CESC Limited — PPTs, 06-09-2025: Investor Presentation

CESC, an integrated power utility, is powering up for significant growth, aiming to double its profit by 2030. As part of the RPSG Group, which reported ₹42,100 Cr revenue and ₹7,900 Cr EBITDA in FY25, CESC maintains strong operational performance, with Kolkata's T&D losses at just 6.5%.

A major growth driver is the aggressive push into renewables, targeting 3.2 GW by FY29 and 10 GW by FY32, supported by over ₹23,000 Cr capex. They're also setting up 3 GW solar cell & module manufacturing with a ~₹3,000 Cr investment. Recent wins include Purvah Green Power securing 1200 MW renewable projects and new PPAs for Chandrapur TPP. The company is actively pursuing new distribution privatization opportunities, including potential entry into Uttar Pradesh.

With planned distribution capex of ₹6,000 Cr and cost optimization, management expects higher cash profits to fund these ambitious growth plans. CESC's PAT, at ₹1,408 Cr in FY25, is projected to double by the end of the decade.