Synopsis:
NTPC is seeking government approval to bulk procure nuclear reactors, focusing on PWR technology, global partnerships, and cost-efficient expansion to strengthen India’s atomic energy capacity.
During Wednesday’s trading session, shares of India’s largest power-generating company surged nearly 2 percent on BSE, following reports of considering a bulk purchase of nuclear reactors by the company.
At 02:02 p.m., the shares of NTPC Limited were trading in the green at Rs. 347.85 on BSE, up by around 1.4 percent, as against its previous closing price of Rs. 343.05, with a market cap of Rs. 3.37 lakh crores. The stock has delivered negative returns of around 19 percent in one year, and has gained by nearly 3 percent in the last one month.
What’s the News
According to reports, NTPC Limited has approached the government seeking approval to procure nuclear reactors in bulk, as part of India’s broader push to expand atomic energy and cut reliance on fossil fuels.
NTPC is evaluating the purchase of large reactor units, ranging from 700 MW to 1,730 MW each. While the exact tender size has not yet been decided, people familiar with the matter indicated that bulk procurement is being considered to bring down overall project costs.
NTPC Parmanu Urja Nigam Limited, a wholly-owned subsidiary of NTPC, is planning to develop atomic energy projects mainly through international competitive bidding. The company has set a target of 30 GW of nuclear power capacity by 2047, which would contribute roughly one-third of India’s overall nuclear energy goal, said Prasenjit Pal, Executive Director (Nuclear) at NTPC Limited.
For its nuclear expansion, NTPC intends to rely on pressurised water reactors (PWRs), the most widely deployed nuclear technology worldwide. Prasenjit Pal, who also serves as CEO of NTPC Parmanu Urja Nigam, noted that the company has already invited expressions of interest from global firms to collaborate on indigenising PWR technology and setting up high-capacity nuclear power plants, with a target capacity of nearly 15 GW.
Financials & More
NTPC reported a marginal decline in revenue from operations, experiencing a year-on-year decrease of nearly 3 percent, from Rs. 48,529 crores in Q1 FY25 to Rs. 47,065 crores in Q1 FY26. In contrast, the company’s net profit increased during the same period from Rs. 5,506 crores to Rs. 6,108 crores, representing a rise of nearly 11 percent YoY. As of June 2025, NTPC Group’s total portfolio capacity stands at 1,13,499 MW, with 82,646 MW already operational and 30,853 MW currently under construction.
NTPC Limited is primarily involved in the business of generation and sale of bulk power to State Power Utilities. Other business of the company includes providing consultancy, project management & supervision, energy trading, oil & gas exploration and coal mining.
Written by Shivani Singh
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