Acme Solar Holdings Limited has informed the Exchange about Transcript of earnings call
ACMESOLAR · price
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ACME Solar reported FY26 revenue of INR 2,507 crore (up 59% YoY) with EBITDA margin over 90% and PAT of INR 498 crore (19.9% margin). The company has 2,990 MW operational capacity and 5.1 GW under construction, taking total portfolio to 8,071 MW. It commissioned 2.3 GW battery storage delivering INR 2.2 crore per day net realization with 88-90% round trip efficiency. CFO transition occurred from Rajat Kumar Singh to Arun Chopra. The company targets 1.5 GW generation capacity and 10 GW hour battery commissioning in FY27, with 8.5 GW hour on merchant basis. Committed total capex of INR 12,475 crore and secured INR 15,000 crore financing.
Strong execution with 90%+ EBITDA margins and growing battery revenue stream. New CFO inherits robust order book and refinancing success with 150 bps rate reduction. Battery merchant operations at 75-80% EBITDA margins provide near-term revenue visibility.