ALFA Finder| Management target | Revenue FY30 |
|---|
| Revenue growth | 18.5% YoY for Q1 FY27. |
|---|---|
| Margins | EBITDA margin at 64%; Profit margin at 31%. |
| Order book | 9,204 MW under construction; 10,263 MW awaiting clearances. |
| Demand visibility | Strong, tied to long-term PPAs and national clean energy goals. |
| Management confidence | High, given Navratna status and massive project pipeline. |
Growth
Q1 FY27 consolidated Revenue grew 18.5% and PAT grew 4.15% YoY. EBITDA margin stands at a strong 64%.
Outlook
Targeting 13,905 MW capacity by FY30. FY27 CAPEX target is ₹15,000 Cr. Regulated equity expected to reach ₹36,603 Cr.
Risks
High receivables from state DISCOMs (₹4,354 Cr total) and regulatory/clearance delays for major hydro projects.
Last quarter's promises, checked
Delivered
- Guided Subansiri Lower units commissioning → 4 units delivered by May'26 (= BEAT)
- Guided Parbati-II commissioning → Operational in FY26 (= BEAT)
- Guided FY26 Revenue growth → ₹11,615 Cr vs ₹10,380 Cr (= BEAT)
Partly delivered
- Guided Subansiri Lower cost ₹30,072 Cr → ₹26,092 Cr incurred by Mar'26 (= PARTIAL)
- Guided Solar commissioning 1,000MW → 300MW commissioned, balance delayed to June/Dec'26 (= PARTIAL)
Missed
- Guided Normative PAF 82% → Actual PAF 74.75% (= MISS)
Investor Presentation filed with BSE, NSE: NHPC. Summary written with AI assistance from the document.
NHPC Ltd: key numbers
- Share price
- ₹77.90
- Market cap
- ₹78,251 Cr
- Revenue (annual)
- ₹11,615 Cr
- Net profit (annual)
- ₹3,766 Cr
- P/E (TTM)
- 18.1×Sector 21.7×
- Promoter holding
- 61.39%+0.00% QoQ
- FII holding
- 13.17%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from NHPC Ltd
All →NHPC Earnings Call Transcript: Key Takeaways
Q2 FY27 revenue ₹4,482 Cr (+33%), PAT ₹1,549 Cr (+52%), driven by Subansari commissioning and generation gains. Reported PAT absorbs a ₹231 Cr Tista-4 provision; debt ₹59,000 Cr and receivables ₹4,283 Cr remain soft spots.
NHPC Investor Presentation: Key Takeaways
H1 FY27 consolidated revenue ₹8,291 Cr (+26%) and PAT attributable ₹2,645 Cr (+27%); Q2 PAT ₹1,549 Cr (+52%). Hydro pipeline and ₹15,000 Cr FY27 capex plan.
NHPC Q2 FY27 Results: Net Profit ₹1,658 Cr, Up 35.9% YoY
NHPC Ltd reported revenue from operations of ₹4,483 Cr (+33.2% YoY) and net profit of ₹1,658 Cr (+35.9% YoY) for Q2 FY27.
- Key figure
- Net profit ₹1,658 Cr · +35.9% YoY
NHPC Management Change
NHPC disclosed that Executive Director Shri Vivek Dwivedi's tenure ends on superannuation, effective October 31, 2026. The filing reports no replacement or financial impact.
NHPC Production Started
NHPC declared commercial operation for Unit# 5 (250 MW) of its 2000 MW Subansiri Lower Hydroelectric Project, effective October 23, 2026.
- power generation capacity
- 250.0 MW
NHPC Board Meeting Date
NHPC Ltd has scheduled a board meeting on November 4, 2026, to approve its unaudited financial results. The trading window remains closed until November 6, 2026.