Tata Power reports impressive Q2 results with 51% PAT growth and robust solar EPC order book
Operational efficiencies boost Tata Powers Q2, while focus shifts to expanding capacity and energy resilience
Tata Power released its financial results for the quarter ending September 30, 2024 (Q2 FY25), highlighting a consolidated profit after tax (PAT) of ₹1,533 crore, reflecting a 51% year-on-year increase. The company's consolidated EBITDA also showed a strong performance, rising 23% YoY to ₹3,808 crore, driven by enhanced solar manufacturing, favorable regulatory developments, and operational efficiency across its business segments.
Revenue for the quarter was ₹15,247 crore, down 1% from ₹15,442 crore in the same period last year. However, Tata Power reported its highest-ever half-yearly figures, with revenue of ₹32,057 crore, EBITDA of ₹7,158 crore, and PAT before exceptional items reaching ₹2,721 crore.
Tata Power's solar EPC business boasts a solid order book of ₹15,900 crore. The company's clean and green portfolio now exceeds 12.9 GW, comprising 6.4 GW operational and 6.5 GW under construction. Additionally, its transmission portfolio has expanded to 7,049 circuit kilometers (Ckm), with 4,633 Ckm already commissioned and 2,416 Ckm under construction.
For Q2 FY25, Tata Power incurred a capital expenditure of approximately ₹5,200 crore, with H1 FY25 capex totaling ₹9,100 crore, aligning with its full-year target of ₹20,000 crore.
Dr. Praveer Sinha, CEO and Managing Director, emphasized the sustained growth across the company's generation, transmission, distribution, and renewable sectors, which reflects India's increasing power demand. He noted that all business segments performed exceptionally well, resulting in the company's 20th consecutive quarterly PAT growth. Additionally, Sinha highlighted the company's advancements in the transmission sector, which are crucial for supporting widespread renewable energy availability.
Zee Business estimates project an additional capex of Rs 5,666 crore to add 1,000 MW capacity to the Bhivpuri power plant. On Wednesday, Tata Power shares closed at Rs 426.5 on NSE, up 0.26 percent.
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