ACMESOLAR Q2 FY27 Guidance vs Delivery (ACMESOLAR Management Mirror)

H1 FY27 BESS Commissioning Reaches 5.2 GWh Against 5 GWh Target; Full-Year Guidance Upgraded to Over 12 GWh

ACME Solar reported the commissioning of approximately 5.2 GWh of BESS capacity in the Sep'26 Qtr, successfully delivering its initial half-yearly target of 5 GWh. Against the earlier FY27 commissioning guidance of more than 10 GWh issued in the Jun'26 Qtr concall, execution is tracking strongly, enabling management to explicitly upgrade its full-year FY27 BESS commissioning and capitalization target to more than 12 GWh. Looking further ahead, management has also upgraded its long-term FY30 BESS capacity guidance, doubling the target from 25 GWh to 50 GWh, with growth supported by over 5 GW of granted BESS connectivity and around 19 GWh of equipment contracted with suppliers.