📈 Live Market Tracking
Every NSE and BSE corporate filing, read and explained by AI within minutes — impact, key figures, short/long-term view and what to watch.
Live · AI analyzer runs every 5 min (07:00–23:55 IST)
0 analysed today
FollowTelegram
0
Today
152,139
All-time analysed
43,645
Positive
6,747
Negative
92,898
Neutral
8,781
Watch
📊 Last 7 days — analysed filings by sentiment
Note: These are AI-generated, educational summaries of public NSE
filings — grounded in each document, but not investment advice and possibly incomplete.
Verify against the original filing and consult a SEBI-registered adviser before acting.
138 announcements match the current filters (relevance ≥ 5).
NTPC and UPRVUNL to Expand Meja Stage-II Capacity from 1320 MW to 2400 MW
NTPC Limited and Uttar Pradesh Rajya Vidyut Utpadan Nigam Limited (UPRVUNL) have signed a Supplementary Joint Venture Agreement (SJVA-III) for their 50:50 joint venture, Meja Urja Nigam Private Limited (MUNPL). The agreement facilitates a significant capacity enhancement for Meja Stage-II, increasing it from the previously planned 2x660 MW (1320 MW) to 3x800 MW (2400 MW). This revision adds 1080 MW of incremental power generation capacity to the project. The signing took place on June 4, 2026, in Lucknow, formalizing the updated provisions in the Joint Venture Agreement.
Key Highlights
Signed SJVA-III for Meja Urja Nigam Private Limited (MUNPL), a 50:50 JV between NTPC and UPRVUNL.
Capacity of Meja Stage-II enhanced from 2x660 MW (1320 MW) to 3x800 MW (2400 MW).
The expansion adds 1080 MW of additional power generation capacity to the joint venture's portfolio.
The agreement was signed on June 4, 2026, to incorporate capacity enhancement provisions into the JVA.
👀 What to Watch
Investors should view this as a positive long-term growth driver for NTPC's regulated equity base; monitor the capital expenditure requirements and execution timelines for the expanded capacity.
NTPC Declares Commercial Operation of 34.4 MW Solar PV Capacity at Ramagundam
NTPC Limited has declared the commercial operation of a 34.4 MW solar capacity at its Ramagundam project in Telangana, effective May 29, 2026. This represents the second part of a larger 176 MW Solar PV Project being developed at the site. With this addition, the NTPC group's total installed capacity has reached 90,807 MW. The company's total commercial capacity now stands at 88,927 MW, marking a steady progression in its renewable energy portfolio.
Key Highlights
Commercial operation of 34.4 MW solar capacity commenced at Ramagundam, Telangana.
The capacity is part of a larger 176 MW Solar PV Project.
NTPC Group's total installed capacity has increased to 90,807 MW.
Total commercial capacity of the NTPC Group now stands at 88,927 MW.
👀 What to Watch
Investors should maintain a positive outlook as NTPC continues to expand its renewable footprint, which is crucial for long-term valuation rerating. Monitor the completion of the remaining 176 MW project capacity.
NTPC Group Capacity Hits 90,773 MW with Completion of 1,200 MW Khavda-II Solar Project
NTPC Limited has announced the successful commissioning of the final 105 MW capacity of the 1,200 MW Khavda-II Solar PV Project in Gujarat. This project was executed by NTPC Renewable Energy Limited, a step-down subsidiary, and is effective from May 28, 2026. With this addition, the NTPC Group's total installed capacity has reached 90,773 MW. The group's total commercial capacity now stands at 88,893 MW, marking a significant milestone in its renewable energy expansion.
Key Highlights
Declared COD for the final 105 MW part of the 1,200 MW Khavda-II Solar PV Project in Gujarat.
Total installed capacity of NTPC Group increased to 90,773 MW.
Total commercial capacity of the group now stands at 88,893 MW.
The project was completed through step-down subsidiary NTPC Renewable Energy Limited.
The capacity addition is effective from May 28, 2026.
👀 What to Watch
Investors should note the steady progress in NTPC's renewable energy portfolio, which supports long-term ESG goals and revenue growth. The successful completion of large-scale projects like Khavda-II reinforces the company's execution capabilities in the green energy sector.
NTPC Completes 1200 MW Khavda-II Solar Project; Group Capacity Reaches 90,773 MW
NTPC Limited has successfully declared the Commercial Operation Date (COD) for the final 105 MW segment of its 1200 MW Khavda-II Solar PV Project in Gujarat. This project was executed via its stepdown subsidiary, NTPC Renewable Energy Limited, and becomes effective from May 28, 2026. Following this commissioning, the NTPC Group's total installed capacity has risen to 90,773 MW. The group's total commercial capacity now stands at 88,893 MW, marking a significant milestone in its renewable energy transition.
Key Highlights
Commissioned the 8th and final 105 MW part of the 1200 MW Khavda-II Solar PV Project.
Total NTPC Group installed capacity increased to 90,773 MW.
Total commercial capacity of the group reached 88,893 MW effective May 28, 2026.
Project executed through stepdown subsidiary NTPC Renewable Energy Limited under NGEL.
👀 What to Watch
Investors should maintain a positive outlook as NTPC continues to aggressively expand its renewable footprint, improving its ESG rating and long-term earnings visibility.
NTPC Green Completes 1200 MW Khavda-II Solar Project; Group Capacity Hits 10,621.40 MW
NTPC Green Energy Limited has successfully declared the commercial operation of the final 105 MW segment of its 1200 MW Khavda-II Solar PV Project in Gujarat. This completion, executed via its subsidiary NTPC Renewable Energy Limited, marks the full operationalization of the Khavda-II site. Consequently, the total installed capacity of the NTPC Green Energy Group has increased to 10,621.40 MW. This milestone is expected to contribute positively to the company's revenue stream from May 28, 2026.
Key Highlights
Final 105 MW of the 1200 MW Khavda-II Solar PV Project in Gujarat declared operational
Total group installed capacity increased to 10,621.40 MW from 10,516.40 MW
Commercial operation effective from 00:00 hrs on May 28, 2026
Project executed through wholly-owned subsidiary NTPC Renewable Energy Limited
👀 What to Watch
Investors should note the successful project execution which strengthens the company's operational asset base and cash flow potential. This reinforces NTPC Green's growth trajectory in the renewable energy sector.
NTPC Q4 FY26 PAT Jumps 51.4% YoY to ₹8,747 Cr; Group Capacity Crosses 90 GW
NTPC reported a strong financial performance for FY26, with standalone Profit After Tax (PAT) rising 18% YoY to ₹23,162 crore and Q4 PAT surging 51.4% to ₹8,747 crore. The group achieved its highest-ever annual capacity addition of 9,618 MW, bringing total installed capacity past the 90 GW milestone. Operational efficiency improved significantly as outstanding receivable days dropped to 15 days from 29 days. The company is aggressively transitioning with a 12,068 MW renewable portfolio and a long-term target of 60 GW by 2032.
Key Highlights
Standalone PAT for FY26 grew 18% YoY to ₹23,162 crore; Q4 FY26 PAT rose 51.4% to ₹8,747 crore.
Highest ever annual capacity addition of 9,618 MW in FY26, taking Group capacity over 90 GW.
Outstanding receivable days improved to 15 days as of March 31, 2026, compared to 29 days in the previous year.
Group renewable energy capacity reached 12,068 MW, with NGEL revenue growing 29% to ₹2,858 crore.
Total Group Capex for FY26 stood at ₹49,068 crore, reflecting a 10% increase over the previous year.
👀 What to Watch
Investors should maintain a positive outlook on NTPC given its robust thermal base, aggressive renewable expansion, and significantly improved cash flow profile. The stock remains a strong play on India's rising power demand and energy transition.
NTPC Releases Operational and Financial Snapshot for Q4 and FY 2025-26
NTPC Limited has disclosed its operational and financial performance snapshot for the quarter and fiscal year ending March 31, 2026. This release provides key data points regarding the company's power generation metrics and financial health for the full year. The information is intended to provide transparency to shareholders and analysts ahead of detailed earnings discussions. Investors can access the full data set via the company's investor relations portal to evaluate year-on-year growth and operational efficiency.
Key Highlights
Release of operational and financial snapshot for the quarter ended March 31, 2026.
Comprehensive performance data for the full fiscal year 2025-26 now available.
Disclosure made available to both NSE and BSE as per regulatory compliance.
Data accessible via the official NTPC investor relations website for public review.
👀 What to Watch
Investors should download the snapshot to analyze key metrics like Plant Load Factor (PLF) and capacity additions. Compare these results against historical performance to gauge the company's growth momentum in the power sector.
NTPC Recommends Final Dividend of ₹3.50; FY26 Net Profit Rises 18% to ₹23,162 Crore
NTPC Limited has recommended a final dividend of ₹3.50 per share for FY 2025-26, bringing the total annual dividend to ₹9.00 per share. The company reported a strong standalone net profit of ₹23,162.22 crore for the full year, representing a 17.8% increase over the previous fiscal. While annual revenue saw a marginal decline to ₹1,65,493.74 crore, the company achieved higher operational efficiency with operating margins improving to 21.85%. The results reflect robust bottom-line growth despite a slight contraction in top-line revenue.
Key Highlights
Recommended final dividend of ₹3.50 per share, taking total FY26 dividend to ₹9.00 per share.
Standalone Net Profit for FY26 grew 17.8% YoY to ₹23,162.22 crore from ₹19,649.41 crore.
Full-year Earnings Per Share (EPS) increased to ₹23.89 from ₹20.26 in the previous year.
Operating margin improved to 21.85% in FY26 compared to 20.42% in FY25.
Total standalone income for the year ended March 31, 2026, stood at ₹1,69,724.60 crore.
👀 What to Watch
Investors should find the strong profit growth and healthy total dividend payout of ₹9.00 attractive for a large-cap PSU. The improvement in operating margins suggests better cost management, making it a solid hold for income-focused portfolios.
NTPC Q4 FY26 Standalone PAT Rises 51% to ₹8,747 Cr; Final Dividend of ₹3.25 Declared
NTPC reported a robust bottom-line performance for Q4 FY26, with standalone net profit surging 51% YoY to ₹8,747.27 crore. While annual revenue saw a marginal decline to ₹1,65,493.74 crore, the full-year profit grew by 18% to reach ₹23,162.22 crore. The company maintained healthy operational efficiency with an improved operating margin of 21.85% for the full year. Additionally, a final dividend of ₹3.25 per share has been recommended, taking the total FY26 dividend payout to ₹8.75 per share.
Key Highlights
Standalone Q4 PAT jumped 51.4% YoY to ₹8,747.27 crore from ₹5,778.14 crore.
Full-year FY26 Standalone PAT grew 17.8% to ₹23,162.22 crore compared to ₹19,649.41 crore in FY25.
Recommended a final dividend of ₹3.25 per share, bringing the total dividend for FY26 to ₹8.75 per share.
Operating margin for FY26 improved to 21.85% compared to 20.42% in the previous fiscal year.
Standalone Net Worth increased to ₹1,74,688.19 crore as of March 31, 2026, up from ₹1,60,259.96 crore YoY.
👀 What to Watch
NTPC's strong profit growth and healthy dividend yield make it an attractive core holding for long-term investors. The improvement in margins despite a slight dip in revenue suggests high operational efficiency and better realization.
NTPC Green Energy FY26 Profit at ₹406 Cr; Board Approves ₹5,000 Cr Fundraising & New JV
NTPC Green Energy Limited reported a standalone profit of ₹405.97 crore for the financial year ended March 31, 2026, a decline from ₹489.26 crore in the previous year. Revenue from operations also saw a slight decrease to ₹1,966.67 crore compared to ₹2,022.54 crore in FY25. To support its growth trajectory, the board has approved raising up to ₹5,000 crore through NCDs or bonds in FY 2026-27. Furthermore, the company is expanding its strategic reach by forming a Joint Venture with CtrlS Datacenters for renewable energy projects.
Key Highlights
Annual profit after tax for FY26 stood at ₹405.97 crore, down 17% from ₹489.26 crore in FY25.
Revenue from operations for FY26 was ₹1,966.67 crore versus ₹2,022.54 crore in the previous fiscal.
Board approved a massive fundraise of up to ₹5,000 crore via debt instruments for the 2026-27 fiscal year.
Strategic Joint Venture with CtrlS Datacenters Limited approved for the development of RE projects.
Maintained a healthy Debt-Equity ratio of 0.47 with a total net worth of ₹18,892.47 crore as of March 2026.
👀 What to Watch
Investors should monitor the utilization of the ₹5,000 crore fundraise for capacity expansion and the progress of the new JV with CtrlS Datacenters. While the annual profit dip is a concern, the aggressive expansion plans and low debt-to-equity ratio suggest a long-term growth focus.
NTPC Green Energy FY26 PAT at ₹406 Cr; Board Approves ₹5,000 Cr Fundraise & New JV
NTPC Green Energy reported a consolidated profit of ₹405.97 crore for FY26, a decrease from ₹489.26 crore in the previous year. Revenue from operations for the full year stood at ₹1,966.67 crore, while total income reached ₹2,143.58 crore. The board has approved a significant fundraise of up to ₹5,000 crore through NCDs/Bonds for the upcoming financial year 2026-27. Additionally, the company is expanding its strategic footprint by forming a Joint Venture with CtrlS Datacenters Limited to develop renewable energy projects.
Key Highlights
Reported a Profit After Tax (PAT) of ₹405.97 crore for FY26 compared to ₹489.26 crore in FY25.
Board approved raising up to ₹5,000 crore via secured/unsecured redeemable NCDs or Bonds in FY27.
Revenue from operations for the full year stood at ₹1,966.67 crore with an operating margin of 59.60%.
Announced a new Joint Venture with CtrlS Datacenters Limited for renewable energy project development.
Maintained a healthy Debt-Equity ratio of 0.47 with a total Net Worth of ₹18,892.47 crore as of March 31, 2026.
👀 What to Watch
Investors should monitor the execution of the new JV with CtrlS and the deployment of the ₹5,000 crore debt for capacity expansion. While YoY profit saw a dip, the aggressive fund-raising and expansion plans indicate a focus on long-term scaling in the renewable energy sector.
NTPC Group Capacity Reaches 90,668 MW Following 800 MW Unit-2 Trial Completion at PVUNL
NTPC Limited has announced the successful completion of the trial operation for Unit-2 of its subsidiary, Patratu Vidyut Utpadan Nigam Limited (PVUNL). This 800 MW unit has now been officially included in the installed capacity of the NTPC Group. As a result, the total installed capacity of the NTPC Group has increased to 90,668 MW. This expansion signifies a steady increase in the company's power generation potential and future revenue streams.
Key Highlights
Successful completion of trial operation for Unit-2 (800 MW) at PVUNL subsidiary.
Total installed capacity of NTPC Group increased to 90,668 MW.
Unit-2 (800 MW) is now officially included in NTPC's operational portfolio.
The addition follows the achievement of approved norms and regulatory clearances.
👀 What to Watch
Investors should view this as a positive development that enhances NTPC's long-term generation capacity and revenue visibility. Maintain a positive outlook on the stock as it continues to scale its operational base.
NTPC Board to Meet on May 23 to Approve FY26 Results and Consider Final Dividend
NTPC Limited has scheduled a Board of Directors meeting on May 23, 2026, to review and approve the annual standalone and consolidated financial statements for the fiscal year ended March 31, 2026. The board will also consider recommending a final dividend for the financial year 2025-26, which would be subject to shareholder approval at the upcoming AGM. In compliance with insider trading regulations, the trading window for NTPC securities will remain closed until May 25, 2026. This meeting is a critical event for investors to assess the company's full-year performance and capital allocation strategy.
Key Highlights
Board meeting scheduled for May 23, 2026, to approve FY26 annual financial results.
Recommendation of final dividend for FY 2025-26 to be considered during the meeting.
Trading window for company securities remains closed from April 1, 2026, until May 25, 2026.
The meeting will cover both standalone and consolidated financial performance for the year ended March 31, 2026.
👀 What to Watch
Investors should monitor the May 23 announcement for the company's annual earnings growth and the specific quantum of the final dividend. Key metrics to watch include capacity additions and any updates on the company's renewable energy transition.
NTPC Group Capacity Reaches 89,868 MW with New Solar Project CODs in Rajasthan
NTPC Limited's subsidiary, NTPC Green Energy Limited (NGEL), has successfully declared the Commercial Operation Date (COD) for additional solar capacities in Rajasthan. This includes a 12.5 MW portion of a 150 MW project and a 50 MW portion of a 300 MW project, effective May 15, 2026. Following these additions, the total installed capacity of the NTPC Group has reached 89,868 MW. This expansion aligns with the company's strategic shift towards increasing its renewable energy footprint.
Key Highlights
Declared COD for 12.5 MW (Cumulative 100 MW) of a 150 MW Solar Project in Rajasthan
Declared COD for 50 MW (Cumulative 200 MW) of a 300 MW Solar Project in Rajasthan
Total NTPC Group installed capacity increased to 89,868 MW
Total NTPC Group commercial capacity stands at 88,788 MW as of May 15, 2026
Projects executed through subsidiaries Project Eleven and Project Sixteen Renewable Power Private Limited
👀 What to Watch
Investors should maintain a positive outlook as NTPC continues to scale its green energy portfolio, which is critical for long-term valuation re-rating. Monitor the timely completion of the remaining capacities in these Rajasthan-based solar projects.
NTPC Green Adds 62.5 MW Solar Capacity in Rajasthan; Total Group Capacity Hits 10,516 MW
NTPC Green Energy Limited (NGEL) has announced the commencement of commercial operations for 62.5 MW of solar capacity in Rajasthan through its joint venture with ONGC. This includes a 12.5 MW portion of a 150 MW project and a 50 MW portion of a 300 MW project. With these additions, the total installed capacity of the NGEL Group has increased from 10,453.90 MW to 10,516.40 MW. This move signifies steady progress in the company's renewable energy execution pipeline.
Key Highlights
Declared commercial operation of 12.5 MW part capacity (cumulative 100 MW of 150 MW) in Rajasthan.
Declared commercial operation of 50 MW part capacity (cumulative 200 MW of 300 MW) in Rajasthan.
Total installed capacity of NTPC Green Energy Group increased to 10,516.40 MW.
Projects are operated by step-down subsidiaries of the ONGC NTPC Green Private Limited joint venture.
Operations for the new capacities are effective from May 15, 2026.
👀 What to Watch
Investors should take note of the consistent capacity additions which will contribute to revenue growth. The stock remains a key play in India's renewable energy transition as it scales toward its long-term targets.
NTPC Commissions 100 MW Solar Capacity at Ramagundam; Group Capacity Hits 89,805 MW
NTPC Limited has declared the commercial operation of 100 MW solar PV capacity at its Ramagundam project in Telangana, effective May 2, 2026. This 100 MW is part of a larger 176 MW solar project at the site. Following this addition, the total installed capacity of the NTPC Group has reached 89,805 MW. Furthermore, the total commercial capacity of the group now stands at 88,725 MW, strengthening its revenue-generating asset base.
Key Highlights
Commercial operation of 100 MW solar capacity out of 176 MW project at Ramagundam, Telangana.
NTPC Group total installed capacity increased to 89,805 MW.
NTPC Group total commercial capacity reached 88,725 MW.
Operations commenced effective 00:00 Hrs on May 2, 2026.
👀 What to Watch
Investors should maintain a positive outlook as NTPC continues to scale its renewable energy portfolio, which is crucial for long-term valuation rerating. Monitor the commissioning of the remaining 76 MW capacity at the Ramagundam site.
NTPC Group Capacity Reaches 89,705 MW with 90 MW Solar Project COD in Gujarat
NTPC Limited has declared the Commercial Operation Date (COD) for a 90 MW solar capacity at its Khavda-II Solar PV Project in Gujarat. This addition represents the seventh part of a larger 1,200 MW project being executed by its step-down subsidiary, NTPC Renewable Energy Limited. Following this commissioning, the total installed capacity of the NTPC Group has increased to 89,705 MW, while the commercial capacity stands at 88,625 MW. This move underscores the company's commitment to expanding its renewable energy portfolio and meeting green energy targets.
Key Highlights
Commissioned 90 MW solar capacity at the Khavda-II Solar PV Project in Gujarat
Total NTPC Group installed capacity rises to 89,705 MW
Total commercial capacity of the group now stands at 88,625 MW
The 90 MW unit is part of a larger 1,200 MW solar initiative by NTPC Renewable Energy Limited
Commercial operation is effective from April 25, 2026
👀 What to Watch
Investors should remain positive as NTPC continues to demonstrate steady execution in its renewable energy transition. The consistent addition of green capacity supports long-term valuation rerating and ESG compliance.
NTPC Green Energy Commissions 90 MW Solar Capacity at Khavda-II Project
NTPC Green Energy Limited's subsidiary has successfully declared the commercial operation of a 90 MW solar PV capacity at the Khavda-II project in Gujarat. This addition represents the seventh part of a larger 1,200 MW solar project. Following this commissioning, the group's total installed capacity has increased to 10,453.90 MW. This expansion is a key step in the company's strategy to scale its renewable energy portfolio and enhance revenue generation from green assets.
Key Highlights
90 MW solar PV capacity commissioned at the Khavda-II project in Gujarat
Total group installed capacity increases to 10,453.90 MW from 10,363.90 MW
Project is part of a larger 1,200 MW solar development by subsidiary NTPC Renewable Energy Limited
Commercial operation effective from April 25, 2026
👀 What to Watch
Investors should remain positive as the company demonstrates steady execution of its renewable energy pipeline. The incremental capacity addition will contribute to the top-line growth in the coming quarters.
NTPC Group Commercializes 87.50 MW Solar Capacity in Rajasthan
NTPC's subsidiary, NTPC Green Energy Limited (NGEL), has declared the Commercial Operation Date (COD) for 87.50 MW of solar power in Rajasthan. This capacity is part of a larger 150 MW solar project being developed by a group company of NGEL. Following this addition, the total installed capacity of the NTPC Group has increased to 89,615 MW. The total commercial capacity of the group now stands at 88,535 MW, effective from April 19, 2026.
Key Highlights
87.50 MW solar capacity declared operational in Rajasthan effective April 19, 2026
Capacity is part of a larger 150 MW solar project under a group company of NGEL
Total NTPC Group installed capacity reaches 89,615 MW
Total commercial capacity of the group increases to 88,535 MW
Reinforces NTPC's strategic shift and growth in the renewable energy sector
👀 What to Watch
Investors should view this as a positive development in NTPC's green energy transition. The steady addition of renewable capacity supports long-term ESG goals and revenue diversification.
NTPC Green Group Capacity Hits 10,363 MW Following 87.50 MW Solar Project Commissioning
NTPC Green Energy Limited has declared the commercial operation of 87.50 MW solar capacity in Rajasthan, effective April 19, 2026. This capacity is part of a larger 150 MW project under its joint venture with ONGC. With this addition, the group's total installed capacity has reached 10,363.90 MW, while commercial capacity stands at 10,276.40 MW. This move signifies steady progress in the company's renewable energy roadmap and joint venture execution.
Key Highlights
87.50 MW solar capacity commissioned in Rajasthan as part of a 150 MW project.
Total installed capacity of NTPC Green Energy Group increased to 10,363.90 MW.
Project executed via Project Eleven Renewable Power, a step-down subsidiary of ONGC NTPC Green JV.
Group's total commercial capacity now stands at 10,276.40 MW effective April 19, 2026.
👀 What to Watch
The commissioning reflects strong execution capabilities and contributes to immediate revenue generation. Long-term investors should remain positive on the stock as the company scales its renewable portfolio.