NTPC Share Price Today In Green After Q1 Result; Time To Buy The Maharatna PSU Stock?

NTPC Share Price Today: National Thermal Power Corporation shares surged and emerged as top Nifty 50 gainers on Wednesday, a day after the release of NTPC Q1 result. The Public Sector Undertaking (PSU) had reported a 9% year-on-year increase in its net consolidated profit to Rs 6010 crore in the June quarter.

NTPC shares opened higher during Wednesday's trading session at Rs 334.65 per share on BSE. The power PSU stock was trading 1.36% higher at Rs 339 per share on BSE at 10:30 am. The stock had touched an intraday high mark of 340 per share today.

NTPC Q1 Result: What Expert Has To Say?

NTPC's net revenue stood at Rs 471 billion due to 7% YOY decline in revenue from generation. The financial year 2025-26 will be a momentous year for NTPC, marked by three feats of leadership, all-time high organic capacity addition, and the commissioning of its first pumped hydro storage plant and construction of a nuclear power plant, according to experts.

"NTPC reported revenue of INR 471bn (-3% YoY/ 1% JMFe/ -3% Cons.) due to -7% YoY decline in generation. The Adj. EBITDA came in at INR 144bn (12% YoY/ -2% JMFe/ 1% Cons). PAT for the quarter was at INR 61bn (11% YoY/ 4% JMFe/ 12% Cons.). The company is on its way to award a new stream of projects (13.6GW thermal and 4.6GW PSP) during FY26-28," stated Sudhanshu Bansal of JM Financial.

NTPC Share Price Recommendation, Target Price

NTPC received 'Buy' rating from the analyst with a target price of Rs 391 per share. "NTPC is poised for significant growth in future with multiple growth drivers at works (thermal, hydro, nuclear). We maintain our BUY rating on the stock with a TP of INR 391 valuing at 2.3x Mar'27 Regulated Equity for thermal business and valuing RE business on current Mcap of NGEL," added Bansal.

NTPC Q1 Result Recap

The power generating firm's net consolidated profit (attributable to owners of the parent company) to Rs 6010 crore in the June quarter of the financial year 2025-26. Its profit stood at Rs 5474 crore in the year-ago period and at Rs 7,611 crore reported in the March quarter for the financial year 2024-25.

Its consolidated profit stood at Rs 6010 crore. NTPC's standalone profit for the period stood at Rs 4,775 crore, which is 6% higher than Rs 4,511 crore reported in Q1FY25. NTPC's consolidated revenue from operations increased to Rs 47,065.36 crore in Q1FY26 against Rs 48,528 crore reported in the year-ago period.

The company's operating margins stood at 20.22% during the quarter under review against 18.65% during the corresponding quarter. The Maharatna PSU's profit from subsidies increased annually to Rs 655 crore from Rs 519 crore in June quarter last FY.

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