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500400: Renewable Project Wins And Steady Margins Will Shape The Medium Term

Update shared on 27 Nov 2025

Fair value Increased 0.043%
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AnalystConsensusTarget's Fair Value
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1Y
-9.8%
7D
-1.9%

Analysts have marginally raised their price target for Tata Power from ₹418.64 to ₹418.82. They cite a steady profit margin outlook while adjusting expectations for slower revenue growth.

What's in the News

  • Tata Power has entered into commercial agreements with Druk Green Power Corporation Limited for the development of the 1,125 MW Dorjilung hydropower project in Bhutan, with 80% of the power to be supplied to India. (Client Announcements)
  • ACME Solar Holdings Limited, via its SPV, signed a 25-year Power Purchase Agreement with Tata Power for a 50 MW renewable energy project, combining solar and battery storage technologies to ensure a firm, reliable supply. (Client Announcements)
  • Tata Power Renewable Energy Limited partnered with Bank of Baroda to enable financing for MSMEs and commercial customers adopting solar energy, supporting India's renewable energy goals. (Strategic Alliances)
  • Tata Power, together with Tata Passenger Electric Mobility Limited, unveiled India's largest EV Mega Charger Hub in Mumbai, targeting expansion of accessible, fast-charging infrastructure for electric vehicles. (Business Expansions)
  • The Tata Power board scheduled a meeting to consider financial results for the quarter and half-year ended September 30, 2025. (Board Meeting)

Valuation Changes

  • Consensus Analyst Price Target has risen slightly from ₹418.64 to ₹418.82.
  • Discount Rate remains unchanged at 12.76%.
  • Revenue Growth projection has fallen significantly from 10.49% to 7.30%.
  • Net Profit Margin expectation has increased from 7.08% to 7.69%.
  • Future P/E ratio has edged down slightly from 30.31x to 30.29x.

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.