Synopsis: Premier Energies rallied 11.5% despite US duties on Indian solar imports, as it has minimal US exposure (<1%) and focuses on the domestic market. With exports already down, domestic growth remains strong, supported by Make in India policies.
The shares of the Mid-Cap company specializing in providing innovative renewable energy solutions, including solar and wind power projects, are in focus as thye rally 11 percent from the day’s low despite the US imposing preliminary duties of 126% on solar imports.
With a market capitalization of Rs. 33,181.84 Crores on the Day’s Trade, the shares of Premier Energies Ltd jumped upto upto 11.5 percent, reaching a high of Rs. 744.00 compared to its day’s low of Rs. 667.05.
What Happened
Premier Energies Ltd, engaged in providing innovative renewable energy solutions, including solar and wind power projects are in the spotlight in today’s trade as it has rallied upto 11.5 percent despite the US imposing preliminary duties.
The Trump administration announced preliminary duties of 126% on solar imports from India, citing “unfairly subsidized manufacturing. Meanwhile, the US Commerce Department has imposed initial duties ranging from 81% to 143% on solar imports from Indonesia and Laos, citing foreign subsidies that allowed these exporters to undercut domestic producers.
While these measures aim to protect US manufacturers, they increase uncertainty for an industry already not favored by President Donald Trump and risk raising costs for both producers and consumers. These duties are separate from previously announced global tariffs that were recently struck down by the US Supreme Court, prompting Trump to introduce fresh 10% tariffs, potentially rising to 15%.
Reason for the stock to rebound
The company has minimal US export exposure (less than 1%), compared with Waaree Energies (~29%) and Vikram Solar (~16%), and Indian solar exporters had already anticipated the duty, adjusting their US market strategy.
Premier Energies focuses entirely on the domestic market and, as a result, remains unaffected by these US duties. This has contributed to the recovery of its stock, despite broader market concerns.
Premier Energies’ official in the recent meeting on CNBC said that they were always looking for new growth opportunities even in the global markets like Europe and the US. They also stated that Indian companies were expecting this duty and have been adjusting their exposure to the US market.
He stated that the domestic market growth is strong and offers significant opportunities. The share of exports from India to the US in 2025 dropped by over 50%, representing less than 10% of total Indian module production, indicating minimal overall industry impact.
Solar imports from India in 2024 reached $792.6 million, which was over 9 times the value in 2022. However, exports from India to the United States fell sharply in 2025, declining by 50%. This marks a significant reversal in the trade flow of solar products between the two countries.
The Indian government’s Make in India policies provide strong multi-layer protection, including duties and non-tariff barriers, reducing the risk of foreign imports. Premier Energies maintains a 10% share in module production and 15% in solar cell production, with plans to maintain 12–15% market share in the medium to long term.
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Financials & Others
The company’s revenue rose by 13.02 percent from Rs. 1,713 crores in December 2024 to Rs. 1,936 crores in December 2025. Meanwhile, Net profit rose from Rs. 255 crore to Rs. 392 crores in the same period.
The company demonstrates strong financial performance, highlighted by a robust Return on Capital Employed (ROCE) of 41.1% and an impressive Return on Equity (ROE) of 53.6%. Its conservative debt-to-equity ratio of 0.47 indicates prudent leverage, while a PEG ratio of 0.08 suggests attractive valuation relative to its growth prospects.
Over the past five years, the company has achieved an exceptional profit growth of 90.5% CAGR, reflecting its strong operational efficiency and market positioning. Additionally, it has maintained a solid three-year ROE of 42.9%, underlining consistent value creation for shareholders.
Premier Energies Ltd is a leading Indian integrated solar cell and module manufacturer. Backed by GEF Capital, it ranks as one of India’s largest solar players, specializing in high-efficiency PV cells and modules with significant capacity in Telangana. The company also provides EPC, O&M services, and is a major exporter.
The company produced 593 MW of cells and 956 MW of modules, operating well below its annual capacities of 3.2 GW for cells and 5.1 GW for modules, indicating significant room for scaling production.
The company’s order book totals 9,413 MW, with a balanced mix of products: 46% in modules, 54% in cells, and a minimal 0.1% in EPC contracts, reflecting a strong focus on core manufacturing segments.
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