| 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
- ₹326.60
- Market cap
- ₹3,16,693 Cr
- Revenue (annual)
- ₹1,87,385 Cr
- Net profit (annual)
- ₹27,053 Cr
- P/E (TTM)
- 11.4×Sector 25.1×
- Promoter holding
- 51.10%+0.00% QoQ
- FII holding
- 16.30%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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