ACME Solar Releases Q1 FY27 Earnings Call Transcript
ACME Solar Holdings reported record Q1 FY27 revenue of ₹954 crore (up 63% YoY) and EBITDA of ₹831 crore (up 56% YoY). PAT was ₹235 crore (up 80% YoY). The company commissioned 2.3 GWh of BESS, bringing total to 3.62 GWh, and secured ₹1,400 crore in BESS contracts. Full-year capex is projected at ₹15,000-₹20,000 crore.
The record financial performance, strong growth in key business segments like BESS, and updated capex guidance indicate a significant positive impact on the company's financial health and future growth prospects.
The company reported record revenue and EBITDA, significant year-on-year growth in profits, and substantial progress in BESS commissioning and contract securement. The clarification on the BESS facility incident also mitigates potential negative concerns.
ACME Solar Holdings Limited has released the transcript of its earnings conference call held on July 30, 2026, to discuss the unaudited financial results for the quarter ended June 30, 2026 (Q1 FY27). The company reported its highest-ever revenue and EBITDA during the quarter.
Total revenue for Q1 FY27 stood at ₹954 crore, marking a 63% year-on-year increase. EBITDA grew by 56% to ₹831 crore, with an EBITDA margin of approximately 87%. Profit after tax was ₹235 crore, an 80% increase year-on-year, resulting in a PAT margin of around 25%. The company incurred a capital expenditure of approximately ₹3,000 crore during the quarter and upgraded its full-year capex guidance to ₹15,000-₹20,000 crore.
ACME Solar commissioned approximately 2.3 GWh of battery energy storage system (BESS) capacity during the quarter, bringing its cumulative commissioned BESS capacity to 3.62 GWh. BESS operations contributed ₹226 crore to the total revenue, with 85% from short-term contracts. The company has secured short-term BESS contracts worth over ₹1,400 crore for partial FY27 capacity.
The company also signed 600 MW of FDRE and hybrid PPAs with SECI, increasing its total PPA signed capacity to 3,880 MW out of a 5,080 MW under-construction capacity. The total portfolio now stands at 8,070 MW, which includes approximately 20 GWh of battery storage. During the quarter, ACME Solar secured financing of approximately ₹6,000 crore for its 700 MW under-construction FDRE projects.
Regarding a recent incident at its ACME Suryodaya BESS facility, the company reiterated that a technical root cause analysis confirmed the fire was caused by an electrical short circuit in the AC cabling, not the battery system. No battery systems or other equipment were damaged.
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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.