NTPC - Thermal Power

Great Results, still to actually fire as new green projects have not started generating revenue.

Look at actual unit generation and BU’s with 4% growth.

Massively undervalued at CMP. The demerger of the NTPC green will provide rerating.

Disclosure: Invested since early last year across all family accounts. One stock where I keep adding on dips.

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https://www.financialexpress.com/business/industry/ntpc-green-ipo-to-fetch-over-8000-cr-says-cmd/3507638/

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if we go by what they are saying. Approximately 8300 Cr for 10%. Let’s be pessimistic and say 10% less then also NGEL will be valued at -75000 crores.

Thats approximately 25% of entire company market cap.

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NTPC eyes 10GW nuclear capacity, new subsidiary | Mint (livemint.com)

1.5 Lakh crores over 10 years if it goes according to plan.

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NTPC Q1 update - Power generation up by 9.5%. Captive Coal output Jumps by 15%

https://www.ndtvprofit.com/business/ntpc-reports-95-rise-in-q1-power-generation-to-11387-billion-units

https://www.ndtvprofit.com/business/ntpcs-captive-coal-output-jumps-15-in-q1