ACMESOLAR Announces Q2 FY26 Earnings Call Transcript & Business Updates
ACMESOLAR releases Q2 FY26 earnings call transcript. Key highlights include capacity additions, PPA signings, new projects won, revenue of ₹601 crore, EBITDA of ₹534 crore, and a credit rating upgrade to AA-.
The announcement provides updates on financial performance and business developments, which are relevant for investors. The credit rating upgrade and new projects secured could have a notable impact.
The announcement discusses financial results showing significant growth in revenue and EBITDA. It also mentions new projects and a credit rating upgrade, all of which are positive indicators.
* ACME Solar Holdings Limited announced the transcript of the earnings conference call held on November 4, 2025, regarding the unaudited financial results for the quarter ended September 30, 2025 (Q2 FY26). * The transcript is available on the company's website. * Key highlights from the call: * Renewable energy sector achieved significant growth with 35 gigawatts of new capacity additions from January through October 2025. * Company commissioned 378 megawatts capacity till date, and balance 72 megawatts is under advanced stages of construction. * Plans to operate approximately one gigawatt hour of battery energy storage system on merchant from Q4 FY26 onwards, which is expected to give an upside potential of annual EBITDA of around ₹170 crore. * Operational portfolio now stands at around 2,918 megawatts, capable of delivering an annual steady state project level EBITDA of ₹2,025 crore to ₹2,075 crore. * Signed PPAs with Tata Power for 50 megawatt FDRE and with NHPC for 550 megawatt hour of stand -alone BESS projects. * Won new projects aggregating to 720 megawatt capacity. * Total revenue for the quarter stands at ₹601 crore, a 104% increase year -on-year. * EBITDA for the whole quarter comes in for us at around ₹534 crores, again up by 108% with a margin of 89% as against 87% last year. * PAT is at ₹115 crores, with a PAT margin of around 19%. * Achieved a significant interest rate reduction of approximately 75 basis points on existing ₹2,080 crore debt for operational projects. * ACME solar is now upgraded to AA handle. It is rated AA -, by both CRISIL and ICRA.
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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 medium impact: worth reading, rarely worth acting on by itself.
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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.