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News Topical, Digital Desk : The series of quarterly results is still going on. Results of more than 100 companies are going to be presented on Saturday as well. Today, Sensex company NTPC is also going to present its quarterly results. The market estimates that the country's largest power generating company NTPC may see a good increase in its earnings. According to the reports of brokerage houses, more power generation and addition of new capacity will have a positive impact on earnings.
What is the estimate?
In a report by Moneycontrol, based on the average of estimates of five brokerage houses, it has been estimated that NTPC's revenue may grow by about 9 percent year-on-year to Rs 46,327 crore. Which was Rs 42,532 crore in the same quarter last year. Profit is expected to grow by about 10 percent, which can be Rs 5,643 crore. EBITDA margin is estimated to increase from 26.6 percent to 27 percent. The most positive in the results has been Equirus, which estimates that the company's profit has increased by 18 percent to Rs 6012 crore. At the same time, Elara Capital has given an estimate of growth of only 6 percent.
What is positive for the company? According to brokerage companies, due to the early onset of summer and a 1.6 percent increase in coal-based generation, power generation has increased by 4.3 percent annually. The total production of NTPC group in FY25 was 438.6 billion units (BU). According to the report, the company has also benefited from capacity expansion. According to Elara Securities, the company has commissioned 473 MW of solar capacity in Q4. NTPC plans to add 26 GW of new thermal capacity by 2031-32, of which 17.6 GW is under construction. Nuvama says that the profitability of NTPC's standalone business remains due to the regulated return model. Even though not many projects were commissioned last year, certain benefits continued to be received due to the regulatory mechanism. JM Financial believes that revenue and EBITDA may remain stable due to the decline in fuel costs and non-operating income, but the business model will maintain the stability of earnings.
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