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NTPC (NTPC) investor relations material
NTPC Investor Day 2025 Presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Strategic vision and sector outlook
Aims to be a global leader in power, accelerating India's growth and energy transition, with a mission focused on reliable, efficient, and environmentally friendly solutions driven by innovation and agility.
India's power demand is set to rise with GDP growth, and per capita electricity consumption is projected to reach 3,000 kWh by 2050, up from current low levels.
Maintains energy leadership with an operational capacity of 82.6 GW and a portfolio of 113.5 GW, including coal, gas, hydro, solar, and wind assets.
Growth trajectory and future plans
31 GW of capacity under construction, with a cumulative group CAPEX of around ₹7 lakh crore planned by 2032.
Renewable energy (RE) capacity targeted to exceed 60 GW by 2032, with a visible pipeline of 24 GW+ and current RE capacity at 8 GW.
Plans to add 21.4 GW of pumped storage projects and contribute 30 GW to the national nuclear target by 2047.
1 GW of pumped storage to be commissioned in the current fiscal, with 3–5 GW by 2032.
Group aims to award 2.8 GW of nuclear capacity in the current fiscal and has identified multiple potential sites.
Energy transition and new business developments
Transitioning from a coal-based generator to an integrated energy company, expanding into renewables, green hydrogen, chemicals, bio-fuels, nuclear, and green mobility.
Developing green hydrogen projects, including a 1 TPD plant at Simhadri and a green hydrogen hub at Pudimadaka.
Advancing energy storage with electro-mechanical, electro-chemical, and thermal projects under construction.
Active in carbon capture, utilization, and storage (CCUS), with operational and upcoming plants for CO2 capture and conversion to methanol, ethanol, and sustainable aviation fuel.
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