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.
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Management is pivotting to high-margin battery storage (BESS) and peak power to mask grid connectivity delays impacting solar commissioning.
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.
Acme Solar delivered record Q1 FY27 results, driven by battery energy storage (BESS) commissioning and higher CUF. Management is aggressively pivoting to hybrid and storage-linked projects to capture higher evening peak tariffs.
ACME Solar reported strong Q1 FY27 results with Revenue up 63.3% and PAT up 79.9% YoY, driven by record capacity utilization and BESS commissioning.
ACME Solar reported strong Q4 FY26 results with a focus on BESS expansion and transition to central offtakers. Commissioned 2.3GW BESS capacity to date with high operational efficiency.