribution network, and strong presence in agricultural belts. Oswal Pumps is also actively tapping opportunities in the broader solar space, including government schemes and new ventures like rooftop solar projects under the PM Surya Ghar: Muft Bijli Yojana. Management remains focused on disciplined execution, cost optimization, and building a diversified business platform for sustainable growth.
Source: BSE
