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ACME Solar Ka Naya BESS Phase Chalu!
ACME Solar ne Rajasthan mein apne BESS project ka third phase successfully commission kar liya hai, jisse unki energy storage capacity aur badh gayi hai. Bikaner mein 11.429 MW aur 51.354 MWh ki storage add hui hai, aur ab total commissioned capacity 107.143 MW / 481.440 MWh ho gayi hai. Company ka target 250 MW / 1103.392 MWh tak pahunchna hai. Yeh sab India ki renewable energy ko support karne ke liye kiya ja raha hai.
Stock Mein Giraavat Ka Reason? GST Ka Notice!
Jaisey hi yeh khabar aayi, ACME Solar ka stock (ACMESOLAR) 2.91% neeche gir kar ₹261.58 par close hua (March 30, 2026 ko). Is se pehle March 27 ko stock 8% bhaga tha. Company ka market cap ab lagbhag ₹14,968 Crore hai.
Asal mein, stock mein girawat ka ek bada reason ek notice hai jo Directorate General of Goods & Services Tax Intelligence ne ₹149.73 Crore ka GST shortfall batate hue bheja hai. Yeh notice April 2021 se March 2025 tak ke liye hai. Company ne kaha hai ki woh is demand ko contest karegi, aur filhaal koi immediate financial impact nahi hoga, par yeh ek badi contingent liability hai.
Market Hai Badhta Hua, Par Competition Bhi Tight
India ka energy storage market 2034 tak $7.84 Billion tak pahunchnay wala hai, jisme 11.04% ka annual growth expected hai. Government bhi renewable energy ko promote kar rahi hai policies se. Par ACME Solar ko Adani Green (jiska P/E 89.5-103.4x hai) aur Tata Power (jiska 27.58-32.58x hai) jaise bade players se competition mil raha hai. ACME ka P/E ratio filhaal 33.88x ke aas paas hai.
Analysts Kya Bol Rahe Hain?
Market experts aur analysts abhi bhi ACME Solar par positive hain. Unka average 12-month price target ₹326.88 hai, aur consensus rating 'Strong Buy' hai. Centrum aur Investec jaise brokerages ne bhi ₹315-₹319 ka target price diya hai. They are expecting good growth from the company's pipeline.