AI-generated · cited to primary sources · not investment advice
ACME Solar Hold. (544283) Aug 2025 Filing Analysis
How durable is the business?
EBITDA margins improved slightly due to favorable operating leverage and optimized operational efficiency. (4 expanding)
“Improved EBITDA margin of 90.9% in Q1 FY26 as compared to 88.8% in Q1 FY25 on account of favorable operating leverage and optimized operational efficiency”
Rajasthan remains the dominant geography, with operational assets delivering high utilization (30.3% CUF). (1 stable, 1 expanding)
“Solar: 2,250 MW (77.9%) [in Rajasthan]. In Q1 FY26, Rajasthan-based operational assets with 2,250 MW contracted capacity delivered an average CUF of 30.3%”
See the full cited Business Model analysis of ACME Solar Hold.
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