$NTPCGREEN NTPC Green Energy Ltd reported a strong Q1 FY27

NTPC Green Energy Ltd reported a strong Q1 FY27 performance with net profit rising 38.3% YoY to ₹304.8 crore and revenue surging 62.7% to ₹1,106.9 crore. The stock jumped nearly 9% to ₹99.6 on July 23, 2026, supported by robust earnings and expansion plans. 📊 Financial Highlights (Q1 FY27) Revenue from operations: ₹1,106.9 crore (vs ₹680.2 crore last year, +62.7% YoY) Net Profit (PAT): ₹304.8 crore (vs ₹220.5 crore, +38.3% YoY) EBITDA: ₹988.7 crore (vs ₹603.6 crore, +63.8% YoY) EBITDA Margin: 89.3% (stable vs 88.7% last year) 🏦 Corporate & Strategic Updates New SPV approved: Board cleared incorporation of a wholly owned subsidiary for renewable energy projects, enabling captive/group captive structures for industrial clients. Investment in JV: ₹28.77 lakh approved in AP NGEL Harit Amrit Ltd, raising NTPC Green’s stake to 51% (making it a subsidiary). Fundraising: Plans to raise ₹2,500 crore via NCDs (10-year tenor, 7.27% coupon) for expansion. Capacity expansion: Renewable portfolio now exceeds 10,671 MW operational capacity, with solar and wind projects under development. 📈 Market Reaction Share price movement: Rose up to ₹99.6 (+9%) intraday on July 23, 2026. Currently trading around ₹97–99, up ~7% from previous close. 52-week range: High ₹119.93, Low ₹84.08. Market cap: ~₹82,000 crore. Trading volumes: Surged over 60x average, reflecting strong investor interest. ⚠️ Key Takeaways Strong growth momentum in revenue and profit, supported by renewable capacity additions. Stable margins despite rapid expansion, showing operational efficiency. Debt-funded expansion (₹2,500 crore NCDs) could increase finance costs, a risk for profitability. Positive investor sentiment with stock rallying post-results, but still ~20% below its 52-week high.