NTPC (NTPC) Investor presentation summary

Indian economy and sectoral outlook

• India is projected to be the fastest-growing major economy, with GDP growth of 6.4% in 2026, outpacing China and the US.

• Power sector capacity is rising rapidly, led by renewables, with installed capacity expected to reach 549 GW by June 2026.

• Per capita electricity consumption is set to grow significantly, indicating strong structural demand.

• India targets net zero by 2070, with non-fossil sources projected to make up 98% of capacity by then.

Company overview

• Operational capacity exceeds 90 GW, accounting for ~24% of electricity generated in India.

• 9.6 GW added in FY26, with 35.7 GW under construction.

• 12 GW of operational renewable energy (RE) capacity, with a target of 60 GW by FY32 and 136 GW by FY37.

• Highest ever group profit (₹27,546 crore) and capex (₹55,986 crore) in FY26.

Energy transition and growth

• Ambitious expansion into renewables, green hydrogen, nuclear, and integrated energy solutions.

• RE capacity projected to reach 60 GW by FY32 and 136 GW by FY37.

• Capex of ₹16.86 lakh crore planned through 2037, with 43% allocated to renewables.

• Major hydrogen hub planned at Pudimadaka, targeting large-scale green chemical production.