NTPCNSENTPC Limited· PowerMediumNeutral
Announced Wed, 27 May · 18:00 IST

NTPC Limited has informed the Exchange about Transcript

Order Pipeline DisclosedAnalyst Day Multiyear TargetsInvestor Communications View source PDF

NTPC · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
-5.0%1-day move
₹397.85
prior close
₹400.00
base price
After-mkt
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AI summary

NTPC reported strong FY26 results with standalone PAT growing 18% to ₹23,162 crore and consolidated PAT up 15% to ₹27,546 crore. The company achieved its highest ever annual capacity addition of 9,618 MW, taking NTPC Group installed capacity past the 90 GW milestone. NTPC Green Energy (NGEL) performed exceptionally with 114% growth in generation to 14.6 billion units and 87% EBITDA margins. Management guided FY27 capacity addition of 9,557 MW (primarily 8,237 MW renewables) and targets NGEL capex of ₹35,800 crore, ₹46,000 crore, and ₹48,000 crore for FY27-29 respectively. The company maintains its 60 GW renewable capacity target by 2032, with 30 GW pipeline for NGEL and 34 GW under construction across the group.

Likely market impact

Strong bottom-line growth, record capacity additions, and aggressive renewable expansion signal NTPC's successful transition strategy. The 18% PAT growth and dividend of ₹9 per share are positive for shareholder returns, while the detailed multi-year capex guidance provides visibility on future earnings.