CESCNSECESC Limited· PowerMediumNeutral
Announced Wed, 6 May · 21:46 IST

CESC Limited has informed the Exchange about General Updates

Order Pipeline DisclosedCfo Debt Reduction RoadmapInvestor Communications View source PDF

CESC · price

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Price reaction · full curve 14 horizons · vs prior close
+0.2%1-day move
₹184.69
prior close
₹184.00
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
+2.6+1.4+1.9+1.4+0.2-1.2-2.3-2.3+0.4-3.6-1.7-5.8-9.7
Up moveDown movePending
AI summary

CESC reported consolidated FY26 revenue of Rs 18,570 Cr (up 9% YoY) and PAT of Rs 1,618 Cr (up 13% YoY). Q4 FY26 was particularly strong with PAT at Rs 459 Cr, up 19% YoY. The company achieved significant variable cost savings on fuel and power procurement. Distribution businesses showed improved efficiency - CESC Kolkata T&D loss hit an all-time low of 6.11% and NPCL PAT grew 32% YoY to Rs 227 Cr. Renewables saw major wins including 300 MW hybrid project with CESC Kolkata and 250 MW wind project with SECI. The company outlined plans for 10 GW renewable capacity by FY32 and 3 GW solar cell/module manufacturing by 2027, requiring capex of ~Rs 16,500 Cr.

Likely market impact

Strong operational and financial performance with improving margins and robust renewable pipeline signals positive outlook for shareholders. However, significant capex requirements of Rs 16,500 Cr will increase debt levels.