Pune · HSBC
partialBattery capex in previous year and current quarter for 2.3 GW commissioned
last quarter we did around in this quarter so far current quarter currently last quarter was around 1,000,000 to 1200 crores
ACMESOLARHOLDINGS / Q4-FY26 / claim-ledger
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Acme Solar Holdings · Analyst questions, management answers, and the quality of the response where the ledger is available.
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Questions audited
12
Answered directly
88%
Numeric claims
2
Consistency
contradicted
Question ledger
What was answered, and how?
Pune · HSBC
partialRun rate from existing capacity with and without battery
for the last full year including other income has been around 2200 odd cr. ... 2.3 GW is currently operational ... delivering give or take uh average net relation of 2.2 cr per day which is effectively more than 60 cr per month
Pune · HSBC
directPLF of new solar plants commissioned in FY25 for FY26
our seeker plant basically got commissioned ... doing close to around 29 to 30% a year for the overall year. ... for the new plant it is because we have a higher DC installed there so it has a higher CUF yeah for the full it's been close to 26% for the entire portfolio
Pune · HSBC
directEconomics change for SEISTS hybrid trans 6 scheme with battery inclusion
it basically uh keeps the return in uh in uh high teens only. So it does not impact really uh the returns
Karthik Sharma · Arandati
directCurtailment impact in Q4 and full year, future project allocation
for the whole year we have only five to six crores of impact on the curtailment which is the real curtailment ... all of our projects are in the uh CTU ... we have consciously built a portfolio with ... all the central counterparties on CTU
Karthik Sharma · Arandati
directSustainability of sharp improvement in receivables and DSO
our portfolio as it gets more operational it is shifting towards 100% central ... they pay in 10 days ... that is why we are getting a 15 days kind of a receivable cycle today. So which is more or less not because of oneoff it is it is the norm.
Anikit Mal · SBI mutual fund
directReason for large increase in non-current assets and impact on cash flow
these are mainly include the capital credits actually. ... capital advances of roughly 323 crores ... given to for the procurement of material
Anikit Mal · SBI mutual fund
partialReason for 1% decline in PL on a YoY basis this quarter
could be a function of of course the uh lower radiation or and cartilagement. These these two could be the only two factors which would have impacted on a yi basis.
Anikit Mal · SBI mutual fund
directMerchant 654 MWh in under construction portfolio - purpose
it is uh merchant as of now uh it is uh slated to go to a PPA uh which we are supposed to sign very shortly. ... it gives us some flexibility ... we also wanted to uh get it financed on a merchant basis
Anikit Mal · SBI mutual fund
directCommissioning timeline for SGB, FDR, and NTPC hybrid projects in FY27
by March 27 all this will be commissioned. ... we are targeting ... around 2500 megawatt of ready connectivity for selling battery power during night ... battery commissionings are going to happen early
Isan · Antic Stock Broking
directImpact of CERC's new mechanism for LOA connectivity on Acme's inventory
we have around 62 gawatt of signed PPA which we are constructing ... our LOAs are more or less converted into PPA ... we don't foresee that our LOAs will uh we will have to surrender
Duven Sha · HDFC Securities
directMerchant vs FDR split of 10 GWh battery commissioning and EBITDA margins
around 8 and 1/2 gawatt hour out of this 10 gawatt hour would be on uh merchant and 1 and a half gawatt hour would be in the fd format. ... assuming a tariff arbitrage of 6 rupees ... give or take the margin will be around 75 to 80%.