NTPC Share Price Live Updates: NTPC's Monthly Performance
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Mint
14 hours ago
- Mint
From HDFC Bank, TCS to Bajaj Finance— InCred Equities reveals its high-conviction ideas for July; do you own any?
Against the backdrop of mixed macroeconomic trends, tariff-related uncertainties, and stretched valuations in the Indian stock market, brokerage firm InCred Equities has revealed its top stock picks for July 2025. In its "high-conviction idea" report, InCred introduced NTPC with an additional recommendation. However, it removed Petronet LNG, Birla Corporation, and Ultratech Cement from the list. The brokerage firm pointed out that macroeconomic high-frequency data shows weak IIP growth, credit growth and investments. However, better-than-expected progress in monsoon rains is a key positive. "India received above-normal southwest monsoon rainfall in Jun 2025, with cumulative precipitation being 8.9 per cent higher than the long-period average (LPA). The pick-up in rain momentum helped the monsoon to cover the entire country nine days ahead of the normal date of coverage. This marked the earliest full coverage since 2020 and helped kharif crop sowing to rise by a strong 11 per cent year-on-year," InCred observed. On the other hand, the brokerage firm highlighted that the growth in India's industrial production moderated to a nine-month low of 1.2 per cent in May 2025. In the June quarter (Q1FY26), new investment proposals in India stood at just ₹ 4 lakh crore, a 70 per cent QoQ dip but a 38 per cent year-on-year growth on a low base, InCred said. HDFC Bank, TCS, Bajaj Finance, Maruti Suzuki, Axis Bank, NTPC, Bajaj Auto, Shriram Finance and Lupin are the nine largecap stocks InCred Equities has "add" recommendations. From the midcap space, InCred has 'add' recommendations on UPL, Concor and Ajanta Pharma. Similarly, Deepak Fertilisers, Clean Science and Technology, Ethos, Skipper, Thyrocare Technologies, Camlin Fine Sciences, TCPL Packaging and Globus Spirits are the seven smallcap stocks which InCred Equities recommend adding. Read all market-related news here Read more stories by Nishant Kumar Disclaimer: This story is for educational purposes only. The views and recommendations expressed are those of individual analysts or broking firms, not Mint. We advise investors to consult with certified experts before making any investment decisions, as market conditions can change rapidly and circumstances may vary.
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Business Standard
15 hours ago
- Business Standard
Early monsoon may dent power cos earnings in near-term, say analysts
Above normal rainfall in summer months may have a bearing on the earnings of power-related companies in the near-term, cautioned analysts at SBI Capital. In a recent report, the brokerage pointed out that energy supplied slipped around 1.5 per cent year-on-year (Y-o-Y) in the April to June quarter of the current financial year (Q1FY26), the first decline seen in Q1 since FY16 (barring Covid-19 impacted FY21). This, the report added, was on the back of 60 per cent days in Q1FY26 seeing above normal rainfall, dipping the mercury. Conversely, there were only 12 days in which both maximum temperature and humidity were above normal levels. With this, peak power demand in May 2025 cooled off significantly to 231 gigawatts (GW) - off from the previous high of 250 GW hit in May 2024 (down 7.5 per cent Y-o-Y) "These trends point towards the halo of cooling requirement on power demand, which is only set to grow in the future. Given the volatile nature of weather-driven demand, this could pressure the financials of high-cost players in lean years, with them having to opportunistically play the merchant market during peak times to salvage their returns on equity (RoEs)," SBI Capital said. On the bourses, shares of companies involved in power generation have witnessed a mixed performance in Q1FY26. For instance, NTPC shares have declined over 6.4 per cent during the same period. JSW energy and Torrent Power have witnessed a similar downward trajectory, with stocks touching all-time low levels earlier this year, before erasing those losses due to the broader market revival. By comparison, the BSE Sensex index has jumped by nearly 8 per cent during the period, while the BSE Power index has underperformed the benchmark, rising by 5.2 per cent. Going ahead, analysts believe changes in weather can impact cooling demand greatly in the future. This means that volatility in power demand is set to increase, posing a challenge to both power generation and distribution companies in accurately forecasting the same and ensuring projects remain viable through lean periods. "Although the overall outlook for the power sector remains optimistic, supported by rising demand and sectoral tailwinds, the near-term outlook might witness pressure due to uneven weather conditions," concurred Kranthi Bathini, director of equity strategy at WealthMills Securities. As a strategy, he suggests investors take a buy-on-dips approach while the near-term headwinds play out. For the long-term outlook, investors might look to switch to an accumulate stance. The industry consolidation period is likely to wind down in the coming quarters, he said. Long-term plays That said, from a long-term perspective, analysts remain optimistic about the power sector's outlook, backed by structural tailwinds like rising power demand from data centre buildouts in the AI space. "Near-term headwinds might prove temporary, as several strong stocks have shown fresh breakouts on the charts after a period of consolidation. Plus, foreign institutional investors (FIIs) have also increased their holdings in power stocks, signalling a prospective rebound," said Ravi Singh, senior vice president for Retail research, Religare Broking. "The longer-term outlook looks quite bullish to me," he added. Notably, the International Energy Agency's (IEA) Global Electricity Outlook 2025 report said that India's electricity demand is projected to grow at an average annual rate of 6.3 per cent over the next three years, stronger than the 2015-2024 average growth rate of 5 per cent. Rating agency Icra, meanwhile, anticipates India's overall energy demand to rise by 6-6.5 per cent over the next five years, driven by the demand from rising adoption of electric vehicles (EVs), green hydrogen (GH), and the increase in data centre capacity. "These three segments are expected to contribute to 20–25 per cent of the incremental demand over the next five-year period from FY26 to FY30," the agency said.
Hans India
17 hours ago
- Hans India
NTPC launches Girl Empowerment Mission
Kokrajhar (Assam): The country's largest power producer NTPC on Thursday said it has rolled out a month-long empowerment programme for underprivileged girls in Assam to train 40 minors in different skills. The programme -- Girl Empowerment Mission (GEM) -- is being conducted by the state-run power major across the country since 2018 and its Bongaigaon plant has started the fourth edition of the initiative in Kokrajhar district of Assam. 'Scheduled from 1st July to 30th July 2025, GEM 2025 will offer a life-transforming experience through structured learning modules, creative activities and a strong focus on the physical, mental and emotional well-being of the participants,' the company said in a statement. A total of 40 girls from 12 nearby schools have been selected for this year's programme. Currently in its fourth year, the GEM initiative focuses on the holistic development of rural girls.
