ALFA Finder| Revenue growth | Revenue jumped 59% YoY in FY26 due to capacity additions. |
|---|---|
| Margins | EBITDA margins remain industry-leading at 90% plus due to operational efficiency. |
| Order book | Total portfolio at 8,071MW; under-construction capacity stands at 5.1GW. |
| Demand visibility | Strong, peak electricity demand hit record 256GW on April 25th. |
| Management confidence | Extremely high, focused on BESS arbitrage and merchant market opportunities. |
Growth
Revenue grew 59% YoY to ₹2,507cr in FY26, driven by higher capacity and 90%+ EBITDA margins.
Outlook
Targeting 10GWh BESS portfolio and 1.5GW generation capacity expansion by end of FY27.
Risks
Rising receivables from certain DISCOMs and significant capital commitments for BESS deployment remain key liquidity concerns.
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.