| Revenue growth | 59.2% YoY growth in FY26. |
|---|---|
| Margins | EBITDA margin improved to 90.3% in FY26. |
| Order book | 8,071 MW total portfolio; 1,401 MW added in FY26. |
| Demand visibility | 25-year fixed-tariff PPAs with government entities. |
Growth
FY26 Revenue reached ₹2,507 Cr (+59.2% YoY); PAT surged to ₹498 Cr (+98.5% YoY).
Outlook
Targeting 10GW generation and 20GWh BESS capacity by 2030; committed ₹12,475 Cr capex in FY26.
Risks
Transmission delays in brownfield projects and lower grid availability due to planned shutdowns in Rajasthan.
Earnings Call filed with BSE, NSE: ACMESOLAR. Summary written with AI assistance from the document.
ACME Solar Holdings Ltd: key numbers
- Share price
- ₹419.85
- Market cap
- ₹29,678 Cr
- Revenue (annual)
- ₹2,023 Cr
- Net profit (annual)
- ₹498.9 Cr
- P/E (TTM)
- 39.2×Sector 21.7×
- Promoter holding
- 71.40%+0.00% QoQ
- FII holding
- 6.44%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from ACME Solar Holdings Ltd
All →ACME Solar Holdings Business Update
ACME Solar commissioned 88.02 MW of BESS in Rajasthan on October 30, 2026. COD is November 1, 2026, taking cumulative capacity to 159.66 MW.
- BESS discharge capacity commissioned
- 88.02 MW
ACME Solar Holdings Bags ₹5,000 Cr Order from NTPC Limited
Acme Solar's subsidiary signed a PPA with NTPC for a 400 MW FDRE project worth Rs.5,000 Crore. Supply starts 30 June 2028 for 25 years.
- Value
- ₹5,000 Cr
- From
- NTPC Limited
- Execution
- SCSD 30.06.2028; 25-year project tenure from SCSD
- contracted FDRE capacity
- 400.0 MW
ACME Solar Holdings Earnings Call Transcript: Key Takeaways
Management is pivotting to high-margin battery storage (BESS) and peak power to mask grid connectivity delays impacting solar commissioning.
ACME Solar Holdings Bags New Order from NTPC Limited
ACME Solar's subsidiary signed a PPA with NTPC for a 400 MW FDRE project. Supply is scheduled to start by June 2028, with a 25-year tenure.
- From
- NTPC Limited
- Execution
- Scheduled Commencement of Supply Date 30.06.2028; project tenure 25 years from SCSD
- FDRE power project contracted capacity
- 400.0 MW
ACME Solar Holdings Other Announcement
ACME Solar filed the CARE Ratings monitoring agency report on its Rs.2,800 crore QIP for the quarter ended 30 September 2026. The report shows no deviation from the offer objects.
ACME Solar Holdings Investor Presentation: Key Takeaways
Q2 FY27 revenue ₹1,007 Cr (+67.5% YoY), EBITDA ₹874 Cr, PAT ₹269 Cr (+133.5%). BESS commissioning and RE capacity drove growth; FY27 BESS target raised.