NTPC Limited — Investor Meet, 25-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

NTPC outlined an ambitious future, targeting 149 GW capacity by FY32 with INR 7 lakh Cr investment across thermal, renewables, nuclear, and energy storage. Q1 saw record 2716 MW capacity addition. FY25 standalone profit hit INR 19,649 Cr; Q1 FY26 PAT at INR 4,775 Cr. The company is actively developing 30 GW nuclear capacity by 2047 and 21370 MW Pumped Storage, with 3-5 GW by FY32. Green hydrogen and CO2 battery projects are accelerating. Management sees a clear path for diversified, sustainable growth, optimizing existing assets for efficiency and fuel security with a 50 MT captive coal target.