TATAPOWERNSEQ4 FY26May 12, 2026

Tata Power Company Limited

11,547words
5turns
0analyst exchanges
0executives
Key numbers — 40 extracted
rs,
asonable. Forward-looking statements involve known and unknown risks, uncertainties and other factors, which may cause the actual results, financial condition, performance, or achievements of the Company
26.3 GW
e Tata Power story TATA POWER India’s largest vertically-integrated power company Generation ~26.3 GW ~17.5 GW ~8.9 GW Total Capacity (Operational + Under construction) Clean & Green Energy (Includ
17.5 GW
wer story TATA POWER India’s largest vertically-integrated power company Generation ~26.3 GW ~17.5 GW ~8.9 GW Total Capacity (Operational + Under construction) Clean & Green Energy (Including 9.6 GW
8.9 GW
TATA POWER India’s largest vertically-integrated power company Generation ~26.3 GW ~17.5 GW ~8.9 GW Total Capacity (Operational + Under construction) Clean & Green Energy (Including 9.6 GW Under Co
9.6 GW
7.5 GW ~8.9 GW Total Capacity (Operational + Under construction) Clean & Green Energy (Including 9.6 GW Under Construction) Thermal energy generation (Installed capacity) G TATA New-age Energy Solu
4.9 GW
uction Distribution 13.1 Mn Customers in Distribution Renewables Transmission & Distribution ~4.9 GW Integrated cell & module manufacturing capacity 2.8 GW MoU signed for Pumped Hydro Project (
2.8 GW
newables Transmission & Distribution ~4.9 GW Integrated cell & module manufacturing capacity 2.8 GW MoU signed for Pumped Hydro Project (PSP) 5,804 Public EV charging points energized across 706
187 MW
cross 706 cities and towns 5 TATA POWER Assets located outside India Georgia, Adjaristsqali 187 MW Installed capacity 50% TPCL stake Zambia, Itezhi Tezhi (ITPC) 120 MW Installed capacity 5
50%
5 TATA POWER Assets located outside India Georgia, Adjaristsqali 187 MW Installed capacity 50% TPCL stake Zambia, Itezhi Tezhi (ITPC) 120 MW Installed capacity 50% TPCL stake G TATA
120 MW
eorgia, Adjaristsqali 187 MW Installed capacity 50% TPCL stake Zambia, Itezhi Tezhi (ITPC) 120 MW Installed capacity 50% TPCL stake G TATA Bhutan, Dorjilung 1,125 MW Pipeline capacity
1,125 MW
a, Itezhi Tezhi (ITPC) 120 MW Installed capacity 50% TPCL stake G TATA Bhutan, Dorjilung 1,125 MW Pipeline capacity 40% TPCL stake Bhutan, Khorlochhu 600 MW 40% Under-construction TPCL s
40%
Installed capacity 50% TPCL stake G TATA Bhutan, Dorjilung 1,125 MW Pipeline capacity 40% TPCL stake Bhutan, Khorlochhu 600 MW 40% Under-construction TPCL stake Indonesia Coal Min
Guidance — 5 items
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-~ Won ACEF Best Employee Engagement Award for Climate Crew, reinforcing leadership in employee- led sustainability initiatives Gaja Sanrakshana – the flagship Elephant Conservation project in Odisha conferred the 2025 Odisha Chief Minister’s Award for Wildlife Conservation TPSODL has been conferred with the esteemed ICSI CSR Excellence Award, 2025 in the category of Best Corporate in Medium Industries by the Institute of Company Secretaries of India (ICSI).
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60 50 40 30 20 10 0 FY20 FY21 FY22 FY23 FY24 FY25 FY26 FY21 FY22 FY23 FY24 FY25 FY26 Solar ··•·· Solar + Storage Source: Industry Data Wind ··•·· ··•·· Hybrid (with storage) ......
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Hybrid --+- FDRE ■ Solar ■ Wind ■ Storage FDRE ■ Hybrid (S+W)* ■ ■ S+ESS ** ■ Hybrid (S+W+ESS)*** *S+W = Solar + Wind **S+ESS = Solar + Energy storage solutions ***S+W+ESS = Solar + Wind + Energy storage solutions 25 TATA POWER T&D Gains Momentum in FY26 ₹9.2 tn transmission Capex anticipated in India between FY25-32E Intra-State, ₹2.7 tn Inter-State, ₹6.6 tn ■ ■ Inter-State Transmission System Intra-State Transmission System G TATA All India AT&C losses (%) declined to 15% in FY25 .
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Mundra) Mundra MO Hydro WIND SOLAR MO- Distribution TPDDL TPADL Odisha Q4 FY26 Q3 FY26 Q4 FY25 • • d • o p tatapower.com tatapower.com 42 TATA POWER FY26 Operational Highlights G TATA Generation - Availability IN % Plant Load or Capacity Utilization Factor IN % AT&C Losses - Distribution IN % 93 87 89 80 99 98 98 100 100 73 74 65 39 40 23 18 20 19 21 23 17.5 15.5 7.8 5.4 5.4 4.3 0.9 -0.4 Thermal (excl.
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for development of 2.8 GW of Pumped Storage Project (PSP) 4.3 GW Cell & Module Plant achieved First Module Out (FMO) • • • Won bids for Bikaner- Neemrana & Jalpura-Khurja transmission projects worth ₹2,300 Cr 2022 • Mundra (CGPL) amalgamated • into Tata Power Tata Power Renewable Energy Limited (TPREL) entered into an agreement to raise ~₹4,000 ($525 Mn) Cr by issuing shares to a consortium of Blackrock and Mubadala • Resurgent announces acquisition of 100% stake in NRSS XXXVI Transmission Ltd.
Speaking time
Education
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Employment
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Entrepreneurship
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Diversity
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I N V E S T O R R E L A T I O N S T E A M
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Opening remarks
Education
By 2030 Train 35 lakh+ people in digital & financial inclusion, Enable 8.8 lakhs+ Club Enerji & Pay Autention champions by 2030 Employability and
Entrepreneurship
Boost livelihoods of 47,000+ members under Anokha Dhaaga network by 2030, Upskill 100+ Master trainers to cascade further to 5,00,000 members Impact Lives of 80 million by 2030: Build capability of 4,000+ Community Institutions with focus on public health Upskill & tech-enable 4000+ Adhikaarpreneurs for 200+ regions with 15% special Tata Affirmative Action outreach Improve Sustainability Disclosures and get listed in DJSI Emerging Markets list by 2027 G TATA Leverage technology to create the 'Utility of the Future’ (IOT, Smart Grids, BESS, Green H2, robotic panel cleaning, SMR etc.) Gender
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Improve Gender Diversity to 22% by 2030 10 TATA POWER Taking leaps towards our ESG goals G TATA Parti cul ars Des cri pti on Ba s el i ne Progres s Ta rget Val ue Yea r Val ue Year Va l ue Year On goi ng a cti ons Clean & Green portfolio 16%* 2015 46% 2026 70% 2030 • ~ 46% Clean and Green Capacity • ~ 66% Clean and Green Capacity, post project completions Envi ronment Net Zero (Absolute Carbon Emissions) Scope 1 and 2 Water consumption (Total Water Consumption) t- 43.1 Million Tonnes CO2e 2024 29 Million Tonnes CO2e 2026 313 Mn m3 2024 266 million m³ 2026 Zero Waste to Landfill 40 Tonnes 2024 32 Tonnes 2026 0 - 0 2045 • Scope 1 emissions reduced due to Mundra Shutdown 2030 • Total water consumed decreased due to Mundra Shutdown 2030 • Beneficial utilisation of Ash waste • Waste management plans for Biodegradable, Plastic and E-waste S oci al Education Employability & Employment Entrepreneurship 26.25 Lakh Beneficiaries 2.76 Lakh Beneficiaries 30,000 Beneficiaries 2024 2024 2024 t- t- 17
I N V E S T O R R E L A T I O N S T E A M
Mr. Soundararajan Kasturi Chief – Treasury & Investor Relations Email: kasturis@tatapower.com Mr. Anshul Verdia Head – Investor Relations Email: anshul.verdia@tatapower.com
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