Acme Solar Holdings Limited — Investor Meet, 10-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

ACME Solar saw robust Q2 FY26: Revenue up 104% YoY to INR601 Cr, EBITDA surged 108% to INR534 Cr (89% margin), PAT at INR115 Cr. Operational portfolio at 2,918 MW.

The company is on track to commission 450 MW capacity for FY26. Secured 720 MW new projects, bringing under-construction to 4.5 GW. Plans 1 GWh BESS merchant operations from Q4 FY26 for INR170 Cr annual EBITDA boost. Credit rating upgraded to AA-, aiding financing with interest cost reductions. Management confident in project execution and disciplined growth, actively managing PPA and transmission challenges.