Tata Power Company Limited — Investor Meet, 16-05-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Tata Power reported FY25 PAT above Rs. 5,000 Cr, up 25% YoY to Rs. 1,306 Cr in Q4, with revenue at Rs. 64,502 Cr and underlying EBITDA rising 10% to Rs. 15,261 Cr. Renewables led growth with 1 GW capacity added and a 5.5 GW pipeline. Solar rooftop revenue surged 40% QoQ to Rs. 865 Cr, with strong EBITDA margins in module manufacturing. T&D hit record revenues, supported by Odisha DiscomPAT growth. FY25 CAPEX stood at Rs. 16,200 Cr; Rs. 25,000 Cr planned for FY26 focused largely on renewables and T&D. Management targets doubling PAT and EBITDA by FY30, emphasizing renewables, pumped hydro, and disciplined coal phase-out by 2045. Sentiment remains confident on balanced, sustainable growth.