NTPC is India’s largest energy conglomerate built in 1975 to accelerate power development in the country. It has since established itself in fossil fuels, hydro, nuclear and renewable energy. To strengthen its core business, the corporation also diversified into the fields of consultancy, power trading, training of power professionals, rural electrification, ash utilisation and coal mining. Total installed capacity of the company is 67,907.5 MW (including JVs). Its own stations include 24 coal based, 7 gas based, 1 Hydro 1 Wind 13 Solar and 1 Small hydro plant. Under JVs, NTPC has 9 coal based, 4 gas based and 13 renewable energy projects. The capacity will have a diversified fuel mix and by 2032, non-fossil fuel based generation capacity shall make up nearly 30% of NTPC’s portfolio. Among the 10 Maharatna CPSEs in India, NTPC launched its IPO consisting 5.25 percent fresh issue and 5.25 percent offer for sale in October 2004. The government currently holds 51.10 percent equity share capital in the company after subsequent public offers and divestment. In 2019, NTPC is recognised as “Laureate” for consistently ranking among “Top 50 Best Companies to Work for in India” for the last 11 years in the Great Place to Work and Economic Times survey. Besides, NTPC was also recognized as the best among PSUs and in Manufacturing. More
Stocks to Watch, 01 December: Stocks like Lenskart Solutions, NCC, Brigade Enterprises, Maharashtra Seamless, Arvind SmartSpaces, Waaree Energies, ICICI Bank, HG Infra Engineering, NTPC, Tata Technologies, Authum Investment & Infrastructure, GAIL India, Tejas Networks, Groww, and PNB Gilts will be in focus on December 01.
Motilal Oswal recommended Neutral rating on NTPC with a target price of Rs 370 in its research report dated November 27, 2025.
Early and prolonged rains dragged peak demand down to about 200 GW from nearly 220 GW last year, cutting merchant volumes and realizations at a time when industrial activity also softened.
Ministry of New and Renewable Energy (MNRE) will cut the pace of renewable energy auctions in FY26-27 amid surplus supply and connectivity hurdles. However, India is still on track to achieve its 500 GW non-fossil fuel-based power generation target by 2030, MNRE Secretary Santosh Kumar Sarangi told Moneycontrol.
The PMO has taken stock of the talent shortage for India to realise its nuclear ambitions of 100 GW by 2047 and the government is likely to introduce new undergraduate and postgraduate programmes in nuclear technology and engineering at central and state universities, IITs, and NITs.
ICICI Securities is bullish on NTPC has recommended buy rating on the stock with a target price of Rs 439 in its research report dated October 31, 2025.
Motilal Oswal recommended Neutral rating on NTPC with a target price of Rs 372 in its research report dated October 31, 2025.
Stocks to Watch, 31 October: Stocks like ITC, DLF, Dabur India, Swiggy, Bandhan Bank, United Spirits, TD Power Systems, Manappuram Finance, Gillette India, Welspun Corp, LT Foods, Lodha Developers, Pidilite Industries, Motilal Oswal Financial Services, Datamatics Global Services, Navin Fluorine International, and Reliance Industries will be in focus on October 31.
According to a Moneycontrol poll of six brokerages, the power major’s revenue is projected to rise about 5% year-on-year to Rs 42,345.82 crore, while net profit is likely to increase 5.1% to Rs 4,615.72 crore.
The market may see a bounce-back after the significant selling pressure of last week, but sustainability is the key to watch. Below are some short-term trading ideas to consider.
The state-run company aims to buy large units ranging from 700 megawatts to about 1,730 megawatts each, but hasn’t yet finalized the size of the tender
The market may see some more consolidation amid rangebound trading in the upcoming sessions. Below are some short-term trading ideas to consider.
Power generation capacity additions lagged expectations in FY25
The company is collaborating with technology providers and state governments to explore individual nuclear projects, Singh said
Stocks to watch, 05 September: Stock like Biocon, Zydus Lifesciences, NHPC, Sammaan Capital, Varun Beverages, Indo Tech Transformers, Bharat Forge, Yasho Industries, NTPC, RPP Infra Projects, Solarium Green Energy, and Malpani Pipes and Fittings will be in focus on September 05.
Stocks to Watch, 29 August: Stocks like Reliance Industries, Hexaware Technologies, Lemon Tree Hotels, Afcons Infrastructure, Shukra Pharmaceuticals, One 97 Communications Paytm, Muthoot Finance, and CG Power and Industrial Solutions will be in focus on August 29.
Motilal Oswal recommended Neutral rating on NTPC with a target price of Rs 380 in its research report dated August 18, 2025.
ICICI Securities is bullish on NTPC has recommended buy rating on the stock with a target price of Rs 439 in its research report dated August 19, 2025.
The plants in Gujarat, Chhattisgarh and Madhya Pradesh will be the first solo nuclear power projects taken up by NTPC’s newly incorporated subsidiary NTPC Parmanu Urja Nigam Ltd
Mirae Asset Sharekhan is bullish on NTPC has recommended buy rating on the stock with a target price of Rs 398 in its research report dated August 05, 2025.
ICICI Securities is bullish on NTPC recommended buy rating on the stock with a target price of Rs 439 in its research report dated July 30, 2025.