| Revenue growth | Revenue up 63% YoY to INR 954 Cr. |
|---|---|
| Margins | Renewable margins 88-89%; BESS margins approx 82%. |
| Order book | Total portfolio at 8,070 MW; BESS portfolio at 20 GWh. |
| Demand visibility | Strong peak power demand; evening peaks driving storage requirements. |
| Management confidence | Extremely bullish on early BESS deployment and merchant power spreads. |
Growth
Revenue surged 63% YoY to INR 954 Cr; BESS operations contributed INR 226 Cr with 82% margins.
Outlook
Guided 1.5 GW renewable capacity addition for FY27 and BESS capacity exceeding 10 GWh.
Risks
Heavy reliance on short-term merchant BESS contracts; potential curtailment in Rajasthan if GNA timelines lag.
Last quarter's promises, checked
Delivered
- Guided 2.3 GW BESS commissioning → delivered 2.3 GW (= BEAT)
- Targeted 2,990 MW operational capacity → delivered 2,990 MW (= BEAT)
- Guided EBITDA margin 88-90% → delivered 90% (= BEAT)
Partly delivered
- Guided 10 GWh total BESS target → delivered 2.3 GWh (In Progress) (= PARTIAL)
- Guided 1.5 GW FY27 RE addition → delivered 0 GW in Q1 (On Track) (= PARTIAL)
Earnings Call Transcript filed with NSE, NSE: ACMESOLAR. Summary written with AI assistance from 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.
More from ACME Solar Holdings Ltd
All →ACME Solar Holdings Acquisition
ACME Solar Holdings has approved a Scheme of Amalgamation to merge its wholly-owned subsidiaries into the parent company. This restructuring aims to optimize the legal entity structure.
ACME Solar Holdings Merger & Restructuring Worth ₹0.01 Cr
ACME Solar Holdings Limited incorporated four wholly-owned subsidiaries: ACME Greentech Twenty Five, Twenty Six, Twenty Seven, and Twenty Eight Private Limited. The investment is ₹0.01 Crore.
- Value
- ₹0.01 Cr
ACME Solar Holdings Merger & Restructuring Worth ₹0.04 Cr
ACME Solar Holdings Ltd incorporated four wholly owned subsidiaries in the renewable energy sector. The total investment for these incorporations is ₹0.04 Crore.
- Value
- ₹0.04 Cr
ACME Solar Holdings Production Started
ACME Solar Holdings commissioned Phase-I of its solar power project in Rajasthan. The 66.68 MW capacity reached commercial operation on September 14, 2026.
- solar power capacity
- 66.68 MW
ACME Solar Holdings Merger & Restructuring Worth ₹0.03 Cr
ACME Solar Holdings is incorporating a wholly-owned subsidiary, ACME Renewables FZCO, in the UAE with an initial capital investment of AED 10,000.
- Value
- ₹0.03 Cr
ACME Solar Holdings Annual General Meeting
Acme Solar Holdings Limited has issued a notice for its Annual General Meeting scheduled for September 29, 2026. Shareholders will vote on financial statements, director reappointment, and business items.