NTPC (NTPC) — concall transcript

📢 Key Event
NTPC finalised FY24 results and outlined renewable expansion plans including IPO timeline.

🔄 What Changed
Regulated equity rose to ₹87,713 crores (+13% YoY) and subsidiary profit upside reached ₹2,430 crores.

🔮 What's Next

Renewable capacity additions of 3,000 MW (FY25), 5,000 MW (FY26), and 8,000 MW (FY27); coal tendering of 10,400 MW (FY25) and 3,200 MW (FY26).

💡 Investor Takeaway
Strong regulated equity growth and subsidiary profit upside support long-term value creation through renewable monetization.

NTPC reported FY24 standalone revenue of ₹165,707 crores and PAT of ₹18,079 crores, with a final dividend of ₹3.25 per share recommended. Capacity additions reached 3,924 MW, and regulated equity grew to ₹87,713 crores. Renewable subsidiary EBITDA was ₹1,820 crores, and subsidiary profit upside totaled ₹2,430 crores driven by BRBCL, RGPPL, NTPC Green Energy, and NEEPCO. Plans include 15,200 MW coal tendering through FY27 and renewable commissioning of 3,000-8,000 MW annually. The IPO of NTPC Green Energy is tentatively scheduled for October-November 2024.

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About NTPC Ltd (NTPC)

Power · Power Generation & Distribution · Listed on BSE

Market Cap: ₹3,20,135.43 Cr P/E: 11.5 ROE: 15.4% ROCE: 10.1% Div Yield: 2.73%

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🔥 Also filed on 31 March 2024

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Source: Stock Announcements. Analysis by StockFin.ai. For informational purposes only — not investment advice.

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