NTPC LTD. — Q1FY27 earnings call summary

Filed 02 August 2026 · Official transcript

Capacity additions: 9.6 GW in FY26 (60% renewable), 1.9 GW added in FY27 YTD
Coal mining: 48.66 MT produced FY26; captive coal to meet 25% demand by FY30
Capex plan: INR1.08 L Cr in FY26-27; INR5.97 L Cr FY28-32 focused on renewables; INR9.63 L Cr FY33-37 with nuclear ramp-up
Renewable target: 60 GW by FY32, 136 GW by FY37; coal share to decline from 82% to 39% by FY37
FY26 group PAT grew to INR27,546 Cr, CAGR 12.89% since FY22; standalone PAT INR23,162 Cr
FY27 Q1 PAT INR5,343 Cr, +12% y-y
Nuclear target: 30 GW by FY47; 34 sites under study; JV with NPCIL for 2,800 MW project
Dividend: INR9 total for FY26; payout ratio 36-40% maintained