NTPC Limited has informed the Exchange about Revised Cost Estimate of North Karanpura Super Thermal Power Project (3X660 MW).

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NTPC · price

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Price reactionminutes from the announcement price · days from the prior close

+1.4%Reaction day

₹338.20

prior close

₹339.10

announcement price

After-mkt

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Nifty 100market · index membership as recorded later (tracked since Jun 2026)+0.1%+1.3% vs market

Power Generation peers, median of 26sector-0.3%+1.7% vs sector

On the reaction day the stock moved 1.3 pts more than Nifty 100 and 1.7 pts more than its Power Generation peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.

Minutes after the announcementfrom the announcement price · no benchmark

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Reaction day

+1.4+0.1+1.3-0.3+1.7

Next day

+0.7+0.0+0.7-1.4+2.1

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+1.1+1.1-0.1+0.7+0.4

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-3.0+5.7-8.7-10.6+7.6

-3.7+4.7-8.4-14.4+10.7

UpDownMarket · Nifty 100Sector · Power Generation peers, median of 26Pending

Minute windows have no benchmark: there is no intraday index history to compare against.

AI summary

NTPC has informed the exchange about a revised cost estimate for its North Karanpura Super Thermal Power Project, which has a total planned capacity of 1,980 MW (3 units of 660 MW each). The new estimated cost is Rs. 21,495.25 crore, up from the original investment approval granted in March 2014. The revision has been disclosed under SEBI's Listing Obligations and Disclosure Requirements Regulation 30. The exact amount of cost escalation has not been separately stated in this filing.

Likely market impact

A higher project cost means more capital spending for NTPC, which could pressure margins unless passed through to tariffs. Shareholders should watch for the original vs. revised cost gap and whether regulators (CERC/state discoms) accept the revised tariff, as this affects the project's eventual returns.