ACME Solar signs 300 MW power supply pact with Seci at ₹6 per unit
Acme Solar Holdings set out an expansion in an energy transition development with October 6 in focus.
· BS Companies
ACME Solar Holdings Ltd on Monday said that through its subsidiary, ACME Greentech Twenty Pvt Ltd, it has signed a Power Procurement Agreement with Solar Energy Corporation of India (SECI) for 300 MW / 1,200 MWh assured peak supply. The assured peak supply under SECI's FDRE-IX tranche was at a tariff of Rs 6 per unit, with an effective date of October 6, 2026, a company statement said.
Key facts
- Dates in focus
- October 6
The analysis
Acme Solar Holdings reported ₹6. Those are the figures as filed — what moves the price is how they sit against what the market already expected, not their absolute size.
Against that, the stock is -2.6% on the day at ₹404.80, and has returned +12.2% over three months. It sits 12% below its 52-week high. The power sector has moved -13.2% over the same period, so Acme Solar Holdings is running 25.4 points ahead of its peers.
For Acme Solar Holdings, the question is how much of this is already reflected in the price and how much re-rates the power peer set alongside it.
Why it matters
- The shift to renewables is redrawing which energy names are structural winners versus stranded.
Market context
- In focus: Acme Solar Holdings (ACMESOLAR), in Power.
- Over three months: Acme Solar Holdings +12.2% against Power -13.2% (25.4 points ahead).
| Company | Price | Day | 1M | 3M | From 52-wk high | Volume vs 20-day | Market cap |
|---|---|---|---|---|---|---|---|
| Acme Solar HoldingsACMESOLAR · Power | ₹404.80 | -2.6% | -7.8% | +12.2% | -11.7% | 0.9× | — |
Power
1M -6.9% · 3M -13.2%
Acme Solar Holdings
Prices as of 30 Oct 2026, 16:10 IST. Sector moves are the average of the stocks we track in each sector.
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