ACME Solar Q1 FY27 transcript: revenue up 63%, BESS capacity scales to 3.62 GWh

Order Pipeline DisclosedAnalyst Day Multiyear TargetsInvestor Communications View source PDF Explain this filing

ACMESOLAR · price

Loading chart…

▲ 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

-1.7%1-day move

₹382.15

prior close

₹384.80

base price

After-mkt

timing

5m10m15m30m1D2D3D4D5D7D15D1M2M3M

-1.3-1.2-1.2-0.2-1.7-3.7-4.5-3.4-2.4-2.6————

Up moveDown movePending

AI summary

ACME Solar Q1 FY27 earnings call transcript filed. Revenue grew 63% YoY to INR954 cr; EBITDA up 56% to INR831 cr at about 87% margin; PAT up 80% to INR235 cr. BESS commissioned capacity reached 3.62 GWh, about 40% of India's total. Locked in INR1,400 cr of BESS short-term revenue for FY27. BESS commissioning guidance upgraded to over 10 GWh by FY27 (from CY27). Signed 600 MW FDRE and hybrid PPAs with SECI; total portfolio now 8,070 MW. CUF hit record 30.9%. Full-year capex raised to INR15,000-20,000 cr. Suryodaya fire root-caused to AC cabling, no battery damage.

Likely market impact

Strong quarter with upgraded BESS guidance and higher capex plan; expanded pipeline and PPA visibility support long-term growth story.