Analysis: Sahaj Solar Ltd.

NSE:SAHAJSOLAR Capital Goods - Electric General Market cap: ₹222 cr

Growth thesis

Sahaj Solar designs, manufactures, and installs solar energy solutions including water pumps, grid-connected systems, and off-grid battery storage. Key segments include solar water pumping (INR107 crores order book), grid-tied EPC projects (INR251 crores order book), and international projects in Zambia (INR55 crores pipeline). Growth will accelerate from executing INR402 crores in orders during FY27, including the 4.8 MW Gujarat project, 10,000 bulk milk chiller solarization with NDDB, and Zambia’s 10 MW EPC project. Margins will stabilize at 12%+ as INR125 crores IREDA debt is repaid by Q3 FY27, improving operating cash flow. Over 2-3 years, international expansion and 100 MW manufacturing capacity utilization will drive 30%+ revenue growth, though government payment delays and supply chain risks remain key execution risks.

Why is Sahaj Solar Ltd. stock rising?

  • Target 30%+ revenue growth and 12%+ EBITDA margin over the next 3 years
  • Exclusive partnership with NDDB to solarize 10,000+ bulk milk chillers with hybrid solar battery systems over 3 years (potential revenue Rs. 800–1,000 crore)
  • New product launches: anti-soil coating & nano technology coating for panels, solar-plus-battery dedicated bulk milk chiller (launch Jan 2026), and modular cold storage for fisheries & fruits/vegetables
  • Global expansion: 10 MW EPC project in Zambia (groundbreaking Jan 2026, completion by FY27); exploring additional opportunities in Africa
  • Qualified for UPNEDA’s 500 MW rooftop RESCO tender in UP, targeting 50–100 MW execution over 1–1.5 years

Research report

Sahaj Solar Limited (SSL) is an Ahmedabad-based renewable energy company that has spent the last 14 years building an integrated solar power solutions business across three pillars: solar PV module manufacturing, solar-powered water pumping systems, and turnkey EPC services. The company was incorporated around 2011 and acquired in 2014 by Pramit Bharatkumar Brahmbhatt, a finance professional who had previously founded the Veracity Group. That acquisition set the direction for everything that fol...

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Catalysts

new product segment, geographic expansion, order book surge

Growth guidance

FY27 revenue growth guided at 30%+ driven by anti-soil coating and nano technology coating; 12%+ EBITDA margin maintained over next 3 years

Guidance downgraded
RS rating: 9 Stage: Stage 4

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