NTPC , India's largest power producer, has announced an ambitious ₹7 lakh crore investment plan and revised its capacity target upward to 149 GW by FY32, signaling a significant expansion across various energy segments. The company shared these plans during its 21st Annual Analysts and Institutional Investors Meet held on August 18, 2025.

Capacity Expansion and Investment Plans

NTPC has revised its capacity target from 130 GW to 149 GW by FY32, demonstrating its commitment to meeting India's growing energy demands. The company plans to invest ₹7 lakh crore across various energy segments, including renewables, nuclear, and energy storage.

In the first quarter of the fiscal year, NTPC added 2,716 MW of capacity, marking the highest quarterly addition in the company's history. Year-to-date, the company has commissioned 3,050 MW, already surpassing 75% of last year's total addition of 4,000 MW.

Financial Performance

NTPC achieved a record generation of 439 billion units in FY25, with a standalone profit of ₹19,649.00 crore. The company declared a total dividend of ₹8.35 per share, representing 42% of its profit. This includes an interim dividend of ₹5.00 and a proposed final dividend of ₹3.35 per share.

Renewable Energy Push

The company has set an ambitious target of 60 GW renewable capacity by 2032, a significant increase from its current 8 GW. This push towards renewables aligns with India's commitment to clean energy and reducing carbon emissions.

Nuclear Power Ambitions

NTPC plans to enter the nuclear power sector aggressively, targeting 30 GW of nuclear capacity by 2047 through joint ventures. The company is advancing two key initiatives in the nuclear domain:

1. ASHVINI: A joint venture with NPCIL developing four 700 MW reactors in Rajasthan
2. NPUNL: A newly formed subsidiary dedicated to harnessing advanced nuclear technologies

Financing and Operational Efficiency

The Reserve Bank of India has approved a $1 billion External Commercial Borrowing (ECB) facility for NTPC's capex requirements, providing additional financial flexibility. The company's coal mining production reached 46 million tons, showing a 28% year-on-year growth, with a target of 50 million tons for the current year.

Innovative Energy Storage Solutions

NTPC is pioneering in energy storage solutions, including:

• A 160 MWh CO2-based storage system at Kudgi
• Battery energy storage systems (BESS) co-located with thermal power plants to optimize power distribution and grid stability

Green Hydrogen and Chemicals

The company is making significant strides in green hydrogen and chemicals, with plans for a green hydrogen hub at Pudimadaka involving an investment of approximately ₹85,000.00 crore. This initiative aims to position NTPC as a key player in the emerging green hydrogen economy.

NTPC's comprehensive investment plan and diversification into various clean energy technologies underscore its commitment to leading India's energy transition while maintaining its position as the country's largest power producer. The company's focus on a balanced energy mix, including thermal, renewable, and nuclear power, along with innovative storage solutions, positions it well to meet India's future energy needs sustainably.

NTPC Green Energy Limited (NGEL) has announced the successful commencement of commercial operations for a 50 MW solar capacity, marking a significant milestone in its renewable energy portfolio expansion. The new capacity, which became operational on August 24, 2025, is part of a larger 150 MW solar project located in Bhuj, Gujarat.

Project Details

The solar facility is operated by Ayana Renewable Power Four Private Limited, a subsidiary within the ONGC NTPC Green Private joint venture structure. This addition underscores NTPC's commitment to diversifying its energy mix and increasing its footprint in the renewable energy sector.

Capacity Expansion

With this latest development, NTPC Green Energy Limited Group has witnessed a notable increase in its total installed capacity:

The 50 MW addition has pushed the NGEL Group's total installed capacity to 7,247.58 MW, up from the previous 7,197.58 MW. This growth contributes to the broader NTPC group's expanded portfolio, which now stands at an impressive 83,341 MW of total installed and commercial capacity.

Regulatory Compliance

In adherence to regulatory requirements, NTPC Green Energy Limited disclosed this development under Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. The company officially declared the Commercial Operation Date (COD) for the 50 MW solar capacity, effective August 24, 2025.

Strategic Importance

This expansion aligns with India's push towards cleaner energy sources and highlights NTPC's strategic focus on enhancing its green energy portfolio. The Bhuj solar project, of which this 50 MW is a part, represents a significant step in NTPC's ongoing efforts to transition towards more sustainable power generation.

As NTPC continues to diversify its energy mix, such additions to its renewable capacity are expected to play a crucial role in meeting the country's growing energy demands while simultaneously addressing environmental concerns.