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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.
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Investor Day 2025 Presentation summary18 Aug, 2025

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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Frequently asked questions

NTPC Limited, formerly known as National Thermal Power Corporation Limited, is an Indian Public Sector Undertaking, engaged in the business of generation of electricity and allied activities. It is a company incorporated under the Companies Act 1956 and a "Government Company" within the meaning of the act. The headquarters of the company is situated at New Delhi. NTPC's core business is generation and sale of electricity to state-owned power distribution companies and State Electricity Boards in India. The company also undertakes consultancy and turnkey project contracts that involve engineering, project management, construction management and operation and management of power plants. The company has also ventured into oil & gas exploration and coal mining activities. It is the largest power company in India with an electric power generating capacity of 45,548 MW through its 18 coal based, 7 gas based, 10 solar PV and 2 hydro power generating stations.

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