NTPC / language trends

Read confidence between the lines.

Ntpc · tone and specificity signals across the available quarters.

Research layer active

Language signals

What changed in management language.

Q2-FY24 · Jaikumar Srinivasan

We have a long-term target of 60 GW by the end of financial year 32.

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Q2-FY24 · Jaikumar Srinivasan

We are actively considering awarding thermal capacity of 11.2 GW by next fiscal.

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Q2-FY24 · Jaikumar Srinivasan

We have a visible pipeline of more than 20 GW in the near term.

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Q2-FY25 · Jaikumar Srinivasan

We are being only selective because we have to look at the returns profile also, the risk also. So we go about it very judiciously on that.

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Q2-FY25 · Jaikumar Srinivasan

As far as the company is concerned, it operates on a cost plus principles, and we are completely hedged against this kind of a decision.

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Q2-FY25 · Jaikumar Srinivasan

Our capacity plan of 60 GW with total capacity plan up to 8.32. But right now, as I was explaining, that everything is tied up in terms of whatever is our commissioning up to FY 2026.

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Q2-FY26 · Jaikumar Srinivasan

We have added 4,403 MW till H1 FY 2026, by far the highest capacity added in any half year since our inception.

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Q2-FY26 · Jaikumar Srinivasan

The CERC Suo Moto Order ameliorates that situation for us and we will be getting a feasible schedule so that a certain amount of technical minimum operation is assured to us.

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Q2-FY26 · Jaikumar Srinivasan

We are exploring partnership with various international players in the nuclear domain to prepare ourselves for setting up of capacities in our nuclear subsidiary once we get required permission from the government.

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Q3-FY24 · Mohit Bhargava

We are not happy with the pace of execution, but these are things which are not in our control, and now hopefully we are back on track.

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Q3-FY24 · Jaikumar Srinivasan

The regulatory deferral will have deferral based on two, three components... we can't capture a trend per se.

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Q3-FY24 · Jaikumar Srinivasan

We have a comfortable projection... our cash flow projection is comfortable, and it will be able to take care of my 30% equity for all this requirement.

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Q3-FY25 · Jaikumar Srinivasan

We have improved it by 238 positive. So at the end of December, we stand at an under-recovery of INR 468 crores.

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Q3-FY25 · Shri Ravindra Kumar

Both Bangladesh plants are commissioned and are running, but now it is under shutdown because of the want of coal.

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Q3-FY25 · Shri K. Shanmugha Sundaram

We are planning to commission Patratu unit one in this quarter and North Karanpura unit three also in this quarter.

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Q3-FY26 · Jaikumar Srinivasan

We remain on track to achieve one of the highest annual capacity addition in the current fiscal, supported by strong project pipelines.

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Q3-FY26 · Sarit Maheshwari

Our plan as of now for FY 2027 is 8 GW, and we have already commenced work on the various plants which are to give the capacities next year.

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Q3-FY26 · Sarit Maheshwari

We had a total in this, up to for the nine months that have gone by, we lost around 420 million units on account of curtailment in NGEL alone.

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Q4-FY24 · Jaikumar Srinivasan

We are of the view that the market is quite conducive. And there is a buoyancy. Investors are upbeat as regards investment opportunity in the green area.

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Q4-FY24 · Jaikumar Srinivasan

The complete effect of the capitalization and the incremental equity, regulated equity, benefit will be shown in the next year.

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Q4-FY24 · Ajay Dua

We are holding to our target, our target of 10 GW in PSP.

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Q4-FY25 · Jaikumar Srinivasan

Our coal plants recorded their highest-ever single-day output of 1.15 billion units on February 19, 2025.

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Q4-FY25 · Jaikumar Srinivasan

We are fairly confident. I mean, our assessment is based on what are all the projects under construction, both organic and inorganic.

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Q4-FY25 · Shanmugha Sundaram

Connectivity is definitely going to be a challenge in the near future. The bulk of the connectivities are being discussed with CTU and are going to be then available in 2029-2030.

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