TATAPOWER

What Tata Power Company 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 22 tracked 0 delivered 5 missed 17 open
  • Mundra PPA Finalization went quiet said Q1 FY26 Promised: We do expect that we will be able to conclude to an arrangement acceptable to all the 5 procurers and us within August. Q1 FY27: The 'next 4-6 weeks' deadline from Q4 FY26 for finalizing PPAs with the remaining 4 states has passed. Management provided no update on this topic during the Q1 FY27 call.
  • Own RE Capacity Addition revised up said Q3 FY26 Promised: So, this year, we will do something like another 500 megawatts. But next year, the so-called 2.5, we will do 100% for ourselves. Q1 FY27: Management revised guidance upwards to 2.5-2.7 GW for FY27. 200 MW was commissioned in Q1, with another 500 MW expected in Q2, showing strong progress.
  • Odisha AT&C Losses on track said Q1 FY26 Promised: In the next 3 years, we will bring down to about 10% range. Q1 FY27: Management noted muted growth in Odisha due to temporary issues like payment delays and heatwave directives, but expects collection efficiency to improve. The long-term loss reduction plan remains on track.

The rest of the ledger

Above is what the last two calls moved. Pro opens all 22 tracked commitments for Tata Power Company — every quarter's revision, the source quote behind each one, and the topics management has stopped answering.

See what Pro opens