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Earnings Call

ACME Solar Holdings Earnings Call: Key Takeaways

Acme Solar (544283) is pivoting aggressively toward Battery Energy Storage Systems (BESS) and merchant sales to exploit peak power pricing, as renewable installation demand hits record highs.

Highlights
Revenue growthRevenue jumped 59% YoY in FY26 due to capacity additions.
MarginsEBITDA margins remain industry-leading at 90% plus due to operational efficiency.
Order bookTotal portfolio at 8,071MW; under-construction capacity stands at 5.1GW.
Demand visibilityStrong, peak electricity demand hit record 256GW on April 25th.
Management confidenceExtremely 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.

Source

Earnings Call filed with BSE, NSE: ACMESOLAR. Summary written with AI assistance from the document.

Read the document ↗

ACME Solar Holdings Ltd: key numbers

Share price
₹442.90
Market cap
₹31,307 Cr
Revenue (annual)
₹2,023 Cr
Net profit (annual)
₹498.9 Cr
P/E (TTM)
51.9×Sector 25.1×
Promoter holding
71.40%-11.89% QoQ
FII holding
4.39%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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