Investor Presentation

Leading Through Innovation July 29, 2026 To To BSE Limited National Stock Exchange of India Ltd Corporate Relationship Dept., Corporate Relationship Dept., Phiroze Jeejeebhoy Towers, Exchange Plaza, Plot No. C/1, G Block, Dalal Street, Mumbai 400001 Bandra-Kurla Complex, Bandra (East), Mumbai 400 051 Scrip Code: 544283 Symbol: ACMESOLAR Ref: Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015, as amended and our earlier intimation dated July 21, 2026, regarding Earning Call with analyst(s)/institutional investor(s) Subject: Investor Presentation of ACME Solar Holdings Limited Dear Sir/Madam, In accordance with Regulation 30 read with Schedule III of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015, as amended, please find enclosed a copy of ‘Investor Presentation’ in connection with the Unaudited Standalone and Consolidated Financial Results of the Company for the quarter ended June 30, 2026. The aforesaid information is being made available on the Company’s website at www.acmesolar.in Thanking you, For ACME Solar Holdings Limited Rajesh Sodhi Company Secretary and Compliance Officer Encl: As stated ACME Solar Holdings Limited CIN L40106HR2015PLC102129 Corporate Office: 4th, 6th to 8th Floor, Block A1, DLF World Tech Park, DLF IT SEZ Silokhera, Sector 30, Gurugram, Haryana 122001 India Tel: +91-124-4507100 Fax: +91-124-7117001 Regd. Office: Plot No .152, Sector-44, Gurugram 122002, Haryana, India Tel: +91-124-7117000 Fax: +91-124-7117001 Email: cs.acme@acme.in; Website: www.acmesolar.in; ACME Solar Holdings Limited Earnings Presentation – Q1 FY2027 July 2026 Disclaimer By attending the presentation or by reading the presentation slides you agree to be bound as follows: This Presentation is prepared by ACME Solar Holdings Limited (“Company”) and is for information purposes only without regards to specific objectives, financial situations or needs of any particular person and is not and nothing in it shall be construed as an invitation, offer, solicitation, recommendation or advertisement in respect of the purchase or sale of any securities of the Company or any affiliates in any jurisdiction or as an inducement to enter into investment activity and no part of it shall form the basis of or be relied upon in connection with any contract or commitment or investment decision whatsoever. This Presentation does not take into account, nor does it provide any tax, legal or investment advice or opinion regarding the specific investment objectives or financial situation of any person. This Presentation and its contents are confidential and proprietary to the Company and/or its affiliates and no part of it or its subject matter be used, reproduced, copied, distributed, shared, or disseminated, directly or indirectly, to any other person or published in whole or in part for any purpose, in any manner whatsoever. The information contained in this Presentation is a general background information of the Company and its affiliates. We don’t assume responsibility to publicly amend, modify or revise any information contained in this Presentation on the basis of any subsequent development, information or events, or otherwise. This Presentation should not be considered as a recommendation to any investor to subscribe to any security. This Presentation may include certain statements that are, or may be deemed to be, “forward-looking statements” and relate to the Company, its affiliates and its financial position, business strategy, events and courses of action. Forward-looking statements and financial projections are based on the opinions and estimates of management at the date the statements are made and are subject to a variety of risks and uncertainties and other factors that could cause actual events or results to differ materially from those anticipated in the forward-looking statements and financial projections. Forward-looking statements and financial projections include, among other things, statements about: our expectations regarding our expenses, sales and operations; our future customer concentration; our anticipated cash needs, our estimates regarding our capital requirements, our need for additional financing; our ability to anticipate the future needs of our customers; our plans for future products and enhancements of existing products; our future growth strategy and growth rate; our future intellectual property; and our anticipated trends and challenges in the markets in which we operate. Forward-looking statements are not guarantees of future performance including those relating to general business plans and strategy, future outlook and growth prospects, and future developments in its businesses and its competitive and regulatory environment. No representation, warranty or undertaking, express or implied, is made or assurance given that such statements, views, projections or forecasts in the Presentation, if any, are correct or that any objectives specified herein will be achieved. We, or any of our affiliates, shareholders, directors, employees, or advisors, as such, make no representations or warranties, express or implied, as to, and do not accept any responsibility or liability with respect to, the fairness, accuracy, completeness or correctness of any information or opinions contained herein and accept no liability whatsoever for any loss, howsoever, arising from any use or reliance on this Presentation or its contents or otherwise arising in connection therewith. The information contained herein is subject to change without any obligation to notify any person of such revisions or change and past performance is not indicative of future results. It is clarified that this Presentation is not intended to be a document or advertisement offering for subscription or sale of any securities or inviting offers or invitations to offer or solicitation to offer from the public (including any section thereof) or any class of investors. This document has not been and will not be reviewed or approved by a regulatory authority in India or by any stock exchange in India. No rights or obligations of any nature are created or shall be deemed to be created by the contents of this Presentation. Agenda Business & Operational Highlights Financial Highlights Capacity Execution and Growth Plan Company Overview Project Details KEY HIGHLIGHTS – Q1 FY27 TOTAL REVENUE1 (INR Cr) EBITDA1 (INR Cr) PAT (INR Cr) QUARTER COMPARISON (Q1) QUARTER COMPARISON (Q1) QUARTER COMPARISON (Q1) Q1 FY26 Q1 FY27 Q1 FY26 Q1 FY27 Q1 FY26 Q1 FY27 584 954 531 831 131 235 63.3% 56.5% 79.9% YoY YoY YoY Highlights of the quarter till date: ✓ Highest ever Revenue and EBITDA achieved for the quarter ✓ Highest ever quarterly CUF achieved at 30.9% ✓ 600 MW of FDRE/Hybrid PPAs signed with SECI, taking total UC PPA signed capacity to 3,880 MW entailing ~15 GWh2 BESS installations ✓ Commissioned ~2.3 GWh BESS, taking total commissioned BESS capacity to ~3.62 GWh ✓ Phased operationalization of ~3.1 GWh of BESS capacity generated revenue of INR 226 Cr in Q1 FY27 ✓ BESS Capacity ordered for entire UC PPA signed portfolio ✓ Bids won for short term contracts with INR 1,400+ Cr revenue lock-in for partial sale of FY27 BESS capacity 1. Includes Other Income 2. BESS installation as per current configuration and is subject to optimisation Image source: ACME project in Rajasthan Business & Operational Highlights Image source: ACME project in Rajasthan Business Highlights – Q1 FY27 till date (1/2) Operational Capacity BESS Capacity Commissioned Generation Capacity BESS Capacity ✓ Commissioned ~2.3 GWh during the quarter till date, taking the cumulative commissioned BESS 2,890 2,990 3,621 capacity to ~3.62 GWh MW MW MWh Q1 FY26 July'26 Short term BESS Contracts BESS Updates ~INR 1,400+ Cr ✓ Bids won for short term contracts with INR 1,400+ Cr revenue lock-in for partial sale of FY [Showing first 8,000 characters — download PDF for full document]