Sterling & Wilson Strong Order Inflows Drive Renewable Energy Growth

Sterling and Wilson Renewable Energy (SWREL) reported strong order inflows and improved financial performance. New orders reached INR 3,775 crore YTD. Revenue for Q2 FY26 rose 70% YoY to INR 1,749 crore, driven by higher execution. Operational EBITDA was INR 62 crore, up nearly threefold. An arbitration ruling led to a one-time write-off of INR 637 crore.

Order Inflow and Revenue Growth

Sterling and Wilson Renewable Energy Limited (SWREL) has demonstrated significant growth in order inflows, securing projects worth INR 3,775 crore year-to-date. The company’s unexecuted order value currently stands at INR 9,287 crore, providing a solid foundation for future revenue generation.

Q2 FY26 Financial Performance

The company reported a 70% year-over-year increase in revenue for Q2 FY26, reaching INR 1,749 crore. This growth was primarily driven by enhanced execution in both domestic and international markets. Operational EBITDA for the quarter was INR 62 crore, a substantial improvement compared to INR 23 crore in Q2 FY25. The gross profit margin reached 8.9%, with a gross profit of INR 156 crore.

Impact of Arbitration Ruling

The company’s reported EBITDA was impacted by an exceptional write-off of approximately INR 637 crore, stemming from an adverse arbitration ruling and related provisions. This resulted in a reported PAT loss of INR 478 crore for Q2 FY26.

Future Outlook

SWREL has secured projects worth nearly INR 3,000 crore since Q1, contributing to a robust total order inflow for the fiscal year. The company’s order pipeline remains strong, with opportunities arising in India, Africa, and Europe. Management anticipates continued growth, citing strategic market positioning and a strong execution focus.

Source: BSE

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