View ValuationTata Power 将来の成長Future 基準チェック /16Tata Power利益と収益がそれぞれ年間12.9%と9.9%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に11.5% 13.3%なると予測されています。主要情報12.9%収益成長率13.33%EPS成長率Electric Utilities 収益成長11.1%収益成長率9.9%将来の株主資本利益率11.52%アナリストカバレッジGood最終更新日15 Jul 2026今後の成長に関する最新情報分析記事 • May 15Tata Power Company Limited Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowAs you might know, Tata Power Company Limited ( NSE:TATAPOWER ) last week released its latest full-year, and things did...分析記事 • Feb 07Tata Power Company Limited Just Missed EPS By 23%: Here's What Analysts Think Will Happen NextThe analysts might have been a bit too bullish on Tata Power Company Limited ( NSE:TATAPOWER ), given that the company...分析記事 • Nov 14Tata Power Company Limited Just Missed EPS By 8.1%: Here's What Analysts Think Will Happen NextTata Power Company Limited ( NSE:TATAPOWER ) just released its latest quarterly report and things are not looking...お知らせ • Feb 08The Tata Power Company Limited Announces Successfully Restore Unit 5 At Its Trombay Thermal Power StationThe Tata Power Company Limited has successfully restored Unit 5 (500 MW) at its Trombay Thermal Power Station in record time ensuring power supply to the grid after a fire in the cable vault on September 23, 2024. The restoration was done within record time of four months from order placement. The fire had temporarily disrupted operations, but Tata Power's Trombay team, in coordination with fire safety authorities, quickly contained the incident, assessed the damage, and executed a rapid restoration plan, ensuring minimal disruption to power supply.お知らせ • Sep 25The Tata Power Company Limited Reports Fire Incident at Trombay Plant's Unit No. 5 and to Restore Normal Operations at the Plant as Soon as PossibleThe Tata Power Company Limited announced that there was a fire incident in the Control Room of Unit No. 5 (500 MW unit) of Trombay Plant on September 23, 2024. The cause of the fire is currently under investigation, and no injuries or loss of life have been reported. The Company is in the process of assessing the actual damage caused by the fire. The company also confirm that the plant is adequately insured, and the Insurance Company has been duly informed. Efforts are underway to restore normal operations at the plant as soon as possible.Price Target Changed • Aug 28Price target increased by 7.9% to ₹413Up from ₹382, the current price target is an average from 22 analysts. New target price is approximately in line with last closing price of ₹428. Stock is up 73% over the past year. The company is forecast to post earnings per share of ₹13.34 for next year compared to ₹11.56 last year.すべての更新を表示Recent updatesお知らせ • Jul 17The Tata Power Company Limited to Report Q1, 2027 Results on Jul 27, 2026The Tata Power Company Limited announced that they will report Q1, 2027 results on Jul 27, 2026Upcoming Dividend • Jun 16Upcoming dividend of ₹2.50 per shareEligible shareholders must have bought the stock before 23 June 2026. Payment date: 06 August 2026. Payout ratio is a comfortable 21% but the company is not cash flow positive. Trailing yield: 0.6%. Lower than top quartile of Indian dividend payers (1.5%). Lower than average of industry peers (2.4%).Reported Earnings • Jun 12Full year 2026 earnings: EPS and revenues miss analyst expectationsFull year 2026 results: EPS: ₹11.72 (down from ₹12.42 in FY 2025). Revenue: ₹624.3b (down 4.7% from FY 2025). Net income: ₹37.5b (down 5.6% from FY 2025). Profit margin: 6.0% (down from 6.1% in FY 2025). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 4.4%. Earnings per share (EPS) also missed analyst estimates by 13%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electric Utilities industry in India. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • May 20Tata Power's (NSE:TATAPOWER) Problems Go Beyond Weak ProfitInvestors were disappointed by Tata Power Company Limited's ( NSE:TATAPOWER ) latest earnings release. Our analysis has...分析記事 • May 15Tata Power Company Limited Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowAs you might know, Tata Power Company Limited ( NSE:TATAPOWER ) last week released its latest full-year, and things did...Declared Dividend • May 14Dividend increased to ₹2.50Dividend of ₹2.50 is 11% higher than last year. Ex-date: 23rd June 2026 Payment date: 6th August 2026 Dividend yield will be 0.6%, which is lower than the industry average of 2.7%. Sustainability & Growth Dividend is covered by earnings (21% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 6.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 60% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 13+ 1 more updateTata Power Company Limited, Annual General Meeting, Jul 07, 2026Tata Power Company Limited, Annual General Meeting, Jul 07, 2026.Reported Earnings • May 13Full year 2026 earnings: EPS and revenues miss analyst expectationsFull year 2026 results: EPS: ₹11.72 (down from ₹12.42 in FY 2025). Revenue: ₹624.3b (down 4.7% from FY 2025). Net income: ₹37.5b (down 5.6% from FY 2025). Profit margin: 6.0% (down from 6.1% in FY 2025). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 4.4%. Earnings per share (EPS) also missed analyst estimates by 13%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Electric Utilities industry in India. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Apr 22Tata Power Company Limited to Report Q4, 2026 Results on May 12, 2026Tata Power Company Limited announced that they will report Q4, 2026 results on May 12, 2026分析記事 • Feb 07Tata Power Company Limited Just Missed EPS By 23%: Here's What Analysts Think Will Happen NextThe analysts might have been a bit too bullish on Tata Power Company Limited ( NSE:TATAPOWER ), given that the company...Reported Earnings • Feb 05Third quarter 2026 earnings: EPS and revenues miss analyst expectationsThird quarter 2026 results: EPS: ₹2.41 (down from ₹3.22 in 3Q 2025). Revenue: ₹142.7b (down 7.3% from 3Q 2025). Net income: ₹7.72b (down 25% from 3Q 2025). Profit margin: 5.4% (down from 6.7% in 3Q 2025). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 5.6%. Earnings per share (EPS) also missed analyst estimates by 23%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Electric Utilities industry in India. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Jan 24Tata Power's (NSE:TATAPOWER) Returns Have Hit A WallDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want...お知らせ • Jan 15Tata Power Company Limited to Report Q3, 2026 Results on Feb 04, 2026Tata Power Company Limited announced that they will report Q3, 2026 results on Feb 04, 2026分析記事 • Dec 24Are Investors Undervaluing Tata Power Company Limited (NSE:TATAPOWER) By 40%?Key Insights Using the 2 Stage Free Cash Flow to Equity, Tata Power fair value estimate is ₹638 Current share price of...分析記事 • Dec 02We Think Tata Power (NSE:TATAPOWER) Is Taking Some Risk With Its DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • Nov 14Tata Power Company Limited Just Missed EPS By 8.1%: Here's What Analysts Think Will Happen NextTata Power Company Limited ( NSE:TATAPOWER ) just released its latest quarterly report and things are not looking...New Risk • Nov 12New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.7x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.7x net interest cover). Minor Risk Paying a dividend despite having no free cash flows.Reported Earnings • Nov 12Second quarter 2026 earnings: EPS and revenues miss analyst expectationsSecond quarter 2026 results: EPS: ₹2.88 (down from ₹2.90 in 2Q 2025). Revenue: ₹155.4b (down 1.0% from 2Q 2025). Net income: ₹9.19b (flat on 2Q 2025). Profit margin: 5.9% (in line with 2Q 2025). Revenue missed analyst estimates by 3.3%. Earnings per share (EPS) also missed analyst estimates by 8.1%. Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electric Utilities industry in India. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Nov 07Tata Power Company Limited's (NSE:TATAPOWER) Price Is Out Of Tune With EarningsWhen close to half the companies in India have price-to-earnings ratios (or "P/E's") below 27x, you may consider Tata...お知らせ • Oct 11Tata Power Company Limited to Report Q2, 2026 Results on Nov 11, 2025Tata Power Company Limited announced that they will report Q2, 2026 results on Nov 11, 2025分析記事 • Aug 21Investors Met With Slowing Returns on Capital At Tata Power (NSE:TATAPOWER)What trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...Reported Earnings • Aug 02First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: EPS: ₹3.31 (up from ₹3.04 in 1Q 2025). Revenue: ₹180.4b (up 4.3% from 1Q 2025). Net income: ₹10.6b (up 9.2% from 1Q 2025). Profit margin: 5.9% (up from 5.6% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.1%. Earnings per share (EPS) missed analyst estimates by 6.3%. Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Electric Utilities industry in India. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jul 15Tata Power Company Limited to Report Q1, 2026 Results on Aug 01, 2025Tata Power Company Limited announced that they will report Q1, 2026 results on Aug 01, 2025お知らせ • Jul 03Tata Reportedly to Be in Talks to Buy Out Investors in ResurgentTata Group (Tata Sons Private Limited) is in talks to buy out other shareholders in Resurgent Power Ventures Pte. Ltd., according to people familiar with the matter. Tata Power Company Limited (BSE:500400), which owns a 26% stake in Singapore-based power generation and transmission firm Resurgent through a subsidiary, is working with an adviser to help buy the stakes held by ICICI Venture Funds Management Company Limited, Kuwait Investment Authority and Oman Investment Authority, the people said, asking not to be identified because the talks are confidential.Upcoming Dividend • Jun 13Upcoming dividend of ₹2.25 per shareEligible shareholders must have bought the stock before 20 June 2025. Payment date: 03 August 2025. Payout ratio is a comfortable 18% but the company is not cash flow positive. Trailing yield: 0.6%. Lower than top quartile of Indian dividend payers (1.2%). Lower than average of industry peers (2.3%).お知らせ • May 15+ 1 more updateThe Tata Power Company Limited, Annual General Meeting, Jul 04, 2025The Tata Power Company Limited, Annual General Meeting, Jul 04, 2025.New Risk • May 15New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.1x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.1x net interest cover). Minor Risk Paying a dividend despite having no free cash flows.Reported Earnings • May 15Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: ₹12.42 (up from ₹11.56 in FY 2024). Revenue: ₹654.8b (up 6.6% from FY 2024). Net income: ₹39.7b (up 7.4% from FY 2024). Profit margin: 6.1% (up from 6.0% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) missed analyst estimates by 8.7%. Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Electric Utilities industry in India. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Apr 21The Tata Power Company Limited to Report Q4, 2025 Results on May 14, 2025The Tata Power Company Limited announced that they will report Q4, 2025 results on May 14, 2025お知らせ • Apr 11Tata Power, Adani Green Reportedly Among 15 Cos Vying for Statkraft’s India UnitThe Tata Power Company Limited (BSE:500400), Adani Green Energy Limited (NSEI:ADANIGREEN), KKR-backed Serentica Renewables India Private Limited and Greenko Energy Holdings are among 15 suitors for Statkraft’s India unit (Statkraft India Private Limited) that has been put on the block by the Norway government-owned renewable power company as it has decided to exit its two decade-old investment here, said people familiar with the matter. The suitors signed non-disclosure agreements (NDA) to participate in a bidding process for the company on April 9, 2025. Statkraft has a diversified renewable energy generation portfolio in India composed of wind, solar, hydro and hybrid power plants. Others in the fray include ReNew Po- wer, Avaada Energy, Waaree Energies Limited (NSEI:WAAREEENER), Edelweiss Alternate Assets, Energielis which is promoted by Statkraft’s former India head Rahul Varshney, Gentari, two public sector undertakings and three investment firms, the sources cited earlier said. Statkraft is seeking between $1.5 billion - $2 billion for the India unit which has a renewable energy generation portfolio of 2 gigawatts comprising operational and under construction projects. Tata Power declined to comment. Serentica Renewables said it regularly evaluates potential business opportunities as part of its business strategy. “Signing a non-disclosure agreement is a routine step in assessing such prospects”, said a spokesperson for Se- rentica Renewables. Adani Green, Greenko, ReNew Power, Avaada Energy, Waaree Energies, Energielis and Gentari did not respond to requests for comment. To provide options to potential suitors, the India unit is being sold in four packages, according to sources. The first package is composed of wind and solar power projects in Rajasthan with capacity of 1.5 gigawatt. The second package is composed of two operational hydro power plants located at Malana and Allain Duhangan in Himachal Pradesh which are 49:51 joint ventures with the local LNJ Bhilwara group. The third and fourth packages are single hydropower assets located at Tidong in Himachal Pradhesh and Kedarnath in Uttarakhand respectively.お知らせ • Feb 08The Tata Power Company Limited Announces Successfully Restore Unit 5 At Its Trombay Thermal Power StationThe Tata Power Company Limited has successfully restored Unit 5 (500 MW) at its Trombay Thermal Power Station in record time ensuring power supply to the grid after a fire in the cable vault on September 23, 2024. The restoration was done within record time of four months from order placement. The fire had temporarily disrupted operations, but Tata Power's Trombay team, in coordination with fire safety authorities, quickly contained the incident, assessed the damage, and executed a rapid restoration plan, ensuring minimal disruption to power supply.Reported Earnings • Feb 05Third quarter 2025 earnings: EPS and revenues miss analyst expectationsThird quarter 2025 results: EPS: ₹3.22 (up from ₹2.98 in 3Q 2024). Revenue: ₹153.9b (up 5.1% from 3Q 2024). Net income: ₹10.3b (up 8.2% from 3Q 2024). Profit margin: 6.7% (up from 6.5% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.8%. Earnings per share (EPS) also missed analyst estimates by 2.4%. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Electric Utilities industry in India. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 15% per year.お知らせ • Jan 14The Tata Power Company Limited to Report Q3, 2025 Results on Feb 04, 2025The Tata Power Company Limited announced that they will report Q3, 2025 results on Feb 04, 2025お知らせ • Jan 03TATA Power Names Sonia Sarin as Head of Brand and MarketingTATA Power names Sonia Sarin as head of brand and marketing. Before this, Sarin served as the head of group corporate communications at Tata Power-DDL. Sarin has over two decades of experience in PR and corporate communications. Throughout her career, she has worked with organizations such as Ketchum Sampark, Madison World, Aim High Consulting, Concept PR, and more.お知らせ • Oct 09The Tata Power Company Limited to Report Q2, 2025 Results on Oct 30, 2024The Tata Power Company Limited announced that they will report Q2, 2025 results on Oct 30, 2024お知らせ • Oct 01The Tata Power Company Limited Appoints Anjali Pandey as President GenerationThe Tata Power Company Limited announced that Ms. Anjali Pandey has been appointed as President Generation and categorised as Senior Management Personnel of the Company with effect from October 1, 2024. Prior to joining Tata Power, Ms. Anjali Pandey served as Chief Operating Officer for Cummins Group in India. She has over two decades of extensive experience in strategic management and operational leadership within the manufacturing sector, with a proven track record of driving significant growth and innovation. Her achievements include overseeing substantial revenue growth and driving operational excellence across numerous plants, while championing sustainability initiatives. Ms. Pandey has held various key leadership positions focused on plant operations, customer relationship management, and business development, honing her expertise in general management, manufacturing and supply chain management. Ms. Pandey has completed her Bachelor's in Production Engineering from Pune University and an MBA in Finance and Strategy from Kelley School of Business, USA.お知らせ • Sep 25The Tata Power Company Limited Reports Fire Incident at Trombay Plant's Unit No. 5 and to Restore Normal Operations at the Plant as Soon as PossibleThe Tata Power Company Limited announced that there was a fire incident in the Control Room of Unit No. 5 (500 MW unit) of Trombay Plant on September 23, 2024. The cause of the fire is currently under investigation, and no injuries or loss of life have been reported. The Company is in the process of assessing the actual damage caused by the fire. The company also confirm that the plant is adequately insured, and the Insurance Company has been duly informed. Efforts are underway to restore normal operations at the plant as soon as possible.Price Target Changed • Aug 28Price target increased by 7.9% to ₹413Up from ₹382, the current price target is an average from 22 analysts. New target price is approximately in line with last closing price of ₹428. Stock is up 73% over the past year. The company is forecast to post earnings per share of ₹13.34 for next year compared to ₹11.56 last year.Reported Earnings • Aug 07First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: ₹3.04 (in line with 1Q 2024). Revenue: ₹172.9b (up 14% from 1Q 2024). Net income: ₹9.71b (flat on 1Q 2024). Profit margin: 5.6% (down from 6.4% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 5.7%. Earnings per share (EPS) also surpassed analyst estimates by 7.0%. Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Electric Utilities industry in India. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has increased by 49% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jul 22The Tata Power Company Limited to Report Q1, 2025 Results on Aug 06, 2024The Tata Power Company Limited announced that they will report Q1, 2025 results on Aug 06, 2024お知らせ • Jul 17The Tata Power Company Limited Appoints Tarun Bajaj as A Director and as Independent DirectorThe Tata Power Company Limited announced the appointment Mr. Tarun Bajaj as a Director and as Independent Director.Upcoming Dividend • Jun 27Upcoming dividend of ₹2.00 per shareEligible shareholders must have bought the stock before 04 July 2024. Payment date: 15 August 2024. Payout ratio is a comfortable 17% but the company is not cash flow positive. Trailing yield: 0.5%. Lower than top quartile of Indian dividend payers (1.1%). Lower than average of industry peers (2.4%).Reported Earnings • Jun 24Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: EPS: ₹11.56 (up from ₹10.43 in FY 2023). Revenue: ₹614.5b (up 12% from FY 2023). Net income: ₹37.0b (up 11% from FY 2023). Profit margin: 6.0% (down from 6.1% in FY 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 3.3%. Earnings per share (EPS) missed analyst estimates by 2.2%. Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Electric Utilities industry in India. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has increased by 53% per year, which means it is tracking significantly ahead of earnings growth.Price Target Changed • May 15Price target increased by 7.4% to ₹367Up from ₹341, the current price target is an average from 20 analysts. New target price is 15% below last closing price of ₹430. Stock is up 104% over the past year. The company is forecast to post earnings per share of ₹13.60 for next year compared to ₹11.08 last year.お知らせ • May 10The Tata Power Company Limited, Annual General Meeting, Jul 16, 2024The Tata Power Company Limited, Annual General Meeting, Jul 16, 2024. Agenda: To approve final dividend for the financial year ended March 31, 2024.Reported Earnings • May 09Full year 2024 earnings released: EPS: ₹11.08 (vs ₹10.43 in FY 2023)Full year 2024 results: EPS: ₹11.08 (up from ₹10.43 in FY 2023). Revenue: ₹632.7b (up 15% from FY 2023). Net income: ₹37.0b (up 11% from FY 2023). Profit margin: 5.8% (down from 6.1% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electric Utilities industry in India. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has increased by 57% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 09The Tata Power Company Limited Recommends Dividend for the Financial Year Ended March 31, 2024, Payable on and from July 18, 2024The Board of The Tata Power Company Limited has recommended a final dividend of INR 2.00 per Equity Share of 1 each (@ 200%) to the Members for the financial year ended March 31, 2024. The dividend recommended by the Board is subject to the approval of the Members at the forthcoming 105th Annual General Meeting ('AGM') of the Company scheduled to be held on July 16, 2024. Pursuant to Regulation 42 of the Listing Regulations, the Company has fixed the Record Date as July 4, 2024 for taking record of the Members of the Company for the purpose of payment of dividend. The dividend, if approved by the Members at the AGM, will be paid, subject to deduction of tax at source, on and from July 18, 2024 as under: To all Beneficial Owners in respect of shares held in electronic form as per the data as may be made available by depositories at the close of business hours on July 4, 2024; and To all those Members holding shares in physical form, whose names stand registered in the Company's Register of Members as Members on the close of the business hours on July 4, 2024.お知らせ • Apr 16The Tata Power Company Limited to Report Q4, 2024 Results on May 08, 2024The Tata Power Company Limited announced that they will report Q4, 2024 results on May 08, 2024Price Target Changed • Feb 12Price target increased by 10% to ₹319Up from ₹290, the current price target is an average from 19 analysts. New target price is 12% below last closing price of ₹362. Stock is up 78% over the past year. The company is forecast to post earnings per share of ₹11.67 for next year compared to ₹10.43 last year.Reported Earnings • Feb 10Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: EPS: ₹2.98 (up from ₹2.95 in 3Q 2023). Revenue: ₹152.9b (up 8.2% from 3Q 2023). Net income: ₹9.53b (flat on 3Q 2023). Profit margin: 6.2% (down from 6.7% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) also missed analyst estimates by 4.9%. Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Electric Utilities industry in India. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has increased by 65% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jan 16The Tata Power Company Limited to Report Q3, 2024 Results on Feb 09, 2024The Tata Power Company Limited announced that they will report Q3, 2024 results on Feb 09, 2024Price Target Changed • Dec 18Price target increased by 8.0% to ₹268Up from ₹248, the current price target is an average from 19 analysts. New target price is 20% below last closing price of ₹337. Stock is up 55% over the past year. The company is forecast to post earnings per share of ₹10.72 for next year compared to ₹10.43 last year.Valuation Update With 7 Day Price Move • Dec 07Investor sentiment improves as stock rises 22%After last week's 22% share price gain to ₹326, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 19x in the Electric Utilities industry in India. Total returns to shareholders of 362% over the past three years.Reported Earnings • Nov 09Second quarter 2024 earnings released: EPS: ₹2.93 (vs ₹2.57 in 2Q 2023)Second quarter 2024 results: EPS: ₹2.93 (up from ₹2.57 in 2Q 2023). Revenue: ₹160.3b (up 14% from 2Q 2023). Net income: ₹8.76b (up 6.9% from 2Q 2023). Profit margin: 5.5% (down from 5.8% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Electric Utilities industry in India. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has increased by 65% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Nov 09the Tata Power Company Limited Announces Executive Changes, Effective February 1, 2024the Tata Power Company Limited approved the appointment of Mr. Vispi S. Patel (FCS 7021) as the Company Secretary and Compliance Officer (Key Managerial Personnel) of the Company consequent upon the superannuation of Mr. Hanoz M. Mistry. Effective February 1, 2024 Mr. Vispi S. Patel is a seasoned professional with a 27-year career in company secretary functions. He is a Fellow Member of the Institute of Company Secretaries of India (ICSI) with a Bachelor ofCommerce and Bachelor of General Law degree from the University of Mumbai. His expertise lies in corporate law and governance, accompanied by exceptional leadership capabilities. Vispi embarked on his professional journey as a CS Management Trainee with Tata Motors Limited in 1996 and over the years, climbed the ranks to become General Manager and Deputy Company Secretary. Prior to joining The Tata Power Company Limited, Vispi served as the Company Secretary of Tata Passenger Electric Mobility Limited (TPEM), a wholly owned subsidiary of Tata Motors Limited. Throughout his tenure at Tata Motors Limited, Vispi played a pivotal role in Mergers & Acquisitions, Corporate Restructuring, Corporate Governance and Compliance. His contributions were instrumental in the Company receiving numerous awards for its exemplary governance practices.お知らせ • Nov 02+ 1 more updateTata Power Appoints Deepesh Nanda as President of RenewablesTata Power announced the appointment of Deepesh Nanda as President-Renewables with effect from November 1, 2023. Nanda takes over from Ashish Khanna who moves as President, Generation business. In a press statement, Tata Power said, Nanda brings with him 28 years of extensive experience across companies like GE, Flowserve and Tyco. He was additionally President & CEO of GE's Aero-derivative Gas Turbine business segment for Asia."Nanda is an graduate in Mechanical & Production engineering from the Annamalai University. He further pursued an MBA from the Open University Business School, Milton Keynes, UK, and has undergone leadership training at GE Crotonville. In his new role, Nanda will be responsible for driving the growth and profitability of Tata Power's renewable energy portfolio, which encompasses solar, wind, hybrid, and B2C green energy solutions. He will also lead innovation and digital transformation initiatives in the renewable energy sector.Also, Ashish Khanna, a Tata Power veteran, moves as President to the important part of the Generation business cluster, which includes the company’s upcoming pumped hydro storage plants, hydro plants, and other new initiatives apart from the existing hydro and thermal plants in India and abroad.お知らせ • Oct 18The Tata Power Company Limited to Report Q2, 2024 Results on Nov 08, 2023The Tata Power Company Limited announced that they will report Q2, 2024 results on Nov 08, 2023New Risk • Oct 05New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.3% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.8x net interest cover). Earnings are forecast to decline by an average of 0.3% per year for the foreseeable future. Minor Risk Paying a dividend despite having no free cash flows.New Risk • Sep 04New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.7% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.8x net interest cover). Earnings are forecast to decline by an average of 0.7% per year for the foreseeable future. Minor Risk Paying a dividend despite having no free cash flows.お知らせ • Aug 25the Tata Power Company Limited Announces Cessation of Hemant Bhargava, Non-Executive, Non-Independent DirectorThe Tata Power Company Limited announced that Mr. Hemant Bhargava, Non-Executive, Non-Independent Director, has stepped down from the Board of Directors of the Company with effect from close of business hours on August 23, 2023.Reported Earnings • Aug 11First quarter 2024 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2024 results: EPS: ₹3.04 (up from ₹2.48 in 1Q 2023). Revenue: ₹154.8b (up 6.8% from 1Q 2023). Net income: ₹9.72b (up 22% from 1Q 2023). Profit margin: 6.3% (up from 5.5% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.0%. Earnings per share (EPS) also surpassed analyst estimates by 50%. Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Electric Utilities industry in India. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has increased by 62% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Aug 01The Tata Power Company Limited Announces Resignation of Hasit Kaji as Chief Digital and Information OfficerThe Tata Power Company Limited inform that Mr. Hasit Kaji, Chief Digital and Information Officer of the Company shall cease to be part of the Senior Management on account of his superannuation w.e.f. close of business hours on July 31, 2023.お知らせ • Jul 14The Tata Power Company Limited to Report Q1, 2024 Results on Aug 09, 2023The Tata Power Company Limited announced that they will report Q1, 2024 results on Aug 09, 2023Upcoming Dividend • May 31Upcoming dividend of ₹2.00 per share at 0.9% yieldEligible shareholders must have bought the stock before 07 June 2023. Payment date: 19 July 2023. Payout ratio is a comfortable 19% but the company is not cash flow positive. Trailing yield: 0.9%. Lower than top quartile of Indian dividend payers (1.6%). Lower than average of industry peers (4.6%).お知らせ • May 05+ 1 more updateThe Tata Power Company Limited Recommends Dividend for the Year Ended 31st March 2023The Tata Power Company Limited recommended a dividend of INR 2 per Equity Share of INR 1 each (@ 200%) to the shareholders for the year ended 31st March 2023. The dividend recommended by the Board is subject to the approval of the shareholders at the ensuing 104th Annual General Meeting (AGM) of the Company scheduled to be held on 19th June 2023.Reported Earnings • May 05Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: EPS: ₹10.43 (up from ₹6.82 in FY 2022). Revenue: ₹565.5b (up 32% from FY 2022). Net income: ₹33.4b (up 53% from FY 2022). Profit margin: 5.9% (up from 5.1% in FY 2022). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 5.5%. Earnings per share (EPS) missed analyst estimates by 10%. Revenue is forecast to grow 4.9% p.a. on average during the next 2 years, compared to a 4.8% growth forecast for the Electric Utilities industry in India. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has increased by 93% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Feb 05Third quarter 2023 earnings released: EPS: ₹2.95 (vs ₹1.33 in 3Q 2022)Third quarter 2023 results: EPS: ₹2.95 (up from ₹1.33 in 3Q 2022). Revenue: ₹141.3b (up 30% from 3Q 2022). Net income: ₹9.45b (up 122% from 3Q 2022). Profit margin: 6.7% (up from 3.9% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Electric Utilities industry in India. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has increased by 52% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jan 18JSW, Greenko, Adani, Tata Reportedly Tapped for PTC India StakeGreenko Group PLC, The Tata Power Company Limited (BSE:500400), JSW Energy Limited (BSE:533148) and Adani Enterprises Limited (BSE:512599) have been approached to assess their interest in acquiring a strategic stake in PTC India Limited (NSEI:PTC), people in the know said. Five public sector undertakings, including four promoter firms of PTC India, are planning to sell their stake in the power trading company that is hit by a controversy over governance issues at its financial services subsidiary. The promoters — NTPC Limited (NSEI:NTPC), NHPC Limited (NSEI:NHPC), Power Finance Corporation Limited and Power Grid Corporation of India Limited (NSEI:POWERGRID) hold a combined stake of around 16% in PTC India. Damodar Valley Corporation, which owns a 3.3% ownership, has also decided to divest its shareholding, taking the total stake on offer to a potential strategic investor at nearly 20%, these people said.お知らせ • Jan 10The Tata Power Company Limited to Report Nine Months, 2023 Results on Feb 03, 2023The Tata Power Company Limited announced that they will report nine months, 2023 results on Feb 03, 2023Board Change • Nov 16Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 10 experienced directors. No highly experienced directors. Independent Non-Executive Director Rajiv Mehrishi was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Oct 29Second quarter 2023 earnings: EPS misses analyst expectationsSecond quarter 2023 results: EPS: ₹2.57 (up from ₹1.32 in 2Q 2022). Revenue: ₹141.8b (up 42% from 2Q 2022). Net income: ₹8.19b (up 94% from 2Q 2022). Profit margin: 5.8% (up from 4.2% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 8.2%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Electric Utilities industry in India. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has increased by 56% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Jul 27First quarter 2023 earnings released: EPS: ₹2.48 (vs ₹1.13 in 1Q 2022)First quarter 2023 results: EPS: ₹2.48 (up from ₹1.13 in 1Q 2022). Revenue: ₹145.0b (up 45% from 1Q 2022). Net income: ₹7.95b (up 103% from 1Q 2022). Profit margin: 5.5% (up from 3.9% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 7.6%, compared to a 8.2% growth forecast for the industry in India. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has increased by 53% per year, which means it is tracking significantly ahead of earnings growth.業績と収益の成長予測NSEI:TATAPOWER - アナリストの将来予測と過去の財務データ ( )INR Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数3/31/2029869,34058,678190,661200,01773/31/2028801,31954,231-72,352176,293203/31/2027748,53647,704-68,921165,121213/31/2026624,28637,472-77,01559,933N/A12/31/2025646,24337,941N/AN/AN/A9/30/2025660,66940,529-64,68177,047N/A6/30/2025662,19740,600N/AN/AN/A3/31/2025654,78239,710-45,926126,802N/A12/31/2024642,28938,234N/AN/AN/A9/30/2024634,88937,457-53,015131,641N/A6/30/2024635,29236,947N/AN/AN/A3/31/2024614,48936,963-7,367125,044N/A12/31/2023580,56135,788N/AN/AN/A9/30/2023575,34235,70819,376105,310N/A6/30/2023558,26935,143N/AN/AN/A3/31/2023551,09133,364-4,90471,656N/A12/31/2022546,15335,001N/AN/AN/A9/30/2022513,99329,809-14,16564,194N/A6/30/2022471,78825,833N/AN/AN/A3/31/2022428,15721,798-5,75166,927N/A12/31/2021409,83115,495N/AN/AN/A9/30/2021376,67912,8692,78958,449N/A6/30/2021359,83111,642N/AN/AN/A3/31/2021327,03310,02450,09383,451N/A12/31/2020289,61512,948N/AN/AN/A9/30/2020284,34612,88765,74090,733N/A6/30/2020278,22613,033N/AN/AN/A3/31/2020291,36412,56651,49573,753N/A12/31/2019294,2305,655N/AN/AN/A9/30/2019303,3465,784N/A65,266N/A6/30/2019300,1026,714N/AN/AN/A3/31/2019298,81123,110N/A45,738N/A12/31/2018320,36035,936N/AN/AN/A9/30/2018306,88340,078N/AN/AN/A6/30/2018302,29639,194N/AN/AN/A3/31/2018268,40123,682N/A63,639N/A12/31/2017288,4265,178N/AN/AN/A9/30/2017284,5115,752N/AN/AN/A6/30/2017280,2808,368N/AN/AN/A3/31/2017275,8767,815N/A70,142N/A12/31/2016360,08011,079N/AN/AN/A9/30/2016366,7749,420N/AN/AN/A6/30/2016371,3485,099N/AN/AN/A3/31/2016294,9435,504N/A74,151N/A12/31/2015366,5205,494N/AN/AN/A9/30/2015358,5117,226N/AN/AN/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: TATAPOWERの予測収益成長率 (年間12.9% ) は 貯蓄率 ( 6.9% ) を上回っています。収益対市場: TATAPOWERの収益 ( 12.9% ) Indian市場 ( 16.3% ) よりも低い成長が予測されています。高成長収益: TATAPOWERの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: TATAPOWERの収益 ( 9.9% ) Indian市場 ( 11.1% ) よりも低い成長が予測されています。高い収益成長: TATAPOWERの収益 ( 9.9% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: TATAPOWERの 自己資本利益率 は、3年後には低くなると予測されています ( 11.5 %)。成長企業の発掘7D1Y7D1Y7D1YUtilities 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/23 13:28終値2026/07/23 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋The Tata Power Company Limited 21 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。46 アナリスト機関Rajesh Majumdar360 ONE Capital Market Private Limitednull null360 ONE Capital Market Private LimitedSatyadeep JainAmbit Capital43 その他のアナリストを表示
分析記事 • May 15Tata Power Company Limited Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowAs you might know, Tata Power Company Limited ( NSE:TATAPOWER ) last week released its latest full-year, and things did...
分析記事 • Feb 07Tata Power Company Limited Just Missed EPS By 23%: Here's What Analysts Think Will Happen NextThe analysts might have been a bit too bullish on Tata Power Company Limited ( NSE:TATAPOWER ), given that the company...
分析記事 • Nov 14Tata Power Company Limited Just Missed EPS By 8.1%: Here's What Analysts Think Will Happen NextTata Power Company Limited ( NSE:TATAPOWER ) just released its latest quarterly report and things are not looking...
お知らせ • Feb 08The Tata Power Company Limited Announces Successfully Restore Unit 5 At Its Trombay Thermal Power StationThe Tata Power Company Limited has successfully restored Unit 5 (500 MW) at its Trombay Thermal Power Station in record time ensuring power supply to the grid after a fire in the cable vault on September 23, 2024. The restoration was done within record time of four months from order placement. The fire had temporarily disrupted operations, but Tata Power's Trombay team, in coordination with fire safety authorities, quickly contained the incident, assessed the damage, and executed a rapid restoration plan, ensuring minimal disruption to power supply.
お知らせ • Sep 25The Tata Power Company Limited Reports Fire Incident at Trombay Plant's Unit No. 5 and to Restore Normal Operations at the Plant as Soon as PossibleThe Tata Power Company Limited announced that there was a fire incident in the Control Room of Unit No. 5 (500 MW unit) of Trombay Plant on September 23, 2024. The cause of the fire is currently under investigation, and no injuries or loss of life have been reported. The Company is in the process of assessing the actual damage caused by the fire. The company also confirm that the plant is adequately insured, and the Insurance Company has been duly informed. Efforts are underway to restore normal operations at the plant as soon as possible.
Price Target Changed • Aug 28Price target increased by 7.9% to ₹413Up from ₹382, the current price target is an average from 22 analysts. New target price is approximately in line with last closing price of ₹428. Stock is up 73% over the past year. The company is forecast to post earnings per share of ₹13.34 for next year compared to ₹11.56 last year.
お知らせ • Jul 17The Tata Power Company Limited to Report Q1, 2027 Results on Jul 27, 2026The Tata Power Company Limited announced that they will report Q1, 2027 results on Jul 27, 2026
Upcoming Dividend • Jun 16Upcoming dividend of ₹2.50 per shareEligible shareholders must have bought the stock before 23 June 2026. Payment date: 06 August 2026. Payout ratio is a comfortable 21% but the company is not cash flow positive. Trailing yield: 0.6%. Lower than top quartile of Indian dividend payers (1.5%). Lower than average of industry peers (2.4%).
Reported Earnings • Jun 12Full year 2026 earnings: EPS and revenues miss analyst expectationsFull year 2026 results: EPS: ₹11.72 (down from ₹12.42 in FY 2025). Revenue: ₹624.3b (down 4.7% from FY 2025). Net income: ₹37.5b (down 5.6% from FY 2025). Profit margin: 6.0% (down from 6.1% in FY 2025). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 4.4%. Earnings per share (EPS) also missed analyst estimates by 13%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electric Utilities industry in India. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • May 20Tata Power's (NSE:TATAPOWER) Problems Go Beyond Weak ProfitInvestors were disappointed by Tata Power Company Limited's ( NSE:TATAPOWER ) latest earnings release. Our analysis has...
分析記事 • May 15Tata Power Company Limited Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowAs you might know, Tata Power Company Limited ( NSE:TATAPOWER ) last week released its latest full-year, and things did...
Declared Dividend • May 14Dividend increased to ₹2.50Dividend of ₹2.50 is 11% higher than last year. Ex-date: 23rd June 2026 Payment date: 6th August 2026 Dividend yield will be 0.6%, which is lower than the industry average of 2.7%. Sustainability & Growth Dividend is covered by earnings (21% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 6.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 60% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 13+ 1 more updateTata Power Company Limited, Annual General Meeting, Jul 07, 2026Tata Power Company Limited, Annual General Meeting, Jul 07, 2026.
Reported Earnings • May 13Full year 2026 earnings: EPS and revenues miss analyst expectationsFull year 2026 results: EPS: ₹11.72 (down from ₹12.42 in FY 2025). Revenue: ₹624.3b (down 4.7% from FY 2025). Net income: ₹37.5b (down 5.6% from FY 2025). Profit margin: 6.0% (down from 6.1% in FY 2025). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 4.4%. Earnings per share (EPS) also missed analyst estimates by 13%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Electric Utilities industry in India. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Apr 22Tata Power Company Limited to Report Q4, 2026 Results on May 12, 2026Tata Power Company Limited announced that they will report Q4, 2026 results on May 12, 2026
分析記事 • Feb 07Tata Power Company Limited Just Missed EPS By 23%: Here's What Analysts Think Will Happen NextThe analysts might have been a bit too bullish on Tata Power Company Limited ( NSE:TATAPOWER ), given that the company...
Reported Earnings • Feb 05Third quarter 2026 earnings: EPS and revenues miss analyst expectationsThird quarter 2026 results: EPS: ₹2.41 (down from ₹3.22 in 3Q 2025). Revenue: ₹142.7b (down 7.3% from 3Q 2025). Net income: ₹7.72b (down 25% from 3Q 2025). Profit margin: 5.4% (down from 6.7% in 3Q 2025). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 5.6%. Earnings per share (EPS) also missed analyst estimates by 23%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Electric Utilities industry in India. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Jan 24Tata Power's (NSE:TATAPOWER) Returns Have Hit A WallDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want...
お知らせ • Jan 15Tata Power Company Limited to Report Q3, 2026 Results on Feb 04, 2026Tata Power Company Limited announced that they will report Q3, 2026 results on Feb 04, 2026
分析記事 • Dec 24Are Investors Undervaluing Tata Power Company Limited (NSE:TATAPOWER) By 40%?Key Insights Using the 2 Stage Free Cash Flow to Equity, Tata Power fair value estimate is ₹638 Current share price of...
分析記事 • Dec 02We Think Tata Power (NSE:TATAPOWER) Is Taking Some Risk With Its DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 • Nov 14Tata Power Company Limited Just Missed EPS By 8.1%: Here's What Analysts Think Will Happen NextTata Power Company Limited ( NSE:TATAPOWER ) just released its latest quarterly report and things are not looking...
New Risk • Nov 12New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.7x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.7x net interest cover). Minor Risk Paying a dividend despite having no free cash flows.
Reported Earnings • Nov 12Second quarter 2026 earnings: EPS and revenues miss analyst expectationsSecond quarter 2026 results: EPS: ₹2.88 (down from ₹2.90 in 2Q 2025). Revenue: ₹155.4b (down 1.0% from 2Q 2025). Net income: ₹9.19b (flat on 2Q 2025). Profit margin: 5.9% (in line with 2Q 2025). Revenue missed analyst estimates by 3.3%. Earnings per share (EPS) also missed analyst estimates by 8.1%. Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electric Utilities industry in India. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Nov 07Tata Power Company Limited's (NSE:TATAPOWER) Price Is Out Of Tune With EarningsWhen close to half the companies in India have price-to-earnings ratios (or "P/E's") below 27x, you may consider Tata...
お知らせ • Oct 11Tata Power Company Limited to Report Q2, 2026 Results on Nov 11, 2025Tata Power Company Limited announced that they will report Q2, 2026 results on Nov 11, 2025
分析記事 • Aug 21Investors Met With Slowing Returns on Capital At Tata Power (NSE:TATAPOWER)What trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...
Reported Earnings • Aug 02First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: EPS: ₹3.31 (up from ₹3.04 in 1Q 2025). Revenue: ₹180.4b (up 4.3% from 1Q 2025). Net income: ₹10.6b (up 9.2% from 1Q 2025). Profit margin: 5.9% (up from 5.6% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.1%. Earnings per share (EPS) missed analyst estimates by 6.3%. Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Electric Utilities industry in India. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jul 15Tata Power Company Limited to Report Q1, 2026 Results on Aug 01, 2025Tata Power Company Limited announced that they will report Q1, 2026 results on Aug 01, 2025
お知らせ • Jul 03Tata Reportedly to Be in Talks to Buy Out Investors in ResurgentTata Group (Tata Sons Private Limited) is in talks to buy out other shareholders in Resurgent Power Ventures Pte. Ltd., according to people familiar with the matter. Tata Power Company Limited (BSE:500400), which owns a 26% stake in Singapore-based power generation and transmission firm Resurgent through a subsidiary, is working with an adviser to help buy the stakes held by ICICI Venture Funds Management Company Limited, Kuwait Investment Authority and Oman Investment Authority, the people said, asking not to be identified because the talks are confidential.
Upcoming Dividend • Jun 13Upcoming dividend of ₹2.25 per shareEligible shareholders must have bought the stock before 20 June 2025. Payment date: 03 August 2025. Payout ratio is a comfortable 18% but the company is not cash flow positive. Trailing yield: 0.6%. Lower than top quartile of Indian dividend payers (1.2%). Lower than average of industry peers (2.3%).
お知らせ • May 15+ 1 more updateThe Tata Power Company Limited, Annual General Meeting, Jul 04, 2025The Tata Power Company Limited, Annual General Meeting, Jul 04, 2025.
New Risk • May 15New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.1x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.1x net interest cover). Minor Risk Paying a dividend despite having no free cash flows.
Reported Earnings • May 15Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: ₹12.42 (up from ₹11.56 in FY 2024). Revenue: ₹654.8b (up 6.6% from FY 2024). Net income: ₹39.7b (up 7.4% from FY 2024). Profit margin: 6.1% (up from 6.0% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) missed analyst estimates by 8.7%. Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Electric Utilities industry in India. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Apr 21The Tata Power Company Limited to Report Q4, 2025 Results on May 14, 2025The Tata Power Company Limited announced that they will report Q4, 2025 results on May 14, 2025
お知らせ • Apr 11Tata Power, Adani Green Reportedly Among 15 Cos Vying for Statkraft’s India UnitThe Tata Power Company Limited (BSE:500400), Adani Green Energy Limited (NSEI:ADANIGREEN), KKR-backed Serentica Renewables India Private Limited and Greenko Energy Holdings are among 15 suitors for Statkraft’s India unit (Statkraft India Private Limited) that has been put on the block by the Norway government-owned renewable power company as it has decided to exit its two decade-old investment here, said people familiar with the matter. The suitors signed non-disclosure agreements (NDA) to participate in a bidding process for the company on April 9, 2025. Statkraft has a diversified renewable energy generation portfolio in India composed of wind, solar, hydro and hybrid power plants. Others in the fray include ReNew Po- wer, Avaada Energy, Waaree Energies Limited (NSEI:WAAREEENER), Edelweiss Alternate Assets, Energielis which is promoted by Statkraft’s former India head Rahul Varshney, Gentari, two public sector undertakings and three investment firms, the sources cited earlier said. Statkraft is seeking between $1.5 billion - $2 billion for the India unit which has a renewable energy generation portfolio of 2 gigawatts comprising operational and under construction projects. Tata Power declined to comment. Serentica Renewables said it regularly evaluates potential business opportunities as part of its business strategy. “Signing a non-disclosure agreement is a routine step in assessing such prospects”, said a spokesperson for Se- rentica Renewables. Adani Green, Greenko, ReNew Power, Avaada Energy, Waaree Energies, Energielis and Gentari did not respond to requests for comment. To provide options to potential suitors, the India unit is being sold in four packages, according to sources. The first package is composed of wind and solar power projects in Rajasthan with capacity of 1.5 gigawatt. The second package is composed of two operational hydro power plants located at Malana and Allain Duhangan in Himachal Pradesh which are 49:51 joint ventures with the local LNJ Bhilwara group. The third and fourth packages are single hydropower assets located at Tidong in Himachal Pradhesh and Kedarnath in Uttarakhand respectively.
お知らせ • Feb 08The Tata Power Company Limited Announces Successfully Restore Unit 5 At Its Trombay Thermal Power StationThe Tata Power Company Limited has successfully restored Unit 5 (500 MW) at its Trombay Thermal Power Station in record time ensuring power supply to the grid after a fire in the cable vault on September 23, 2024. The restoration was done within record time of four months from order placement. The fire had temporarily disrupted operations, but Tata Power's Trombay team, in coordination with fire safety authorities, quickly contained the incident, assessed the damage, and executed a rapid restoration plan, ensuring minimal disruption to power supply.
Reported Earnings • Feb 05Third quarter 2025 earnings: EPS and revenues miss analyst expectationsThird quarter 2025 results: EPS: ₹3.22 (up from ₹2.98 in 3Q 2024). Revenue: ₹153.9b (up 5.1% from 3Q 2024). Net income: ₹10.3b (up 8.2% from 3Q 2024). Profit margin: 6.7% (up from 6.5% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.8%. Earnings per share (EPS) also missed analyst estimates by 2.4%. Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Electric Utilities industry in India. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 15% per year.
お知らせ • Jan 14The Tata Power Company Limited to Report Q3, 2025 Results on Feb 04, 2025The Tata Power Company Limited announced that they will report Q3, 2025 results on Feb 04, 2025
お知らせ • Jan 03TATA Power Names Sonia Sarin as Head of Brand and MarketingTATA Power names Sonia Sarin as head of brand and marketing. Before this, Sarin served as the head of group corporate communications at Tata Power-DDL. Sarin has over two decades of experience in PR and corporate communications. Throughout her career, she has worked with organizations such as Ketchum Sampark, Madison World, Aim High Consulting, Concept PR, and more.
お知らせ • Oct 09The Tata Power Company Limited to Report Q2, 2025 Results on Oct 30, 2024The Tata Power Company Limited announced that they will report Q2, 2025 results on Oct 30, 2024
お知らせ • Oct 01The Tata Power Company Limited Appoints Anjali Pandey as President GenerationThe Tata Power Company Limited announced that Ms. Anjali Pandey has been appointed as President Generation and categorised as Senior Management Personnel of the Company with effect from October 1, 2024. Prior to joining Tata Power, Ms. Anjali Pandey served as Chief Operating Officer for Cummins Group in India. She has over two decades of extensive experience in strategic management and operational leadership within the manufacturing sector, with a proven track record of driving significant growth and innovation. Her achievements include overseeing substantial revenue growth and driving operational excellence across numerous plants, while championing sustainability initiatives. Ms. Pandey has held various key leadership positions focused on plant operations, customer relationship management, and business development, honing her expertise in general management, manufacturing and supply chain management. Ms. Pandey has completed her Bachelor's in Production Engineering from Pune University and an MBA in Finance and Strategy from Kelley School of Business, USA.
お知らせ • Sep 25The Tata Power Company Limited Reports Fire Incident at Trombay Plant's Unit No. 5 and to Restore Normal Operations at the Plant as Soon as PossibleThe Tata Power Company Limited announced that there was a fire incident in the Control Room of Unit No. 5 (500 MW unit) of Trombay Plant on September 23, 2024. The cause of the fire is currently under investigation, and no injuries or loss of life have been reported. The Company is in the process of assessing the actual damage caused by the fire. The company also confirm that the plant is adequately insured, and the Insurance Company has been duly informed. Efforts are underway to restore normal operations at the plant as soon as possible.
Price Target Changed • Aug 28Price target increased by 7.9% to ₹413Up from ₹382, the current price target is an average from 22 analysts. New target price is approximately in line with last closing price of ₹428. Stock is up 73% over the past year. The company is forecast to post earnings per share of ₹13.34 for next year compared to ₹11.56 last year.
Reported Earnings • Aug 07First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: ₹3.04 (in line with 1Q 2024). Revenue: ₹172.9b (up 14% from 1Q 2024). Net income: ₹9.71b (flat on 1Q 2024). Profit margin: 5.6% (down from 6.4% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 5.7%. Earnings per share (EPS) also surpassed analyst estimates by 7.0%. Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Electric Utilities industry in India. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has increased by 49% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jul 22The Tata Power Company Limited to Report Q1, 2025 Results on Aug 06, 2024The Tata Power Company Limited announced that they will report Q1, 2025 results on Aug 06, 2024
お知らせ • Jul 17The Tata Power Company Limited Appoints Tarun Bajaj as A Director and as Independent DirectorThe Tata Power Company Limited announced the appointment Mr. Tarun Bajaj as a Director and as Independent Director.
Upcoming Dividend • Jun 27Upcoming dividend of ₹2.00 per shareEligible shareholders must have bought the stock before 04 July 2024. Payment date: 15 August 2024. Payout ratio is a comfortable 17% but the company is not cash flow positive. Trailing yield: 0.5%. Lower than top quartile of Indian dividend payers (1.1%). Lower than average of industry peers (2.4%).
Reported Earnings • Jun 24Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: EPS: ₹11.56 (up from ₹10.43 in FY 2023). Revenue: ₹614.5b (up 12% from FY 2023). Net income: ₹37.0b (up 11% from FY 2023). Profit margin: 6.0% (down from 6.1% in FY 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 3.3%. Earnings per share (EPS) missed analyst estimates by 2.2%. Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Electric Utilities industry in India. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has increased by 53% per year, which means it is tracking significantly ahead of earnings growth.
Price Target Changed • May 15Price target increased by 7.4% to ₹367Up from ₹341, the current price target is an average from 20 analysts. New target price is 15% below last closing price of ₹430. Stock is up 104% over the past year. The company is forecast to post earnings per share of ₹13.60 for next year compared to ₹11.08 last year.
お知らせ • May 10The Tata Power Company Limited, Annual General Meeting, Jul 16, 2024The Tata Power Company Limited, Annual General Meeting, Jul 16, 2024. Agenda: To approve final dividend for the financial year ended March 31, 2024.
Reported Earnings • May 09Full year 2024 earnings released: EPS: ₹11.08 (vs ₹10.43 in FY 2023)Full year 2024 results: EPS: ₹11.08 (up from ₹10.43 in FY 2023). Revenue: ₹632.7b (up 15% from FY 2023). Net income: ₹37.0b (up 11% from FY 2023). Profit margin: 5.8% (down from 6.1% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electric Utilities industry in India. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has increased by 57% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 09The Tata Power Company Limited Recommends Dividend for the Financial Year Ended March 31, 2024, Payable on and from July 18, 2024The Board of The Tata Power Company Limited has recommended a final dividend of INR 2.00 per Equity Share of 1 each (@ 200%) to the Members for the financial year ended March 31, 2024. The dividend recommended by the Board is subject to the approval of the Members at the forthcoming 105th Annual General Meeting ('AGM') of the Company scheduled to be held on July 16, 2024. Pursuant to Regulation 42 of the Listing Regulations, the Company has fixed the Record Date as July 4, 2024 for taking record of the Members of the Company for the purpose of payment of dividend. The dividend, if approved by the Members at the AGM, will be paid, subject to deduction of tax at source, on and from July 18, 2024 as under: To all Beneficial Owners in respect of shares held in electronic form as per the data as may be made available by depositories at the close of business hours on July 4, 2024; and To all those Members holding shares in physical form, whose names stand registered in the Company's Register of Members as Members on the close of the business hours on July 4, 2024.
お知らせ • Apr 16The Tata Power Company Limited to Report Q4, 2024 Results on May 08, 2024The Tata Power Company Limited announced that they will report Q4, 2024 results on May 08, 2024
Price Target Changed • Feb 12Price target increased by 10% to ₹319Up from ₹290, the current price target is an average from 19 analysts. New target price is 12% below last closing price of ₹362. Stock is up 78% over the past year. The company is forecast to post earnings per share of ₹11.67 for next year compared to ₹10.43 last year.
Reported Earnings • Feb 10Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: EPS: ₹2.98 (up from ₹2.95 in 3Q 2023). Revenue: ₹152.9b (up 8.2% from 3Q 2023). Net income: ₹9.53b (flat on 3Q 2023). Profit margin: 6.2% (down from 6.7% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) also missed analyst estimates by 4.9%. Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Electric Utilities industry in India. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has increased by 65% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jan 16The Tata Power Company Limited to Report Q3, 2024 Results on Feb 09, 2024The Tata Power Company Limited announced that they will report Q3, 2024 results on Feb 09, 2024
Price Target Changed • Dec 18Price target increased by 8.0% to ₹268Up from ₹248, the current price target is an average from 19 analysts. New target price is 20% below last closing price of ₹337. Stock is up 55% over the past year. The company is forecast to post earnings per share of ₹10.72 for next year compared to ₹10.43 last year.
Valuation Update With 7 Day Price Move • Dec 07Investor sentiment improves as stock rises 22%After last week's 22% share price gain to ₹326, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 19x in the Electric Utilities industry in India. Total returns to shareholders of 362% over the past three years.
Reported Earnings • Nov 09Second quarter 2024 earnings released: EPS: ₹2.93 (vs ₹2.57 in 2Q 2023)Second quarter 2024 results: EPS: ₹2.93 (up from ₹2.57 in 2Q 2023). Revenue: ₹160.3b (up 14% from 2Q 2023). Net income: ₹8.76b (up 6.9% from 2Q 2023). Profit margin: 5.5% (down from 5.8% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Electric Utilities industry in India. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has increased by 65% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Nov 09the Tata Power Company Limited Announces Executive Changes, Effective February 1, 2024the Tata Power Company Limited approved the appointment of Mr. Vispi S. Patel (FCS 7021) as the Company Secretary and Compliance Officer (Key Managerial Personnel) of the Company consequent upon the superannuation of Mr. Hanoz M. Mistry. Effective February 1, 2024 Mr. Vispi S. Patel is a seasoned professional with a 27-year career in company secretary functions. He is a Fellow Member of the Institute of Company Secretaries of India (ICSI) with a Bachelor ofCommerce and Bachelor of General Law degree from the University of Mumbai. His expertise lies in corporate law and governance, accompanied by exceptional leadership capabilities. Vispi embarked on his professional journey as a CS Management Trainee with Tata Motors Limited in 1996 and over the years, climbed the ranks to become General Manager and Deputy Company Secretary. Prior to joining The Tata Power Company Limited, Vispi served as the Company Secretary of Tata Passenger Electric Mobility Limited (TPEM), a wholly owned subsidiary of Tata Motors Limited. Throughout his tenure at Tata Motors Limited, Vispi played a pivotal role in Mergers & Acquisitions, Corporate Restructuring, Corporate Governance and Compliance. His contributions were instrumental in the Company receiving numerous awards for its exemplary governance practices.
お知らせ • Nov 02+ 1 more updateTata Power Appoints Deepesh Nanda as President of RenewablesTata Power announced the appointment of Deepesh Nanda as President-Renewables with effect from November 1, 2023. Nanda takes over from Ashish Khanna who moves as President, Generation business. In a press statement, Tata Power said, Nanda brings with him 28 years of extensive experience across companies like GE, Flowserve and Tyco. He was additionally President & CEO of GE's Aero-derivative Gas Turbine business segment for Asia."Nanda is an graduate in Mechanical & Production engineering from the Annamalai University. He further pursued an MBA from the Open University Business School, Milton Keynes, UK, and has undergone leadership training at GE Crotonville. In his new role, Nanda will be responsible for driving the growth and profitability of Tata Power's renewable energy portfolio, which encompasses solar, wind, hybrid, and B2C green energy solutions. He will also lead innovation and digital transformation initiatives in the renewable energy sector.Also, Ashish Khanna, a Tata Power veteran, moves as President to the important part of the Generation business cluster, which includes the company’s upcoming pumped hydro storage plants, hydro plants, and other new initiatives apart from the existing hydro and thermal plants in India and abroad.
お知らせ • Oct 18The Tata Power Company Limited to Report Q2, 2024 Results on Nov 08, 2023The Tata Power Company Limited announced that they will report Q2, 2024 results on Nov 08, 2023
New Risk • Oct 05New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.3% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.8x net interest cover). Earnings are forecast to decline by an average of 0.3% per year for the foreseeable future. Minor Risk Paying a dividend despite having no free cash flows.
New Risk • Sep 04New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.7% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.8x net interest cover). Earnings are forecast to decline by an average of 0.7% per year for the foreseeable future. Minor Risk Paying a dividend despite having no free cash flows.
お知らせ • Aug 25the Tata Power Company Limited Announces Cessation of Hemant Bhargava, Non-Executive, Non-Independent DirectorThe Tata Power Company Limited announced that Mr. Hemant Bhargava, Non-Executive, Non-Independent Director, has stepped down from the Board of Directors of the Company with effect from close of business hours on August 23, 2023.
Reported Earnings • Aug 11First quarter 2024 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2024 results: EPS: ₹3.04 (up from ₹2.48 in 1Q 2023). Revenue: ₹154.8b (up 6.8% from 1Q 2023). Net income: ₹9.72b (up 22% from 1Q 2023). Profit margin: 6.3% (up from 5.5% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.0%. Earnings per share (EPS) also surpassed analyst estimates by 50%. Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Electric Utilities industry in India. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has increased by 62% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Aug 01The Tata Power Company Limited Announces Resignation of Hasit Kaji as Chief Digital and Information OfficerThe Tata Power Company Limited inform that Mr. Hasit Kaji, Chief Digital and Information Officer of the Company shall cease to be part of the Senior Management on account of his superannuation w.e.f. close of business hours on July 31, 2023.
お知らせ • Jul 14The Tata Power Company Limited to Report Q1, 2024 Results on Aug 09, 2023The Tata Power Company Limited announced that they will report Q1, 2024 results on Aug 09, 2023
Upcoming Dividend • May 31Upcoming dividend of ₹2.00 per share at 0.9% yieldEligible shareholders must have bought the stock before 07 June 2023. Payment date: 19 July 2023. Payout ratio is a comfortable 19% but the company is not cash flow positive. Trailing yield: 0.9%. Lower than top quartile of Indian dividend payers (1.6%). Lower than average of industry peers (4.6%).
お知らせ • May 05+ 1 more updateThe Tata Power Company Limited Recommends Dividend for the Year Ended 31st March 2023The Tata Power Company Limited recommended a dividend of INR 2 per Equity Share of INR 1 each (@ 200%) to the shareholders for the year ended 31st March 2023. The dividend recommended by the Board is subject to the approval of the shareholders at the ensuing 104th Annual General Meeting (AGM) of the Company scheduled to be held on 19th June 2023.
Reported Earnings • May 05Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: EPS: ₹10.43 (up from ₹6.82 in FY 2022). Revenue: ₹565.5b (up 32% from FY 2022). Net income: ₹33.4b (up 53% from FY 2022). Profit margin: 5.9% (up from 5.1% in FY 2022). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 5.5%. Earnings per share (EPS) missed analyst estimates by 10%. Revenue is forecast to grow 4.9% p.a. on average during the next 2 years, compared to a 4.8% growth forecast for the Electric Utilities industry in India. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has increased by 93% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Feb 05Third quarter 2023 earnings released: EPS: ₹2.95 (vs ₹1.33 in 3Q 2022)Third quarter 2023 results: EPS: ₹2.95 (up from ₹1.33 in 3Q 2022). Revenue: ₹141.3b (up 30% from 3Q 2022). Net income: ₹9.45b (up 122% from 3Q 2022). Profit margin: 6.7% (up from 3.9% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Electric Utilities industry in India. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has increased by 52% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jan 18JSW, Greenko, Adani, Tata Reportedly Tapped for PTC India StakeGreenko Group PLC, The Tata Power Company Limited (BSE:500400), JSW Energy Limited (BSE:533148) and Adani Enterprises Limited (BSE:512599) have been approached to assess their interest in acquiring a strategic stake in PTC India Limited (NSEI:PTC), people in the know said. Five public sector undertakings, including four promoter firms of PTC India, are planning to sell their stake in the power trading company that is hit by a controversy over governance issues at its financial services subsidiary. The promoters — NTPC Limited (NSEI:NTPC), NHPC Limited (NSEI:NHPC), Power Finance Corporation Limited and Power Grid Corporation of India Limited (NSEI:POWERGRID) hold a combined stake of around 16% in PTC India. Damodar Valley Corporation, which owns a 3.3% ownership, has also decided to divest its shareholding, taking the total stake on offer to a potential strategic investor at nearly 20%, these people said.
お知らせ • Jan 10The Tata Power Company Limited to Report Nine Months, 2023 Results on Feb 03, 2023The Tata Power Company Limited announced that they will report nine months, 2023 results on Feb 03, 2023
Board Change • Nov 16Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 10 experienced directors. No highly experienced directors. Independent Non-Executive Director Rajiv Mehrishi was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Oct 29Second quarter 2023 earnings: EPS misses analyst expectationsSecond quarter 2023 results: EPS: ₹2.57 (up from ₹1.32 in 2Q 2022). Revenue: ₹141.8b (up 42% from 2Q 2022). Net income: ₹8.19b (up 94% from 2Q 2022). Profit margin: 5.8% (up from 4.2% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 8.2%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Electric Utilities industry in India. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has increased by 56% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Jul 27First quarter 2023 earnings released: EPS: ₹2.48 (vs ₹1.13 in 1Q 2022)First quarter 2023 results: EPS: ₹2.48 (up from ₹1.13 in 1Q 2022). Revenue: ₹145.0b (up 45% from 1Q 2022). Net income: ₹7.95b (up 103% from 1Q 2022). Profit margin: 5.5% (up from 3.9% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 7.6%, compared to a 8.2% growth forecast for the industry in India. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has increased by 53% per year, which means it is tracking significantly ahead of earnings growth.