CESC Sept 2026 Investor Presentation: Vision 2030, 10 GW RE Target

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedAnalyst Day Multiyear TargetsInvestor Communications View source PDF Explain this filing

CESC · price

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Price reaction · full curve 14 horizons · vs prior close

+0.8%1-day move

₹141.40

prior close

₹141.80

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AI summary

CESC filed its September 2026 Investor Presentation. FY26 consolidated revenue was ₹18,927 Cr (+9% YoY), EBITDA ₹4,707 Cr (+9%), PAT ₹1,618 Cr (+13%). Vision 2030 targets PAT doubling and 400 bps ROE expansion. Key drivers: ₹26,000+ Cr capex over 5 years, renewables scale-up to 10 GW medium-term, and 3 GW solar cell and module facility by 2027. Purvah Green signed SPA for 1,411 MWp solar assets from ReNew, expected to close by 31 Oct 2026. Annualized renewable revenue target: ₹3,400+ Cr.

Likely market impact

Detailed growth roadmap with concrete targets and large capex plan signals aggressive expansion; may boost investor confidence in long-term story.