Tata Power Company Limited — Investor Meet, 06-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Tata Power's Q1 FY26 earnings call highlighted improved financial performance. Discussions for Mundra power plant's long-term supply deal are in final stages, with the plant awaiting restart. Odisha distribution business significantly reduced losses and improved collections. Renewables saw a record 652 MW commissioned, targeting 1600 MW of own utility scale projects ahead. Rooftop solar demand is surging, aiming for 40,000-50,000 units/month. The company invested Rs 3,700 Cr in Q1 capex, maintaining a sturdy balance sheet. Management expresses confidence in sustained growth, especially in clean energy and new projects like pumped hydro.