NTPC — Q4 FY24
NTPC reported a solid FY24 with standalone PAT of INR 18,079 crores (+5% YoY) and group PAT of INR 21,332 crores (+25% YoY), driven by higher generation (422 BU, +6% YoY) and st...
bullish
high
✓ Verified against BSE filing
Indian management teams deliver on roughly 12% of specific earnings-call promises. A low score does not indicate dishonesty — it reflects how aspirational forward guidance typically is.
Q3 FY24
Award 5.6 GW thermal capacity in H1 FY25
Out of 16.8 GW planned, 5.6 GW will be tendered in Q1-Q2 FY25, including Singrauli, Sipat, and Darlipali.
Missed
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
heuristic_v1
Q3 FY24
Coal production target of 34 MMT for FY24
Management confirmed achieving 27 MMT in 9M FY24 and expects to meet the full-year target of 34 MMT.
Missed
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
heuristic_v1
Q3 FY24
Under-recovery to reverse in Q4 FY24 to INR 400-450 crore
Full-year under-recovery expected at INR 400-450 crore, with reversal in Q4 as planned outages complete.
Missed
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
heuristic_v1