NTPC shares rise 2% after Q4 profit jumps 22% YoY to Rs 7,897 crore

NTPC shares jumped 2.4% to their day’s high of Rs 352.85 on the BSE on Monday after the company reported a 22% year-on-year (YoY) rise in consolidated net profit for Q4FY25 to Rs 7,897 crore, up from Rs 6,490 crore in the year-ago period. Revenue from operations rose 3.2% to Rs 49,834 crore, compared to Rs 47,628 crore in Q4FY24.

Sequentially, profit after tax (PAT) increased 53% from Rs 5,170 crore in Q3FY25, while revenue grew 11% from Rs 45,069 crore.

The revenue from power generation activity stood at Rs 49,353, which was up from Rs 44,088 crore in Q3FY25 and Rs 47,089 crore in the year-ago period. In the Q4 quarter of FY25, the company earned Rs 4,431 crore as other income.

On a standalone basis, NTPC posted a 4% YoY rise in net profit to Rs 5,778 crore, compared to Rs 5,556 crore in Q4FY24. Standalone revenue rose 5% to Rs 43,904 crore, from Rs 42,538 crore in the same period last year.

The PAT in the quarter under review was up 23% on a sequential basis over Rs 4,711 crore reported in Q3FY25, while the topline grew 6% over Rs 41,369 crore in the October-December quarter of FY25.

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For the full year, NTPC reported a 9% increase in PAT to Rs 19,649 crore, compared to Rs 18,079 crore in FY24. Annual revenue from operations rose 5% to Rs 1,70,037 crore from Rs 1,62,009 crore.

The power company incurred expenses of Rs 39,778 crore in Q4F25, which was up on a sequential and YoY basis. In Q3FY25, it stood at Rs 35,317 crore while in Q4FY24, it was reported at Rs 37,414 crore. The expenses were made under headings, such as fuel cost, electricity purchased for trading, employee benefit cost, and finance cost.

The state-run company also recommended a final dividend of Rs 3.35 per equity share.

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NTPC share price target

According to Trendlyne, the average target price for NTPC stands at Rs 344.6, implying an upside of nearly 19% from current levels. Among the 27 analysts covering the stock, the consensus rating is ‘Buy’.

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