Q2 2026 NTPC Ltd Earnings Call Transcript

Oct 30, 2025 / 11:30 AM GMT

Release Date Price: ₹345.15 (-0.68%)

Transcript

Key Points

Positve

NTPC Ltd (BOM:532555) reported a nearly 10% increase in group capacity, reaching 83,893 megawatts, indicating significant expansion.
The company maintained over 90% availability of its coal-based stations, demonstrating strong operational reliability.
NTPC Ltd (BOM:532555) achieved a profit after tax increase of 4% for the group, with subsidiaries showing a 33% profit increase.
The company is actively pursuing energy storage systems, including battery and CO2-based systems, to enhance its renewable energy capabilities.
NTPC Ltd (BOM:532555) has shown notable improvements in ESG ratings, reflecting its commitment to sustainability and governance.

Negative

The total generation for the group was 6 billion units lower compared to the previous year, primarily due to subdued demand.
The company's coal-based generation faced a decrease in demand due to milder summer and extended monsoon.
NTPC Ltd (BOM:532555) reported a decrease in total income for both Q2 and H1 compared to the previous year.
The company is facing challenges with Energy Efficiency Services Limited (EESL) losses, which are expected to continue impacting financials.
There are delays in some renewable energy projects due to monsoon and logistical challenges, affecting capacity addition targets.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

NTPC.NS - NTPC Ltd
Q2 2026 NTPC Ltd Earnings Call
Oct 30, 2025 / 11:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to NTBC2526 earnings call. As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, please signal an operator by pressing, then 0 on your touchtone phone. Please note that this conference is being recorded.

I now hand the conference over to Mr. Bharan Vijay Kumar from Ave Park.

Or do you so.

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Unidentified_2 [2]
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Thank you.

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