:** Achieved its **highest-ever capacity energization of 630+ MW DC** across its **IPP and EPC/CPP businesses** during the June–August quarter. The milestone highlights strong project execution and continued expansion of its renewable energy portfolio.
**Stock Commentary:** **Positive;** record capacity energization demonstrates strong execution capability and supports future revenue growth. Higher operational capacity and continued project additions can improve long-term earnings visibility.
**Impact:** **Positive**
!PREMIERENE: Plans to expand its capacity to 55 GW from the current 10 GW while maintaining its existing EBITDA and margin guidance. The aggressive capacity expansion reflects the company’s long-term growth strategy and increasing focus on scaling manufacturing capabilities.
Stock Commentary: Positive; the planned capacity expansion significantly strengthens the long-term growth opportunity. Maintaining EBITDA and margin guidance despite the scale-up also indicates management confidence in profitability and operating efficiency.
Impact: Positive