Earnings call Transcript for Q4 and FY26

ACME Solar reported FY26 revenue of INR 2,507 crores (up 59% YoY) driven by capacity additions and higher CUF, with Q4 revenue at INR 705 crores (up 31%). EBITDA margin exceeded 90% for both periods, with PAT at INR 498 crores for FY26 (19.9% margin). The company has commissioned approximately 2.3 GW of battery energy storage systems (BESS) delivering ~INR 2.2 crores per day in net realization. Total operational capacity stands at 2,990 MW with 5.1 GW under construction (total portfolio 8,071 MW). The company won 301 MW peak power FDRE projects with SECI during the quarter. Capex commitment stands at INR 12,475 crores with INR 6,445 crores already incurred. CFO transitioned from Rajat Kumar Singh to Arun Chopra. The company targets 1.5 GW of generation capacity and 10 GW hour of battery commissioning in FY27.