Archive · 19 Aug 2025
Axis Securities Sees Upside for NTPC Shares with Strong Growth
Axis Securities thinks NTPC's stock is a good buy, predicting a price increase.
NTPC is building more power plants, including both thermal and renewable energy sources like solar and wind.
They are also investing in nuclear power and green hydrogen.
The company plans to grow its power generation capacity significantly in the coming years.
Axis Securities has a 'Buy' rating on NTPC Ltd, with a target price of Rs 400.
NTPC added 2,716 MW of capacity in Q1 FY26, reaching a total of 82,646 MW.
The company plans 3.6 GW thermal and 6.5 GW renewable capacity additions for FY26.
NTPC aims for 88 GW of thermal and 60 GW of renewable capacity by 2032.
NTPC is targeting 30 GW of nuclear energy capacity by 2047 and plans for green hydrogen.
- Who
- Axis Securities and NTPC Ltd.
- What
- Axis Securities has a 'Buy' rating on NTPC Ltd, citing its growth potential.
- When
- The analysis was released recently, projecting future performance.
- Where
- India
- Why
- Due to strong capex, renewable push, and diversified clean energy initiatives.
Positive Outlook
Potential Risks
Risks
Positive Outlook
Strong capex pipeline.
Potential Risks
Potential project delays.
Challenges
Positive Outlook
Focus on renewable energy
Potential Risks
Payment challenges from discoms
- Target Price (Axis)
- Rs 400
- Potential Upside
- 19.42%
- NTPC Total Capacity
- 82,646 MW
- Renewable Capacity Target (2032)
- 60 GW
- Nuclear Capacity Target (2047)
- 30 GW
