WAAREEENER

What Waaree Energies promised, and what happened

Every commitment management made on a call, tracked from the quarter it was made — reaffirmed, revised, diluted or quietly dropped.

Guidance record · Q1 FY27

what the last two calls moved 20 tracked 1 delivered 5 missed 14 open
  • Green Hydrogen Electrolyzer Capacity went quiet said Q4 FY25 Promised: 300 megawatt plant by 2027 Q1 FY27: No update provided on the 1 GW electrolyzer capacity target for FY27.
  • 5.4 GW Cell Factory Utilization delayed said Q4 FY25 Promised: Fully on stream and manufacturing at rated capacity in 45-60 days Q1 FY27: Cell-to-module integration ratio at ~20%, guided to rise to ~65% in 2-3 quarters, confirming continued slow ramp-up.
  • FY26 EBITDA delivered said Q4 FY25 Promised: ₹5,500 crores to ₹6,000 crores Q4 FY26: FY26 Operating EBITDA achieved at ₹5,909 crores

The rest of the ledger

Above is what the last two calls moved. Pro opens all 20 tracked commitments for Waaree Energies — every quarter's revision, the source quote behind each one, and the topics management has stopped answering.

See what Pro opens