Inox Wind Ltd (INOXWIND) Q3FY26 Concall Summary - Dec-2025 Qtr
Performance Overview
- The company reported another quarter of growth, despite on-ground challenges related to site readiness at some customer locations, which impacted the offtake of wind turbines.
- Inox Wind has shifted its future guidance methodology from megawatt (MW) execution numbers to financial figures (revenue and EBITDA margins), citing better control and predictability over financial outcomes amidst varying project scopes.
- The company continues to maintain a strong and diversified order book of 3.2 gigawatts, providing significant execution visibility for the next 18 to 24 months.
- Management highlighted that strong margins were sustained due to strategic initiatives, including successful backward integration into crane and transformer manufacturing.
- The company is recalibrating its guidance for FY26 and FY27, upgrading its full-year FY26 EBITDA margin forecast to 20-22% and projecting a 75% revenue growth for FY27 over FY26.
Financial Metrics
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Operating Performance / Business Segments
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Key Discussions & Insights
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Outlook and Guidance
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Challenges / Concerns
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Industry / Competitive Landscape
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Overall Summary
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