Tata Power Company Limited — Investor Meet, 15-12-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Tata Power presented at an institutional investor group meeting, highlighting its strategic shift towards green energy. The company is significantly expanding renewables, with strong order inflows and plans to foray into poly-silicon manufacturing. Distribution business is a key growth area, targeting 40 million customers by FY30, with expansion into new states. While H1 FY26 saw robust solar manufacturing growth (EBITDA/PAT 3x YoY), the Mundra plant registered a loss. The company's focus remains on green energy transition, digital innovation, and improving credit ratings.