AI-generated · cited to primary sources · not investment advice
NTPC (532555) Nov 2025 Filing Analysis
Does management do what it says?
Fixed cost under-recoveries stood at INR 454 crores as of December 2025. Management stated that efforts are being made to reduce this by the end of the fiscal year. (2 in progress, 1 met across 3 tracked commitments)
“the fixed costs under recoveries till September 2025 is ₹625 crore and we expect this number to be around ₹250 crore by the end of the year.”
The group added 9,178 MW (net of decommissioning) against a target of 9,844 MW, representing a slight under-delivery on the total capacity addition plan for the fiscal year. (4 revised, 1 met across 5 tracked commitments)
“In fact, for FY26, we have a target of 2019 MW on a standalone basis and 7825 MW for JVs and subsidiaries, both totaling to 9844 MW.”
See the full cited Management analysis of NTPC
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