| Management target | Revenue 60.0% FY25 |
|---|
| Revenue growth | Steady growth led by renewables and rooftop solar execution. |
|---|---|
| Margins | Structural expansion in manufacturing; temporary collection lags in Discoms. |
| Order book | Large utility-scale solar pipeline plus ₹10,000 Cr Mumbai transmission pipeline. |
| Demand visibility | Strong sectoral demand (8.5%-11% monthly growth) due to heatwaves. |
| Management confidence | High confidence; emphasized 27 consecutive quarters of profit growth. |
Growth
PAT grew 11% YoY to ₹1,401 Cr; EBITDA up 8%. Rooftop solar and manufacturing segments showed triple-digit execution growth.
Outlook
Management plans ₹25,000 Cr capex for FY25, aiming to cross 9GW renewable capacity by year-end.
Risks
Odisha Discoms faced billing delays due to heatwaves; legacy Tata Projects continue to drag margins for another quarter.
Last quarter's promises, checked
Delivered
- Guided full year PAT growth → delivered record PAT >₹5,000 Cr (= BEAT)
- Guided 2.5GW project implementation → delivered 2,500MW (= BEAT)
- Guided rooftop solar growth → delivered 100% YoY growth (= BEAT)
Partly delivered
- Guided Mundra SPPA finalization → Delivered Gujarat signed, 4 states pending (= PARTIAL)
Missed
- Guided FY26 capex ₹22,000-25,000 Cr → delivered ₹13,000 Cr (= MISS)
Earnings Call Transcript filed with NSE, NSE: TATAPOWER. Summary written with AI assistance from the document.
Tata Power Company Ltd: key numbers
- Share price
- ₹367.50
- Market cap
- ₹1,17,429 Cr
- Revenue (annual)
- ₹62,429 Cr
- Net profit (annual)
- ₹3,747 Cr
- P/E (TTM)
- 30.4×Sector 25.1×
- Promoter holding
- 46.86%+0.00% QoQ
- FII holding
- 10.03%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Tata Power Company Ltd
All →Tata Power Company Business Update
Tata Power's Mundra Thermal Plant directions under Section 11 of the Electricity Act have been extended by the Ministry of Power until December 31, 2026.
Tata Power Company Debt & Borrowing: ₹500 Cr
Tata Power redeemed Rs. 500 Crore Commercial Paper at maturity on 23 September 2026. The full redemption of 10,000 instruments marked closure of a debt obligation.
- Value
- ₹500.0 Cr
Tata Power Company Debt & Borrowing: ₹500 Cr
Tata Power completed the full redemption of its Commercial Paper maturing on September 10, 2026. The company repaid the outstanding principal amount of ₹500 Crore.
- Value
- ₹500.0 Cr
Tata Power Company Business Update
Tata Power commissioned the 400kV Jalpura-Khurja transmission corridor and a 1,000 MVA substation in Uttar Pradesh. This project enhances power connectivity across the National Capital Region.
- substation transformation capacity
- 1000.0 MVA
Tata Power Company Investor Presentation: Key Takeaways
Tata Power Q1 FY27 revenue grew 8% to ₹18,898 Cr, with PAT up 11% to ₹1,401 Cr. Strategy focuses on aggressive renewable expansion and vertically integrated operations.
- Call
- Guides 57% growth
Tata Power Company Q1 FY27 Results: Net Profit ₹1,401 Cr, Up 11.0% YoY
Tata Power Company Ltd reported revenue from operations of ₹19,051 Cr (+5.6% YoY) and net profit of ₹1,401 Cr (+11.0% YoY) for Q1 FY27.
- Key figure
- Net profit ₹1,401 Cr · +11.0% YoY