NTPC

The market is pricing NTPC and Bhel differently and that has got Sanjeev Prasad, managing director (MD) and co-head, and his colleagues at KIE questioning the valuation thesis of these two stocks

The Centre's scheme received seven applications from Adani Enterprises, NTPC, Talcher Fertilisers, Gallantt Ispat and Shyam Sel & Power for projects in urea, syngas and synthetic gas

According to ACE Equity data, BHEL stock has added 63 per cent in the last six months and significantly outperformed NTPC, which has lost 13 per cent.

Opening of applications will offer the first indication of industry participation in the Centre's scheme aimed at scaling up domestic coal and lignite gasification

NTPC seeks key changes in draft SHANTI rules, including faster licensing, removal of new-company limits and utility-agnostic approvals

Utilities are expanding renewable, hydro and storage capacity as power demand rises, but project execution, regulatory uncertainty and valuations remain key

The power major is also targeting 149 GW of capacity by 2032 and plans around ₹16.86 trillion of capital expenditure by FY37 across generation and storage businesses

NTPC expects to build 244 gigawatts of operating capacity and envisage capital expenditure of Rs 16.86 lakh crore by 2037 as it looks to boost the entire energy value chain, the company's Chairman Gurdeep Singh said on Thursday. The next decade will be one of the most significant periods of growth in NTPC's history, Singh said, noting India's electricity requirement will continue to rise as the economy expands and living standards improve. At the same time, the composition of the power system will change rapidly, he said while addressing the shareholders at the company's 50th Annual General Meeting (AGM). "We have raised our long-term capacity ambitions and now target generating capacity of 149 GW by 2032, including 60 GW of renewable energy, with an aspiration to reach 244 GW by 2037 excluding storage," Singh said. Currently, NTPC has a capacity of around 91 GW. The company also envisages cumulative capital expenditure of around Rs 16.86 lakh crore up to FY37, across thermal, hyd

Stock exchanges BSE and NSE together imposed penalties totalling Rs 59.14 crore on public sector power companies NTPC, REC and SJVN for breach of norms. NTPC, in a regulatory filing, said the company has received notices from BSE and NSE with each imposing a penalty of Rs 5,36,900 (inclusive of GST) on account of non-compliance with Regulation 17(1) of the listing regulations. In its reply to the exchanges, NTPC said it is a government company and "as per the Articles of Association of the Company, the power to appoint or remove directors vests with the President of India through its administrative ministry, i.e., the Ministry of Power. BSE and NSE have, thus, been requested not to levy the fines imposed, the power giant said. SJVN said that both BSE and NSE have separately imposed a fine of Rs 13,44,020 for non-compliance of certain SEBI listing regulations. The company said that it will submit a request to both the exchanges for a waiver, as the power to appoint or remove direct

Nuclear power developers seek shorter regulatory approval timelines, standardised designs and greater technology indigenisation to reduce costs and speed up projects

In the Indian context, Morgan Stanley expects the total power demand to rise 6.75 per cent between 2025 and 2030 to 668 terawatt-hour (TWh). Of this, datacenter will see a demand of 68 TWh.

Energy giant shifts focus from thermal power to solar, wind

NTPC Green Energy chief says the Rs 1.85 lakh crore project will spur demand for electrical equipment, while CEA flags grid stability and equipment lead times

L&T said it will execute the design, engineering, supply, erection and commissioning of the plant and associated civil, mechanical and electrical works.

The company is targeting 30 GW of nuclear capacity by 2047 as it steps a push into ‌nuclear ​power, with its ​eyes set on capacity of about 6 GW by 2037

Higher plant load factors, expanding regulated equity and an ambitious capacity addition plan leave NTPC well positioned to benefit from steady growth in power demand

State-owned power giant NTPC on Friday posted a nearly 13 per cent rise in its consolidated net profit to Rs 6,896.44 crore for the April-June quarter compared to the year-ago period mainly on the back of higher revenues. The consolidated net profit was Rs 6,108.46 crore in the quarter ended on June 30, 2025, an exchange filing stated. Total income rose to Rs 51,141.51 crore in the quarter from Rs 47,821.11 crore in the same period a year ago.

Q1FY27 results updates: Firms including Tata Consumer Products, SBI Life Insurance Company, Hindustan Zinc, Bank of India, and Dr Lal PathLabs are also to release their April-June earnings today

ASHVINI has invited bids for a Rs 28,000 crore nuclear island EPC package for four 700 MW reactors at the Mahi Banswara project, the largest such tender under India's PHWR programme

Ambit Capital sees the BESS market entering a reset phase, citing rising costs, aggressive bids, project delays, and battery life-cycle uncertainties as key challenges for utilities.