ACMESOLAR IN EQUITY
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| CUSTOMER | BASIS | EST ₹CR | RANGE | % REV | BUCKET | PERIOD | METHOD | CONF |
|---|---|---|---|---|---|---|---|---|
| Solar Energy Corporation of India Limited | CONTRACT | — | — | — | CAPEX | FY27 | EST | 80% |
| “Subject: Execution of Power Purchase Agreement Dear Sir/Madam, In continuation of our intimation dated August 28, 2026, we wish to inform that pursuant to the …” ORDER p.1 · 16-OCT-26 · +2 DOC | ||||||||
| SECI Limited | CONTRACT | — | — | — | CAPEX | FY27 | EST | 80% |
| “No Particular Details a. Name of the entity awarding the order(s)/contract(s) Solar Energy Corporation of India Limited (“SECI”) b. Significant terms and condi…” ORDER p.2 · 21-JUL-26 · +2 DOC | ||||||||
| SJVNSJVN Ltd. | CONTRACT | — | — | — | CAPEX | FY26 | EST | 80% |
| “Subject: Execution of Power Purchase Agreement Dear Sir/Madam, In continuation of our intimation dated November 11, 2025, we wish to inform that Pursuant to th…” ORDER p.1 · 02-MAR-26 · +1 DOC | ||||||||
| NTPCNTPC Ltd. | CONTRACT | — | — | — | CAPEX | FY27 | EST | 80% |
| “Subject: Execution of Power Purchase Agreement Dear Sir/Madam, Pursuant to the provisions of Regulation 30 read with Para B of Part A of Schedule III and other…” ORDER p.1 · 29-OCT-26 · +1 DOC | ||||||||
| SECI Limited | UNSTATED | — | — | — | — | FY26 | EST | 75% |
| “2 Includes ACME Renewtech Sixth Private Limited SECI FDRE project that was awarded at 301 MW but has been classified as 300 MW capacity as its PPA was signed f…” AR · +2 DOC | ||||||||
| CRISILCRISIL Ltd. | UNSTATED | — | — | — | CAPEX | FY25 | EST | 75% |
| “Powering a Greener Future: ACME Solar’s 1,200 MW ISTS Project Our Mega Project ACME Solar Holdings Limited14 Project SPVs ACME Raisar Operational Capacity 300 …” AR · +2 DOC | ||||||||
| IEXIndian Energy Exchange Ltd. | UNSTATED | — | — | — | — | FY26 | EST | 75% |
| “He also served as the Managing Director of PTC Energy Limited and Indian Energy Exchange Limited.” AR · +2 DOC | ||||||||
| Renewable Energy | UNSTATED | — | — | — | — | FY25 | EST | 75% |
| “Less: Carrying value of investment in subsidiary Company (226.67) Profit on sale of investments 245.89 (iv) During the previous year, the Company has sold inve…” AR · +2 DOC | ||||||||
| Commissioning | UNSTATED | — | — | — | CAPEX | FY27 | EST | 75% |
| “Commissioning: 10+ GWh 1,200 MW60 Under Construction Projects FY 2027E53 Commissioning Operational Portfolio Balance UC PPA Projects UC LoA Awarded Projects ~2…” AR · +2 DOC | ||||||||
| Parties | UNSTATED | — | — | — | — | FY26 | EST | 75% |
| “PARTICULARS OF CONTRACTS OR ARRANGEMENTS MADE WITH RELATED PARTIES PURSUANT TO THE SECTION 188 (1) OF THE COMPANIES ACT, 2013 All transactions with related par…” AR · +2 DOC | ||||||||
| SJVNSJVN Ltd. | UNSTATED | — | — | — | — | FY26 | EST | 75% |
| “Nil c. A brief on types of customers ACME Solar primarily supplies renewable power to central and state government-owned entities under long-term Power Purchas…” AR · +2 DOC | ||||||||
| NTPCNTPC Ltd. | UNSTATED | — | — | — | — | FY26 | EST | 75% |
| “Nil c. A brief on types of customers ACME Solar primarily supplies renewable power to central and state government-owned entities under long-term Power Purchas…” AR · +2 DOC | ||||||||
| NHPCNHPC Ltd. | UNSTATED | — | — | — | — | FY26 | EST | 75% |
| “Nil c. A brief on types of customers ACME Solar primarily supplies renewable power to central and state government-owned entities under long-term Power Purchas…” AR · +2 DOC | ||||||||
| NHPCNHPC Ltd. | UNSTATED | — | — | — | CAPEX | FY25 | EST | 75% |
| “We also handle the operations and maintenance for projects we have developed.ANNUAL REPORT 2024-25 Corporate Overview Responsible Value Creation Statutory Repo…” AR DOC | ||||||||
| Rewa Ultra Mega Solar Limited | CONTRACT | — | — | — | CAPEX | FY26 | EST | 70% |
| “Subject: Receipt of Letter of Award (LOA) Dear Sir/Madam, Pursuant to the provisions of Regulation 30 read with Para B of Part A of Schedule III and other appl…” ORDER p.1 · 10-FEB-26 DOC | ||||||||
| RUMSL | CONTRACT | — | — | — | CAPEX | FY26 | EST | 70% |
| “ACME Solar awarded LOA for 220 MW Solar + BESS project by RUMSL in Madhya Pradesh GURUGRAM – FEBRUARY 10, 2026: ACME Solar Holdings Ltd (ACME Solar) has been a…” ORDER p.3 · 10-FEB-26 DOC | ||||||||
| REMC Limited | CONTRACT | — | — | — | CAPEX | FY26 | EST | 70% |
| “Subject: Receipt of Letter of Award (LOA) Dear Sir/Madam, Pursuant to the provisions of Regulation 30 read with Para B of Part A of Schedule III and other appl…” ORDER p.1 · 24-DEC-25 DOC | ||||||||
| Business | UNSTATED | — | — | — | CAPEX | FY26 | EST | 70% |
| “NSE/BSE: ACMESOLAR | 544283Annual Report 2025-26 | ACME Solar Holdings Limited 03 FY 2026 Highlights Financial Total Income1 INR 25,071 mn Business EBITDA1 INR…” AR · +2 DOC | ||||||||
| Buyer | UNSTATED | — | — | — | — | FY26 | EST | 70% |
| “Category-wise shareholding as on 31st March 2026 Particulars No. of Equity Shares of INR 2 each % PROMOTERS BODIES CORPORATE 504,733,852 83.29 MUTUAL FUNDS 32,…” AR · +2 DOC | ||||||||
| Business | UNSTATED | — | — | — | — | FY26 | EST | 70% |
| “12th CII Northern Region Environment, Health & Safety (EHS) Award – Silver Won by ACME Raisar Solar Energy Pvt Ltd (300 MW) and ACME Heergarh Powertech Pvt Ltd…” AR · +1 DOC | ||||||||
| Central Electricity Authority | UNSTATED | — | — | — | — | FY26 | EST | 70% |
| “This financial mechanism sparked aggressive pricing structures, leading to a dramatic 71% compression in awarded tariffs between 2023 and 2025, forcing low dis…” AR · +1 DOC | ||||||||
| Securities and Exchange Board of India | UNSTATED | — | — | — | — | FY26 | EST | 70% |
| “Further, they are not debarred from holding the office of Director pursuant to order of Securities and Exchange Board of India or any other authority.” AR · +2 DOC | ||||||||
| Others | UNSTATED | — | — | — | — | FY26 | EST | 70% |
| “(Yes/No) Frequency of Review by Board (Annually/ Half yearly/ Quarterly / Others – please specify) Web Link, if available 1 CERC (Deviation Settlement Mechanis…” AR · +2 DOC | ||||||||
| Others | UNSTATED | — | — | — | SG&A | FY26 | EST | 70% |
| “(Yes/No) Frequency of Review by Board (Annually/ Half yearly/ Quarterly / Others – please specify) Web Link, if available 4 Staff paper on Proposal for Allocat…” AR · +1 DOC | ||||||||
| Authority. | UNSTATED | — | — | — | — | FY26 | EST | 70% |
| “The Subsidiary Company has filed writ petition against the said demand order before the High Court of Telangana citing that the assessment order has been passe…” AR · +2 DOC | ||||||||
| FY27 | UNSTATED | — | — | — | CAPEX | FY27 | EST | 70% |
| “Target to have a portfolio of 10 GW generation capacity and 15 GWh BESS capacity by 2030 2,540 MW2 (~3.6GWp) 6,970 MW1 (~12 GWp + 10 GWh) By FY27/28E Installed…” AR DOC | ||||||||
| Government of Andhra Pradesh. | UNSTATED | — | — | — | — | FY25 | EST | 70% |
| “B. Other Matters (i) The Government of Andhra Pradesh had issued a government order on 1st July 2019, pursuant to which it constituted a high-level negotiation…” AR DOC | ||||||||
| Renewable Energy | UNSTATED | — | — | — | CAPEX | FY25 | EST | 70% |
| “Meanwhile, the Ministry of New & Renewable Energy (‘MNRE’) filed an Interlocutory Appeal before Hon’ble Supreme Court of India for allowing high voltage and ex…” AR DOC | ||||||||
| China. | UNSTATED | — | — | — | — | 2026-08 | EST | 65% |
| “And in terms of the timing of battery procurement, that's an important point that we foresee that this year is a good time to purchase because there is a 6% ex…” CONCALL DOC | ||||||||
| CDSLCentral Depository Services (India) Ltd. | UNSTATED | — | — | — | — | FY26 | EST | 60% |
| “The password to open the .pdf file is your 8-digit Client ID for NSDL account, last 8 digits of Beneficiary ID for CDSL account or folio no. for shares held in…” AR · +1 DOC | ||||||||
| PFCPower Finance Corporation Ltd. | UNSTATED | — | — | — | — | FY25 | EST | 60% |
| “Till such time the request for prepayment is under consideration and prepayment is made the Borrower shall continue to pay the Interest and/or Repayment Instal…” AR DOC | ||||||||
| FY27 | CONTRACT | CT 1,400 | — | — | — | FY27 | EST | 60% |
| “We have secured short-term BESS contracts during the quarter, locking in more than INR1,400 crores of revenue for partial FY27 BESS commission capacity.” CONCALL DOC | ||||||||
| RUMSL | UNSTATED | — | — | — | — | 2025-11 | EST | 60% |
| “So, I can tell you, let's say, our RUMSL project where we are getting nighttime power from the customer.” CONCALL DOC | ||||||||
| SUPPLIER | BASIS | EST ₹CR | RANGE | % COST | BUCKET | PERIOD | METHOD | CONF |
|---|---|---|---|---|---|---|---|---|
| Business | UNSTATED | — | — | — | COGS | FY26 | EST | 70% |
| “Business Responsibility and Sustainability Report 118ACME Solar Holdings Limited | Annual Report 2025-26 S. No. Material issue identified Indicate whether risk…” AR · +1 DOC | ||||||||
| Others | UNSTATED | — | — | — | — | FY26 | EST | 70% |
| “Investors, Lenders & Shareholders No • Annual reports, • sustainability reports, • investor presentations, • meetings, • website disclosures Annually/Half- yea…” AR · +2 DOC | ||||||||
| Parties | UNSTATED | — | — | — | — | FY26 | EST | 70% |
| “Note 23 Short term borrowings Particulars As at 31st March 2026 As at 31st March 2025 Secured - Working capital loan# 1,857.72 - - Supplier's credit* 4,645.53 …” AR · +1 DOC | ||||||||
| GST Department | UNSTATED | — | — | — | — | FY26 | EST | 70% |
| “12 The GST department has issued assessment order for with tax demand of INR 1.06 million (31st March 2025: INR 1.06 million) to ACME Solar Energy Private Limi…” AR · +2 DOC | ||||||||
| NHPCNHPC Ltd. | UNSTATED | — | — | — | — | 2026-02 | EST | 65% |
| “Till the time the regulator, the NHPC told us that they are seeing the demand for this power considering the connectivities we have, considering the availabili…” CONCALL DOC | ||||||||
| PFCPower Finance Corporation Ltd. | UNSTATED | — | — | — | SG&A | FY25 | EST | 60% |
| “Trust & Retention Account (TRA) [including Debt Service Reserve Account of 2 Quarter(s) of principal & interest (DSRA)], any letter of credit and other reserve…” AR DOC | ||||||||
| SOURCE | READ | % | LAST READ |
|---|---|---|---|
| ANNOUNCEMENTS | 12/12 | 100% | 08-NOV-26 |
| ANNUAL | 3/3 | 100% | 15-OCT-26 |
| CONCALL | 4/4 | 100% | 15-OCT-26 |
| ORDERS | 12/12 | 100% | 08-NOV-26 |
| RATINGS | 0/15 | 0% | — |
| SCREENER | 1/1 | 100% | 09-NOV-26 |
| SIGNAL | VALUE | AS OF | INPUTS |
|---|---|---|---|
| CUST MOM 1M | +5.1% | 14-NOV-26 | from 15-OCT-26 · SJVN Ltd. +3.6% w 0 · Central Depository Services (India) Ltd. +11.9% w 0 · Indian Energy Exchange Ltd. +8.2% w 0 · NHPC Ltd. +4.3% w 0 · Power Finance Corporation Ltd. -2.4% w 0 |
| DISTRESS SCORE | 0.873 | 13-OCT-26 | roe 0.1 · operatingMargin 0.88 · debtToEquity 3.93 · interestCoverage 1.6 · assetTurnover 0.07 · leverage 5.56 |
| SUPP MOM 1M | +1.0% | 14-NOV-26 | from 15-OCT-26 · Power Finance Corporation Ltd. -2.4% w 1 · NHPC Ltd. +4.3% w 1 |