ACME Solar Holdings Q2 FY27 Earnings Call Transcript Released
ACME Solar Holdings released its Q2 FY27 earnings call transcript. Revenue reached ₹1,007 crore (up 67.5% YoY), and PAT was ₹269 crore (up 133.5% YoY). The company commissioned 5.2 GWh of BESS capacity and signed 400 MW PPA with NTPC. FY27 BESS guidance raised to >12 GWh, with a 2030 target of 15 GW renewables and 50 GWh BESS.
The announcement includes significant financial performance, updated future targets, and strategic direction, which are material information for investors and stakeholders.
The company reported strong year-on-year growth in revenue and profit, exceeded its BESS commissioning targets, and raised its future guidance. Management expressed confidence in their strategic roadmap and execution capabilities.
ACME Solar Holdings Limited has released the transcript of their earnings conference call held on October 29, 2026, to discuss the unaudited financial results for the quarter and half-year ended September 30, 2026 (Q2 FY27).
The call highlighted significant financial performance, with total revenue for the quarter reaching ₹1,007 crore, a 67.5% year-on-year increase. EBITDA grew by 63.6% to ₹874 crore, driven by BESS operations and renewable capacity additions. Profit after tax saw a substantial rise of 133.5% to ₹269 crore, with a PAT margin of 26.7%. The company's asset base expanded to ₹28,462 crore.
Business and execution updates included the commissioning of approximately 5.2 GWh of BESS capacity, exceeding their half-yearly target. They also progressed with module delivery and installation for solar projects. ACME Solar signed 430 MW of FDRE PPAs during the quarter and an additional 400 MW PPA with NTPC, bringing their total signed PPA portfolio to 92% of their contracted capacity.
The company provided an upgraded capacity roadmap, raising FY27 BESS commissioning guidance to over 12 GWh and setting a 2030 target of 15 GW of renewables with 50 GWh of BESS. This roadmap is supported by a strong tender pipeline, secured grid connectivity, and contracted BESS capacity with reputable suppliers.
Management discussed strategic priorities focusing on return-led, self-financing, and contracted cash flows. Key pillars include return on capital, BESS as a cash engine, execution excellence, margin improvement, and contracted revenue visibility.
Discussions also covered the company's capex plans, debt cost management in light of rising interest rates, and the accounting treatment of debt and capitalization. They clarified that the NTPC PPA tariff was not reduced but impacted by GST changes, and the battery hours were increased. The company also addressed concerns about potential curtailment and provided details on internal energy usage for BESS charging and BESS capex.
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Acme Solar Holdings Limited filed this with the NSE as a statutory disclosure, categorised under concall transcript released. It is a primary document, not a recommendation, and the desk marks it high impact, which is the band that most often changes something.
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See the model portfoliosA plain-language summary of a public exchange filing by Acme Solar Holdings Limited. Read the original for the full detail.