ALFA Finder| Management target | Revenue 35.0% 2030 |
|---|
| Revenue growth | 63.3% YoY |
|---|---|
| Margins | Consolidated EBITDA margin at 87.1%; BESS-specific margin at 82%. |
| Order book | 3,880 MW PPA signed; 1,200 MW LoA awarded. |
| Demand visibility | Strong via 25-year PPAs and 3,880 MW signed capacity. |
| Management confidence | High; citing highest ever quarterly CUF and EBITDA. |
Growth
Total Revenue reached INR 954 Cr (+63.3% YoY); PAT stood at INR 235 Cr (+79.9% YoY).
Outlook
Targeting 10 GW generation and 25 GWh BESS capacity by 2030; ~1.5 GW FDRE/Hybrid projects commissioning targeted for FY27.
Risks
Local fire incident at BESS facility; regulatory shifts in ALMM and ISTS waivers.
Last quarter's promises, checked
Delivered
- Guided 2.3 GW BESS commissioning → delivered 3.62 GWh (= BEAT)
- Guided 1.5 GW generation capacity addition for FY27 → on track (= BEAT)
- Guided shift to central offtakers for lower DSO → delivered 84% mix (= BEAT)
Partly delivered
- Guided 10 GWh battery portfolio → delivered 3.62 GWh (= PARTIAL)
Investor Presentation filed with NSE, 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.