PTC India Limited — PPTs, 07-08-2025: Investor Presentation

Here's a summary of PTC India Limited's investor presentation:

**1. Financial Highlights:**

PTC India's consolidated PAT for Q1 FY26 increased YoY to 242.88 Cr, improving EBITDA margin to 9.6%. FY25 consolidated PAT nearly doubled to 976.24 Cr (incl. PEL divestment gains), lifting net worth. Standalone Q1 FY26 trading volume grew 13% YoY to 23.04 Billion Units, with trading income up 8%.

**2. Strategic Initiatives & Growth Drivers:**

Focus on C&I and CPP segments for new growth. The company is actively facilitating renewable energy PPAs, evaluating merchant capacity agreements, and exploring EV charging park business plans.

**3. Business Developments:**

Q1 FY26 brought new cross-border and C&I clients. Consultancy expanded, securing a bid consultant role for 1000 MW renewable capacity and an overseas project. Cross-border activity is robust with Nepal power imports, Bhutan PPA renewals, and an MoU for HEP development.

**4. Market Position & Competitive Advantage:**

As a pioneer in India's power trading, PTC holds a strong market position. Its portfolio of over 7500 MW in long/medium-term contracts, with 58% from renewables, positions it well for India's green energy transition and regional power trade.

**5. Investor Implications:**

Robust PAT growth in FY25 and Q1 FY26, coupled with increasing trading volumes and strategic diversification into high-potential renewable and cross-border markets, indicates positive growth potential.