ACME Solar Holdings Ltd (ACMESOLAR) Q1FY26 Concall Summary - Jun-2025 Qtr
Performance Overview
- Acme Solar commissioned 350 MW of new projects in Q1 FY26, including its first 50 MW wind project. Operational portfolio now stands at 2,890 MW.
- Secured first standalone Battery Energy Storage System (BESS) project (550 MWh) contracted with NHPC.
- Signed PPAs for 550 MW of FDRE and solar projects, and an additional 550 MWh for standalone BESS projects. Under-construction portfolio stands at 4,080 MW + 550 MWh of storage.
- Total revenue for Q1 FY26 was 584 crores, a 72% YoY increase. EBITDA reached 531 crores, up 76% YoY, with a 91% margin.
- Secured refinancing for a 250 MW project at 8.5% fixed interest for 5 years, diversifying the interest rate book and reducing costs.
Financial Metrics
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Operating Performance / Business Segments
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Key Discussions & Insights
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Outlook and Guidance
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Challenges / Concerns
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Industry / Competitive Landscape
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Overall Summary
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