Industrials · Q1FY27 · Consolidated

Vikram Solar profit drops 82% as costs outpace revenue growth

Revenue grew 7.59% sequentially, but the operating margin halved to 8.06%; other income made up 50.04% of pre-tax profit.

By Ashutosh

Filed 06 Aug 2026, 21:04 IST · after market close · Vikram Solar Ltd (VIKRAMSOLR)

Key takeaways

  • Revenue rose 7.59% sequentially, but expenses grew 17.96%, cutting operating margin by 8.08 percentage points to 8.06%.
  • Consolidated net profit fell 82.09% sequentially to Rs 19.78 cr, while other income contributed 50.04% of profit before tax.
  • Vikram Solar's 8.06% operating margin was 6.14 percentage points below the 14.2% median for 67 reported Industrials peers.

Price around the results

Revenue growth did not translate into earnings

Vikram Solar's consolidated revenue increased 7.59% sequentially, but operating profit fell 46.27% and profit before tax dropped 81.86%. Net profit consequently declined 82.09% to Rs 19.78 cr, with EPS falling 81.97% to Rs 3.05. The results were filed after market close.

Costs drove the margin squeeze

Expenses grew 17.96% sequentially against 7.59% revenue growth, reducing operating margin by 8.08 percentage points to 8.06%. Interest expense fell 12.64%, but depreciation rose 12.08%, adding to the pressure below operating profit. Other income was 50.04% of pre-tax profit, so reported earnings had a substantial non-operating contribution.

Margin fell sharply from the previous quarter

Operating margin declined from 16.14% in Q4FY26 to 8.06% in Q1FY27, marking a sharp sequential reversal. The company's margin was 6.14 percentage points below the 14.2% median among 67 Industrials peers that had reported the quarter, placing it among the 10 companies closest to the bottom of that group.

The filing came after the market closed

The consolidated results were filed at 21:04 IST on 6 August 2026, after market close. There is therefore no same-session stock reaction to assess in this note.

Q1FY27 at a glance

Consolidated figures as filed with NSE — cross-checked against an independent source.

Line itemQ1FY27Q4FY26QoQ
Revenue₹1,563 cr₹1,453 cr+7.59%
Other income₹13 cr₹18 cr-30.66%
Expenses₹1,437 cr₹1,218 cr+17.96%
Operating profit₹126 cr₹235 cr-46.27%
Operating margin (%)8.06%16.14%
Interest₹49 cr₹57 cr-12.64%
Depreciation₹64 cr₹57 cr+12.08%
Profit before tax₹25 cr₹139 cr-81.86%
Tax₹5 cr₹29 cr-81.00%
Net profit₹20 cr₹110 cr-82.09%
EPS (₹)₹0.55₹3.05-81.97%

Operating margin of 8.06% compares with a Industrials sector median of 14.20% across 67 peers that have reported Q1FY27.

What to watch

  • Whether operating margin recovers from 8.06%.
  • Whether expense growth moderates from 17.96% sequentially.
  • Whether other income remains a material contributor after accounting for 50.04% of pre-tax profit.