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Waaree Energies Limited (WAAREEENER) Fair Value & Analysis

Technology · IN · Market cap ₹842B

WE Waaree Energies Limited WAAREEENER · NSE
Price₹2,687
Fair Value₹2,709
Upside+0.8%
Quality52/100
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Expensive Growth
Solidly profitable · 14.0% net margin
Low debt · negative free cash flow
0.14% dividend yield
Ranks above peers (9/13)
Wide moat 72/100
Evidence: High Range ₹2,032 – ₹5,870 Share as image

Fair value as of: Aug 13, 2026

From 16 valuation models · updated yesterday

Fair value updated Aug 13, 2026, revised from ₹3,613 to ₹2,709 (−25.0%) since Jul 12, 2026. Share price −4.7% over the past month.

A solid business, currently priced close to our fair value.

What matters now

  • The model range is unusually wide (₹2,032 to ₹5,870). The outcome hinges heavily on assumptions, so read the point estimate with caution.
  • The price sits close to our fair value, market and models broadly agree here, little valuation tension.
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Price vs Fair Value (21 months)

₹3,738 ₹2,091 Fair Value ₹2,709 Oct 2024 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 13, 2026.

How to read this chart

21‑month range ₹2,091 – ₹3,738 · fair‑value band ₹2,032 – ₹5,870 · the ₹2,687 price screens below the ₹2,709 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 13, 2026.

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Analysis

Waaree Energies Limited (WAAREEENER) currently trades at ₹2,687, while our model-based Fair Value estimate is ₹2,709, implying the stock looks roughly 0.8% fairly valued today. The Quality Score stands at 52/100 (solid quality), in the Technology sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high), always confirm before acting.

Over the trailing twelve months, Waaree Energies Limited generated revenue of ₹265B at a net margin of 14.0%. Revenue grew 111.8% year over year. It earns a return on equity of 31.6%. The balance sheet holds a net cash position of ₹30.4B. Fundamentals as of Aug 13, 2026

Our scenario range runs from ₹2,032 (bear case) to ₹5,870 (bull case); at ₹2,687, the current price sits within that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 30% below its 52-week high and 12% above its 52-week low, currently below its 200-day average. For context, the median of 10 Technology peers we cover trades at -16% fair-value upside, at 1%, WAAREEENER screens cheaper than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Model Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
Residual Income ₹1,028 ₹1,562 ₹16,201 76
ROIC Compounder ₹1,891 ₹2,802 ₹4,052 72
Gordon GGM ₹19.24 ₹42.00 ₹70.67 70
All 16 models by family
Earnings-Based
Graham-Dodd ₹877.34 ₹6,118 ₹8,586 54
Lynch FV ₹3,161 ₹4,516 ₹5,870 50
PEG = 1.0 ₹3,161 ₹4,516 ₹5,870 46
EPV ₹1,510 ₹1,740 ₹1,944 59
Dividend Discount
Gordon GGM ₹19.24 ₹42.00 ₹70.67 70
DDM Multi-Stage ₹19.24 ₹34.40 ₹43.77 61
Multiples
P/E Multiple ₹2,032 ₹2,709 ₹3,387 63
P/S Multiple ₹1,384 ₹1,845 ₹2,306 58
P/B Multiple ₹1,645 ₹2,193 ₹2,742 55
EV/EBIT ₹2,386 ₹3,113 ₹3,839 53
EV/EBITDA ₹2,208 ₹2,876 ₹3,543 54
EV/Revenue ₹1,368 ₹1,866 ₹2,364 43
Asset-Based
NCAV (Graham) ₹250.95 ₹336.28 ₹501.90 50
Economic Profit
Residual Income ₹1,028 ₹1,562 ₹16,201 76
ROIC Compounder ₹1,891 ₹2,802 ₹4,052 72
Growth Earnings
Growth-Adj P/E ₹4,135 ₹5,907 ₹7,679 68

Widest divergence: Growth Earnings (₹5,907) versus Dividend Discount (₹34.40). Highest evidence: Residual Income (76).

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Key figures & financial health

Revenue (TTM) ₹265B
Revenue growth (YoY) +112%
Net margin 14.0%
Return on equity 31.6%
Free cash flow −₹29.1B FY2026
P/E ratio 20.9
More key figures
Operating margin 15.1%
EPS (TTM) ₹128.84
Dividend yield 0.1%
EPS growth (YoY) +71.2%
Net cash ₹30.4B FY2026

Figures from reported company fundamentals · as of Aug 13, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 52/100

Of which business quality 53 · Market factors (momentum, volatility) 32

Profitability 66
Margins and returns on capital today
Quality Growth 83
Are margins and returns improving?
Cashflow 9
Earnings quality: real cash, not paper profit
Fin. Strength 87
Balance sheet, leverage, solvency risk
Investment 3
Disciplined investing over empire-building
Low Volatility 48
Calm price path (market factor)
Momentum 28
Price trend over the last 3–12 months (market factor)
52W Momentum 22
Distance to the 52-week high (market factor)
Net Issuance 57
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

About the company

Waaree Energies Limited manufactures and exports solar photovoltaic modules for residential, commercial, industrial, and institutional projects. It operates through three segments: Solar Photovoltaic Module Manufacturing, EPC and O&M Solutions, and the Independent Power Producer.

Full company description

Waaree Energies Limited manufactures and exports solar photovoltaic modules for residential, commercial, industrial, and institutional projects. It operates through three segments: Solar Photovoltaic Module Manufacturing, EPC and O&M Solutions, and the Independent Power Producer. The company offers HJT, TOPCon, mono PERC, polycrystalline, flexible, and special modules; off-grid and on-grid inverters; and solar products, such as solar streetlights, water heaters, and water pumps. It also provides engineering, procurement, and construction solutions; and operation and maintenance services; and operates as an independent power producer, which generates renewable energy. The company was founded in 1989 and is based in Mumbai, India.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2022 – FY2026 · reported fiscal years

Waaree Energies Limited reported revenue of ₹265B in FY2026 versus ₹28.4B in FY2022, a compound +74.8%/yr. Reported net income was ₹37.1B in FY2026, compounding +164.7%/yr from FY2022.

Growth Quality 62/100
The company is growing, but growth may require heavy reinvestment or weak cash conversion.
Latest Revenue (FY 2026)
₹265B
Latest YoY
+83.7%
Avg. growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+57.8%
Avg. growth/yr (5Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+68.7%
Avg. growth/yr (9Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+43.7%
Revenue +74.8%/yr
FY22 ₹28.4B
FY23 ₹67.5B
FY24 ₹114B
FY25 ₹144B
FY26 ₹265B
Net income +164.7%/yr
FY22 ₹756M
FY23 ₹4.8B
FY24 ₹12.4B
FY25 ₹18.7B
FY26 ₹37.1B

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Cite: Fair Value Calculator (2026). "Waaree Energies Limited Fair Value". https://www.fairvalue-calculator.com/stock/WAAREEENER

Peer Group

Solar · 116 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 52 · Top 25%
Fair Value upside +1% · Above median
Return on equity (TTM) 32% · Top 25%
Return on assets 12% · Top 25%
Net margin (TTM) 14% · Top 25%
Operating margin (TTM) 15% · Top 25%
Revenue growth 112% · Top 25%
Dividend yield (TTM) 0.1% · Bottom 25%
Debt / equity 0.06× · Lower than median

Valuation Multiples vs Solar median · lower = cheaper

P/E (TTM) 20.9× · Cheaper than median
P/B 5.83× · Pricier than 75% of peers
P/S (TTM) 3.17× · Pricier than 75% of peers
EV/EBITDA 13.2× · Pricier than median

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUE 34 · sector 21
FUTURE 100 · sector 0
PAST 100 · sector 0
HEALTH 97 · sector 85
DIVIDEND 3 · sector 13

Insider activity: 40/100

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Solar stocks, each showing price versus our Fair Value estimate (as of Aug 13, 2026).

Stock Price Fair Value vs Fair Value
First Solar, Inc FSLR $240.91 $392.12 +63%
Nextpower Inc NXT $103.67 $69.61 -33%
Tongwei Co 600438 ¥12.89 ¥12.13 -6%
Jinko Solar Co 688223 ¥4.52 ¥6.47 +43%
Enphase Energy, Inc ENPH $40.77 $24.15 -41%
CSI Solar Co 688472 ¥10.28 ¥6.76 -34%
Hengdian Group 002056 ¥22.35 ¥31.86 +43%
Premier Energies Limited PREMIERENE ₹1,086 ₹912.32 -16%
Trina Solar Co 688599 ¥13.64 ¥7.97 -42%
JA Solar Technology Co 002459 ¥7.94 ¥3.32 -58%

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Frequently asked questions

Is Waaree Energies Limited (WAAREEENER) overvalued or undervalued?
As of Aug 13, 2026, our model estimates a fair value of ₹2,709 versus a price of ₹2,687, about +1% (fairly valued).
What is the fair value of WAAREEENER?
Our model-based fair value for Waaree Energies Limited is ₹2,709 (as of Aug 13, 2026), built from audited fundamentals. The current price is ₹2,687.
What is the quality score of WAAREEENER?
Waaree Energies Limited has a Quality Score of 52/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of Waaree Energies Limited (WAAREEENER)?
Waaree Energies Limited reported trailing-twelve-month revenue of about ₹265B (latest available figure, as of Aug 13, 2026).
What is the net profit margin of WAAREEENER?
The net profit margin of Waaree Energies Limited is about 14.0%, meaning it keeps roughly 14.0% of revenue as net income. Based on the latest reported figures.
Does Waaree Energies Limited pay a dividend?
Waaree Energies Limited currently shows a dividend yield of about 0.13% relative to its recent price (as of Aug 13, 2026).

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.

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