Acme Solar Holdings Limited — Investor Meet, 14-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

ACME Solar Holdings delivered strong financial results for Q4 & FY26. Q4 revenue grew 31% YoY to INR 705 Cr; FY26 revenue surged 59% to INR 2,507 Cr. Q4 PAT hit INR 138 Cr, maintaining over 90% EBITDA margins. Growth is fueled by aggressive BESS deployment, with 2.3 GWh commissioned, yielding ~INR 2.2 Cr daily via merchant contracts. This FY targets 10 GWh BESS (mostly merchant) and 1.5 GW generation capacity. INR 15,000 Cr financing secured. Days Sales Outstanding (DSO) improved to 14 days, driven by central offtaker focus. Management is confident in execution, strategically leveraging BESS for peak power.