Q2 2025 NTPC Ltd Earnings Call Transcript
Key Points
- NTPC Ltd (BOM:532555) reported a significant increase in profit after tax for Q2 FY25, reaching INR4,649 crore, a 19.66% rise compared to the previous year.
- The company added 485 megawatts of renewable energy capacity in H1 FY25, demonstrating its commitment to expanding its renewable energy portfolio.
- NTPC's coal production reached a record high of 19.23 million metric tonnes in H1 FY25, marking a growth of over 19.74% from the previous year.
- The company maintained a high plant load factor (PLF) for its coal stations at 76.31%, surpassing the national average of 70.63%.
- NTPC Ltd (BOM:532555) has been recognized with several prestigious awards, including the Leading CFO of the Year award and inclusion in TIME World's Best Companies 2024 list, highlighting its strong corporate governance and operational excellence.
- NTPC Ltd (BOM:532555) experienced a decrease in total income for Q2 FY25 on a standalone basis, attributed to a reduction in the average price of coal.
- The company faced higher planned outages, leading to increased under-recovery, with disincentives rising from INR381 crore in the previous year to INR495 crore in the current quarter.
- There are concerns about potential delays in the commissioning of new projects, particularly in the nuclear sector, with the first unit of Mahi Banswara expected to reach criticality only by FY31-32.
- The company is selective in participating in renewable energy bids, which may limit its growth opportunities in the rapidly expanding renewable sector.
- NTPC Ltd (BOM:532555) faces challenges in securing PPAs for some of its renewable projects, which could impact future revenue streams.
Ladies and gentlemen, good day and welcome to NTPC Limited Q2 FY25 earnings conference call hosted by JM Financial. (Operator Instructions)
Please note that this conference is being recorded. I now hand the conference over to Mr. Sudhanshu Bansal from JM Financial. Thank you, and over to you, sir.
Thank you, Sudhan. Hello, everyone. On behalf of JM Financial, I welcome you, all, to the conference call of NTPC to discuss the 2Q FY25 results.
We have with us the leadership team of NTPC, comprising of Shri Jaikumar Srinivasan, Director, Finance; Shri Shivam Srivastava, Director, Fuel; Shri Shanmugha Sundaram, Director, Projects; Shri Ravindra Kumar, Director, Operations; Shri Anil Kumar Jadli, Director, HR. Thank you so much, sir, for your kind presence and giving JM Financial the opportunity to host the call.
Friends, before we start the call, I would just like to share one good thing. Like among the various awards won by the NTPC Limited, it gives me immense
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