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Mar 31, 2023

NEXTracker Q4 2023 Earnings Report

Reported a strong quarter, marking its first as a public company, with significant revenue and earnings growth.

Key Takeaways

Nextracker reported strong Q4 and FY2023 results, with Q4 revenue of $518.4 million and a record backlog of $2.6 billion. The company's performance reflects its leadership position in solar markets, a global supply chain, and solid execution.

Q4 revenue reached $518.4 million.

GAAP net income for Q4 was $27.5 million.

Backlog grew to a record $2.6 billion, a 90% year-on-year increase.

The company is optimistic about future solar adoption trends.

Total Revenue
$518M
Previous year: $440M
+17.9%
EPS
$0.38
Previous year: $0.132
+187.7%
Total Backlog
$2.6B
Previous year: $1.37B
+90.0%
Gross Profit
$90.3M
Previous year: $39M
+131.9%
Cash and Equivalents
$130M
Free Cash Flow
$34.8M
Total Assets
$1.42B

NEXTracker

NEXTracker

Forward Guidance

Nextracker provided its Fiscal Year 2024 outlook, including revenue between $2.1 billion and $2.3 billion, GAAP net income between $175 million and $205 million, GAAP EPS between $1.20 and $1.40, Adjusted EBITDA between $265 million and $305 million, and Adjusted Non-GAAP EPS between $1.35 and $1.55.

Positive Outlook

  • Revenue: $2.1 billion to $2.3 billion
  • GAAP Net Income: $175 million to $205 million
  • GAAP EPS: $1.20 to $1.40
  • Adjusted EBITDA: $265 million to $305 million
  • Adjusted Non-GAAP EPS: $1.35 to $1.55