NTPC Limited , India's largest power generation company, has reported a mixed set of financial results for the first quarter. The state-owned power giant saw an increase in net profit despite a decline in revenue and EBITDA.

Financial Performance

NTPC's standalone net profit for Q1 rose to ₹4,774.68 crore, up from ₹4,510.98 crore in the same period last year, marking a 5.85% increase. However, this fell short of analyst estimates of ₹4,912.00 crore.

Revenue from operations declined to ₹42,572.62 crore from ₹44,427.53 crore year-over-year, missing analyst expectations of ₹45,441.00 crore. This represents a 4.17% decrease in revenue.

EBITDA and Margin Compression

The company's EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization) saw a significant drop to ₹10,280.00 crore from ₹12,445.00 crore in the previous year, falling short of the estimated ₹12,880.00 crore.

NTPC's EBITDA margin compressed to 24.16% from 28.03% in the previous year, compared to analyst expectations of 28.40%.

Operational Highlights

Despite the revenue decline, NTPC maintained its operational efficiency. The company's total income, including other income, stood at ₹43,332.81 crore for the quarter.

Fuel costs, which form a significant part of NTPC's expenses, decreased to ₹23,926.12 crore from ₹26,357.36 crore in the same quarter last year.

Leadership Changes

In a significant development, NTPC's Board of Directors has approved the re-appointment of Shri Gurdeep Singh as Chairman & Managing Director. His new term will run from August 1, 2025, to July 31, 2026, subject to shareholder approval at the upcoming Annual General Meeting.

Corporate Governance

NTPC has appointed M/s Agarwal S. & Associates as the Secretarial Auditor for a period of five years, from FY 2025-26 to 2029-30. This appointment is also subject to shareholder approval.

Upcoming Annual General Meeting

The company has announced that its 49th Annual General Meeting will be held on August 29, 2025, through video conferencing. NTPC has set September 4, 2025, as the record date for determining shareholder eligibility for the final dividend of ₹3.35 per share for FY 2024-25.

Dividend Payment

If approved at the AGM, the final dividend will be paid on or after September 25, 2025, subject to deduction of tax at source.

While NTPC has shown resilience with increased profitability, the decline in revenue and EBITDA may raise concerns among investors. The company's ability to maintain operational efficiency in the face of these challenges will be crucial for its performance in the coming quarters.

NTPC Ltd. , India's power generation giant, is set to reveal its financial performance for the first quarter on July 29. The company, which accounts for a quarter of the country's total power generation, has scheduled a Board of Directors meeting to review and approve the unaudited financial results for the quarter ending June.

NTPC Green Energy Ltd Performance

NTPC Green Energy Ltd (NGEL), the renewable energy arm of NTPC, has reported impressive financial results for the April-June quarter:

• Net profit increased by 59% year-on-year to ₹220.00 crore, up from ₹138.00 crore in the same period last year.
• Revenue grew by 17.6% to ₹680.00 crore, compared to ₹578.00 crore in the previous year's quarter.
• EBITDA rose by 17.8% to ₹603.00 crore while maintaining a stable margin of 88.6%.

Operational highlights for NGEL include:

• Addition of 260 MW of new capacity during the quarter.
• Total commissioned capacity now stands at 3.4 GW, with another 7.4 GW under implementation.
• Total renewable generation increased by 26% year-on-year to 2,010 MU, driven by higher solar plant load factor and favorable weather conditions.
• Secured long-term power purchase agreements for over 96% of its commissioned capacity.

Trading Window Closure

In line with regulatory practices, NTPC has closed its trading window from July 1 to July 31. This temporary closure ensures fair trading practices during the sensitive period leading up to the results announcement.

Previous Quarter Performance

Looking back at the company's performance in the preceding quarter (Q4), NTPC demonstrated robust financial growth:

Stock Performance

NTPC's stock has experienced some volatility in recent times:

• 2.44% decline in the last five trading sessions
• 15.30% decrease over the past year
• 52-week high: ₹448.45
• 52-week low: ₹292.80

NGEL's shares closed 1.4% higher at ₹107.29, though the stock has declined approximately 16% year-to-date.

As India's largest public sector power producer, NTPC's upcoming financial results are likely to be closely watched by investors and industry analysts alike. The announcement on July 29 will provide crucial insights into the company's performance and potentially impact its stock movement in the short term.

Shareholders and interested parties should mark their calendars for this important date, as it will offer a comprehensive view of NTPC's financial health and operational efficiency in the evolving energy landscape of India.