ALFA Finder| 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
- ₹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
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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