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Mar 31, 2024

NEXTracker Q4 2024 Earnings Report

Achieved record revenue and profits.

Key Takeaways

Nextracker reported strong Q4 and FY24 financial results, achieving record revenue and profits. The company reached a record backlog of over $4 billion and surpassed 100 gigawatts of global shipments since its inception.

Revenue reached $737 million, up 42% year-over-year.

GAAP net income was $223 million, with diluted EPS of $1.51.

Adjusted EBITDA was $160 million, up 120% year-over-year (excluding IRA 45X tax credit benefits).

Reached a record backlog of over $4 billion.

Total Revenue
$737M
Previous year: $518M
+42.1%
EPS
$0.96
Previous year: $0.38
+152.6%
Total Backlog
$4B
Previous year: $2.6B
+53.8%
Gross Profit
$340M
Previous year: $90.3M
+277.0%
Cash and Equivalents
$474M
Previous year: $130M
+264.6%
Free Cash Flow
$109M
Previous year: $34.8M
+214.1%
Total Assets
$2.52B
Previous year: $1.42B
+77.4%

NEXTracker

NEXTracker

Forward Guidance

Nextracker provided FY2025 annual guidance, including revenue between $2.8 billion and $2.9 billion, GAAP net income between $369 million and $399 million, and GAAP diluted EPS between $2.41 and $2.61.

Positive Outlook

  • Revenue: $2.8 billion to $2.9 billion
  • GAAP net income: $369 million to $399 million
  • GAAP diluted EPS: $2.41 to $2.61
  • Adjusted EBITDA: $600 million to $650 million (excludes approximately $95 million for stock-based compensation expense and net intangible amortization)
  • Adjusted diluted EPS: $2.89 to $3.09 (excludes approximately $0.48 for stock-based compensation expense and net intangible amortization)