|
14 Mar 2025 |
NTPC
|
Consensus Share Price Target
|
331.90 |
412.44 |
- |
24.27 |
buy
|
|
|
|
|
07 Mar 2025
|
NTPC
|
Sharekhan
|
331.90
|
374.00
|
329.55
(0.71%)
|
12.68 |
Buy
|
|
|
The power demand in YTDFY25 (till February) is up only 4.4% y-o-y because of the impact of the monsoon this year and weak economic activity. However, with a hot summer expected this year and temperatures expected to rise, power demand should pick-up.
|
|
22 Feb 2025
|
NTPC
|
Axis Direct
|
331.90
|
360.00
|
320.10
(3.69%)
|
8.47 |
Buy
|
|
|
We recommend a BUY rating on the stock with a target price of Rs 360/share, implying an upside of 10% from the CMP
|
|
31 Jan 2025
|
NTPC
|
Geojit BNP Paribas
|
331.90
|
358.00
|
324.00
(2.44%)
|
7.86 |
Buy
|
|
|
|
|
27 Jan 2025
|
NTPC
|
Axis Direct
|
331.90
|
390.00
|
322.20
(3.01%)
|
17.51 |
Buy
|
|
|
We maintain our BUY rating on the stock.
|
|
27 Jan 2025
|
NTPC
|
Sharekhan
|
331.90
|
380.00
|
322.20
(3.01%)
|
14.49 |
Buy
|
|
|
Q3FY25 standalone adj. PAT grew by 6% y-o-y to Rs. 4,618 crore inline with the 7% increase in the regulated equity base. Standalone revenue of Rs. 41,352 crore was up only 4.8% y-o-y because of the weak power demand.
|
|
26 Jan 2025
|
NTPC
|
Motilal Oswal
|
331.90
|
366.00
|
323.65
(2.55%)
|
10.27 |
Neutral
|
|
|
NTPC (standalone)’s reported 3QFY25 EBITDA came in 2% above our estimates, though adjusted PAT was below due to a higher-than-expected tax rate and previous year-related adjustments.
|
|
05 Nov 2024
|
NTPC
|
Geojit BNP Paribas
|
331.90
|
434.00
|
403.10
(-17.66%)
|
30.76 |
Hold
|
|
|
|
|
28 Oct 2024
|
NTPC
|
Sharekhan
|
331.90
|
460.00
|
403.90
(-17.83%)
|
38.60 |
Buy
|
|
|
Q2FY25 standalone PAT was up 19.7% y-o-y to Rs. 4,649 crore with the regulated equity base growing 7.7% y-o-y to Rs. 89,430 crore. Consolidated PAT of Rs. 5,274 crore was up 14% y-o-y.
|
|
26 Oct 2024
|
NTPC
|
Motilal Oswal
|
331.90
|
450.00
|
398.90
(-16.80%)
|
35.58 |
Neutral
|
|
|
NTPC reported standalone 2QFY25 EBITDA of INR96.7b (-8% YoY), 19% below our estimate of INR119b. Sharp rise in other opex (INR55b vs. INR34bin 2QFY24) led to the miss at the EBITDA level.
|
|
22 Sep 2024
|
NTPC
|
ICICI Securities Limited
|
331.90
|
495.00
|
423.95
(-21.71%)
|
49.14 |
Buy
|
|
|
NTPC Green Energy Limited (NGEL), a 100% subsidiary of NTPC, is looking to debut on exchanges as the company files its DRHP. In this note, we analyse NGEL’s business, look at its valuation metrics and evaluate key concerns.
|
|
05 Aug 2024
|
NTPC
|
ICICI Direct
|
331.90
|
500.00
|
413.25
(-19.69%)
|
50.65 |
Buy
|
|
|
|
|
30 Jul 2024
|
NTPC
|
ICICI Direct
|
331.90
|
500.00
|
406.95
(-18.44%)
|
50.65 |
Buy
|
|
|
|
|
30 Jul 2024
|
NTPC
|
Sharekhan
|
331.90
|
460.00
|
406.95
(-18.44%)
|
38.60 |
Buy
|
|
|
Q1FY25 standalone PAT was up 11% y-o-y to Rs. 4,511 crore with the regulated equity base growing 13% y-o-y to Rs. 88,600 crore. Consolidated PAT of Rs. 5,506 crore was up 12% y-o-y.
|
|
30 Jul 2024
|
NTPC
|
Axis Direct
|
331.90
|
450.00
|
406.95
(-18.44%)
|
35.58 |
Buy
|
|
|
We maintain our BUY rating on the stock.
|
|
16 Jul 2024
|
NTPC
|
Ventura
|
331.90
|
503.00
|
380.45
(-12.76%)
|
51.55 |
Buy
|
|
|
Leveraging RE transition to lead India's power generation
|
|
28 Jun 2024
|
NTPC
|
FundsIndia
|
331.90
|
448.00
|
378.35
(-12.28%)
|
Target met |
Buy
|
|
|
|
|
31 May 2024
|
NTPC
|
Geojit BNP Paribas
|
331.90
|
440.00
|
359.00
(-7.55%)
|
Target met |
Buy
|
|
|
|
|
28 May 2024
|
NTPC
|
ICICI Direct
|
331.90
|
455.00
|
365.40
(-9.17%)
|
37.09 |
Buy
|
|
|
|
|
27 May 2024
|
NTPC
|
Axis Direct
|
331.90
|
420.00
|
369.65
(-10.21%)
|
Target met |
Buy
|
|
|
We maintain our BUY rating on the stock.
|
|
06 Mar 2024
|
NTPC
|
Sharekhan
|
331.90
|
425.00
|
352.20
(-5.76%)
|
Target met |
Buy
|
|
|
|