| Revenue growth | 9% YoY for FY26. |
|---|---|
| Margins | EBITDA grew 9% YoY to ₹4,707 Cr in FY26. |
| Order book | 2,400 MW renewable projects under implementation. |
| Demand visibility | Serving 4.8Mn+ consumers; 4.9GW+ peak demand. |
| Management confidence | Strong operational performance in distribution and generation. |
Growth
FY26 Consolidated Revenue ₹18,927 Cr (+9% YoY); PAT ₹1,618 Cr (+13% YoY). Q4 PAT surged 19% YoY.
Outlook
Targeting 3.2GW renewables by FY29 and 10GW by FY32. 3GW solar cell/module plant commissioning in 2027.
Risks
Distribution loss volatility in Malegaon DF (36.3%) and dependency on regulatory income and fuel costs.
Earnings Call filed with BSE, NSE: CESC. Summary written with AI assistance from the document.
CESC Ltd: key numbers
- Share price
- ₹139.86
- Market cap
- ₹18,539 Cr
- Revenue (annual)
- ₹18,570 Cr
- Net profit (annual)
- ₹1,542 Cr
- P/E (TTM)
- 11.9×Sector 25.1×
- Promoter holding
- 52.11%+0.00% QoQ
- FII holding
- 11.46%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from CESC Ltd
All →CESC Bags ₹40 Cr Order from Prism Johnson Limited
CESC's subsidiary Purvah Green Power signed a 25-year PPA with Prism Johnson for a 49.5 MW wind project. Prism Johnson will invest Rs. 40 Crore for a 26.5% stake.
- Value
- ₹40.00 Cr
- From
- Prism Johnson Limited (PJL)
- Execution
- 25 years
- wind power project
- 49.5 MW
CESC Debt & Borrowing: ₹150 Cr
CESC Limited fully redeemed Commercial Paper worth ₹150 Crore on September 23, 2026. This disclosure confirms the company's repayment of its debt obligations.
- Value
- ₹150.0 Cr
CESC Debt & Borrowing: ₹190 Cr
CESC approved issuance of 19,000 secured NCDs worth ₹190 crore via private placement. The 5-year rated debentures carry 1M MIBOR OIS + 2.20% p.a. coupon.
- Value
- ₹190.0 Cr
- Execution
- 5 years (24 Sep 2026 to 24 Sep 2031)
CESC Investor Presentation: Key Takeaways
CESC reports solid FY26 performance with Revenue at ₹18,927 Cr (+9% YoY) and PAT at ₹1,618 Cr (+13% YoY). The strategy pivots towards 10 GW renewables by 2030 and backward integration into solar manufacturing.
- Call
- Guides 100% growth
CESC Board Meeting Date
CESC Limited informed the exchange that a committee of the Board will meet on September 22, 2026, to consider issuing non-convertible debentures.
CESC Adverse Business Impact
CESC reported a fire at its Panihati distribution sub-station on September 13, 2026. Normal operations were fully restored within three and a half hours, with no casualties.