Financial Performance Snapshot:
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ACME Solar Holdings reported consolidated total income of Rs 5.84 billion for the June quarter, reflecting consistent revenue generation from its operational solar assets.
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Net profit surged to Rs 1.31 billion, showcasing strong bottom-line resilience amid sector-wide cost pressures and interest rate volatility.
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EBITDA margins remained robust, supported by high plant availability and optimized maintenance protocols.
Operational Highlights and Strategic Execution:
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The company’s operational portfolio stands at 2,540 MW, with capacity utilization improving to 23.7 percent, up from 23.0 percent year-on-year.
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Grid availability and plant uptime exceeded 99 percent, driven by digitized monitoring and predictive maintenance systems.
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ACME commissioned 1,200 MW of SECI ISTS projects, contributing significantly to quarterly revenue.
Debt Management and Capital Efficiency:
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Net debt reduced by Rs 2.07 billion through IPO proceeds, enhancing the balance sheet and lowering interest costs by 70 basis points on refinanced projects.
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Operational net debt to annualized EBITDA ratio improved, indicating stronger cash flow coverage and financial discipline.
Market Outlook and Growth Trajectory:
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With PPAs signed for 53 percent of under-construction capacity and grid connectivity secured for 4,430 MW, ACME is well-positioned to scale toward its 10 GW target by 2030.
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Analysts expect continued margin strength and cash flow visibility, supported by favorable policy tailwinds and rising demand for clean energy.
Source: Economic Times – July 25, 2025 Moneycontrol – July 25, 2025 ACME Solar Investor Presentation – July 25, 2025