NTPC

What NTPC promised, and what happened

Every commitment management made on a call, tracked from the quarter it was made — reaffirmed, revised, diluted or quietly dropped.

Guidance record · Q1 FY27

what the last two calls moved 24 tracked 1 delivered 9 missed 14 open
  • New Thermal Awarding FY27 went quiet said Q3 FY26 Promised: 4 GW (Lara-2, Jhabua, BRBCL, Bhilai) Q1 FY27: The specific 4 GW thermal awarding target for FY27 was not mentioned in the Q1 FY27 call. Management focused on broader, long-term capacity plans.
  • Group COD FY27 revised down said Q4 FY26 Promised: 9,557 MW (1,070 MW thermal, 250 MW hydro, 8,237 MW RE) Q1 FY27: The renewable component of the FY27 target was revised down from 8,237 MW to a range of 7-8 GW. However, 1.9 GW of capacity has already been added in FY27 YTD, showing some progress.
  • NGEL CAPEX FY26 delivered said Q2 FY26 Promised: ₹30,000 crore Q4 FY26: Final capex for NGEL in FY26 was ₹35,800 crore, exceeding the original guidance of ₹30,000 crore.

The rest of the ledger

Above is what the last two calls moved. Pro opens all 24 tracked commitments for NTPC — every quarter's revision, the source quote behind each one, and the topics management has stopped answering.

See what Pro opens