Premier Energies’ Q1 FY26 Revenues Grow By Over 12% QoQ

taiyangnews 21小时前

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Premier Energies Limited（PEL）公布了2026财年第一季度（截至2025年6月30日）的强劲财务业绩，营收达到187亿卢比，环比增长12.3%，同比增长9.9%。公司管理层称之为营收和利润上的“最佳表现”。然而，尽管实现了整体增长，但由于中国电池片和硅片价格下跌导致的库存减记，公司EBITDA利润率环比有所下降。在此期间，PEL的太阳能电池生产线产能利用率为94%，组件生产线为77%。公司还新增了1.2 GW的TOPCon太阳能电池制造线和1.4 GW的组件生产线，并计划到2026年6月将电池和组件产能分别提升至8.4 GW和11.1 GW，目标在2028财年末建成完整的“逆变器到组件”制造生态系统，包括12 GWh的电池储能系统和3 GW的逆变器产能。

☀️ Premier Energies 在2026财年第一季度实现强劲增长，营收达187亿卢比，环比增长12.3%，同比增长9.9%，创下公司历史最佳业绩。EBITDA同比增长61%至59.7亿卢比，税后利润为30.7亿卢比，显示出公司在市场中的强劲盈利能力和增长势头。

📉 尽管整体业绩向好，但由于中国市场电池片和硅片价格下跌，PEL在本季度进行了库存减记，导致EBITDA利润率环比有所下滑。这一因素放大了公司大量库存的影响，是利润率下降的主要原因。

🚀 公司在产能扩张方面取得显著进展，已于报告期内在海得拉巴投产了1.2 GW的TOPCon太阳能电池制造线，该生产线效率超过25%，并同步上线了1.4 GW的组件生产线。这些新产能的加入为公司未来的发展奠定了坚实基础。

📈 PEL制定了雄心勃勃的产能扩张计划，目标到2026年6月将电池和组件生产能力分别提升至8.4 GW和11.1 GW。更长远来看，公司致力于在2028财年末构建从逆变器到组件的完整制造生态系统，包括12 GWh的电池储能系统和3 GW的逆变器产能，旨在成为行业内的综合性解决方案提供商。

🚧 公司与台湾 Sino-American Silicon Products 合资在安得拉邦 Naidupeta 建设的2 GW硅片制造厂预计将于2026年6月完工。此外，此前计划在美国建设的1.2 GW太阳能电池制造厂目前已暂停，其未来进展将取决于美国政策和关税的明确性。

Indian solar cell and module manufacturer Premier Energies Limited (PEL) reported strong financial results for Q1 FY2026 (period ending June 30, 2025), with a 12.3% quarter-on-quarter (QoQ) and 9.9% year-on-year (YoY) growth in revenues of INR 18.7 billion ($225.8 million).

The management called it the company’s ‘best-ever’ performance in terms of revenue and profit. Its EBITDA of INR 5.97 billion ($68.7 million) rose 61% YoY, with the profit after tax totaling INR 3.07 billion ($35 million). However, PEL’s EBITDA margin dropped QoQ mainly due to inventory writedowns resulting from the fall in cell and wafer prices in China, with the company’s significant inventory position amplifying the impact.

Overall, the company registered growth despite planned annual maintenance on its cell lines during the reporting quarter.

PEL operated its solar module production lines at 77% capacity utilization, while cell lines ran at 94%. During the quarter, the company commissioned a 1.2 GW TOPCon solar cell manufacturing line at Fab City, in Hyderabad, Telangana, touting a cell efficiency of over 25%, and also brought a 1.4 GW module line online.

By June 2026, PEL targets to expand its cell and module production capacity to 8.4 GW and 11.1 GW, respectively. The company believes it is on track – both in terms of timelines and budget – to build an inverter-to-module manufacturing ecosystem, 12 GWh of battery energy storage systems (BESS), and 3 GW of inverter capacity by the end of FY28.

PEL had also been planning a 1.2 GW solar cell manufacturing plant in the US, but put it on hold with the change of guard in the country. The plan remains on the back burner for the time being, ‘pending greater clarity’ on the US policy and tariffs (see North America Solar PV News Snippets: EDPR Commissions 400 MW Solar Projects For Microsoft & More).

Providing an update of its solar manufacturing projects, PEL said that it targets a completion timeline of June 2026 for the 2 GW wafer manufacturing plant in Naidupeta, Andhra Pradesh, which it is developing under a joint venture agreement with Taiwan-based Sino-American Silicon Products.

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