Investor Presentation on Q4 and FY26 results
ACMESOLAR · price
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ACME Solar Holdings reported strong Q4 and FY26 results with total revenue of INR 705 Cr in Q4 (up 30.7% YoY) and INR 2,507 Cr for FY26 (up 59.2% YoY). PAT nearly doubled to INR 498 Cr in FY26 from INR 251 Cr in FY25. The company commissioned one of India's largest BESS capacity of 2.32 GWh, generating net realization of ~INR 2.2 Cr/day. Operational portfolio stands at 2,990 MW with total portfolio of 8,071 MW and ~17 GWh BESS. The company achieved EBITDA margin of 90.3% and Cash ROE of 20.1% for FY26. New project wins of 301 MW FDRE with SECI were added during Q4, taking cumulative FY26 project additions to 1,401 MW.
Strong financial performance with near-doubling of PAT and improved margins demonstrates operational efficiency. The large BESS commissioning and expanding portfolio position the company well for future growth, though high capex commitments and debt levels warrant monitoring.