CESC Q3 profit may jump 34% to Rs 143 cr: CNBC-TV18 Poll

Trade

• Watchlist
• Portfolio
• Message
• Set Alert

 

 

Choose Stock Exchange: BSE LIVE NSE LIVE

26 Aug, 2025 12:21

Volume

Todays L/H

More

×

CESC's third quarter profit after tax is expected to rise 33.9 percent year-on-year to Rs 143 crore, according to a CNBC-TV18 poll.

Total income may increase 14.3 percent to Rs 1,380 crore during October-December quarter from Rs 1,207 crore in same quarter last fiscal.

Operating profit is seen rising 17.4 percent Y-o-Y to Rs 344 crore and margin may expand 60 basis points to 24.9 percent in the quarter gone by.

CESC may report steady standalone earnings-Profit growth may look good on account of fall in fuel costs and on a low base of last year-Losses at Spencers and Dhariwal remain key to gauge performance of the consolidated entity. Generation volumes-Analysts estimate generation volumes of 2.0 billion units to 2.2 billion units for the quarter as demand for power seems to have declined due to severe winter and shift of Navratri and Durga Pooja to Q2.-PLF is expected to be flat Y-o-Y Expectations on Spencer’s Retail-Revenue per sqft is expected to increase 2.5 percent Y-o-Y to Rs 1,350 in Q3FY15, due to the opening of new stores last quarter-Analysts forecast store EBITDA per sq ft of Rs 80 against Rs 64 in Q3FY14 Key issues to watch out for:-Performance of Spencer: Same-store-sales growth, store level EBITDA, profitability at Spencers-Details of operations of Chandrapur (Dhariwal) and timeline of signing of the PPAs-Commercial operation date status of Haldia project-Capital cost approval for Haldia plant which was recently synchronized remains critical-Management commentary on coal auctions