ACME Solar Holdings Ltd

ACME Solar Holdings Ltd

₹ 284 -2.22%
12 May - close price
About

Incorporated in 2015, ACME Solar Holdings is a renewable energy company in India with a portfolio of solar, wind, hybrid, and firm and
dispatchable renewable energy (“FDRE”) projects.[1]

Key Points

Leading Power Producer[1]
ACME Solar Holdings is one of India's largest renewable energy-independent power producers (“IPP”) and among India's top 10 renewable energy players in terms of operational capacity as of June 30, 2024.

Integrated Renewable Energy Projects[1]
- Portfolio Diversity: ACME Solar operates across multiple renewable technologies, such as solar, wind, and hybrid energy systems, along with FDRE, which provides firm, on-demand power through energy storage.
- Geographic Reach: Projects are distributed across 10 Indian states, chosen for their renewable energy potential.[2]
- Power Purchase Agreements (PPAs): Long-term contracts, typically spanning 25 years, with government and private entities, ensure a stable cash flow and mitigate demand risk. Most PPAs include fixed tariff rates, reducing revenue volatility.

End-to-End Project Lifecycle Management[3]
- Project Development: ACME Solar manages all project phases in-house, from land acquisition, engineering, procurement, and construction (EPC) to operations and maintenance (O&M).
- EPC and O&M Capabilities: The company’s in-house teams handle EPC and O&M functions, allowing them to control costs, monitor real-time performance, and minimize reliance on third-party contractors.
- Energy Storage and Dispatchable Solutions: FDRE projects include storage components (battery or pumped hydro), allowing ACME to deliver power during peak demand periods, complementing intermittent energy sources.[4]

  • Market Cap 17,186 Cr.
  • Current Price 284
  • High / Low 324 / 196
  • Stock P/E 52.4
  • Book Value 81.7
  • Dividend Yield 0.07 %
  • ROCE 9.27 %
  • ROE 6.89 %
  • Face Value 2.00

Pros

  • Company has delivered good profit growth of 45.7% CAGR over last 5 years

Cons

  • Stock is trading at 3.47 times its book value
  • Company has a low return on equity of 3.81% over last 3 years.
  • Contingent liabilities of Rs.5,273 Cr.
  • Earnings include an other income of Rs.463 Cr.
  • Debtor days have increased from 19.6 to 57.4 days.

* The pros and cons are machine generated. Pros / cons are based on a checklist to highlight important points. Please exercise caution and do your own analysis.

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Quarterly Results

Standalone Figures in Rs. Crores / View Consolidated

Sep 2023 Dec 2023 Mar 2024 Jun 2024 Sep 2024 Dec 2024 Mar 2025 Jun 2025 Sep 2025 Dec 2025 Mar 2026
139 82 190 369 435 279 269 283 332 918 2,378
141 102 209 157 365 274 287 303 359 881 2,070
Operating Profit -2 -19 -19 212 70 5 -19 -20 -27 36 308
OPM % -1% -23% -10% 57% 16% 2% -7% -7% -8% 4% 13%
73 74 565 35 37 50 39 81 135 84 162
Interest 46 45 43 44 48 47 37 60 68 76 100
Depreciation 0 0 0 0 0 0 0 0 0 0 0
Profit before tax 25 10 503 203 59 8 -16 1 41 44 370
Tax % -18% 98% 20% 25% 22% 80% -35% 25% 24% 29% 25%
30 0 404 152 46 2 -11 1 31 32 276
EPS in Rs 2.84 0.02 38.65 2.91 0.87 0.02 -0.18 0.01 0.52 0.52 4.56
Raw PDF

Profit & Loss

Standalone Figures in Rs. Crores / View Consolidated

Mar 2021 Mar 2022 Mar 2023 Mar 2024 Mar 2025 Mar 2026
183 759 469 471 1,352 3,911
139 720 496 527 1,084 3,614
Operating Profit 44 39 -27 -56 269 297
OPM % 24% 5% -6% -12% 20% 8%
145 298 132 753 161 463
Interest 171 192 153 180 176 303
Depreciation 0 0 0 0 0 1
Profit before tax 18 145 -48 518 253 457
Tax % -35% -0% -38% 19% 25% 26%
24 145 -30 420 189 340
EPS in Rs 2.32 13.92 -2.90 40.17 3.12 5.61
Dividend Payout % 0% 0% 0% 0% 6% 4%
Compounded Sales Growth
10 Years: %
5 Years: 84%
3 Years: 103%
TTM: 189%
Compounded Profit Growth
10 Years: %
5 Years: 46%
3 Years: 89%
TTM: 74%
Stock Price CAGR
10 Years: %
5 Years: %
3 Years: %
1 Year: 28%
Return on Equity
10 Years: %
5 Years: 2%
3 Years: 4%
Last Year: 7%

Balance Sheet

Standalone Figures in Rs. Crores / View Consolidated

Mar 2021 Mar 2022 Mar 2023 Mar 2024 Mar 2025 Mar 2026
Equity Capital 104 104 104 104 121 121
Reserves 2,063 2,208 2,178 2,598 4,437 4,831
1,795 1,754 1,674 1,702 2,269 4,260
398 578 1,276 1,686 1,863 3,731
Total Liabilities 4,360 4,645 5,233 6,091 8,691 12,942
0 0 0 1 2 6
CWIP 0 0 0 0 0 1
Investments 3,106 2,810 4,162 4,265 4,973 6,995
1,254 1,835 1,070 1,825 3,716 5,939
Total Assets 4,360 4,645 5,233 6,091 8,691 12,942

Cash Flows

Standalone Figures in Rs. Crores / View Consolidated

Mar 2021 Mar 2022 Mar 2023 Mar 2024 Mar 2025 Mar 2026
-35 47 716 -690 395 530
832 415 -765 737 -2,976 -1,505
-724 -281 -177 52 2,803 2,065
Net Cash Flow 73 182 -226 100 223 1,091
Free Cash Flow -35 47 716 -690 395 524
CFO/OP -92% 183% -2,753% 1,248% 184% 199%

Ratios

Standalone Figures in Rs. Crores / View Consolidated

Mar 2021 Mar 2022 Mar 2023 Mar 2024 Mar 2025 Mar 2026
Debtor Days 26 32 11 0 1 57
Inventory Days 0
Days Payable
Cash Conversion Cycle 26 32 11 0 1 57
Working Capital Days -321 164 -1,012 -122 50 -155
ROCE % 2% 2% 2% 8% 9%

Insights

In beta
Mar 2022 Mar 2023 Mar 2024 Dec 2025
Capacity Utilization Factor (CUF)
%

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Geographical Footprint
States
Operational Installed Capacity
MW
Plant Availability
%
Power Generation
Million Units
Total Portfolio (Operational + UC)
MW
Battery Energy Storage System (BESS) Capacity
GWh
Market Share in FDRE Projects (FY24)
%

Extracted by Screener AI

Shareholding Pattern

Numbers in percentages

Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026
83.41% 83.41% 83.41% 83.41% 83.29% 83.29%
5.54% 4.74% 5.76% 5.57% 4.03% 3.60%
6.97% 7.09% 6.61% 6.39% 6.87% 7.05%
4.07% 4.75% 4.22% 4.63% 5.69% 5.96%
0.00% 0.00% 0.00% 0.00% 0.11% 0.10%
No. of Shareholders 1,99,3942,15,0431,97,2231,77,1671,84,1591,64,635

* The classifications might have changed from Sep'2022 onwards. The new XBRL format added more details from Sep'22 onwards.

Classifications such as banks and foreign portfolio investors were not available earlier. The sudden changes in FII or DII can be because of these changes.

Click on the line-items to see the names of individual entities.

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