NTPC Share Price Today In Green After Q4 Profit Jumps 34% YoY, Dividend Declared | Buy or Sell?

NTPC Share Price Today: Shares of NTPC surged during Monday's trading session, a day after Maharatna PSU announced 34% year-on-year jump in its net profit and announced dividend for FY 26.

NTPC share price was trading 0.36% higher at Rs 389.85 per share on BSE with a market capitalisation of Rs 3,78,024.53 crore at 11 am on Monday. The stock had touched an intraday high of Rs 392.80 per share and an intraday low of Rs 386.50 per share during Monday's trading session.

NTPC Q4 Result Review

NTPC's Q4 result is in line with estimates; however, revenue and EBITDA came below the estimates due to soft generation trends, as per Motilal Oswal report. As per the brokerage, a spike in power demand should support strong PLFs in 1QFY27, and NTPC Green Energy (NGEL)'s generation can grow by 114% YoY in FY26.

NTPC Share Price Recommendation

The brokerage maintained a 'Neutral' rating for NTPC stock with a target price of Rs 393 per share. "Our TP is based on the value of INR233 for the standalone, coal, and other businesses at Dec'27E P/B of 2x; the value of INR19 for other subsidiaries and INR64 for JV/associates at Dec'27E P/B of 2x, and the stake in NGEL is valued at a 25% discount to the current market price," read Motilal Oswal in its report.

NTPC Q4 Result Recap

NTPC's Q4 net profit (consolidated) stood at Rs 10614.95 crore, which was 34.4% higher than Rs 7897.14 crore reported in the year-ago period. The company had reported a net profit of Rs 5597.05 crore in the December quarter. NTPC's consolidated net revenue stood at Rs 49687.77 crore, against Rs 49833.70 crore reported in the year-ago period.

The company's earnings per share (EPS) stood at Rs 10.81. NTPC's revenue, in the power segment, stood at Rs 48548.49 crore in Q4FY26, against Rs 49352.99 crore in Q4FY25.

NTPC Dividend

NTPC DividendNTPC's board of directors approved 35% of final dividend for FY26. "Board of Directors have also recommended the final dividend at the rate of 35% (Rs. 3.5 /-per share) on the face value of paid-up equity shares of Rs. 10/- each for the financial year 2025-26, Subject to the approval of the Shareholders in the ensuing Annual General Meeting," read a BSE filing released on Saturday.In addition to the final dividend, the NTPC board had announced the first interim dividend at the rate of Rs 2.75 per share and the second interim dividend at the rate of Rs 2.75 per share at the face value of Rs 10 each.