Q3 2025 NTPC Ltd Earnings Call Transcript

Jan 25, 2025 / 11:30AM GMT

Transcript

Key Points

Positve

NTPC Ltd (BOM:532555) reported a 4% growth in power generation for the nine-month period of FY25 compared to the same period in FY24.
The company successfully listed NTPC Green Energy Limited (NGEL), marking a significant milestone in its renewable energy expansion.
NTPC Ltd (BOM:532555) achieved a 23% increase in coal production during the nine-month period of FY25 compared to the previous year.
The company declared a second interim dividend of INR2.5 per share for FY25, maintaining a consistent dividend payout.
NTPC Ltd (BOM:532555) has a robust pipeline with plans to add significant renewable and thermal capacity, aiming for 60 gigawatts of renewable energy by 2032.

Negative

Total income for Q3 FY25 decreased slightly to INR42,303 crores from INR43,288 crores in the same quarter of the previous year.
The consolidated PAT growth for Q3 FY25 was only 1%, indicating a slowdown compared to previous quarters.
NTPC Ltd (BOM:532555) faced under-recovery issues in its coal-based power plants, with an under-recovery of INR468 crores by the end of December 2024.
The company's other income saw a significant decline, dropping by approximately 30% YoY for the quarter.
Challenges in commissioning due to vendor issues, particularly with BHEL, could potentially delay future projects.

Operator

Ladies and gentlemen, good day and welcome to NTPC Limited Q3 FY25 earnings conference call hosted by IIFL Capital Limited. (Operator Instructions)

Please note that this conference is being recorded. I now hand the conference over to Mr. Apoorva Bahadur from IIFL Capital Limited. Thank you and over to you.

Apoorva Bahadur

IIFL Capital Services Limited - Analyst

Thank you, Wency. Good evening, everyone. Thank you for your patience.

On the call from NTPC, we have Shri Jaikumar Srinivasan, Director of Finance; Shri Shivam Srivastava, Director of Fuel; Shri K. Shanmugha Sundaram, Director of Projects; Shri Ravindra Kumar, Director of Operations; and Shri Anil Kumar Jadli, Director of Human Resources.

Over to the management team.

Jaikumar Srinivasan;Finance;Executive Director

NTPC Ltd - Chief Financial Officer, Director

(),

Thank you. A very good evening to all the participants. I'm Jaikumar Srinivasan, Director of Finance of NTPC and NGEL, welcome all of you

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