Pace Digitek Ltd

🔋 Pace Digitek’s Growth Surge: Rs.11,338 Cr Order Book, 10 GWH BESS Expansion & Revenue Targets

- Total executable order book: Rs.11,338 crores (Energy: Rs.8,854 crores, Telecom/ICT: Rs.2,484 crores)

- Operational BESS capacity: 2.5 GWh (178 containers delivered); scaling to 5 GWh by July 2026 and 10 GWh by October 2026

- Utility-scale BESS execution: 480 MWh in FY26

- FY27 revenue guidance: Rs.3,200-3,400 crores; FY28: Rs.4,000-4,200 crores

- BOO projects (2.72 GWh): Expected Rs.1,000 crores revenue in FY27 with 12-13% IRR

- Q4 FY26 revenue: Rs.1,097 crores (+60.5% YoY); FY26 revenue: Rs.2,641 crores (+8.3% YoY)

- Energy contributes 45% of revenue vs. 78.1% of order book

- PAT growth: Rs.307 crores (+10.1% YoY); margins at 11.4%

- BESS realization: $82-$84/kWh (cell cost: $48-$50/kWh, 60% of total)

- NEC XON Africa target: 300-500 MWh orders in FY27

- In-house container fab to boost efficiencies by 4-5%

- Debt-to-equity: 0.43x (net: 0.09x)