Transmission delays from CTU
CTU substation delays of up to 6 months could push project commissioning timelines, though management defers module procurement to mitigate.
ACMESOLARHOLDINGS / Q4-FY26 / risks
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Acme Solar Holdings · Material risks, their source context, and severity in the latest available quarter.
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Material risks this quarter
medium
Merchant BESS arbitrage sustainability
The high arbitrage between peak and off-peak power prices may narrow as more BESS capacity is added, impacting merchant returns.
PPA signing delays for LOA inventory
Unsigned PPAs for ~850 MW of older LOAs could face conversion delays if discoms are slow, though management expects resolution.