ALFA Finder| Margins | Operational excellence maintained with 72.04% PLF in coal stations. |
|---|---|
| Order book | 35.7 GW capacity currently under construction. |
| Demand visibility | Strong; peak demand projected to reach 1,200 GW by FY70. |
| Management confidence | High; citing 'Maintaining Energy Leadership' and 'Proven Operational Excellence'. |
Growth
Group Profit reached ₹27,546 crore in FY26. 9.6 GW capacity added in FY26, bringing operational capacity to over 90 GW.
Outlook
Targets 60 GW RE capacity by FY32 and 136 GW by FY37. Total estimated capex of ₹16.86 lakh crore through 2037.
Risks
Transition risks from coal-heavy portfolio and long gestation periods for nuclear and pumped storage projects.
Last quarter's promises, checked
Delivered
- Guided 5 GW RE addition → delivered 5 GW (= BEAT)
- Guided 6.5 GW thermal addition 3yr plan → delivered on track (= BEAT)
- Guided Patratu Unit 1 commissioning → delivered 800 MW (= BEAT)
Partly delivered
- Guided 15 GW RE under construction → delivered 9.6 GW operational (= PARTIAL)
Missed
- Guided 2.5 GW RE in 2 months → delivered 2.1 GW (= MISS)
Investor Presentation filed with NSE, NSE: NTPC. Summary written with AI assistance from the document.
NTPC Ltd: key numbers
- Share price
- ₹323.00
- Market cap
- ₹3,13,202 Cr
- Revenue (annual)
- ₹1,87,385 Cr
- Net profit (annual)
- ₹27,053 Cr
- P/E (TTM)
- 10.5×Sector 21.7×
- Promoter holding
- 51.10%+0.00% QoQ
- FII holding
- 15.79%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from NTPC Ltd
All →NTPC Debt & Borrowing: ₹52.43 Cr
NTPC Ltd paid Rs.52.43 Crore interest on its 7.49% 2031 SRS-64 bonds on 07 Nov 2026. This is the yearly coupon on a Rs.700 Crore issue, paid on the due date.
- Value
- ₹52.43 Cr
NTPC Investor Presentation: Key Takeaways
Q2 FY27 standalone revenue INR45,752 cr (+17%) and PAT INR5,320 cr (+14%); group H1 PAT +26%. NGEL H1 revenue +58% at 89% EBITDA margin. RE capacity addition slipping on transmission delays; thermal pipeline expanding.
NTPC Other Announcement
NTPC Ltd received an improved ESG score of 64.2 from SES ESG Research. This unsolicited rating reflects a 1.4-point increase over the previous year's performance.
NTPC Dividend
NTPC Limited's board approved an interim dividend of Rs 3 per equity share for FY 2026-27 on 31 October 2026. Record date is 6 November 2026 and payment by 25 November 2026.
NTPC Business Update
NTPC shared its operational and financial snapshot for the September 2026 quarter and half year. It is accessible through a link on its investor page.
NTPC Q2 FY27 Results: Net Profit ₹7,351 Cr, Up 40.7% YoY
NTPC Ltd reported revenue from operations of ₹54,270 Cr (+21.2% YoY) and net profit of ₹7,351 Cr (+40.7% YoY) for Q2 FY27.
- Key figure
- Net profit ₹7,351 Cr · +40.7% YoY