PPA signing delays for awarded projects
Out of 93 GW awarded in FY24-25, 42 GW PPAs are pending; Acme's projects with NTPC and SJVN face delays, though management is confident of signing.
ACMESOLAR / Q2-FY26 / risks
Keep the risk register visible.
Acme Solar Holdings · Material risks, their source context, and severity in the latest available quarter.
Research layer active
ConCallIQ research layer
Signal, with the source still visible.
Use the controls below to narrow the view, then follow the evidence into the next layer of context.
Risk intelligence
Material risks this quarter
medium
Transmission connectivity delays
The Seeker plant is operating under temporary GNA due to a delay in the connectivity line, now expected by December; similar delays could impact other projects.
GST reduction pass-through to discoms
The 12% to 5% GST reduction on solar equipment may need to be passed on to discoms under change-in-law clauses, potentially reducing project returns.
Capex lumpiness and execution risk
Capex of 12,000 crore is back-ended; battery and module deliveries are lumpy, and any supply chain disruption could delay commissioning.