Whalesbook
Kaunsi company ne machaya record?
NTPC ne FY2025-26 mein 9,619 MW ki record capacity install karke ek naya milestone set kiya hai. Yeh dikhata hai ki company operational side pe kaafi strong chal rahi hai, aur saath hi energy ke naye avenues mein bhi transition kar rahi hai.
Renewables ki toh baat hi alag hai!
Is total capacity mein se ek bada hissa, yani 5,488 MW, sirf renewable sources se aaya hai. Solar, wind, aur pumped storage projects isme shamil hain. Isse company ka clean energy growth par focus clearly dikh raha hai.
Coal aur Trading mein bhi dumdaar performance
Renewables ke alawa, NTPC ne apne core business mein bhi achha kaam kiya hai. Coal production 6.22% year-on-year badh kar 48.65 million tonnes ho gaya hai. Aur toh aur, power trading volumes mein bhi 13% ka zabardast jump dekhne ko mila hai, jo 46.52 billion units tak pahunch gaya.
Future ki tayyari: Battery, Hydrogen aur Nuclear
NTPC sirf purani cheezon par hi nahi ruk raha, future ke liye bhi bade plans hain. ₹5,821.90 crore battery energy storage systems (BESS) ke liye approve kiye gaye hain, jisme 4.70 GWh capacity hogi. Green hydrogen, e-mobility aur nuclear power jaise sectors mein bhi entry kar rahe hain. Inka renewable arm, NTPC Green Energy Limited, toh 10 GW installed capacity cross kar chuka hai.
Stock mein tension aur Market ka chakkar
Itna sab achha hone ke baad bhi, NTPC ka stock thoda volatile chal raha hai. Share price ₹359.65 ke aas paas trade kar raha hai, jabki Sensex bhi girawat mein tha. Investors ko iske capital-intensive new technologies mein diversification aur debt ko lekar thodi tension hai. Debt to EBITDA ratio 4.81 times hai, jo financial flexibility par asar daal sakta hai. Kuch analysts ne toh isko 'Sell' rating bhi di hai, jabki kuch long-term performance se khush hain.
Aage ka plan aur Analysts ke Views
Future mein NTPC 2032 tak 149 GW total capacity ka target rakhe hue hai, jisme 60 GW renewables se aayegi. Currently, 33 GW capacity under construction hai, jisme 15 GW renewables ka hissa hai. Bahut saare analysts ise 'Strong Buy' rating de rahe hain aur 12-month price target ₹413.80 diya hai. Company ki ESG rating bhi B se BB ho gayi hai, jo sustainability efforts ke liye ek achha sign hai.