CESC Limited has informed the Exchange about General Updates
CESC · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Awaiting price reaction for this filing.
CESC filed its June 2025 Investor Presentation covering its integrated power business (generation, distribution, and renewables) serving 4.7 million+ customers across 7 locations with 2,140 MW of thermal capacity. FY25 consolidated revenue grew 11.8% to Rs 17,375 Cr, with EBITDA rising to Rs 4,311 Cr (from Rs 4,134 Cr), while PAT dipped marginally to Rs 1,428 Cr. Key updates include the 100% acquisition of Chandigarh Power Distribution (CPDL) effective Feb 2025, and 1,200 MW of renewable projects under implementation via Purvah Green Power, with a target of 3,200 MW by March 2029 and 10,000 MW in Phase 2. Favorable regulatory developments include UPERC's new MYT Regulations 2025 (benefiting NPCL) and an APTEL order supporting Haldia Energy's additional capex. Chandrapur TPP signed medium-term PPAs for 225 MW net capacity at attractive tariffs with Adani, Tata Power, and NPCL.
Reinforces CESC's growth narrative through distribution expansion, a sizeable renewable pipeline, and operational efficiency, while giving investors visibility on multi-year capacity targets. The stock may react positively to the renewable roadmap, CPDL contribution, and regulatory wins, though the slight YoY dip in standalone PAT tempers the optimism marginally.