REC Ltd. News and Updates

Name: Latest research reports of REC Ltd. authored by Motilal Oswal and published by - Trendlyne research reports.
Item: REC Ltd.
Rating: 5
Author: Motilal Oswal

Keep track of all breaking news on REC Ltd. from all sources in a single place.

REC Ltd.

31 Oct 2025

358.05

-0.28%

CERC recommends setting RCO buyout price at 105% of average REC rates

Business Line

The move aims to encourage designated energy consumerssuch as Discoms, open access users, and captive consumersto prioritise direct renewable energy consumption or REC purchases over buyout payments

REC Ltd. has lost -28.72% in the last 1 Year

REC Ltd.

29 Oct 2025

358.05

-0.28%

Muted loan growth due to higher prepayments; NIM declines QoQ

Buy: REC Ltd.

Target

Motilal Oswal

Rural Electrification Corp’s (RECL) 2QFY26 PAT grew ~10% YoY to INR44.3b (in line). PAT in 1HFY26 grew 19% YoY and we expect PAT in 2HFY26 to grow by 13% YoY.

REC Ltd. is trading below all available SMAs

REC Ltd.

17 Oct 2025

358.05

-0.28%

REC Q2 results: Net profit rises 9% to 4,414 crore on higher income

Business Standard

State-owned REC Ltd on Friday posted an over 9 per cent year-on-year increase in net profit to Rs 4,414.93 crore in September quarter, on higher income. It had clocked a net profit of Rs 4,037.72 crore in the second quarter of preceding 2024-25 financial year, REC Ltd said in an exchange filing. In the latest July-September period, the company registered a 10.62 per cent rise in total revenues to Rs 15,162.38 crore from Rs 13,706.31 crore in the year-ago period. Interest income rose to Rs 14,589.97 crore from Rs 13,484.82 crore in Q2 FY25. REC, under the Ministry of Power, is a Non-Banking Finance Company (NBFC), which provides long-term loans and other financing products to states, Centre and private companies for creation of infrastructure assets in the country.

REC Ltd. has lost -28.72% in the last 1 Year

REC Q2 Net Profit Rises 9.3%; Interim Dividend Declared Check Record Date, Other Details

NDTV Profit | 17 Oct 2025

REC Ltd.

15 Oct 2025

358.05

-0.28%

REC Q2 Results: Date, Dividend News, Share Price History And More

NDTV Profit

REC share price hit a 52-week high of Rs 573.3 apiece on the NSE on Dec. 10, 2024, and a 52-week low of Rs 348.6 on Aug. 29, 2025.

Motilal Oswal increased Buy price target of REC Ltd. to 465.0 on 29 Oct, 2025.

REC Ltd.

03 Oct 2025

358.05

-0.28%

Beaten-down stocks Part 9: REC at current levels may reward patience

Business Standard

Analysts remain positive, citing a steady decline in bad loans and an uptick in new loan sanctions as key drivers of future growth

REC Ltd. is trading below all available SMAs

REC Ltd.

31 Jul 2025

358.05

-0.28%

Provision write-backs drive earnings beat; NIM up 10bp QoQ

Buy: REC Ltd.

Target

Motilal Oswal

Rural Electrification Corp’s (RECL) 1QFY26 PAT grew ~29% YoY to INR44.5b (~8% beat). NII grew ~19% YoY to ~INR55.7b (in line).

REC Ltd. has an average target of 515.00 from 4 brokers.

REC Ltd.

25 Jul 2025

358.05

-0.28%

REC shares fall 1% despite 29% profit jump in Q1 FY26

Business Line

REC's consolidated net profit for Q1 FY26 increased to 4,465.71 crore

Motilal Oswal increased Buy price target of REC Ltd. to 465.0 on 29 Oct, 2025.

REC posts net profit of 4,466 cr in Q1 FY25

Business Line | 25 Jul 2025 1 more

REC Ltd.

25 Jul 2025

358.05

-0.28%

Healthy quarter with 3% QoQ loan growth and 22.6% RoE aided by negative credit cost

Buy: REC Ltd.

ICICI Securities Limited

REC reported a healthy Q1 with its loan assets growing 3% QoQ despite a seasonally weak quarter. Calculated credit cost (annualised) was negative 43bps with the restructuring of the TRN Energy account, which led to an ECL reversal of INR 2.7bn. NIMs and spreads were higher in Q1 vs. FY25 levels.

REC Ltd. has lost -28.72% in the last 1 Year

REC Ltd.

10 Jul 2025

358.05

-0.28%

REC, PFC shares rally up to 3% after Morgan Stanley initiates coverage with overweight rating

Economic Times

The global brokerage has assigned a price target of Rs 485 for REC and Rs 508 for PFC, indicating potential gains of 23% and 21%, respectively, from their last closing prices.