Mukul Agrawal’s portfolio solar stock: Solarium Green Energy Limited received three new purchase orders worth Rs 18,61,50,392

Solarium Green Energy Ltd (SGEL) has recevied three new domestic Purchase Orders (POs) totalling approximately Rs 18.61 crore (exclusive of GST) for the supply of high-efficiency 715Wp N-Type Bifacial Solar PV Modules. Two POs, dated September 16, 2025, were received from Suntek Energy Systems Private Limited (Truzon Solar), valuing around Rs 12.18 crore and Rs 31.53 lakh for 14,388 modules of N-Type i-TOPCon Bifacial Dual Glass Monocrystalline Modules. The third PO, dated October 15, 2025, came from Solluz Energy Private Limited, valued at approximately ₹6.11 Crore for 7,128 modules destined for a site in Banswara, Rajasthan.

These significant orders, reflecting SGEL's steady business growth, are scheduled for delivery to the project sites between the 4th week of October 2025 and the 2nd week of December 2025. Key commercial terms include standard payment schedules (like 10 per cent advance) and strict quality requirements, such as supplying modules with positive tolerance that comply with BIS/IEC standards, and a warranty for not less than 80 per cent output at 25 years. The agreements also outline delivery milestones and penalty clauses (LD at 1 per cent per week) for delays.

About the Company

Solarium Green Energy Ltd (SGEL), established in 2018, operates as a comprehensive solar energy provider, delivering turnkey solutions that encompass the entire lifecycle of solar power plants, from design and procurement to Construction, commissioning, and ongoing operation and maintenance (O&M). Catering to a diverse clientele spanning residential, commercial, industrial, and governmental sectors, SGEL also distributes essential solar components such as PV modules, inverters, and meters, all while adhering to stringent quality and safety standards as evidenced by their BIS and ISO certifications (9001, 14001, 45001). Beyond installation, SGEL manages critical logistical and financial aspects and offers O&M services like panel cleaning, repairs, and system inspections for both public and private entities.

Guru Investor, Mukul Agrawal, took a fresh entry and bought 6,00,000 shares or a 2.88 per cent stake in the company as of September 2025, shareholding pattern. The company has a market cap of over Rs 670 crore. The shares of the company have a PE of 45x, an ROE of 23 per cent and an ROCE of 20 per cent. The stock is up by 62 per cent from its 52-week low of Rs 202 per share.

Disclaimer: The article is for informational purposes only and not investment advice.