CESC Investor Presentation: FY26 PAT at ₹1,618 Cr, Up 13%; Targets 10GW RE Capacity
CESC Limited reported FY26 consolidated PAT of ₹1,618 crore, up 13% YoY, with revenue at ₹18,927 crore and EBITDA at ₹4,707 crore. The company plans to double PAT by 2030 to ₹3,200 crore and expand ROE by 400 bps. CESC aims for 10 GW renewable energy capacity and is investing in solar manufacturing, with an acquisition expected by Oct 2026.
The announcement details significant financial performance improvements, a clear strategic direction towards renewable energy expansion, substantial future investments, and ambitious growth targets, which are highly material for investors.
The company reported strong year-on-year growth in PAT, revenue, and EBITDA, and has set ambitious targets for future growth in renewables and profitability.
CESC Limited has released its investor presentation for September 2026, highlighting a consolidated Profit After Tax (PAT) of ₹1,618 crore for FY26, marking a 13% year-on-year increase. The company's revenue grew by 9% to ₹18,927 crore, with EBITDA also rising by 9% to ₹4,707 crore.
The presentation outlines CESC's vision to transition towards a greener future and achieve sustainable growth. The company aims to double its PAT by 2030, targeting ₹3,200 crore, alongside a 400 basis points expansion in Return on Equity (ROE). This growth will be driven by increased capex in distribution circles, reduced transmission and distribution (T&D) losses, and improved performance in distribution franchisees.
CESC is strategically pivoting towards renewable energy, with a medium-term vision to achieve 10 GW of renewable energy capacity. The company currently has 4.8 GWp of contractual capacity and plans to invest significantly in solar and wind projects, alongside establishing a 3 GW integrated solar cell and module manufacturing ecosystem. An acquisition of an operating solar portfolio of 1,411 MWp is expected to be completed by October 31, 2026, accelerating its renewable energy journey.
In its distribution business, CESC serves 4.9 million consumers across seven geographies. The company has shown consistent improvement in T&D losses across its licensed areas and distribution franchisee operations. The generation business comprises thermal power plants with a capacity of 2,140 MW, supporting grid reliability. CESC is also focusing on digital customer engagement, with a high percentage of digital payments and revenue collection.
What to do with a filing like this
CESC Limited filed this with the NSE as a statutory disclosure, categorised under investor presentation. It is a primary document, not a recommendation, and the desk marks it high impact, which is the band that most often changes something.
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See the model portfoliosA plain-language summary of a public exchange filing by CESC Limited. Read the original for the full detail.