Transmission infrastructure delays
Delays in transmission lines and right-of-way issues caused capex shortfall in FY26 and may persist.
Tata Power · Material risks, their source context, and severity in the latest available quarter.
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Risk intelligence
Delays in transmission lines and right-of-way issues caused capex shortfall in FY26 and may persist.
Supreme Court has directed amortization of regulatory assets by 2032; any deviation could impact cash flows.
Potential new taxes on coal exports from Indonesia could increase costs, though coal is pass-through in PPAs.
Curtailment due to inadequate evacuation infrastructure impacted PLF in FY26; management is now cautious on new projects.