Purchase Name, Goal Raised To Rs 485
Q1FY25 Revenue Was 11% Above Expectations
Fastened Price Beneath Restoration Was `200 Cr Vs `100 Cr YoY, Influence Was Offset By Increased Coal/Gasoline PLFs
Q1 Capability Addition Was Muted At 90 MW
Administration Guides For 23 GW Addition Over FY25E-27 Led By Renewables
Renewable Power Capability Ramp-Up Stay Re-Ranking Drivers
Pilot Initiatives On Inexperienced Hydrogen Stay Re-Ranking Drivers
CLSA on NTPC
O-P, TP Rs 441
1Q rec. PAT up 23% YoY(5% forward of est.)
on 13% regulated fairness progress & beneficial rules FY24-29
Core execution strong however renewable disenchanted
Co claimed it had pipeline of 26GW of regulated initiatives & 24GW in non-fossil initiatives
HSBC on NTPC
Maintain, TP Rs 355
NTPC’s analyst assembly was all about thermal; administration didn’t touch upon renewable plan, citing upcoming IPO
Intends to order out 15GW over subsequent two fiscal years, set up 60GW by 2032, & progress nuclear capability
BOFA Sec on NTPC
U-P, TP Rs 271
Earnings in line; capability additions steering improve; see delays
Thermal ordering steering maintained: 15.2GW by FY27
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