Key takeaway: Pace Digitek Limited reported significant developments during the Q4 and full year FY2026 earnings conference call held on May 26, 2026. Management highlighted that FY2026 was a landmark year, marked by a successful IPO and a transition to an integrated infrastructure platform focusing on telecom and energy, particularly Battery Energy Storage Systems (BESS). The company operationalized a BESS manufacturing facility with a capacity of 2.5 GWh and plans to expand to 10 GWh by October 2026. The order book stood at Rs. 11,338 crores, with strong demand visibility in both energy and telecom sectors. Financially, Q4 FY26 revenue reached Rs. 1,097 crores, a 60.5% increase year-on-year, while full-year revenue was Rs. 2,641 crores, an 8.3% increase. Management noted a focus on increasing manufacturing-driven revenues and improving operational efficiencies. The company maintained revenue guidance for FY27 at Rs. 3,200 to Rs. 3,400 crores and for FY28 at Rs. 4,000 to Rs. 4,200 crores.

Key takeaway: Pace Digitek Limited reported a 13.5% year-on-year increase in revenue from operations for Q3 FY2026, reaching Rs. 644 crores, with a profit after tax (PAT) of Rs. 79 crores and a PAT margin of 12.2%. The management highlighted a strong order book in both the energy and telecom sectors, with the energy segment order book at Rs. 6,000 crores and a goal to reach Rs. 10,000 crores by March 2026. The company also achieved a significant milestone by delivering 400 MWh of Battery Energy Storage Systems (BESS) in the last quarter. Management discussed plans to expand manufacturing capacity from 5 GWh to 10 GWh by September 2026 and emphasized backward integration efforts to control costs. The CFO noted a decrease in finance costs due to lower borrowing levels and provided insights into the company's financial performance, including a gross profit margin of 26.3%. Overall, management expressed confidence in future growth driven by a robust order book and operational efficiencies.