NTPC Limited — Investor Meet, 27-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

NTPC reports strong FY26 with consolidated PAT up 15% to INR 27,546 Cr; dividend declared at INR 9/share. The company achieved a record capacity addition of 9,618 MW, surpassing 90 GW group capacity, with renewable energy capacity hitting 12,068 MW. NTPC aims for 60 GW RE by 2032, exploring inorganic growth, and has 34 GW under construction across thermal, hydro, and RE. Nuclear project Mahi Banswara excavation has begun. Management is confident in its diversified strategy, addressing grid stability with thermal flexibility and 5 GWh BESS integration, enhancing energy security and shareholder value.