ACMESOLARNSEAcme Solar Holdings LimitedMediumNeutral
Announced Fri, 8 May · 01:27 IST

Acme Solar Holdings Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedAnalyst Day Multiyear TargetsInvestor 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 14 horizons · vs prior close
-1.4%1-day move
₹299.20
prior close
₹307.00
base price
After-mkt
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AI summary

Acme Solar Holdings reported strong FY26 results with total revenue of ₹2,507 Cr (up 59.2% YoY) and EBITDA of ₹2,265 Cr (up 61.2% YoY), with EBITDA margin improving to 90.3% from 89.2% a year ago. PAT more than doubled to ₹498 Cr (up 98.5% YoY) with a margin of 19.9%. The company commissioned ~2.32 GWh of BESS capacity—one of India's largest—generating ~₹2.2 Cr/day in net realization, and fully commissioned a 100 MW wind project. Total operational capacity stands at 2,990 MW, with 5,081 MW under construction and cumulative PPA-signed capacity of 3,280 MW. Net debt stands at ₹12,830 Cr with a net debt-to-EBITDA ratio of 4.4x and a weighted average cost of debt for operational projects at 8.4%. The company targets 10 GW generation capacity and 20 GWh BESS capacity by 2030.

Likely market impact

Strong growth across all metrics with margin expansion signals operational efficiency gains. The BESS early monetization strategy and high share of central offtakers (84% of total portfolio) provide revenue visibility. The doubling of PAT and improvement in EBITDA margin are positives for shareholders.