NTPC Limited — Investor Meet, 06-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

NTPC Group reported H1 FY26 consolidated PAT of ₹11,334 crore (+4% YoY), with NGEL's revenue up 19% and EBITDA up 21%. The group achieved record capacity addition, reaching 84849 MW by October 2025, maintaining strong operational performance with over 90% coal station availability. Strategic highlights include initiating the Mahi Banswara nuclear project (~₹50,000 crore) and revising capacity targets to 149 GW by 2032 and 244 GW by 2037, with significant renewable and battery energy storage system (BESS) expansion. Management remains optimistic about future power demand, focusing on timely project execution and cleaner energy transition.