ALFA Finder| Management target | Net Profit 100.0% 2030 |
|---|
| Revenue growth | 9% YoY in FY26 |
|---|---|
| Margins | ROE expansion targeted at +400 bps by 2030 |
| Order book | 4.8 GWp renewable contractual capacity |
| Demand visibility | Strong; 4.9 GW+ peak demand in distribution |
| Management confidence | High |
Growth
FY26 Consolidated Revenue grew 9% to ₹18,927 Cr; EBITDA rose 9% to ₹4,707 Cr; PAT increased 13% to ₹1,618 Cr.
Outlook
Targeting 10 GW RE capacity and 3 GW solar cell/module mfg by 2027. Planned capex of ₹35,000 Cr over 5 years.
Risks
High T&D losses in Malegaon DF (36.3%); reliance on coal linkage; potential regulatory asset recovery delays.
Investor Presentation filed with BSE, NSE: CESC. Summary written with AI assistance from the document.
CESC Ltd: key numbers
- Share price
- ₹128.48
- Market cap
- ₹17,031 Cr
- Revenue (annual)
- ₹18,570 Cr
- Net profit (annual)
- ₹1,542 Cr
- P/E (TTM)
- 11.0×Sector 21.5×
- 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.