| Revenue growth | Adjusted PBT grew 16% YoY; reported figures impacted by one-off provisions. |
|---|---|
| Margins | Higher ROE allowances (14% to 15%) provide structural margin tailwinds. |
| Demand visibility | Strong visibility with 6% CAGR in power demand over decade. |
| Management confidence | Highly optimistic regarding long-term investment cycle and leverage capacity. |
Growth
Adjusted PBT rose 16% YoY; growth driven by favorable regulatory orders and increased ROE/ROCE allowances under new tariff regimes.
Outlook
Executing 4GW renewable, 1.6GW thermal, and 3GW pumped storage projects; FY27 capex guided significantly higher than FY26.
Risks
Significant reliance on spot gas markets for summer demand and potential regulatory delays in approving cost pass-throughs like UNOSUGEN.
Earnings Call filed with NSE, NSE: TORNTPOWER. Summary written with AI assistance from the document.
Torrent Power Ltd: key numbers
- Share price
- ₹1,254.60
- Market cap
- ₹63,220 Cr
- Revenue (annual)
- ₹28,966 Cr
- Net profit (annual)
- ₹2,416 Cr
- P/E (TTM)
- 27.2×Sector 25.1×
- Promoter holding
- 51.09%+0.00% QoQ
- FII holding
- 8.53%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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- Execution
- 25 years (PPA with MSEDCL)
- solar generation capacity
- 322 MWp
Torrent Power Earnings Call Transcript: Key Takeaways
Q1 FY27 reported PBT of INR 925 Cr, down 6% YoY. Management focuses on renewable expansion and the recent Nabha Power acquisition to drive future EBITDA growth.
Torrent Power Earnings Call Transcript: Key Takeaways
Profit before tax fell by 60 Cr to 925 Cr, masked by 59 Cr foreign exchange adjustment. Management pivots toward renewables and new acquisitions like Nabhapura to stabilize earnings amid high gas prices.
Torrent Power Investor Presentation: Key Takeaways
Torrent Power reported Q1 FY27 revenue of ₹8,124 Cr (+3% YoY) with PAT of ₹662 Cr. Strategy focuses on expanding renewable capacity and pumped storage hydro projects.
Torrent Power Q1 FY27 Results: Net Profit ₹661.9 Cr, Down 10.7% YoY
Torrent Power Ltd reported revenue from operations of ₹8,124 Cr (+2.8% YoY) and net profit of ₹661.9 Cr (-10.7% YoY) for Q1 FY27.
- Key figure
- Net profit ₹661.9 Cr · -10.7% YoY
Torrent Power Earnings Call: Key Takeaways
Torrent Power's Q4 FY'26 adjusted PBT grew 16% YoY to ₹718cr, despite a reported PBT dip to ₹547cr due to a one-off power purchase cost provision.