ACMESOLARNSEAcme Solar Holdings LimitedMediumPositive
Announced Mon, 19 May · 21:39 IST

Acme Solar Holdings Limited has informed the Exchange regarding a press release dated May 19, 2025, titled "ACME Solar reports strong performance for Q4 and FY25".

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedAnalyst Day Multiyear TargetsCfo Debt Reduction RoadmapInvestor Communications View source PDF

ACMESOLAR · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

ACME Solar reported a strong FY25 with total revenue of INR 1,575 Cr (up 32%), EBITDA of INR 1,406 Cr (up 43%), and Cash PAT of INR 559 Cr (up 117%). Q4 FY25 was especially robust with revenue up 69.5% YoY to INR 539 Cr and EBITDA surging 118% to INR 488 Cr. EBITDA margins expanded to 89.2% (FY25) and 90.5% (Q4), while PAT margin improved sharply from 7.4% to 15.9%. Operational capacity grew 101.9% to 2,705 MW after commissioning a 1,200 MW solar project in Jaisalmer, with 4,265 MW under construction. The company secured 1,890 MW of new PPAs and 2,050 MW of LOAs during the year, and refinanced INR 7,700 Cr of debt at ~75 bps lower cost. Credit rating was upgraded to CRISIL A+/Positive, and an interim dividend of INR 0.20/share was declared.

Likely market impact

Strong operational and financial outperformance, margin expansion, credit rating upgrade, and lower debt costs are positive signals for shareholders. The company's guidance toward 10 GW contracted capacity by 2030 signals continued growth runway, though the stock may already reflect much of the optimism given the strong print.