BSECompany Update1d ago · 13 Aug 2026, 09:21 pm
Fujiyama Power Systems Limited has informed the Exchange about Investor Presentation.
Fujiyama Power Systems Ltd · 544613
✦ AI Summary▲ PositiveResults
Fujiyama Power Systems Ltd has informed the Exchange about Investor Presentation. The company has seen a positive start to the year with higher business scale, expansion of the distribution network, and progress in manufacturing initiatives. Revenue from Operations increased by 125.3% YoY to Rs. 13,457 million, and EBITDA grew by 140.6% YoY to Rs. 2,548 million.
Analysis Scores
Earnings Impact8/10
Growth Catalyst6/10
Governance Concern1/10
Regulatory Risk1/10
Balance Sheet Risk1/10
Liquidity Impact8/10
Market Sentiment9/10
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Full Announcement
Fujiyama Power Systems Ltd - 544613 - Announcement under Regulation 30 (LODR)-Investor Presentation
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SUTLSOLAR
August 13, 2026
The Manager The Manager
Listing Department Listing Department
National Stock Exchange of India Limited BSE Limited
Exchange Plaza, C-1, Block G Phiroze Jeejeebhoy Towers
Bandra Kurla Complex Dalal Street, Fort
Bandra (E), Mumbai 400 051 Mumbai 400 001
Maharashtra, India Maharashtra, India
Scrip Symbol : UTLSOLAR Scrip Code: 544613
Subject: Analysts/ Investors Presentation
Dear Madam/ Sir,
Pursuant to Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and
Disclosure Requirements) Regulations, 2015 (“Listing Regulations”), we hereby enclose a copy of the
presentation proposed to be made at the Analysts’/ Investors’ meet scheduled to be held on August 14,
2026, for the information of the Stock Exchanges.
The above information shall also be made available on the website of the Company at:
https://www.utlsolarfujryama.com/.
Kindly take the information on record.
Thanking you,
Yours Sincerely,
For Fujiyama Power Systems Limited
(Formerly Fujiyama Power Systems Private Limited)
MAYURI pin So”
GUPTA Sonaarsos30"
Mayuri Gupta
Company Secretary and Compliance Officer
M. No.: A75210
Encl: As above
FUJIYAMA POWER S YSTEMS LIMITED
(Formerly Fujiyama Pow er Systems Private Limited)
53.A/6, Near NDPL Grid Office, Near Metro Station, Industrial Area,
Sat Guru Ram Singh Marg, Delhi - 110015, India
CIN - L31909DL2017PLC326513, GST No - O7AADCF2634F1ZY
www.utlsolarfujiyama.com : +91 9968309514, 9968309517, E-mail: investor@utlsolarfujiyama.com
FU. YAMA
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(NSE: UTLSOLAR; BSE: 544613)
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GUTL SOLAR
Powering India with an Integrated Energy Future
FUJIYAMG
Customers Benefit From Uninterrupted Electricity Supply and Attractive Return On Investment SOL fit
Residential Rooftop Solutions (B2C)
DIKldb aele s | States and UTs |
Inverters/ PCU Lithium-ion / Tubular MonoPERC / TopCon ey” | Sur. |
getMN ) E-Rickshaw Charg8e rs = a<.o-e sey PWM Solar
#=.. =: Charge Controller
Off Grid Te a Hi
Marine/Engine i be Solar Management
Start Chargers , Unit Shoppes End Customers
1.4 Million+
Power Supply Solutions In last 5 FY
Hybrid Charge Controller Unit Dealers B2C Revenue
On Grid a | Power Backup Solutions
Alfa Online UPS 3 Phase online UPS
Service Engineer
Feedback from Service Feedback from Service
60 + 5
Engineers to R&D Team Engineers to R&D Team 900+
R&D Engineers Patents Granted (+4 Applied) «
< Real Time Feedback
Gives In-Person Sales Support
Industry First
to Dealers/ Shoppes
rMPPT Technology, Combo UPS, Online Solar PCU
Strategic Backward Integration to Address DCR-driven Demand SUTL SOLAR
FUJIYAMA
SOL FIT
Expanding into DCR-Compliant Solar Cell Manufacturing to Capture Growing On-grid Rooftop Solar Demand Under PM Surya Ghar Yogna
PM Surya Ghar continues to scale residential solar adoption, With over
5 million installations still untapped, this represents close to 15 GW of
incremental opportunity
Execution Progress
Rs. 29,000 Cr+ 5 Milcnlnei on + ~15 GW f * Commissioned 1 GW solar cell facility yrteo «acapp ture domestic, subsid y
driven on grid rooftop solar market
Subsidy Released Direct Household Capacity
to End Customers Covered installed ' © Announced 1.2 GW solar cell capacity, improving product
competitiveness
re nn nn nn ne en nn nn nn ne nn nn nn nn nn nn en nn nn nnn ne en nn nn nn nnn nnn nn nn en enn nn nnn nny
* Transitioning from import dependence to in-house manufacturing
Two main conditions for subsidy under PMSGY 7 | to ensure supply reliability and cost control
** DCR-compliant solar panel | © Strengthens end-to-end integration across the solar value chain,
eo On-grid or hybrid solar inverter | improving cost control, margins and execution capabilities
SONI ceeeecee 4 : * Positions the company to accelerate growth in the fast-expanding
on-grid residential segment
Source: PIB , https://omsuryaghar.gov.in/#/state-ut-wise-progress/ 3
<= UTL SOLAR
Management Commentary
FUJIYAMG
Commenting on the performance Mr. Pawan Kumar Garg, Chairman and Joint Managing Director, said: SOL fit
“The first quarter of FY2027 marked a positive start to the year for Fujiyama, with higher business scale, continued expansion of the distribution
network and progress across the Company’s manufacturing initiatives. The demand environment for residential rooftop solar and power backup
solutions remains favourable, supported by increasing solar adoption, policy initiatives and growing awareness across Tier 2 and Tier 3 markets. In
this environment, the Company remained focused on expanding its reach, increasing manufacturing capacity and building greater integration across
the solar value chain.
Revenue from Operations increased by 125.3% YoY to Rs. 13,457 million. EBITDA grew by 140.6% YoY to Rs. 2,548 million, while EBITDA margin
improved to 18.9% compared with 17.7% in Q1 FY2026. The improvement in profitability was supported by the higher scale of operations and
increasing contribution from the Company’s backward integrated manufacturing platform. The performance during the quarter also reflects the
growing reach of Fujiyama’s product portfolio and its ability to serve rising demand across its key markets.
The distribution network recorded one of its largest quarterly expansions during Q1 FY27. The Company added more than 80 distributors, over 1,000
dealers and more than 30 exclusive Shoppes. This took the total channel partner base to over 10,100 as of June 30, 2026. The wider network gives
Fujiyama greater access to customers across different markets and supports faster product availability, installation and after sales service. This
remains particularly important in the residential rooftop solar segment, where proximity to customers and dependable service are important factors
Q1FY27 Revenue from
in purchase decisions.
Operations
On the manufacturing front, the Company commissioned its 2,000 MW solar panel manufacturing facility at Ratlam during Q1 FY27. This was
LoVe Se I followed by the commissioning of the 2,000 MW power electronics manufacturing facility in August 2026. With these additions, the Company’s total
solar panel and power electronics manufacturing capacities have increased to 3,568 MW and 4,180 MW, respectively.
Q1FY27 EBITDA Furthermore, the 2,000 MW lithium-ion battery manufacturing capacity at Ratlam is also on track for commissioning by Q2 FY27. Once completed,
the Ratlam complex will bring solar panels, power electronics and batteries under one manufacturing location, further strengthening integration
Rs. 2,548 Mn 140.6% YoY
across the Company’s product portfolio and supporting its growing scale of operations.
Lee eee I
The Company also took another step towards increasing backward integration during the quarter by approving the acquisition of an additional 31%
ir EE EEE EE ES i stake each in Zayo Energy Private Limited and Zayo Cables Private Limited, taking Fujiyama’s shareholding in both companies from 19% to 50%. Zayo
I 10,100+ 1 Energy is engaged in manufacturing solar module components like aluminum frame, PV Ribbon wire, busbar and solder wires, while Zayo Cables is
I Channel Partners | engaged in manufacturing solar module components like PV junction box, solar cables and EVA sheet. These businesses are closely linked to
L Fujiyama’s existing product portfolio. The investments are intended to increase backward integration, strengthen the value chain and provide
LL greater control over components used across the Company’s solar power solutions business.
7 nas i Looking ahead, the opportunity in residential rooftop solar remains favourable, supported by government initiatives, rising consumer awareness and
I Upcoming | increasing adoption. The Company’s focus will remain on ramping up the newly commissioned capacities, expanding market reach and improving
1.2 GW Solar Cell Plant ree across operations. We remain committed to providing dependable, high quality solar solutions and creating long term value for all
Le ee e
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