FTC Solar's Q3 2026 disclosure described a master supply agreement with AGR Renewables with an initial target of 500 MW through 2028, of which 30 MW is contracted.
Framework agreements are where project databases go wrong. A target volume, a contracted volume and a delivered volume are three different quantities, and only one of them belongs in an order book.
This profile is written as a template for handling that distinction.
Project scope
Three-volume table
Target, contracted and delivered are separate rows with their own sources. The 500 MW figure is labelled initial target; the 30 MW figure is labelled contracted.
Why this project is a useful reference
Scope beyond hardware
The agreement covers trackers plus design, engineering, site assessment and software. Recording scope prevents later comparisons with hardware-only orders.
Handling 'scope to expand'
Language about flexibility or expansion is retained as a quotation of an intent, not converted into a quantity or a probability.
Data box
| Field | Value as reported |
|---|---|
| Initial target | 500 MW through 2028 |
| Contracted | 30 MW |
| Counterparty | AGR Renewables |
| Scope | Trackers, design, engineering, site assessment, software |
| Disclosure | FTC Solar Q3 2026, 4 November 2026 |
All figures above are quoted with the unit and reference period used by the primary source. They are reproduced here for reference, not independently re-measured.
What is not confirmed: verification note
The 500 MW target must never be described as a signed order. 'Scope to expand' is an intent statement and is labelled as such.
What to watch next
Conversion of target capacity into individual call-off orders.
Primary sources
- FTC Solar Q3 2026 results / Form 8-K, 2026-11-04
- AGR Renewables master supply agreement disclosure
Researched and written by the solarrack.wiki editorial desk. Every figure in this article carries a source and a verification note; where a claim could not be confirmed against a primary document, it is labelled as such. Corrections: [email protected]
