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ACME Solar Holdings Ltd Q2 FY26 Results

ACMESOLARQ2 FY26 Results
Filing
MetricValue ( Cr)Q1 FY26Q2 FY25
Revenue467.758.5%80.2%
Total Income601.373.0%103.8%
Expenditure449.4414.2%62.3%
PBT156.1810.4%760.6%
Net Profit115.0612.1%652.1%
OPM86.47%0.01pp184.92pp
NPM19.13%3.27pp13.95pp
EPS1.9012.0%555.2%
View full financials

ACME Solar Reports EBITDA of INR 534 Cr and PAT of INR 115 Cr for Q2 FY26, Up by 108% and 652% YoY Respectively

03 Nov 2025 · 3 Nov 2025, 09:43 pm

Summary

ACME Solar Holdings Ltd reported its financial results for Q2 FY26. The company's EBITDA and PAT showed significant growth of 108.3% and 652.1% respectively compared to the same period last year. The revenue also increased by 103.8%.

Key Highlights

  1. 1

    Partially commissioned 28 MW out of 100 MW wind project in Gujarat

  2. 2

    Won 720 MW/ 2,460 MWh (Solar + ESS: 670 MW/ 2,240 MWh, FDRE: 50 MW/ 220 MWh’) and 550 MWh standalone BESS capacity

  3. 3

    First PPA signed with private discom - Tata Power Company Limited for 50 MW/ 220 MWh’

  4. 4

    Additional 2 GWh BESS ordered from leading global energy system suppliers taking total BESS ordered to 5.1 GWh

  5. 5

    Revenue increased by 103.8% for the quarter (y-o-y basis)

  6. 6

    EBITDA and PAT up by 108.3% and 652.1% respectively for the quarter (y-o-y basis)

  7. 7

    Improved EBITDA margin of 88.8% in Q2 FY26 as compared to 86.8% in Q2 FY25

  8. 8

    Net debt to EBITDA* of 4.3x as of Q2 FY26

  9. 9

    Standalone financials account for in-house EPC business for the company’s own projects

  10. 10

    Partially commissioned 28 MW out of 100 MW Acme Eco Clean (wind) in Gujarat in Q2 FY26

  11. 11

    The operational portfolio is expected to give a run-rate annual project EBITDA of INR 2,025 - 2,075 Cr

  12. 12

    Debt tied up for INR ~7,050 Cr in respect of 680 MW FDRE projects from SBI and REC

  13. 13

    INR ~1,100 Cr refinancing at an interest rate of 8.40% p.a. for 300 MW operational project

  14. 14

    Interest rate reduced to 8.00% p.a. on INR ~1,245 Cr for a 300 MW operational asset

  15. 15

    Acme Solar rated as AA-/ Stable by CRISIL (upgraded) and ICRA (assigned)

Management Comments

M

Mr. Manoj Kumar Upadhyay

Chairperson & MD, ACME Solar Holdings Ltd

Our quarterly performance underscores the continued strength of our renewable portfolio and our operational discipline. With higher generation and improved efficiency, we delivered resilient financial performance - achieving more than 100% growth in EBITDA on y-o-y basis. In October 2025, we successfully installed a 10 MWh Battery Energy Storage System (BESS) on a pilot basis in Rajasthan. Looking ahead, phased delivery of the 5.1 GWh BESS order is expected to commence in December, with staged commissioning from Q4 FY26 onwards. Further, our continued focus on timely project execution, operational excellence and disciplined capital allocation - combined with ongoing efforts to optimize financing costs - shall keep on strengthening the balance sheet.”

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