Ntpc

Gains for power stocks hinge on project execution, valuations and demand

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

NTPC studies 34 sites across 13 states for 30 GW nuclear target by 2030

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 aims for 244 Gw capacity, ₹16.86 trillion capex by 2037: Chairman

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

BSE, NSE impose over ₹59 cr penalty on NTPC, SJVN, REC for non-compliance

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 energy players bat for faster clearances, tech indigenisation

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

Bhel, Adani among key gainers of $5.5-trn Asia energy capex: Morgan Stanley

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.

NTPC builds more renewable energy capacity than coal for first time

Energy giant shifts focus from thermal power to solar, wind

Green hydrogen hub in Andhra Pradesh offers mega opportunity: NGEL CEO

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 secures LNTP for mega order from NTPC to set up 2 800 MW thermal plants

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

NTPC plans ₹17 trillion investment by 2037 to expand power capacity

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

NTPC well placed to benefit from steady power demand, expansion plans

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

NTPC Q1 FY27 results: Net profit rises nearly 13% to ₹6,897 crore

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.

Q1 results today: NTPC, SAIL, Bank of Baroda among 81 firms on July 24

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 floats Rs 28,000-cr nuclear island EPC tender for Rajasthan project

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

BESS market enters reset phase; Ambit prefers NTPC, sees 16% upside

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.

NTPC board okays ₹20,457-cr investment for 1,600 MW Lara Stage-III project

State-run power giant NTPC board has approved Rs 20,456.70-crore investment for 1,600 MW Lara Super Thermal Power Project Stage-III in Chhattisgarh. "The Board of Directors of NTPC Limited in its meeting held today, i.e. 11th July 2026 has, inter-alia, approved investment proposal for Lara Super Thermal Power Project, Stage-III (2x800 MW) at current estimated cost of Rs 20,456.70 crore," the company said in an exchange filing on Saturday. On June 5, the NTPC had sought bids from technology solutions players to help its sub-critical thermal power units operate at lower load and ensure flexibility for the electricity distribution network to use both thermal and renewable energy more efficiently. The project will require providing technical support to sub-critical thermal units ranging between 150 MW and 250 MW, enabling them to operate in two shifts and at a minimum technical load of 25 per cent, NTPC had said in a statement. Sub-critical thermal units can offer greater flexibility .

Power sector: Antique picks NTPC, Adani Power, ACME Solar; here's why

Antique said that it prefers companies with exposure to firm power generation and transmission-linked opportunities. It has maintained a 'Buy' rating on NTPC, Adani Power, and ACME Solar.

Macquarie sees power upcycle; prefers NTPC, JSW Energy amid demand boom

he brokerage has picked NTPC as its top bet in the sector, followed by JSW Energy and Power Grid, while Adani Green, Adani Power, and Adani Energy Solutions are placed lower in its pecking order

NTPC to launch over ₹10,000 crore tender for Rajasthan nuclear plan

The state-run power producer is set to invite bids for the nuclear island package as work gathers pace on its 2.8-GW Mahi Banswara project in Rajasthan

NTPC floats EoI for flexible thermal generation to balance renewable power

State-run NTPC seeks technology providers and EPC partners to develop flexible thermal power units capable of supporting renewable energy integration and grid stability