CESC Limited share price

NSE: CESC · ISIN INE486A01021

Key numbers

Market cap
₹ 18,539 Cr
Current price
₹ 139.86
52-week high / low
₹ 205 / 138
Stock P/E
11.9
Book value
₹ 94.5
Dividend yield
4.29%
ROCE
11.2%
ROE
12.6%
Debt to equity
1.73
Sales growth (3 yrs)
9.2%
Profit growth (3 yrs)
4.7%
1-year return
-16.3%

About CESC Limited

CESC Limited, an integrated electrical utility company, engages in the generation and distribution of electricity in India. It owns and operates two thermal power plants, including Budge Budge generating station with a generating capacity of 750 megawatts and Southern generating stations with a generating capacity of 135 megawatts; a 40-megawatt atmospheric fluidized bed combustion power plant in Asansol, West Bengal; a 300-megawatt solar project in Bhadla, Rajasthan; and a 450-megawatt hybrid project that consists of a 150-megawatt solar unit in Bikaner, Rajasthan and a 300-megawatt wind unit in Ananthapuram, Andhra Pradesh. The company serves domestic, industrial, commercial, government agencies, pumping stations, local bodies, schools etc. CESC Limited was founded in 1899 and is headquartered in Kolkata, India.

Quarterly results

Consolidated figures in ₹ crores

Mar 2025Jun 2025Dec 2025Mar 2026Jun 2026
Sales3,8775,2024,0054,0965,485
Operating profit1,4228641,2871,283895
Net profit374390285439402
EPS (₹)2.822.922.153.313.03

Investor presentation summary (2026-09-18)

AI summary of the presentation · tone: Positive · source document

Key numbers

  • FY25 → 2030 · PAT doubling trajectory & +400 bps ROE expansion
  • Renewable Generation capacity push - India targets to achieve 60% non-fossil capacity by 2035

Guidance & outlook

  • Regulatory tailwinds: RPO, VGF, TBCB, coal linkage & green corridors boost supply visibility
  • Track record— CESC's proven ability to compress losses (e.g. Kolkata 8.4%→6.11% over FY21 to FY26) makes it a preferred bidder for upcoming privatisations

Growth & demand

  • ~Rs. 9.15 tn transmission capex by 2032E, provides growth levers to power utilities players
  • ~97 GW coal pipeline: backing grid reliability amid rising demand & renewable intermittency

Margins & costs

  • Savings in fuel and power procurement cost to
  • Multiple entry pathways — Ability to successfully manage Full license like (Kolkata, NPCL, CPDL) and input-based DF (Maharashtra/Rajasthan) creates newdistribution business entry paths

Capex & expansion

  • Capacity vs Generation mix Renewable annual capacity addition (GW)
  • 90% capacity tied up with SECI

Peers in Utilities - Regulated Electric

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