Acme Solar Holdings Limited — PPTs, 29-07-2026: Investor Presentation

Here's a concise summary of the investor presentation:

**1. Business Performance:**

ACME Solar hit record Q1 FY27: Revenue +63.3% YoY to INR 954 Cr, EBITDA +56.5% to INR 831 Cr. Net profit surged 79.9% to INR 235 Cr. Power generation rose 23.4% to 2,020M units, achieving a record 30.9% CUF.

**2. Growth Drivers or Strategy:**

Aggressively scaling Battery Energy Storage System (BESS) capacity, targeting 10+ GWh commissioning by FY27. New 600 MW projects with SECI pushed total under-construction PPA signed capacity to 3,880 MW (~15 GWh BESS). Q1 capex was ~INR 2,958 Cr.

**3. Recent Developments:**

ACME commissioned ~2.3 GWh BESS this quarter, bringing operational capacity to ~3.62 GWh. This generated INR 226 Cr revenue with an 82% EBITDA margin. Over INR 1,400 Cr in short-term BESS revenue is locked in for FY27.

**4. Key Financial Metrics:**

Asset base grew to INR 24,910 Cr. Net Debt/TTM EBITDA improved to 2.9x. Days of Sales Outstanding (DSO) significantly reduced.

**5. Management Commentary / Outlook:**

ACME aims for 10 GW generation and 25 GWh BESS by 2030 (35% CAGR). High share of central offtakers (projected 84%) expected to stabilize payments. Regulatory updates are positive for BESS deployment and grid stability.