| Management target | Revenue FY30 |
|---|
| Revenue growth | ₹1,007 Cr, +67.5% YoY; fueled by peak power storage operations. |
|---|---|
| Margins | EBITDA Margin 86.7%; BESS (78.3%) slightly lower than RE (90.8%). |
| Order book | 92% of portfolio under PPAs; locked ₹1,600 Cr FY27 merchant revenue. |
| Demand visibility | Strong; 50 GWh peak power bids expected by Sep 2027. |
| Management confidence | Aggressively optimistic on BESS despite underlying grid infrastructure delays. |
Growth
Revenue surged 67.5% YoY to ₹1,007 Cr, driven by short-term peak power BESS operations.
Outlook
Raised FY27 BESS commissioning guidance from 10 GWh to 12 GWh.
Risks
Grid connectivity (GNA) delays remain a bottleneck for full solar capacity monetization.
Earnings Call Transcript filed with NSE, NSE: ACMESOLAR. Summary written with AI assistance from the document.
ACME Solar Holdings Ltd: key numbers
- Share price
- ₹414.00
- Market cap
- ₹29,265 Cr
- Revenue (annual)
- ₹2,023 Cr
- Net profit (annual)
- ₹498.9 Cr
- P/E (TTM)
- 38.7×Sector 21.0×
- Promoter holding
- 71.40%+0.00% QoQ
- FII holding
- 6.44%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from ACME Solar Holdings Ltd
All →ACME Solar Holdings Bags ₹5,000 Cr Order from NTPC Limited
Acme Solar's subsidiary signed a PPA with NTPC for a 400 MW FDRE project worth Rs.5,000 Crore. Supply starts 30 June 2028 for 25 years.
- Value
- ₹5,000 Cr
- From
- NTPC Limited
- Execution
- SCSD 30.06.2028; 25-year project tenure from SCSD
- contracted FDRE capacity
- 400.0 MW
ACME Solar Holdings Bags New Order from NTPC Limited
ACME Solar's subsidiary signed a PPA with NTPC for a 400 MW FDRE project. Supply is scheduled to start by June 2028, with a 25-year tenure.
- From
- NTPC Limited
- Execution
- Scheduled Commencement of Supply Date 30.06.2028; project tenure 25 years from SCSD
- FDRE power project contracted capacity
- 400.0 MW
ACME Solar Holdings Other Announcement
ACME Solar filed the CARE Ratings monitoring agency report on its Rs.2,800 crore QIP for the quarter ended 30 September 2026. The report shows no deviation from the offer objects.
ACME Solar Holdings Investor Presentation: Key Takeaways
Q2 FY27 revenue ₹1,007 Cr (+67.5% YoY), EBITDA ₹874 Cr, PAT ₹269 Cr (+133.5%). BESS commissioning and RE capacity drove growth; FY27 BESS target raised.
ACME Solar Holdings Results Update
ACME Solar reported Q2 FY27 consolidated EBITDA of INR 874 Cr and PAT of INR 269 Cr. Both rose sharply year-on-year on BESS and RE capacity additions.
ACME Solar Holdings Q2 FY27 Results: Net Profit ₹268.7 Cr, Up 133.4% YoY
ACME Solar Holdings Ltd reported revenue from operations of ₹887 Cr (+89.7% YoY) and net profit of ₹268.7 Cr (+133.4% YoY) for Q2 FY27.
- Key figure
- Net profit ₹268.7 Cr · +133.4% YoY