Premier Energies executive discussed input cost pressures, order book and expansion plans amid Q2 earnings outlook

Tue 29 Sep 2026

Cell capacity growth

three times

Commodity cost increase

10 to 50 percent

Order book

15,000 crores

Utility scale segment decline

25 percent

Heard on Live TV News Channel between 09:40:34 - 09:41:49 IST.

• Company said ALMM 2 rules mean about 75% of demand will be served by domestically made cells, tripling cell capacity.
• Executive said commodity costs (metals, polymers, freight) are up 10-50%, pressuring the whole industry.
• Company said margins were nearly stable last quarter and expected to remain broadly stable due to scale and integration, but smaller unintegrated players will see more pain.
• Order book stood at about 15,000 crore rupees as of last quarter with strong order intake continuing this quarter.
• Utility scale segment down about 25% versus last year but rooftop and custom segments absorbed and scaled up demand; expansion in transformers and batteries on track for Mission 2028.

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