External broker reports(aggregated public sources), Axis Direct

Axis Direct

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

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External broker reports(aggregated public sources)

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

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

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><p><em>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.</em></p>

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