Acme Solar Holdings Limited — Investor Meet, 01-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

ACME Solar Holdings reported robust Q1 FY26: Revenue at INR584 Cr (+72% YoY), EBITDA INR531 Cr (+76% YoY, 91% margin), PAT INR131 Cr. Operational portfolio now 2890 MW. The company secured its first 550 MWh standalone battery storage project and signed PPAs for 550 MW FDRE/solar. ~$7,000 Cr in BESS orders placed for 3.1 GWh. Management aims for profitable growth, with operational debt/EBITDA at 4.2x and strong refinancing efforts, driving interest costs down. Expecting 450 MW and ~2.5 GWh battery commissioning in FY26.