| Management target | Net Profit FY37 |
|---|
| Revenue growth | Group PAT grew at 12.89% CAGR (FY22-FY26). |
|---|---|
| Margins | Improving cash flows; outstanding receivable days down to 15. |
| Order book | 37GW under construction; 12GW in tendering stage. |
| Demand visibility | Strong; peak demand projected at 450GW+ by FY36. |
| Management confidence | High; emphasizing 33 years of steady dividend distribution. |
Growth
FY26 standalone PAT reached INR 23,162 crore. Group PAT grew at 12.89% CAGR since FY22.
Outlook
Targeting 150GW by FY32 and 250GW by FY37. Total estimated investment of INR 16.8 lakh crore by FY37.
Risks
Transmission constraints causing renewable energy curtailment; integration challenges of intermittency requiring costly battery storage.
Last quarter's promises, checked
Delivered
- Guided 5GW RE capacity addition for FY26 → delivered 5GW target on track (= BEAT)
- Guided 15M tonnes coal stock → delivered 15M tonnes (= BEAT)
- Guided receivable days improvement → delivered 26 days vs 34 days YoY (= BEAT)
Partly delivered
- Guided 6,500MW thermal addition over 3 years → delivered 2,780MW YTD (= PARTIAL)
Missed
- Guided zero RE curtailment → delivered 420M units lost in NGEL (= MISS)
Earnings Call Transcript filed with BSE, 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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