Acme Solar Holdings Limited has informed the Exchange about Presentation
ACMESOLAR · price
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Acme Solar Holdings shared its FY2025 investor presentation along with audited Q4 and FY25 results. FY25 consolidated revenue grew 7.4% YoY to INR 1,575 Cr (32.3% on a like-to-like basis after adjusting for 369 MW of monetized assets), EBITDA rose 13.7% to INR 1,406 Cr with a healthy 89.2% margin, and PAT stood at INR 251 Cr. Q4 FY25 was particularly strong with revenue up 69.5% YoY to INR 539 Cr and PAT up 118.3% to INR 122 Cr. Operationally, the company commissioned 1,200 MW of solar projects during the year, grew its total portfolio to 6,970 MW, signed 1,890 MW of PPAs, and improved CUF to 25.6% with power generation up 55.2% to 4,013 MUs. The company also refinanced INR 7,700 Cr of debt at ~75 bps lower cost, upgraded its credit rating to CRISIL A+/Positive, and declared an interim dividend of INR 0.20/share.
Strong Q4 and full-year performance driven by significant capacity addition (101.9% operational capacity growth) and margin expansion signals improving operational leverage. The combination of credit rating upgrade, debt refinancing at lower rates, and balance sheet strengthening (net debt-to-net worth at 1.7x) is positive for shareholders. Management's 10 GW target by 2030 with a 40% CAGR and guided run-rate EBITDA of INR 1,750-1,800 Cr provides a clear growth runway, though the stock's reaction will depend on execution of the 4,265 MW under-construction pipeline.