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Solar Industries India Ltd.

SOLARINDSCommodities filings

We hold this company’s filings and have not read the financial statements out of them yet. Every filing on record is listed under filings, and each one opens.

Earnings calls

24 transcript(s)/analyst meet(s) served; 14 document(s) on file are not transcripts (cover letters, duplicates, unresolved) and are excluded. Speaker attribution is shown only where the segmenter attributes ≥ 95% of sentences to management or analysts (0 of 24 documents here); elsewhere sentences render unattributed.

KindDatePeriodServedAttribution rate
TRANSCRIPT202002182019-12-31yes
COVER_LETTER202205042022-03-31no
TRANSCRIPT202305082022-03-31yes
COVER_LETTER202207262022-06-30no
COVER_LETTER202211052022-09-30no
COVER_LETTER202301252022-12-31no
TRANSCRIPT202301282022-12-31yes
COVER_LETTER202305042023-03-31no
TRANSCRIPT202405202023-03-31yes
COVER_LETTER202308042023-06-30no
TRANSCRIPT202308082023-06-30yes
COVER_LETTER202311032023-09-30no
TRANSCRIPT202311062023-09-30yes
COVER_LETTER202402082023-12-31no
TRANSCRIPT202402102023-12-31yes
COVER_LETTER202405172024-03-31no
TRANSCRIPT202408082024-06-30yes
DUPLICATE202408082024-06-30no
TRANSCRIPT202411162024-09-30yes
DUPLICATE202411162024-09-30no
TRANSCRIPT202502112024-12-31yes
TRANSCRIPT202505242025-03-31yes
TRANSCRIPT202508112025-06-30yes
TRANSCRIPT202509052025-06-30yes
DUPLICATE202509052025-06-30no
TRANSCRIPT202511142025-09-30yes
DUPLICATE202511142025-09-30no
TRANSCRIPT202605182026-03-31yes
DUPLICATE202605182026-03-31no

SOLARINDS

files the standard Schedule III statements. Every figure below opens to the filing it was read from; where a figure is not shown, the reason is printed in its place.

Identity

Statement divisiongeneral
Scope servedconsolidated
Panels on this page4

Market

No split, bonus or consolidation is on record for this company inside the period this price series covers, so the closes need no adjustment.

Last close19,480.00
52-week range11772.0 – 22455.0
Return 1M-1.62%
Return 3M11.77%
Return 1Y38.92%
Return 3Y322.33%
Return 5Y869.42%
Market capitalisationnot shown — we could not confirm it
Shares outstandingnot shown — we could not confirm it
P/Enot shown — we could not confirm it
P/Bnot shown — we could not confirm it
EV/EBITDAnot shown — we could not confirm it

Latest quarter filed — period ending 2026-06-30

In INR crore except per-share figures. `period_id` is the period the filing names for the number; the date beside each cell is when it was filed.

Revenue from operations3,668.00
Other income9.00
Total income3,677.00
Cost of materials consumed1,787.00
Purchases of stock-in-trade105.00
Changes in inventories-34.00
Employee benefit expense256.00
Finance costs41.00

Ownership — 2026-06-30, and the change from 2026-03-31

HolderPer centChange
promoter and promoter group0.730.00
institutions foreign0.06-0.00
institutions domestic0.130.00
mutual funds0.120.00
public0.270.00

Documents on file

ClassMost recentOn file
COVER_LETTER2024-03-319
DUPLICATE2026-03-315
TRANSCRIPT2026-03-3115

Financial statements

Filed results, consolidated, in INR crore except per-share figures. Every figure opens to the filing it was read from. Quarterly and annual columns are the periods the filing itself names, never a document date.

Quarterly results, as filed

Line2022-03-312022-09-302022-12-312023-03-312023-06-302023-09-302023-12-312024-03-312024-06-302024-09-302024-12-312025-06-302025-09-302025-12-312026-03-312026-06-30
Revenue from operations1,317.001,567.001,812.001,929.001,682.001,347.001,429.001,611.001,695.001,716.001,973.002,154.002,082.002,548.003,053.003,668.00
Other income1.004.007.0011.008.008.0011.0018.0024.0030.0010.0029.0029.0025.0044.009.00
Total income1,318.001,571.001,819.001,940.001,690.001,355.001,440.001,628.001,719.001,746.001,983.002,184.002,111.002,573.003,097.003,677.00
Cost of materials consumed739.00754.001,071.00828.00783.00548.00634.00745.00814.00641.00885.00995.00908.001,116.001,435.001,787.00
Purchases of stock-in-trade99.00177.0085.00364.00127.0097.00130.0049.0097.00253.00130.00122.00122.00159.00164.00105.00
Changes in inventories-21.002.00-5.00-2.0052.008.00-13.0036.00-40.00-51.0013.00-23.00-43.00-34.00-78.00-34.00
Employee benefit expense89.0086.0092.0099.00100.00103.00111.00119.00131.00145.00151.00184.00195.00214.00253.00256.00
Finance costs15.0019.0025.0031.0025.0025.0028.0032.0027.0030.0031.0027.0031.0034.0041.0041.00
Depreciation and amortisation30.0030.0032.0035.0034.0034.0039.0037.0040.0044.0047.0056.0061.0063.0071.0080.00
Other expenses149.00248.00219.00281.00297.00255.00210.00309.00244.00283.00267.00341.00347.00385.00453.00540.00
Total expenses1,098.001,317.001,520.001,638.001,418.001,070.001,140.001,326.001,313.001,344.001,524.001,703.001,621.001,937.002,339.002,774.00
Profit before exceptional items and tax219.00254.00299.00302.00273.00285.00300.00303.00406.00402.00458.00481.00490.00636.00758.00903.00
Exceptional items0.000.000.000.000.000.000.000.000.000.000.000.00-1.000.000.000.00
Profit before tax219.00254.00299.00302.00273.00285.00300.00303.00406.00402.00458.00481.00490.00636.00758.00903.00
Current tax53.0075.0095.0074.0076.0077.0084.0069.00108.00105.00116.00121.00122.00164.00204.00234.00
Deferred tax-9.00-10.00-15.008.00-6.00-2.00-7.00-6.000.00-2.006.007.005.005.00-1.0012.00
Tax expense44.0065.0080.0081.0071.0076.0077.0063.00108.00103.00122.00128.00128.00169.00203.00245.00
Profit for the period175.00189.00219.00221.00202.00209.00222.00243.00301.00304.00338.00353.00362.00467.00556.00666.00
Profit attributable to owners168.00176.00205.00206.00197.00200.00203.000.00286.008.00315.00339.00345.00446.00548.00653.00
Profit attributable to non-controlling interests7.0012.0015.0014.004.009.0019.000.0014.00-15.0023.0014.0016.0020.008.0014.00
Other comprehensive income-18.00-21.00-7.00-20.00-100.00-39.00-55.0023.005.00-8.00-34.0059.0058.0061.00126.0025.00
Total comprehensive income157.00168.00212.00201.00102.00170.00167.00265.00305.00296.00303.00411.00420.00527.00682.00691.00
Earnings per share, basic18.5519.4922.6122.7821.8222.1222.4725.9831.6631.590.0037.4338.1249.3160.5272.11
Earnings per share, diluted18.5519.4922.6122.7821.8222.1222.4725.9831.6631.590.0037.4338.1249.3160.5272.11

Annual results, as filed

Line2018-03-312020-03-312021-03-312022-03-312023-03-312024-03-312026-03-31
Revenue from operations1,951.002,237.002,516.003,948.006,923.006,070.009,838.00
Other income12.0041.0021.0020.0032.0044.00128.00
Total income1,964.002,278.002,537.003,967.006,954.006,114.009,966.00
Cost of materials consumed1,061.001,104.001,185.002,066.003,820.002,710.004,503.00
Purchases of stock-in-trade40.00153.00199.00302.00560.00403.00569.00
Changes in inventories-37.00-42.00-38.00-40.00-37.0084.00-178.00
Employee benefit expense133.00207.00231.00290.00353.00433.00845.00
Finance costs33.0055.0045.0050.0090.00109.00134.00
Depreciation and amortisation51.0085.0094.00109.00128.00143.00251.00
Other expenses343.00381.00424.00583.00939.001,071.001,477.00
Total expenses1,624.001,943.002,140.003,360.005,852.004,953.007,601.00
Profit before exceptional items and tax340.00336.00397.00607.001,102.001,161.002,365.00
Exceptional items0.000.000.000.000.000.000.00
Profit before tax340.00336.00397.00607.001,102.001,161.002,365.00
Current tax88.0095.00126.00164.00314.00307.00607.00
Deferred tax18.00-38.00-17.00-12.00-24.00-21.0022.00
Tax expense106.0057.00109.00152.00290.00286.00629.00
Profit for the period234.00279.00288.00455.00811.00875.001,737.00
Profit attributable to owners221.00267.00276.00441.00757.000.001,678.00
Profit attributable to non-controlling interests13.0011.0012.0014.0054.000.0059.00
Other comprehensive income8.00-63.00-13.00-28.00-32.00-172.00301.00
Total comprehensive income242.00215.00276.00427.00780.00703.002,038.00
Earnings per share, basic25.815.5230.5448.7783.6892.38185.39
Earnings per share, diluted25.815.5230.5448.7783.6892.38185.39

Balance sheet, as filed

Line2022-09-302023-03-312023-09-302024-03-312024-09-302025-09-302026-03-31
Total assets4,544.005,036.005,154.005,737.006,678.009,017.0010,918.00
Non-current assets2,321.002,535.002,659.003,080.003,563.004,859.005,881.00
Current assets2,220.002,501.002,495.002,657.003,107.004,154.005,037.00
Property, plant and equipment1,480.001,614.001,692.001,919.002,136.002,952.003,716.00
Capital work-in-progress213.00279.00307.00487.00560.00790.00692.00
Goodwill11.0011.0011.0030.00113.00160.00171.00
Other intangible assets61.0077.0078.0042.0039.00110.0059.00
Inventories972.001,098.00955.00847.001,069.001,424.001,742.00
Trade receivables838.00825.00808.00845.001,218.001,395.001,858.00
Cash and cash equivalents128.00245.00225.00260.00257.00194.00469.00
Total equity and liabilities4,544.005,036.005,154.005,737.006,678.009,017.0010,918.00
Equity2,314.002,751.002,973.003,427.003,899.005,331.006,549.00
Equity share capital18.0018.0018.0018.0018.0018.0018.00
Other equity2,169.002,592.002,841.003,288.003,776.005,098.006,259.00
Total liabilities2,230.002,286.002,181.002,310.002,778.003,686.004,370.00
Non-current liabilities776.00653.00703.00809.00769.001,478.001,921.00
Current liabilities1,454.001,632.001,478.001,501.002,010.002,208.002,449.00
Borrowings, non-current610.00473.00512.00584.00498.00281.00820.00
Borrowings, current562.00697.00517.00521.00660.00846.00647.00
Trade payables589.00488.00547.00553.00425.00550.00632.00

Cash flow, as filed

Line2022-03-312022-09-302023-03-312023-09-302024-03-312024-09-302025-09-302026-03-31
Net cash from operating activities298.00137.00656.00674.001,406.00545.0096.00621.00
Net cash from investing activities-303.00-226.00-519.00-243.00-726.00-407.00-284.00-1,164.00
Net cash from financing activities-45.00182.00118.00-305.00-370.00-146.00-292.00209.00
Purchase of property, plant and equipment287.00207.00479.00205.00560.00437.00763.001,739.00
Net increase in cash-85.0043.00160.00-20.0015.00-19.00-397.00-121.00
con:CFO.BEFORE_TAX470.00249.00911.00825.001,706.00786.00372.001,193.00
con:INTEREST_RECEIVED.OPERATING0.000.000.000.000.000.000.000.00
con:INTEREST_PAID.OPERATING0.000.000.000.000.000.000.000.00
con:DIVIDENDS_RECEIVED.OPERATING-13.00-8.000.00-10.000.00-19.000.00-30.00
con:TAX_PAID.OPERATING160.00105.00254.00141.00300.00222.00276.00662.00
con:CF_OTHER.OPERATING0.000.000.000.000.000.000.00120.00
con:INVESTMENTS_PURCHASED0.000.000.000.000.000.000.000.00
con:INVESTMENTS_SOLD0.000.000.000.000.000.000.000.00
con:PPE_DISPOSALS7.007.000.006.0011.001.0034.0046.00
con:CF_INVESTING.SUBSIDIARIES_SOLD0.000.000.000.000.000.000.000.00
con:CF_INVESTING.SUBSIDIARIES_ACQUIRED0.000.000.000.000.00186.000.0037.00
con:CF_INVESTING.JV_SOLD0.000.000.000.000.000.000.000.00
con:CF_INVESTING.JV_ACQUIRED0.000.000.000.000.000.000.000.00

Who owns it

The shareholding pattern filed with the exchange every quarter, as a series. Percentages are of total shares. Each figure names the filing it was read from and the date it was filed.

Holder2023-03-312023-06-302023-09-302023-12-312024-03-312024-06-302024-09-302024-12-312025-03-312025-06-302025-09-302025-12-312026-03-312026-06-30
Promoter and promoter group73.1573.1573.1573.1573.1573.1573.1573.1573.1573.150.730.730.730.73
Domestic institutions14.3215.0215.2415.0614.5312.7412.6812.7914.1113.590.130.130.130.13
Mutual funds—————————12.220.120.120.120.12
Insurance companies0.020.030.020.290.330.350.680.730.790.930.010.000.000.00
Foreign institutions6.625.795.895.906.107.577.537.235.826.790.070.070.070.06
Government—————————0.000.000.000.000.00
Public26.8526.8526.8526.8526.8526.8526.8526.8526.8526.850.270.270.270.27
Non-institutional5.916.045.725.896.236.556.646.836.926.480.070.070.070.07
Shares outstanding9049005590490055904900559049005590490055904900559049005590490055904900559049005590490055904900559049005590490055

Related parties

Transactions with related parties as disclosed to the exchange for the period ending 2024-09-30, by counterparty, largest first. Amounts are as filed. Each row names the filing and the date it was filed.

CounterpartyRelationshipTypeAmount in the periodTransactions
Solar Overseas Mauritius LimitedWholly owned subsidiaryAny other transaction, Interest received, Loan2,852,500,000.003
Economic Explosives LimitedWholly owned subsidiaryAny other transaction, Interest received, Loan, Purc2,725,900,000.008
Solar Mining Services (Pty) Ltd, AustraliaOverseas subsidiary /Step down subAny other transaction, Purchase of goods or services610,600,000.003
Solar Mining Services (Pty) Ltd, South AfricaOverseas subsidiary /Step down subAny other transaction, Sale of goods or services587,800,000.002
Solar Explochem LimitedWholly owned subsidiaryInterest received, Loan, Purchase of goods or servic429,500,000.003
Solar Nigachem LimitedOverseas subsidiary /Step down subAny other transaction, Sale of goods or services394,900,000.004
Emultek Private LimitedWholly owned subsidiaryAny other transaction, Interest received, Loan, Purc343,500,000.007
Solar Explochem Zambia LimitedOverseas subsidiary /Step down subAny other transaction, Sale of goods or services333,900,000.002
Solar Patlayici Maddeler San.A.S.Overseas subsidiary /Step down subAny other transaction, Sale of goods or services233,400,000.003
Solar Nitro Chemicals Limited, TanzaniaOverseas subsidiary /Step down subSale of goods or services211,300,000.001
Directors and Key Managerial PersonnelDirectors and Key Managerial PersoAny other transaction119,900,000.001
Solar Nitro Ghana LimitedOverseas subsidiary /Step down subAny other transaction, Sale of goods or services87,700,000.003
PT. Solar Mining Services, IndonesiaOverseas subsidiary /Step down subAny other transaction, Sale of goods or services52,400,000.002
Rajasthan Explosives Chemicals LimitedStep down SubsidiaryAny other transaction18,000,000.001
Rajasthan Explosives Chemicals LimitedStep down SubsidiaryPurchase of goods or services, Sale of goods or serv12,200,000.002

What management said

Every earnings call we hold for this company, read in full. Prepared remarks are separated from the question-and-answer session and every paragraph names who said it and on which page. These are management’s own words, not filed figures.

DateQuarterWho spoke
2026-05-18Q4FY26Read the call
2025-11-14Q2FY26Read the call
2025-09-05Q1FY26Read the call
2025-08-11Q1FY26Read the call
2025-05-24Q4FY25SOLAR INDUSTRIES INDIA LIMITEDRead the call
2025-02-11Q3FY25INDIA LIMITED, INDUSTRIES INDIA LIMITED, LIMITEDRead the call
2024-11-16Q2FY25EQUITIESRead the call
2024-08-08Q1FY25AND SECURITIESRead the call
2024-05-20FYFY23Read the call
2024-02-10Q3FY24LIMITEDRead the call
2023-11-06Q2FY24INDIA LIMITED, LIMITED, SOLAR INDUSTRIES INDIA LIMITEDRead the call
2023-08-08Q1FY24LIMITEDRead the call
2023-05-08FYFY22LIMITEDRead the call
2023-01-28Q3FY23Garvit Goyal:, INDUSTRIES, Noel Vaz:, SOLAR INDUSTRIESRead the call
2020-02-18Q3FY20Read the call

Some earlier announcements under this heading are covering letters only — no transcript was attached.

What they said about it, quarter by quarter

TopicQ2FY25Q2FY26Q3FY20Q3FY23Q3FY24Q3FY25Q4FY25Q4FY26
CapexSo as per your experience, what do you think about the government CapEx picking up?Depreciation stands at INR61 crores versus INR44 crores due to increased capex.Now this year, we are saying that we are going to do a capex of 250 Crores.Yes, I just wanted to know what exactly are the capacity expansion plans over FY23 and using a medium term if you can give me some color on that in te…So any sense on the type of market, whether it is explosive or more defense related, the market size, the capex you'll be investing?What was the cash flow from operations in nine months and CAPEX so far in nine month?Further to our capex of around INR1,200 crores in this financial year, a massive plan to do a capex of INR2,500 crores in the coming year will unlock …To support these growth plans, the company has invested INR2,700 crores over the last 2 years, and entering into FY '27 with a planned annual capex of…
Capital allocation————So that will capture all those investments for India, International market and defense, and maybe some acquisition opportunities which keep coming.—Reflecting our financial strength and commitment to shareholders, the company has proposed a dividend of INR10 per share for FY '25, up from INR8.5 pe…The company has proposed a dividend of INR11 per share for FY '26-'27, up from INR10 per share in the previous year, reflecting confidence in its fina…
CostsTherefore, I think the profits are more coordinated to the mix and the maybe the raw material situation at a particular point of time as well.Raw material consumption for the quarter stands at INR988 crores versus INR843 crores and for half year, it stands at INR2,082 crores versus INR1,713 …Second is, there is some commodity price fall, which is more than 8% in a lot of other raw materials apart from ammonium nitrate, and third is like, w…Coming to our cost breakup raw material, the percent of raw material consumption is 63.55% versus 58.92%.The percentage of raw material consumption is 52.59% versus 63.55%.—Raw material consumption for the quarter stands at INR1,165 crores against INR829 crores.Solar Industries India Limited May 15, 2026 Raw materials.
Debt and cashSir, the question is on working capital side.And second question is, sir, in the first half, our operating cash flow is actually relatively on a lower side compared to the historical average that…Similarly, for the stress in the working capital cycle of the overseas business, especially in the scenario, when our business is not growing?Sir, my first question pertains to the interest cost, net debt levels could you highlight what’s the net debt level for third quarter, at the end of t…I just wanted to know if you can share the net debt number as of December?—Sir my next question was with regards to our NWC or net working capital intensity.Last year, if you see the financial year '25, '26, working capital is sucked away almost about INR1,600 crores.
DemandSir, my first question is in the line of -- in the order book, is it possible to give us a split between defence and nondefense?Company's portfolio expansions and ability to deliver quality products has gained strong demand from India and international defense markets.So typically, as we have mentioned that because of this water logging and this well sinking activities, which is a typical part of infra, we will stil…So, I just have one question which is specifically related to the order book which was given.The domestic explosives order book of Coal India and Singareni stands at INR2,589 crores.And as of now, the total order book of defense is Rs.This is reflected in the substantial increase in our order book to over INR15,000 crores, including a landmark order of INR6,084 crores for Pinaka roc…The robust sales pipeline, coupled with strong execution capabilities position us well to sustain this momentum, and we should cross defense revenue o…
GuidanceAnd it is even heartening to see the guidance which you have given.We delivered good results with quarter 3 marking the beginning of our new growth phase in defense and the current -- and with the current order book, …Okay, and how much it would be, maybe if you can just guide on the 9-month last year?Despite these challenges, our quarterly and nine-month revenue number gives us confidence to revise our annual growth guidance from 50% to over 65% fo…And in exact quantum, how much revenue can we pencil in for FY '24 and '25, if you can give that guidance?So, any revision on that guidance that you would like to present?So we give guidance based on the business as a whole.In FY '26, we have delivered 30% revenue growth and surpassed our annual EBITDA guidance.
MarginAnd it's evident that what is the volume sold and trying to relate to the profits made or profitability in terms of the margin is easy or very directl…We are pleased to announce that we have achieved our highest ever quarterly EBITDA of INR582 crores and profit after tax of INR361 crores in quarter 2…Sir, first question is on the margin difference, if you can just give that, definitely accessories have higher margin, as you mentioned, in the produc…EBITDA is at 357 crores up by 93%, PAT is at 219 crores up by 109% year-on-year, demonstrating the strength of our business.The EBITDA margin stands at 25.69%, and 23.38% for the quarter and 9 months, respectively.But initially the EBITDA margin and the PAT margins, which we have said that in this year, we should do better than the last year.Coming to the EBITDA, we reported a quarter EBITDA at INR546 crores against INR371 crores.We achieved our EBITDA margins at around 28.5% for this quarter and 27.95% for the whole year.
PeopleCapacity utilization for a business, which we are in, it's very difficult to speak on the capacity because every -- the different products of differen…So as far as hiring of people are concerned, it is very difficult to say that whether we have hired right people or wrong people.———And once it grows, so definitely we will get some kind of better utilization of our facilities.It is very difficult to give any sense of capacity utilization number.But as we have become a global player, the capacity utilization level has gone up.
Pricing——So the ammonium nitrate pricing has gone down by 8%.Also, just one more thing, I just wanted to try and understand generally how your pricing mechanism works, generally speaking, when there is a increas…Therefore, overall business conditions are far more conducive in terms of asserting a bit of a pricing power than before.——So that will take care of only the price increase.
Revenue growth—We are pleased to report that our defense revenue crossed INR500 crores in this Solar Industries India Limited November 11, 2025 quarter and INR900 cr…Sir, secondly, like considering 9 months degrowth of around 6% in revenues.Sir what shall be the overall PAT margins by the financial year 23 and by going forward what will be the revenue growth and PAT margins stated my fina…Like we have mentioned that we have achieved a volume growth of around 27% in this quarter.Sir first is, your defense growth has been phenomenal for this quarter and we earlier had guided for a revenue topline of close to around 20,000 contr…Now Solar is entering in FY '26 on a strong footing, driven by growth of 15% to 20% from explosive sector and a robust target to surpass INR3,000 cror…We have also achieved the highest-ever quarterly EBITDA and PAT at INR870 crores and INR556 crores, registering a growth of 59% and 61% year-on-year a…

What they said they would do

Sentences in which management set an expectation. Each names the speaker and the page of the transcript it came from.

DateQuarterWhoWhat they said
2025-05-24Q4FY25SOLAR INDUSTRIES INDIA LIMITEDMay 21, 2025 believe that in this year, we should be able to cross INR3,000 crores revenues.