SAHAJSOLAR

Sahaj Solar financials

Market cap
₹206 Cr
Calls analysed
3
Latest concall · Q4 FY26 · call held 18 May 2026

Sahaj Solar Q4 FY26

Revenue ₹419 cr +27%EBITDA Margin 14% PAT ₹29.6 cr +8%PAT Margin 7%

What went well

  • FY26 Revenue increased 27% YoY to INR419 crores from INR329 crores.
  • H2 FY26 Revenue increased 33% YoY to INR308 crores.
  • FY26 PAT increased to INR29.6 crores from INR27.5 crores, a 7.6% YoY growth.

What to watch

  • PAT margin marginally impacted from 8% to 7% due to increased interest costs.
  • Debt-equity ratio increased to 1.27 due to a new IREDA loan taken in Q4 FY26.
Read the full call →

Guidance record · Q4 FY26

what the last two calls moved 13 tracked 1 delivered 6 missed 6 open
  • H2 FY26 Revenue delivered said Q2 FY26 Promised: Rs. 260 crores to Rs. 300 crore of turnover in H2 Q4 FY26: H2 FY26 revenue came in at INR 308 crores, exceeding the guided range of INR 260-300 crores.
  • Sales Growth missed said Q4 FY25 Promised: 35% plus Q4 FY26: FY26 revenue grew 27% YoY to INR 419 crores, missing the guided range of 35-40%.
  • BMC Business Revenue on track said Q2 FY26 Promised: Rs. 800 crores to Rs. 1,000 crores of revenue in the next three years Q4 FY26: Proof-of-concept for the NDDB project has been approved. Management anticipates orders to start coming in over the next 3 years, keeping the long-term target on track.

All 13 tracked — every revision, and every one management stopped mentioning.

Open the guidance ledger

Quarterly results

Q4 FY26: revenue up 120.0%, net profit up 108.3% against the same quarter last year.

₹ Cr · quarterly
Line itemQ2 FY24Q4 FY24Q2 FY25Q4 FY25Q2 FY26Q4 FY26
Revenue61 140 98 232 111 +82%308 +120%
EBITDA4 20 8 34 11 +175%41 +105%
Net profit2 12 5 23 5 +150%25 +108%
How to read this

₹ crore, as filed. The percentage beside a figure is the change against the same quarter a year earlier — never the quarter before, which would make every seasonal business look like it collapses and booms each year.

Performance −62.8% 1Y

₹100₹150₹200₹250Sept 25Oct 25Dec 25Jan 26Mar 26Apr 26Jun 26Jul 26Sept 26Q2 FY26 — 12 Nov 2025Q4 FY26 — 18 May 2026

1Y: ₹252.45 on 10 Sept 2025 → ₹93.95. High ₹253.35 (11 Sept 2025), low ₹92.25 (30 Mar 2026).

How the price took the results

close before → close after

Q4 FY26
−8.8%
18 May
Q2 FY26
−10.1%
12 Nov

The move from the last close before each results date to the first close after it — the market's first read on the quarter, not the quarter itself.

Balance sheet

Year endingFY21FY22FY23FY24FY25FY26
Equity capital₹5 Cr₹5 Cr₹8 Cr₹8 Cr₹22 Cr₹22 Cr
Reserves₹4 Cr₹5 Cr₹9 Cr₹25 Cr₹88 Cr₹116 Cr
Borrowings₹15 Cr₹17 Cr₹14 Cr₹57 Cr₹88 Cr₹176 Cr
Other liabilities₹10 Cr₹34 Cr₹61 Cr₹60 Cr₹125 Cr₹166 Cr
Total liabilities₹35 Cr₹61 Cr₹91 Cr₹149 Cr₹324 Cr₹479 Cr
Fixed assets₹10 Cr₹8 Cr₹8 Cr₹7 Cr₹6 Cr₹24 Cr
Capital work in progress₹0 Cr₹0 Cr₹0 Cr₹0 Cr₹11 Cr₹11 Cr
Investments₹0 Cr₹0 Cr₹0 Cr₹0 Cr₹1 Cr₹0 Cr
Other assets₹25 Cr₹53 Cr₹83 Cr₹142 Cr₹305 Cr₹445 Cr
Total assets₹35 Cr₹61 Cr₹91 Cr₹149 Cr₹324 Cr₹479 Cr
How to read this

As filed each year. A line the company does not report — deposits for a non-lender, for instance — is left out rather than shown as a row of dashes.

Who owns it

As disclosed at Mar 2026

Since Apr 2025, the public added +0.72 pp while DIIs trimmed −0.70 pp. The shareholder count grew 5% to 3,122.

Promoters
71.3%
FIIs
0.0%
DIIs
1.1%
Public
27.6%

Since Apr 2025

  • Public +0.72 pp
  • DIIs −0.70 pp
  • FIIs −0.02 pp

How it drifted, 5 quarters

Over this window the public went from 23.6% to 27.6% — +4.0 pp.

Sep '24Apr '25Mar '26

Ownership split by quarter, oldest first. Sep '24: Promoters 71.3%, FIIs 1.1%, DIIs 4.0%, Public 23.6%.Mar '25: Promoters 71.3%, FIIs 0.0%, DIIs 1.8%, Public 26.9%.Apr '25: Promoters 71.3%, FIIs 0.0%, DIIs 1.8%, Public 26.9%.Sep '25: Promoters 71.3%, FIIs 0.0%, DIIs 1.3%, Public 27.4%.Mar '26: Promoters 71.3%, FIIs 0.0%, DIIs 1.1%, Public 27.6%.

Who was buying across the market this quarter →

Who bought this quarter

since Sep 2025

Disclosed holders that added to a position or appeared on the register for the first time, biggest addition first.

The same filing shows 2 holders trimming and 1 off the list — both are in the register beside this.

Who is on the register

Named in the Mar 2026 filing

Every holder of Sahaj Solar above SEBI's 1% disclosure line, and what changed since Sep 2025.

A holder disappearing from this list has fallen below the 1% line — it is not necessarily a sale. Percentages are of total shares, as disclosed in the company's own filing. Who was buying across the market this quarter.

What the price assumes

Growth the price implies
-19.3% a year
for 7 years, fading to 4%
It has actually compounded at
Not enough history
The gap
between what it did and what it must do
Price today ₹93.95

Change the assumptions yourself →

All earnings calls (3)

Read the Q4 FY26 call →