Acme Solar Holdings Limited — Investor Meet, 04-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

ACME Solar Holdings delivered strong Q3 FY26: Revenue rose 54% YoY to Rs 617 Cr, with 91.5% EBITDA and Rs 114 Cr PAT. Operational capacity reached 2962MW. BESS expansion is critical: 2 GWh operational Q4 FY26, plus 2 GWh Q1 FY27. Merchant BESS of 1 GWh can generate ~Rs 170 Cr EBITDA annually. PPA wins include 250MW NHPC (Rs 4.33/unit) and 130MW RTC, lifting the total portfolio to 7,770MW. Management aims for 1.5 GW contracted capacity and 10 GWh BESS by CY27, utilizing existing sites for early returns. Confident outlook on PPA acceleration and tech innovation.