ALFA Finder| 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
- ₹131.70
- Market cap
- ₹17,458 Cr
- Revenue (annual)
- ₹18,570 Cr
- Net profit (annual)
- ₹1,542 Cr
- P/E (TTM)
- 11.3×Sector 21.7×
- Promoter holding
- 52.11%+0.00% QoQ
- FII holding
- 11.49%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from CESC Ltd
All →CESC Investor Presentation: Key Takeaways
Q2 FY27 consolidated revenue ₹5,686 Cr (+6%), EBITDA flat at ₹1,217 Cr, PAT ₹438 Cr (-2%). Acquiring 1.4 GWp ReNew solar portfolio at ₹4,859 Cr EV, targeting 10 GW renewables.
CESC Q2 FY27 Results: Net Profit ₹438 Cr, Down 2.2% YoY
CESC Ltd reported revenue from operations of ₹5,607 Cr (+6.5% YoY) and net profit of ₹438 Cr (-2.2% YoY) for Q2 FY27.
- Key figure
- Net profit ₹438 Cr · -2.2% YoY
CESC Acquisition Worth ₹4,859 Cr
CESC revised the completion timeline for acquiring six ReNew renewable entities to November 21, 2026. The deal covers 1.4 GWp capacity at Rs 4,859 crore enterprise value.
- Value
- ₹4,859 Cr
- operational renewable power capacity acquired
- 1411.48 MWp
CESC Board Meeting Date
CESC Ltd scheduled its Board Meeting for 5 Nov 2026 to consider Q2/H1 FY27 unaudited results. No financial figures or decisions are reported in this advance intimation.
CESC Other Announcement
CESC Ltd has submitted its shareholding pattern for the quarter ended September 30, 2026, in compliance with SEBI regulatory requirements.
CESC Other Announcement
This is a routine compliance filing submitting the quarterly certificate under Regulation 74(5) regarding dematerialization activity for the period ended September 30, 2026.