NTPC Limited
NTPC Limited is an Indian state-owned company (a Maharatna public sector undertaking under India's Ministry of Power) and the country's largest power generation utility, with over 90 GW of installed capacity across coal, gas, hydro, nuclear, solar, and wind plants. It also engages in related activities including coal mining, power trading, and consultancy.www.ntpc.co.in
44
MENTIONS
13
EPISODES
11
PODCASTS
Search complete. 44 mentions across 13 episodes found for "NTPC Limited".
Sep 15, 2026
Swanand KelkarGUEST
Let's say 15% ROE में typically क्या होता है ना आपको सिर्फ discovered companies मिलेंगी या आपको companies मिलेंगी in consumer staple space.
Swanand KelkarGUEST
Uh, और आपको company मिलेगी, uh, maybe in, uh, healthcare जिसका ROE profile होता है which is more like 15% or you may find a utility, uh, like an NTPC or something of that sort which makes that kind of ROE.
Swanand KelkarGUEST
But what about changes in ROEs, right? A lot of money is made when you are able to catch the upward inflection in an ROE.
Swanand KelkarGUEST
कि cycle change हो रहा है, कुछ तो बदल रहा है। Classic cases are our friends SK Hynix and Samsung.
Govindraj EthirajHOST
The government's thirty-seven thousand crore scheme to promote coal and lignite gasification has received seven applications in its first bidding round, with Adani Enterprises submitting bids for three projects aimed at producing urea, according to the Ministry of Coal, which issued a statement last week.
Govindraj EthirajHOST
The other applicants include NTPC, Talcher Fertilisers and companies Gallant Ispat and Sham Sel & Power.
Govindraj EthirajHOST
The state-owned NTPC has proposed a synthetic natural gas project, while Gallant Ispat has applied for a project to produce direct reduced iron, or DRI, and syngas.
Govindraj EthirajHOST
And the response comes after there were several reports flagging concerns over the ability of this gasification program to attract bidders.
Govindraj EthirajHOST
And the government has said that the seven applications represented a vote of confidence in the scheme and in India's coal gasification mission.
Justin HuhnHOST
And it does look like they are going to make it happen.
Justin HuhnHOST
NTPC, which is the state-owned operator of nuclear power plants in India, they operate the majority of their power plants.
Justin HuhnHOST
They alone are targeting 30 gigawatts.
Justin HuhnHOST
In 2025, the Shanti Act in India, this removed supplier liability.
Justin HuhnHOST
fully opening the Indian market to outside vendors and private companies.
Justin HuhnHOST
And that's a big shift in India, which means they are changing this law that made it so much more difficult to do business there to the point where now we're seeing foreign entities interested in participating in the nuclear build-out in India, which is very good.
Justin HuhnHOST
Just a couple months ago, NTPC has tendered consultants to build a global RFP for uranium mine acquisition.
Justin HuhnHOST
So this is something that...
AksharaHOST
Maintenance may require floating walkways, boats, and even human divers.
AksharaHOST
NTPC's 100 megawatt Ramagundam project, for instance, was divided into 40 floating blocks, and each block contained 11,200 modules, along with an inverter, transformer, and high-voltage breaker mounted on a floating platform.
AksharaHOST
Floating solar places a familiar power plant on a much more difficult surface, and the complications can be serious, ranging across humidity, corrosion, electrical hazards, and the constant movement of the floating structure that makes these problems much harder than usual.
AksharaHOST
So why bother putting solar on water at all? That requires thinking of a standard solar project as a land acquisition problem first.
AksharaHOST
Hydropower reservoirs, power station reservoirs, and industrial cooling ponds may already sit beside substations, transmission lines, and trained staff.
AksharaHOST
And Ramagundam is a good example.
AksharaHOST
Its 100 megawatt floating project was built on NTPC's own reservoir and connected to the plant's existing switchyard.
AksharaHOST
And NTPC followed a similar playbook elsewhere.
speaker_1UNKNOWN
Importantly, around ninety-eight percent of these procurements are expected to be sourced from Indian industry, providing a strong boost to domestic defense manufacturers.
speaker_1UNKNOWN
Meanwhile, the government's thirty-seven thousand five hundred crore coal gasification scheme has attracted applications from major players, including Adani Enterprises, NTPC, and Talcher Fertilizers.
speaker_1UNKNOWN
Adani Enterprises has alone submitted three proposals for urea projects.
speaker_1UNKNOWN
Thank you.
The Tanmay Edge | India's pre-market edge, every trading day.
Aug 28 · 1 Mention
Tanmay KurtkotiHOST
Sun Pharma point seventy-three against down point zero three.
Tanmay KurtkotiHOST
NTPC, ITC, Bajaj Finance, Adani Port, all half a percent or more apart.
Tanmay KurtkotiHOST
So what is the lesson in plain language? A closing auction session was brought in to make the close harder to push around and for deep liquid part of the market.
Tanmay KurtkotiHOST
It does exactly that.
Rohit ChandraGUEST
Uh, whereas many other states weren't.
Rohit ChandraGUEST
And so that's what actually pushed the formation of NTPC and Coal India in the 1970s, which we'll get to in a little bit.
Rohit ChandraGUEST
But I think at that time, uh, coal was the cheap domestic resource, and we were trying to find uses for it.
Rohit ChandraGUEST
Power was one of many uses rather than the primary use.
9 MINS LATER
PranavHOST
But you wrote about NCDC, not to be confused with the modern NCDC, but yeah, the coal NCDC, right, which was the primary PSU leading coal efforts in India in the 1960s.
PranavHOST
But your PhD thesis shows that their power was extremely limited because even in their, at their peak, they had fifteen, twenty percent market share, while the rest eighty percent was just split across various people, private, uh, private players like Tata, obviously the British managing agencies that you've talked about.
PranavHOST
How much of that was because of, you know, history and us inheriting whatever capacity we had, and how much of that was because of bureaucratic integration from elsewhere, like you said, right? Because you've also talked about the presence of railways, BHEL, NTPC, of course, much later on.
PranavHOST
But how much, how much would you attribute to history, and how much would you attribute to infighting among other parts of bureaucracy that were involved in the coal business?
AksharaHOST
So last month, Indian Railways launched its first domestically built hydrogen-powered passenger train on the Jind-Sonipat route in Haryana.
AksharaHOST
Meanwhile, Concord Control Systems has a rupees 47 crore contract with NTPC to convert an existing diesel locomotive into a 3,100 HP hydrogen fuel cell hybrid locomotive at its Sipet power plant in Chhattisgarh.
AksharaHOST
Now, the two projects could help answer a much bigger question, where does hydrogen actually fit into India's railway system? After all, almost the entire broad gauge railway network is already electrified, and hydrogen isn't likely to replace our wired electric trains anytime soon.
AksharaHOST
So where does this ambition stand? See, the Haryana train is, for now, a pilot program to test how hydrogen propulsion, refueling, and maintenance work under Indian conditions before deciding where else to use the technology.
AksharaHOST
Now, for green hydrogen, electricity is first used to make hydrogen, and it then has to be compressed, stored, and put into the train where it's converted back into electricity.
AksharaHOST
That's a lot of extra steps when an electric train can simply take electricity directly from the wire.
AksharaHOST
NTPC's project shows where hydrogen could be more useful.
AksharaHOST
So its locomotive is being developed to haul coal within NTPC Sipet operations and industrial sites such as mines, ports, steel plants, and power plants can have their own railway systems where diesel locomotives are still used and installing overhead wires may not always make sense.
Ankit SaraiyaGUEST
We started with very first power plant that was built in India by National Thermal Power Corporation at Shaktinagar.
Ankit SaraiyaGUEST
Today, National Thermal Power Corporation is a central public sector utility in India.
Ankit SaraiyaGUEST
owning almost 80 000 megawatt of power generating stations and since our association with them from the very first project at shakti nadal uh we've been part of developing almost 50 of the power generating capacity as an epc services uh in one project or the other and then going on we went on to serve Power Grid Corporation of India Limited, which is again a central public sector utility, which develops and operates the entire transmission grid in India.
Ankit SaraiyaGUEST
Today, Power Grid owns 280 odd substations.
Ankit SaraiyaGUEST
Almost 180 have been developed by Technoelectric and Engineering Company Limited on greenfield basis.
3 more episodes mention NTPC Limited.
Create an account to see the whole feed, search across every transcript, and follow the entities you care about.