Several companies are making major investments, with CAPEX plans exceeding Rs. 2,000 crore to expand operations, boost production, and improve infrastructure. These investments focus on sectors like power, oil, steel, energy, and telecom, aiming for long-term growth, better efficiency, and increased market competitiveness.
Here are a few stocks with capex plans of more than Rs. 2000 crore
Tata Power Company Limited
With a market capitalization of Rs. 1,08,353.96 crore, the shares of Tata Power Company Limited were closed at Rs. 339.10 per equity share, down nearly around 1.22 percent from its previous day’s close price of Rs. 343.30.
Tata Power has invested Rs. 12,000 crore in capex over the last nine months, matching the previous year’s total. It plans to spend another Rs. 10,000 crore this quarter, bringing total FY25 capex to Rs. 22,000 crore.
Tata Power Company Limited was established in 1919 and is engaged in power generation, transmission, and distribution, with a strong focus on renewable energy. It operates solar, wind, hydro, and thermal power plants, contributing to India’s clean energy transition.
Tata Power Company Limited’s revenue has increased from Rs. 14,651 crore in Q3 FY24 to Rs. 15,391 crore in Q3 FY25, which has grown by 5.05 percent. The net profit has also grown by 10.41 percent from Rs. 1,076 crore in Q3 FY24 to Rs. 1,188 crore in Q3 FY25.
Power Grid Corporation of India Limited
With a market capitalization of Rs. 2,33,119.63 crore, the shares of Power Grid Corporation of India Limited were currently trading at Rs. 250.65 per equity share, down nearly around 2.15 percent from its previous day’s close price of Rs. 256.15.
Power Grid Corporation (PGCIL) has raised its FY25 capex target to Rs. 23,000 crore from Rs. 18,000 crore due to strong growth and demand. It plans further increases to Rs. 28,000-30,000 crore in FY26 and Rs. 35,000 crore in FY27.
Power Grid Corporation of India Limited was founded in 1989 and is engaged in electricity transmission, managing India’s power grid infrastructure. It ensures efficient power distribution across regions and plays a key role in integrating renewable energy into the national grid.
Power Grid Corporation of India Limited’s revenue has decreased by 2.74 percent, from Rs. 11,550 crore in Q3 FY24 to Rs. 11,233 crore in Q3 FY25. The net profit has also decreased by 4.30 percent from Rs. 4,028 crore in Q3 FY24 to Rs. 3,862 crore in Q3 FY25.
Steel Authority of India Limited
With a market capitalization of Rs. 43,365.97 crore, the shares of Steel Authority of India Limited were currently trading at Rs. 105 per equity share, down nearly around 0.94 percent from its previous day’s close price of Rs. 106.
In FY25, the company has a capex target of Rs. 5,700 crore, with Rs. 3,900 crore already spent by December and Rs. 1,800 crore planned for the next three months. In FY26, capex is expected to rise to around Rs. 7,500 crore due to expansion.
Steel Authority of India Limited (SAIL was established in 1954 and is engaged in steel production, manufacturing a wide range of steel products for construction, automotive, and infrastructure sectors.
Steel Authority of India Limited’s revenue has increased by 4.89 percent, from Rs. 23,349 crore in Q3 FY24 to Rs. 24,490 crore in Q3 FY25. The net profit has also decreased by 66.43 percent from Rs. 423 crore in Q3 FY24 to Rs. 142 crore in Q3 FY25.
NTPC Limited
With a market capitalization of Rs. 3,01,517.83 crore, the shares of NTPC Limited were currently trading at Rs. 310.95 per equity share, down nearly around 1.52 percent from its previous day’s close price of Rs. 315.75.
NTPC Group’s 9M FY25 capex rose to Rs. 31,133 crore from Rs. 21,642 crore YoY. The company has approved an investment of Rs. 1 lakh crore for 8 GW of thermal capacity. Additionally, coal production is set to rise from 40 MMT in FY25 to 67 MMT by FY29.
NTPC Limited was established in 1975 and is engaged in power generation and distribution, operating thermal, hydro, solar, and wind energy projects. As India’s largest power producer, it plays a crucial role in meeting the country’s growing energy demands.
NTPC Limited’s revenue has increased from Rs. 42,820 crore in Q3 FY24 to Rs. 45,053 crore in Q3 FY25, which has grown by 5.21 percent. The net profit has dropped by 0.75 percent from Rs. 5,209 crore in Q3 FY24 to Rs. 5,170 crore in Q3 FY25.
Bharat Petroleum Corporation Limited
With a market capitalization of Rs. 1,02,973.57 crore, the shares of BPCL Limited were currently trading at Rs. 237.35 per equity share, down nearly around 3.02 percent from its previous day’s close price of Rs. 244.75.
For FY25, the company estimated capex is Rs. 16,400 crore. For FY26, projections range from Rs. 18,500-19,000 crore. Looking ahead, capex is expected to rise further to Rs. 22,000-23,000 crore in FY27.
Bharat Petroleum Corporation Limited (BPCL) was established in 1952 and is engaged in refining, marketing, and distributing petroleum and natural gas products. As a leading oil and gas company in India, it operates refineries, fuel stations, and LPG distribution networks nationwide.
Bharat Petroleum Corporation Limited’s revenue has decreased from Rs. 115,499 crore in Q3 FY24 to Rs. 113,166 crore in Q3 FY25, which has dropped by 2.02 percent. The net profit has increased by 19.65 percent from Rs. 3,181 crore in Q3 FY24 to Rs. 3,806 crore in Q3 FY25.
Written By – Nikhil Naik
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