• Order book growth: The total order book reached ₹61,500 crore with approximately ₹16,000 crore in new quarterly orders, while retail arm revenue grew over 100% year-on-year to ₹2,200 crore.
• EBITDA and capex: Management maintained its full-year EBITDA guidance of ₹7,000 to ₹7,700 crore and is executing a ₹30,000 crore capex plan over 24 to 30 months, with one-third completing this year.
• Domestic manufacturing capacity: Solar cell capacity is expanding from 5.4 GW to 15.4 GW via a new 10 GW facility, supported by upcoming integrated energy storage capacities and a planned 10 GW ingot and wafer plant next year.
• International market expansion: US manufacturing capacity is slated to expand to 4.2 GW following phased additions, while the company is also securing turnkey EPC and supply orders across New Zealand, Europe, and the Middle East.