NTPC Green Energy Limited Recorded A 5.9% Miss On Revenue: Analysts Are Revisiting Their Models

The first-quarter results for NTPC Green Energy Limited (NSE:NTPCGREEN) were released last week, making it a good time to revisit its performance. Results look mixed - while revenue fell marginally short of analyst estimates at ₹6.8b, statutory earnings were in line with expectations, at ₹0.67 per share. Earnings are an important time for investors, as they can track a company's performance, look at what the analysts are forecasting for next year, and see if there's been a change in sentiment towards the company. So we collected the latest post-earnings statutory consensus estimates to see what could be in store for next year.

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Taking into account the latest results, the most recent consensus for NTPC Green Energy from three analysts is for revenues of ₹41.2b in 2026. If met, it would imply a huge 78% increase on its revenue over the past 12 months. Statutory earnings per share are predicted to shoot up 66% to ₹1.10. Yet prior to the latest earnings, the analysts had been anticipated revenues of ₹39.8b and earnings per share (EPS) of ₹1.30 in 2026. So it's pretty clear the analysts have mixed opinions on NTPC Green Energy after the latest results; even though they upped their revenue numbers, it came at the cost of a substantial drop in per-share earnings expectations.

View our latest analysis for NTPC Green Energy

The consensus price target was unchanged at ₹100.00, suggesting the business is performing roughly in line with expectations, despite some adjustments to profit and revenue forecasts. That's not the only conclusion we can draw from this data however, as some investors also like to consider the spread in estimates when evaluating analyst price targets. There are some variant perceptions on NTPC Green Energy, with the most bullish analyst valuing it at ₹120 and the most bearish at ₹75.00 per share. There are definitely some different views on the stock, but the range of estimates is not wide enough as to imply that the situation is unforecastable, in our view.

One way to get more context on these forecasts is to look at how they compare to both past performance, and how other companies in the same industry are performing. The analysts are definitely expecting NTPC Green Energy's growth to accelerate, with the forecast 116% annualised growth to the end of 2026 ranking favourably alongside historical growth of 13% per annum over the past year. By contrast, our data suggests that other companies (with analyst coverage) in a similar industry are forecast to grow their revenue at 15% per year. Factoring in the forecast acceleration in revenue, it's pretty clear that NTPC Green Energy is expected to grow much faster than its industry.

The Bottom Line

The most important thing to take away is that the analysts downgraded their earnings per share estimates, showing that there has been a clear decline in sentiment following these results. Happily, they also upgraded their revenue estimates, and are forecasting them to grow faster than the wider industry. The consensus price target held steady at ₹100.00, with the latest estimates not enough to have an impact on their price targets.

Keeping that in mind, we still think that the longer term trajectory of the business is much more important for investors to consider. We have estimates - from multiple NTPC Green Energy analysts - going out to 2028, and you can see them free on our platform here.

Plus, you should also learn about the 1 warning sign we've spotted with NTPC Green Energy .

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.