External broker reports(aggregated public sources), Axis Direct

Axis Direct

External broker reports(aggregated public sources)

Axis Direct is the flagship brand under Axis Securities Limited, a subsidiary of Axis Bank in India. 

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Equity Bottom-Up

<ul><li>Total Capacity Addition: NTPC group's installed capacity grew by 1,796 MW in Q1FY27 to 90,904 MW as of 30th June, 2026 vs 89,108 MW in Q4FY26, split across 820 MW thermal (uprated the capacity of two units (Unit no. 5 and 6) of Dadri Thermal Power Station by 20 MW and 800 MW Patratu/PVUNL Unit 2 COD), 250 MW Tehri PSP hydro, and 726 MW RE.</li><li>The group carries ~35.7 GW under construction (Coal 15,720 MW, Hydro incl. PSP 3,581 MW, RE 16,401 MW).</li><li>Thermal Outlook: Thermal capacity is guided up modestly from 74 GW (Jun’26) to 84 GW by FY32 and 97 GW by FY37. T</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Total Capacity Addition: NTPC group's installed capacity grew by 1,796 MW in Q1FY27 to 90,904 MW as of 30th June, 2026 vs 89,108 MW in Q4FY26, split across 820 MW thermal (uprated the capacity of two units (Unit no. 5 and 6) of Dadri Thermal Power Station by 20 MW and 800 MW Patratu/PVUNL Unit 2 COD), 250 MW Tehri PSP hydro, and 726 MW RE.The group carries ~35.7 GW under construction (Coal 15,720 MW, Hydro incl. PSP 3,581 MW, RE 16,401 MW).Thermal Outlook: Thermal capacity is guided up modestly from 74 GW (Jun’26) to 84 GW by FY32 and 97 GW by FY37. TContent is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Ntpc - PAT Beat Estimates; Unveils 10-Year Capex Roadmap

<ul><li>Total Capacity Addition: NTPC group's installed capacity grew by 9,178 MW in FY26 to 89,108 MW as of 31st Mar’26, comprising 3,690 MW of net thermal additions (including 1,350 MW Sinnar thermal acquired via CIRP with MAHAGENCO in Q4FY26), and 5,488 MW of renewable capacity.</li><li>The company has ~34.2 GW of capacity under construction, consisting of 16.5 GW of thermal, ~2.6 GW of hydro (including PSP) and ~15.0 GW of RE capacity.</li><li>Thermal Targets: The company targets to add 5.5 GW of thermal capacity over FY27-FY29. In FY27, it targets thermal additions of 1,017 MW. </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Total Capacity Addition: NTPC group's installed capacity grew by 9,178 MW in FY26 to 89,108 MW as of 31st Mar’26, comprising 3,690 MW of net thermal additions (including 1,350 MW Sinnar thermal acquired via CIRP with MAHAGENCO in Q4FY26), and 5,488 MW of renewable capacity.The company has ~34.2 GW of capacity under construction, consisting of 16.5 GW of thermal, ~2.6 GW of hydro (including PSP) and ~15.0 GW of RE capacity.Thermal Targets: The company targets to add 5.5 GW of thermal capacity over FY27-FY29. In FY27, it targets thermal additions of 1,017 MW. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

NTPC - Q4 - Steady Performance Backed by Capacity Additions

<ul><li>Total Capacity Addition: NTPC group's installed capacity grew by 1,744 MW QoQ to 85,637 MW in Q3FY26, comprising 800 MW from Patratu thermal power station (Unit 1), 694 MW from RE, and 250 MW from THDC pump storage project (Tehri PSP Unit 3).</li><li>The company has ~33 GW of capacity under construction, consisting of 16.5 GW of Thermal, ~1.9 GW of Hydro, and ~14.5 GW of RE capacity.</li><li>Thermal Targets: The company targets to add 6.5 GW of thermal capacity over the next three years. </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Total Capacity Addition: NTPC group's installed capacity grew by 1,744 MW QoQ to 85,637 MW in Q3FY26, comprising 800 MW from Patratu thermal power station (Unit 1), 694 MW from RE, and 250 MW from THDC pump storage project (Tehri PSP Unit 3).The company has ~33 GW of capacity under construction, consisting of 16.5 GW of Thermal, ~1.9 GW of Hydro, and ~14.5 GW of RE capacity.Thermal Targets: The company targets to add 6.5 GW of thermal capacity over the next three years. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

NTPC - Q3 - Stable Performance Backed by Capacity Additions

<ul><li>Total Capacity Addition: NTPC group’s installed capacity grew by 1,247 MW QoQ to 83,893 MW in Q2FY26, led by 684 MW of Solar capacity additions, 250 MW of PSP, 220 MW of coal-based thermal capacity and 93 MW of wind capacity.</li><li>The 220 MW of thermal additions is net of discontinued plants and includes 660 MW of Khurja plant commissioned in and the discontinuation of 440 MW (110 MW x 4 units) of Tanda plant in Sep’25.</li><li>The company’s under-construction capacity stands at 33 GW, consisting of 17 GW of thermal, 14 GW of RE capacity and 2 GW of hydro capacity. </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Total Capacity Addition: NTPC group’s installed capacity grew by 1,247 MW QoQ to 83,893 MW in Q2FY26, led by 684 MW of Solar capacity additions, 250 MW of PSP, 220 MW of coal-based thermal capacity and 93 MW of wind capacity.The 220 MW of thermal additions is net of discontinued plants and includes 660 MW of Khurja plant commissioned in and the discontinuation of 440 MW (110 MW x 4 units) of Tanda plant in Sep’25.The company’s under-construction capacity stands at 33 GW, consisting of 17 GW of thermal, 14 GW of RE capacity and 2 GW of hydro capacity. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

NTPC - EBITDA Miss, Capacity Additions in Focus

Thematic (Sector/Industry)

<ul><li>Balancing External Risks with Domestic Fundamentals: The Q1FY27 earnings season unfolds against a backdrop of relatively better global conditions, making corporate earnings and management commentary increasingly important for market direction.</li><li>While external uncertainties, including elevated crude oil prices, a relatively weaker Indian rupee, geopolitical developments, and evolving global trade dynamics, remain key monitorable factors.</li><li>Although oil prices have moderated from the peaks seen during recent geopolitical events, they remain vulnerable to supply disruptions, keeping inflationary pressures and input costs elevated. </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Balancing External Risks with Domestic Fundamentals: The Q1FY27 earnings season unfolds against a backdrop of relatively better global conditions, making corporate earnings and management commentary increasingly important for market direction.While external uncertainties, including elevated crude oil prices, a relatively weaker Indian rupee, geopolitical developments, and evolving global trade dynamics, remain key monitorable factors.Although oil prices have moderated from the peaks seen during recent geopolitical events, they remain vulnerable to supply disruptions, keeping inflationary pressures and input costs elevated. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

India

NTPC Limited is India's largest integrated power utility, primarily engaged in the generation and sale of electricity through a diversified portfolio including coal, gas, hydro, solar, and wind assets. The company also undertakes coal mining, power trading, and consultancy services for power projects. NTPC is headquartered in New Delhi, India, and was founded on November 7, 1975.

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NTPC (NTPC IN)

Ntpc - PAT Beat Estimates; Unveils 10-Year Capex Roadmap

NTPC group's installed capacity grew by 1,796 MW in Q1FY27 to 90,904 MW as of 30th June, 2026 vs 89,108 MW in Q4FY26, split across 820 MW thermal

Axis Direct

NTPC - Q4 - Steady Performance Backed by Capacity Additions

The company has ~34.2 GW of capacity under construction, consisting of 16.5 GW of thermal, ~2.6 GW of hydro (including PSP) and ~15.0 GW of RE...

Axis Direct

NTPC - Q3 - Stable Performance Backed by Capacity Additions

NTPC group's installed capacity grew by 1,744 MW QoQ to 85,637 MW in Q3FY26, comprising 800 MW from Patratu thermal power station (Unit 1), 694 MW...

Axis Direct

NTPC - EBITDA Miss, Capacity Additions in Focus

The company’s under-construction capacity stands at 33 GW, consisting of 17 GW of thermal, 14 GW of RE capacity and 2 GW of hydro capacity.

Axis Direct

Q1FY27 Consolidated Earnings Preview

The Q1FY27 earnings season unfolds against a backdrop of relatively better global conditions, making corporate earnings and management commentary...

Axis Direct

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