NTPC (NTPC) Investor Day 2025 Presentation summary

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.