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Posted by
Two Blokes May 22, 2025 -
Filed in
Stock
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4 views
Regulatory risks from possible changes to the Inflation Reduction Act (IRA) and increased tariffs on solar panels create investor pessimism around Nextracker and the broader solar industry. Nextracker reported robust Q4 FY2025 results, achieving record revenues ($924M), significant EBITDA growth, and a backlog exceeding $4.5B, supported by strategic acquisitions and differentiated technology. Despite risks, Nextracker's asset-light model, domestic production capabilities, and global partner network position the company to manage tariff-related impacts better than many peers.
