CESC Q2 profit seen down 5% on weak operational performance

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26 Aug, 2025 12:21

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Power utility company CESC is expected to register a 5 percent year-on-year degrowth in profit at Rs 183 crore for July-September quarter and 2 percent growth in revenue at Rs 1,692 crore, according to analysts polled by CNBC-TV18. It will announce earnings on November 13.

Operating profit (EBITDA) may decline by 4 percent year-on-year to Rs 407 crore and margin may contract 137 basis points to 24.1 percent during the quarter.

Analysts overall expect subdued quarter for the company. Fuel cost is expected to decline as generation from Titagarh and southern plants are replaced by Haldia.

Profit may by impacted by coal auctions and non-recovery of fixed assets in case of the stranded 600 MW Chandrapur plant.

Operational Expectations:

Analysts estimate generation of 2.5 billion units and sale of 2.5-2.9 billion units in Q2FY16 and plant load factor to be flat year-on-year. Tariff is expected to remain at Rs 6.5/Kwh.

Spencer's Retail's revenue per square feet is expected to increase 10.1 percent year-on-year to Rs 1,500 in Q2FY16 due to opening of new stores last quarter. Analysts expect Spencers to be EBITDA positive from Q3/Q4FY16.

Key issues to watch out for would be performance of Spencer’s same-store-sales (SSS) growth & store-level EBITDA, Chandrapur (Dhariwal) operations, impact of Sarisatolli mines on standalone performance, Budge Budge TPS and tariff order approval.