NTPC vs NTPC Green Energy: Which Stock is Powering Ahead After Q4 Results? Analysts' Insights Inside

NTPC vs NTPC Green Energy: National Thermal Power Corporation (NTPC) and its renewable energy arm, NTPC Green Energy, declared their March quarter results last week. Both the power generation stocks enjoyed investors' interest on Monday, May 26.

While NTPC shares tumbled and closed marginally lower at Rs 342.45 per share, its subsidiary NTPC Green Energy surged by 1.12% to Rs 112.45 per share on BSE on Monday.

NTPC and NTPC Green Energy are among the most favourable stocks for investors with a keen interest in India's growing energy sector. Here's a detailed comparison of NTPC and NTPC Green Energy's Q4 results and analysts' review of their company earnings.

NTPC vs NTPC Green Energy Q4 Result

Maharatna PSU, NTPC, witnessed a 23% year-on-year increase in its net consolidated profit (attributable to owners of the parent company) to Rs 7611.22 crore, from Rs 6168.73 crore reported in the year-ago period. The company's earnings per equity share stood at Rs 7.85 during the quarter under review.

NTPC's consolidated revenue from operations stood at Rs 49833.70 crore during Q4FY25, against Rs 47628.19 crore reported in Q4FY23.

Net profit of NTPC's subsidiary, NTPC Green Energy, surged nearly 191% year-on-year to Rs 233.2 crore from Rs 80.95 crore reported during the year-ago period. Its total income stood at Rs 751.50 crore during the fourth quarter, against Rs 581.46 crore reported during the quarter ending in December.

NTPC vs NTPC Green Energy: Share Price Trend

NTPC share price value has increased 2.9% year to date and surged by 8.97% in one year. Its return on equity (ROE) stood at 12.45. The stock touched its 52-week high mark of Rs 448 apiece on 30 September, 2024.

The value of NTPC Green energy stock has declined 11.91% year to date (YTD).The company scrip touched its 52-week-high mark of Rs 155.30 per share on BSE on 4 December 2024. Ever since then, the green energy stock has been sliding.

NTPC vs NTPC Green Energy: What Experts Have To Say?

NTPC's cash flow visibility remained strong on the backdrop of robust thermal assets and is a stable stock given its strong dividend yield. The company is likely to benefit from the growth of its subsidiary NTPC Green Energy, with NTPC Green contributing the most at 80% CAGR in its capacity expansion, according to analysts.

NTPC Green Energy Share Price Target

"NTPC Green Energy's Q4FY25 results reflect a compelling growth trajectory for investors, with revenue and EBITDA up 22% and 28% YoY, respectively, and margins touching 90%. The company's strategic acquisition of Ayana's 4.1 GW portfolio and its locked-in capacity of ~21 GW provide strong visibility into future cash flows. While short-term execution faced delays, the FY26 pipeline remains robust, with ~6 GW of capacity addition expected. As the central vehicle for NTPC's 60 GW green ambition by 2032, NGEL combines scale, low capital costs, and government backing-offering long-term investors a rare opportunity to participate in India's renewable energy buildout, with improving returns and expanding valuations," noted Gaurav Garg, Lemonn Markets Desk.

As per Trendlyne report on NTPC Share, analysts have fixed a 'Hold' rating for the stock with an average target price of Rs 96 per equity share, indicating a downside of 14.73%.

NTPC Share Price Target

Underlining flat year-on-year increase in NTPC's net profit, Antique brokerage termed NTPC as a well-positioned company which will benefit from the expected rise in power demand.

"The company's operational efficiency remains strong, with its coal plant PLF at 77% in FY25-significantly higher than the all-India average of 67% for coal-based plants- underscoring its competitive advantage and readiness to meet growing energy needs," noted Antique Stock Brokerage.

Calling NTPC stock a 'Strong performer, under radar', Trendlyne notified a 'Buy' rating for the power generation stock with an average price target of Rs 410.50 per share, indicating an upside of nearly 23%. Motilal Oswal maintained a 'Neutral' rating for the stock with a target price of Rs 383 per share.

Disclaimer: The write-up is just for information purposes, and is not a recommendation to buy, sell or hold. We have not done fundamental or technical analysis and have no opinion on article mentioned. Neither, the author nor Greynium Information Technologies should be held liable for any losses. Please consult a professional advisor.

FAQs

What is the share price trend for NTPC and NTPC Green Energy?

NTPC's share price increased by 2.9% year to date and 8.97% over the past year, while NTPC Green Energy's stock declined by 11.91% year to date.

How did NTPC Green Energy perform in Q4?

NTPC Green Energy experienced a nearly 191% year-on-year surge in net profit, amounting to Rs 233.2 crore, with total income standing at Rs 751.50 crore during the fourth quarter

What were the Q4 results for NTPC?

NTPC reported a 23% year-on-year increase in its net consolidated profit, reaching Rs 7611.22 crore, with earnings per equity share at Rs 7.85 during the quarter.