ACME Solar Hold.
ACME Solar Hold. Q1 FY27 earnings call: Revenue & Margins
Q1 FY27 earnings call: what management guided on revenue, margins and order book.
What the Q1 FY27 call signalled
3 of 4 strong
The short version
ACME Solar expects a revenue run rate of INR 1,400 crores+ in the next 2-3 years, based on a 10-gigawatt hour BESS capacity in short-term contracts. ACME Solar expects continued revenue growth, targeting more than INR1,400 crores annually from BESS capacity in the next 2-3 years, with potential to exceed this as more capacity is contracted.
From ACME Solar Hold.'s Q1 FY27 earnings-call transcript · updated 25 Aug 2026.
Revenue & Sales Performance
- ACME Solar expects a revenue run rate of INR 1,400 crores+ in the next 2-3 years, based on a 10-gigawatt hour BESS capacity in short-term contracts.
- There is potential to exceed INR 1,400 crores if the full 10-gigawatt hour capacity is contracted, with possibilities of reaching INR 2,000-2,500 crores in subsequent years.
- The plan includes continuous pipeline development and bid submissions targeting more BESS capacity beyond 3 years, depending on market conditions and PPAs.
- By 2030, the company plans to expand its capacity target beyond 10 gigawatts due to emerging market opportunities.
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Profitability & Margins
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Capital Expenditure Plans
- Capex largely done for non-module parts of projects, including 80% of transmission lines, substations, and plant infrastructure.
- Modules are being purchased opportunistically, with current prices around INR11.60 per watt, considering favorable Chinese module pricing until December.
- Plans to minimize interest during construction by balancing timing of module purchase.
- Ordered more than 15 gigawatt-hours of batteries from global suppliers CATL and Hithium, within budgeted costs (~INR93 lakhs per MW including IDC and EPC profit).
- Battery capital costs expected to stay within budget despite potential modest price increases (5-10%) due to commodity and currency fluctuations.
- Building capability and team focused on catering to data center power requirements.
- Future investments aimed at CTU-connected projects to leverage peak power and infra strengths.
2 more points from ACME Solar Hold.'s call on capex
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Top-ranked in Power
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
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Order Book & Pipeline
- ACME Solar Holdings currently has a total portfolio of 8,070 megawatts under execution, which includes around 20 gigawatt hours (GWh) of battery storage.
- They have signed 3,880 megawatts of FDRE and hybrid PPAs (power purchase agreements) out of the 5,080 megawatts of projects under construction.
- Approximately 1,200 megawatts of projects are under construction but PPAs are yet to be signed; these are progressing well and expected to be signed soon.
- They have already contracted nearly all of their planned 20 GWh of battery capacity (around 90% contracted), with only about 600 megawatt hours currently uncontracted but intended to be put under PPA soon.
2 more points from ACME Solar Hold.'s call on order book
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ACME Solar Hold. — Quarterly revenue & net profit
Q1 FY27 figures are not in this chart yet. Latest shown: Mar 2026 (Q4 FY26). The Q1 FY27 numbers from the filing are in the analysis on this page.
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹548 Cr, net profit ₹138 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What ACME Solar Holdings Ltd's management said in earlier quarters
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Frequently Asked Questions
What were ACME Solar Hold. Q1 FY27 results?
ACME Solar expects a revenue run rate of INR 1,400 crores+ in the next 2-3 years, based on a 10-gigawatt hour BESS capacity in short-term contracts. ACME Solar expects continued revenue growth, targeting more than INR1,400 crores annually from BESS capacity in the next 2-3 years, with potential to exceed this as more capacity is contracted.
What is ACME Solar Hold. share price analysis?
ACME Solar Hold. currently shows a strong growth signal based on ranking data. The stock trades at a P/E of 47.7 with a market cap of ₹28,388 Cr. Investors should review the full earnings analysis for detailed insights.
Is ACME Solar Hold. planning capital expenditure?
Capex largely done for non-module parts of projects, including 80% of transmission lines, substations, and plant infrastructure.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.