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Waaree Energies Limited (WAAREEENER) Fair Value & Analysis

Technology · IN · Market cap ₹842B

WE Waaree Energies Limited WAAREEENER · NSE
Price₹2,661
Fair Value₹3,613
Upside+35.8%
Quality46/100
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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 ₹2,709 – ₹5,870 Share as image

Fair value as of: Jul 12, 2026

From 16 valuation models · updated 26 days ago

Share price −6.3% over the past month.

Below-average quality, screening 36% undervalued on our models.

What matters now

  • Solid quality (46/100) at a price below fair value, the discount is the argument here, not the business quality.
  • A fairly wide model range (₹2,709 to ₹5,870) leaves room in how you read the outcome.
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Price vs Fair Value (21 months)

₹3,738 ₹2,091 Fair Value ₹3,613 Oct 2024 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 12, 2026.

How to read this chart

21‑month range ₹2,091 – ₹3,738 · fair‑value band ₹2,709 – ₹5,870 · the ₹2,661 price screens below the ₹3,613 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 12, 2026.

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Analysis

Waaree Energies Limited (WAAREEENER) currently trades at ₹2,661, while our model-based Fair Value estimate is ₹3,613, implying the stock looks roughly 35.8% undervalued today. We read business quality at 46/100 (below-average 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 Jul 12, 2026

Our scenario range runs from ₹2,709 (bear case) to ₹5,870 (bull case); at ₹2,661, the current price sits below 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 31% below its 52-week high and 11% 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 36%, 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 BearBaseBull 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 ₹1,935 ₹2,580 ₹3,226 63
P/S Multiple ₹1,645 ₹2,193 ₹2,742 58
P/B Multiple ₹1,129 ₹1,506 ₹1,882 55
EV/EBIT ₹2,514 ₹3,284 ₹4,053 53
EV/EBITDA ₹2,208 ₹2,876 ₹3,543 54
EV/Revenue ₹1,762 ₹2,429 ₹3,096 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 ₹4,073 ₹5,819 ₹7,564 68

Widest divergence: Growth Earnings (₹5,819) versus Dividend Discount (₹34.40). Highest evidence: Residual Income (76).

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 23.7
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 Jul 12, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 46/100

Of which business quality 53 · Market factors (momentum, volatility) 31

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 47
Calm price path (market factor)
Momentum 29
Price trend over the last 3–12 months (market factor)
52W Momentum 18
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)
+57.8%
Avg. growth/yr (5Y)
+68.7%
Avg. growth/yr (9Y)
+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 · 120 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 46 · Top 25%
Fair Value upside +36% · Top 25%
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% · Below median
Debt / equity 0.06× · Lower than median

Valuation Multiples vs Solar median · lower = cheaper

P/E (TTM) 22.4× · 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 81 · sector 22
FUTURE 100 · sector 0
PAST 100 · sector 0
HEALTH 97 · sector 85
DIVIDEND 3 · sector 11

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 Jul 12, 2026).

Stock Price Fair Value vs Fair Value
First Solar, Inc FSLR $221.03 $284.45 +29%
Nextpower Inc NXT $111.50 $69.61 -38%
Tongwei Co 600438 ¥11.12 ¥12.13 +9%
Jinko Solar Co 688223 ¥4.39 ¥4.75 +8%
Hengdian Group 002056 ¥21.64 ¥22.76 +5%
CSI Solar Co 688472 ¥10.11 ¥7.01 -31%
Enphase Energy, Inc ENPH $44.83 $22.20 -50%
Premier Energies Limited PREMIERENE ₹1,086 ₹912.32 -16%
Trina Solar Co 688599 ¥12.98 ¥7.97 -39%
JA Solar Technology Co 002459 ¥7.06 ¥3.32 -53%

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Frequently asked questions

Is Waaree Energies Limited (WAAREEENER) overvalued or undervalued?
As of Jul 12, 2026, our model estimates a fair value of ₹3,613 versus a price of ₹2,661, about +36% (undervalued).
What is the fair value of WAAREEENER?
Our model-based fair value for Waaree Energies Limited is ₹3,613 (as of Jul 12, 2026), built from audited fundamentals. The current price is ₹2,661.
What is the quality score of WAAREEENER?
Waaree Energies Limited has a Quality Score of 46/100. It combines two groups: business quality (profitability, growth, cash flow, balance-sheet strength) and market factors (price momentum, distance to the 52-week high, volatility). Both subtotals 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 Jul 12, 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 Jul 12, 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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