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ACME Solar (ACMESOLAR) investor relations material

ACME Solar Q1 25/26 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Q1 25/26 earnings summary25 Jul, 2025

Executive summary

  • Q1 FY26 marked significant financial and strategic progress, with 350 MW of new projects commissioned, including the first 50 MW wind project, expanding operational capacity to 2,890 MW and annual steady-state EBITDA potential of INR 2,000–2,050 crore at a 14–15% yield.

  • Revenue grew 71.8% year-over-year in Q1 FY26, driven by capacity additions and higher CUF, with PAT surging to INR 131 crore and PAT margin at 22.4%.

  • Secured first standalone battery energy storage (BESS) project (550 MWh) with NHPC, diversifying into pure storage contracts; signed PPAs for 550 MW FDRE and solar projects, and 550 MWh standalone BESS.

  • Total contracted portfolio reached 6,970 MW plus 550 MWh BESS, with grid connectivity in place for the entire under-construction portfolio.

  • Board approved unaudited standalone and consolidated financial results for the quarter ended 30 June 2025, following audit committee recommendation.

Financial highlights

  • Q1 revenue reached INR 584 crore, up 72% year-on-year; EBITDA at INR 531 crore, up 76% year-on-year, with a margin of 91%.

  • PAT stood at INR 131 crore, reflecting sharp growth due to increased capacity.

  • Cash PAT: INR 254 crore in Q1 FY26, up 346.5% year-over-year.

  • Consolidated revenue from operations reached Rs. 4,868.87 million, up from Rs. 3,096.40 million year-over-year.

  • Net operational debt to EBITDA at 4.2x, within the guided range; net debt to net worth at 1.7x.

Outlook and guidance

  • Targeting commissioning of 450 MW capacity and 2.5 GWh of FDRE battery components in FY26, with phased revenue generation.

  • CapEx guidance for FY26 and FY27 is INR 12,000–14,000 crore per year, with downward trend expected as battery prices fall.

  • Targeting 10 GW generation and 15 GWh BESS capacity by 2030; installed capacity expected to reach ~17 GWp by FY27/28E.

  • All 2.2 GW of PPA-signed projects expected to be commissioned by FY27, with no major delays anticipated.

  • Interim dividend of Rs. 0.20 per share (total Rs. 121.02 million) declared on 25 April 2025 for FY25.

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Q2 25/2624 Oct, 2025
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