7 Days Ago Listed-Power Generation Stock Surges After Announcing 75.4 Per Cent Jump In Cash PAT In Q2FY25

7 Days Ago Listed-Power Generation Stock Surges After Announcing 75.4 Per Cent Jump In Cash PAT In Q2FY25

Kiran Shroff
/ Categories: Trending, Mindshare

The company's total portfolio has expanded to 6,720 MW, comprising 2,540 MW of operational capacity and 4,180 MW of under-construction projects.

On Monday, shares of Acme Solar Holdings Ltd surged 5.06 per cent to Rs 258.30 per share from its previous closing of Rs 245.85 per share with an intraday high of Rs 268.50 per share and an intraday low of Rs 249 per share. The stock’s 52-week high is Rs 279 per share and its 52-week low is 228.15 per share. The company has a market cap of Rs 15,000 crore.

ACME Solar Holdings Limited is a renewable energy company in India with a diversified portfolio across solar, wind, hybrid and Firm and Dispatchable Renewable Energy (FDRE) projects. The company is one of the top 10 renewable energy independent power producer in India with an operational capacity of 2,540 MW and under construction capacity of 4,180 MW. The Company generates long-term stable cashflows through the sale of electricity to various off-takers including central and state government-backed entities via long-term contracted PPA typically for fixed tariff rates for 25 years. The company has in-house EPC and O&M capabilities allowing it to control processes, costs and timelines and giving flexibility in the choice of technology and suppliers.

According to Quarterly Results, the total revenue increased by 7.4 per cent to Rs 295 crore and net profit increased by 75.4 per cent to Rs u crore in Q2FY25 compared to Q2FY24. In its half-yearly results, the total revenue increased by 5.5 per cent to Rs 635 crore and net profit increased by 10.6 per cent to Rs 152 crore in H1FY25 compared to H1FY24.

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ACME Solar Holdings Limited has achieved substantial growth and operational efficiency in the first half of FY25. The company's total portfolio has expanded to 6,720 MW, comprising 2,540 MW of operational capacity and 4,180 MW of under-construction projects. The operational capacity has nearly doubled, increasing from 1,340 MW in Q1FY25 to 2,540 MW, primarily due to the recent energization of 1,200 MW SECI ISTS projects in October 2024.

ACME has secured multiple projects with a combined capacity of 1,350 MW in FY25, contracted with central off-takers SECI, NTPC, and SJVN. This has elevated the total order book for under-construction projects to 4,180 MW. For these projects, grid connectivity is in place for all 4,180 MW, PPAs have been signed for 1,660 MW, LOAs have been awarded for 2,120 MW and debt financing of Rs 1,400 crore (Rs 14,500 crore) has been secured. Additionally, the company has refinanced operational projects worth Rs 4,500 crore, resulting in a cash release of Rs 590 crore.

ACME's operational performance has also improved. The capacity utilization factor has increased from 23.3 per cent in H1FY24 to 24.6 per cent in H1FY25, and plant availability has improved from 99.2 per cent to 99.3 per cent. The implementation of dry-cleaning robots has further streamlined module cleaning processes and enhanced operational efficiency.

Disclaimer: The article is for informational purposes only and not investment advice. 

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