Q4 2026 ACME Solar Holdings Ltd Earnings Call Transcript

May 8, 2026 / 06:00 AM GMT

Release Date Price: ₹282.8 (-5.28%)

Transcript

Key Points

Positve

ACME Solar Holdings Ltd (NSE:ACMESOLAR) reported a significant increase in total revenue for FY26, reaching INR 2,507 crores, a 59% year-on-year growth driven by capacity addition.
The company successfully commissioned approximately 2.3 gigawatt of battery energy storage systems (BESS), which are delivering a net realization value of approximately 2.2 crores per day.
EBITDA margin remained strong at over 90% for both the quarter and the full year, indicating favorable operating leverage and optimized operational efficiency.
ACME Solar Holdings Ltd (NSE:ACMESOLAR) secured financing of around 15,000 crores for various under-construction projects and refinanced debt, reducing the rate of interest by approximately 150 basis points.
The company's operational generation contracted capacity now stands at 2,990 megawatts, with a focus on advancing commissioning and operation of large-scale BESS capacity.

Negative

There were concerns about potential curtailment impacts due to rising project concentration in Rajasthan and ongoing transmission and grid constraints.
The company faced a decline in PLF by 1% year-on-year, attributed to lower radiation and curtailment factors.
ACME Solar Holdings Ltd (NSE:ACMESOLAR) experienced a sharp increase in non-current assets, impacting cash flow from operations.
There is uncertainty regarding the sustainability of the current arbitrage situation in BESS, which relies on conventional power charging and peak demand discharging.
The company is facing potential delays in project commissioning due to transmission line interconnection and right of way issues, which could impact future project timelines.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

ACMO.NS - ACME Solar Holdings Ltd
Q4 2026 ACME Solar Holdings Ltd Earnings Call
May 08, 2026 / 06:00AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and Gentlemen, Good day and welcome to the ACMA Solar Holdings Limited Q4 and FY26 Earnings Conference Call.

As a reminder, all participant lines will be in the listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes.

Should you need assistance during this conference call, please signal an operator by pressing *0 on your touchtone phone.

I now hand the conference over to Mr. Nikunj Faid from MESG.

Thank you, and over to you, Nikunj.

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Unidentified_2 [2]
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