Everything you need to know about ACME Solar Holdings IPO

About ACME Solar Holdings Limited

ACME Solar Holdings Limited was established in 2015 to consolidate the ACME Group’s renewable energy business. It is a renewable energy company, specializing in solar, wind, hybrid, and firm and dispatchable renewable energy projects. It is one of the largest Independent Power Producers (IPP) in the country, with an operational capacity of 1,320 MW in solar projects and a significant pipeline of under-construction projects totalling 2,220 MW. The company focuses on developing, building, owning, operating, and maintaining utility-scale renewable energy projects while generating revenue through sales to government-backed entities.

IPO Issue size

Funds Raised in the IPO Amount
Overall ₹2900 crores
Fresh issue ₹2395 crores
Offer for sale ₹505 crores

Utilisation of proceeds

Purpose INR crores (%)
Investment in subsidiaries for repayment/prepayment of borrowings 1795 (74.95%)
General corporate purposes 600 (25.05%)

Financials

Financial year ended March 2022 March 2023 March 2024
Total assets 156.27 136.13 146.62
Revenue 1088.67 1218.69 1339.41
Profit After Tax 10.24 -1.54 90.98

Strengths

  • ACME Solar Holdings has a comprehensive portfolio that includes solar, wind, hybrid, and firm and dispatchable renewable energy projects, making it one of the largest independent power producers in India.
  • The ACME Group has been an early entrant in the solar IPP business in India. It commissioned its first solar power plant in Fiscal 2012 and has developed 2,719 MW of solar power projects.
  • The company has established power purchase agreements that ensure revenue generation from various government-backed entities, securing its financial stability.
  • The company has signed a memorandum of understanding with the Government of Uttar Pradesh for a significant closed-loop pump storage project, showcasing its growth strategy in renewable energy.

Risks

  • The renewable energy sector is subject to regulatory changes that can impact project approvals, tariffs, and operational guidelines, introducing uncertainty into future earnings.
  • The company’s revenue is significantly tied to government policies and incentives for renewable energy projects. Any changes in these policies could negatively affect profitability.
  • The company depends on the top 10 off-takers, which contributed 89.97% of revenue from operations in 2024.
  • ACME Solar does not have long-term agreements with suppliers and typically sources the required components through purchase orders.

Subscription Figures for ACME Solar Holdings

Subscription numbers as of 05:00 pm on 6 Nov 2024:

Category Shares Reserved Shares Bid Subscription (No. of times)
Qualified Institutional Buyers (QIBs) 3,15,27,272 48,45,765 0.15
Non Institutional Investors 1,57,63,636 51,05,457 0.32
Retail Individual Investors (RIIs) 1,05,09,090 1,25,10,861 1.19
Employees 4,03,225 2,43,576 0.60
Total 5,82,03,223 2,27,05,659 0.39

Note: When evaluating IPOs, one should not just look at grey market premiums. The subscription numbers give a clearer picture of investor interest. Read this article to learn how to track the live IPO subscription data.

IPO schedule

Issue open date 2024-11-05
Issue close date 2024-11-08
UPI mandate deadline 2024-11-08 (5 PM)
Allotment finalization 2024-11-11
Refund initiation 2024-11-12
Share credit 2024-11-12
Listing date 2024-11-13
Mandate end date 2024-11-23
Lock-in end date for anchor investors (50%) 2024-12-11
Lock-in end date for anchor investors (remaining) 2025-02-09
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Grey Market Premium (GMP) for ACME solar Is currently zero.