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ACME Solar (ACMESOLAR) investor relations material
ACME Solar Q3 25/26 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Operational portfolio reached 2,962 MW as of Jan'26, with 72 MW wind commissioned in Q3 and 422 MW YTD, up 16.6% YoY, on track for 450 MW FY26 guidance.
Total portfolio stands at 7,770 MW, including 16 GWh BESS and 5,630 MW of PPA signed capacity.
Q3 revenue rose 54% YoY to INR 617 crore, driven by capacity addition and higher CUF.
EBITDA margin improved to 91.5% (vs. 89.6% YoY); PAT at INR 114 crore, margin 18.4%.
Board approved unaudited financial results for Q3 and nine months ended December 31, 2025; interim dividend of Rs. 0.20 per share declared.
Financial highlights
Q3 revenue: INR 617 crore (up 54% YoY); EBITDA: INR 564 crore (up 57.2% YoY); PAT: INR 114 crore (up 1.5% YoY).
9M FY26 revenue: INR 1,802 crore (up 74% YoY); EBITDA: INR 1,629 crore (up 77.6% YoY); PAT: INR 360 crore (up 179.3% YoY).
Cash PAT for Q3 FY26: INR 234 crore (up 24% YoY); for 9M FY26: INR 716 crore (up 123.3% YoY).
Net operational debt/EBITDA: 4.2x; Net debt/net worth: 2.0x.
Standalone Q3 revenue: Rs. 9,176.63 million; net profit: Rs. 316.81 million; consolidated Q3 revenue: Rs. 4,967.93 million; net profit: Rs. 1,137.09 million.
Outlook and guidance
Targeting 10 GW operational capacity and 20 GWh BESS by 2030, implying a 35% CAGR.
FY27 plan: 1.5 GW contracted renewable capacity and >10 GWh BESS commissioning by CY27.
BESS commissioning planned to reach ~2 GWh by Q4 FY26, up from 1 GWh previously expected.
Near-term PPA signing visibility of 770 MW; 450 MW signed this quarter.
Execution readiness: debt secured, land acquired, connectivity and major equipment ordered.
- TimeTickerHeadlineOpen
- 6 FebPECO
Record 2025 occupancy and 7% Core FFO growth; 2026 targets 5.5% FFO growth and strong acquisitions. - 6 FebPROV
Q2 FY2026 net income rose 65% year-over-year, with higher margins and strong credit quality. - 6 FebNVDA
AI-driven digital twins and accelerated computing are set to revolutionize industrial design and manufacturing. - 6 FebCDP
2025 FFO/share rose 5.8% to $2.72, with strong leasing and investment; 2026 guidance signals more growth. - 6 FebCRI
Q1 2025 saw record revenue, a return to profit, and major new contracts in space technology. - 6 FebCRI
Net loss widened to 7.5m PLN in H1 2024 as revenue fell and R&D costs remained high. - 6 FebCRI
Net loss deepened on lower sales and higher costs, but major new contracts and restructuring are underway. - 6 FebEMBASSY
Record revenue, NOI, and distributions highlight strong growth and robust segment performance. - 6 FebCRI
Revenue fell and losses deepened, but ESA contracts and R&D projects drive future prospects. - 6 FebTUPRS
Net income reached TRY 29.5 billion, with strong dividends and a robust net cash position.
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