1. Dasna BESS Giga Factory ramp-up - The Dasna Giga factory was commissioned on 30 May 2026, with Phase 1 launched by 15 June and Phase 2 due by 30 September 2026 to reach full 3 GWh operation. This takes BESS capacity from 500 MWh to 3 GWh inside a single quarter, directly enabling the ₹300 crore confirmed BESS order pipeline already on hand.
2. IPP revenue starts September 2026 - Revenue from the company’s own IPP projects under KUSUM and solar parks begins contributing from around September 2026. These projects carry signed PPAs with state entities and convert a development pipeline of 195+ MW into recurring, long-term cash flows.
3. ₹300 crore BESS order pipeline - As of the Q4 FY26 call, the confirmed cumulative BESS order pipeline stands at approximately ₹300 crore. At a reference selling price of ₹1-1.5 crore per MWh and guided margins around 15%, this pipeline alone can deliver meaningful revenue and margin accretion in FY27.
4. Channel financing and partner network doubling - The company plans to expand its channel partner base from \~40 to 75-80 by September 2026 and is building a channel financing system to reduce receivable days. Faster cash conversion and wider distribution directly support the scale-up of Invergy’s own manufactured products.
5. International expansion in FY27 - Management states the company is planning to go international in FY27, targeting the Middle East, Africa, and Southeast Asia, with an MoU to supply storage solutions to European states described as “around the corner”. Export orders would add a new demand layer beyond the domestic tender pipeline.