🇮🇳 NHPC Outlook 2030–2040: The Rise of India’s Hydropower Titan
NHPC Ltd. , India’s largest hydropower PSU, is undergoing a significant transformation. As the government intensifies focus on Indus Waters Treaty (IWT) utilization , clean energy, and water security, NHPC stands at the center of a historic opportunity. With the RBI potentially signaling a 50 bps repo rate cut , borrowing costs are poised to fall—offering a golden runway for long-gestation infra companies like NHPC. 🔍 Current Snapshot (2025) Installed capacity : 8,140 MW (hydro + solar + wind) Projects under construction : 9,897 MW Projects under clearance + survey : ~28 GW in pipeline Market cap : ₹90,000+ crore Current stock price : ₹85.14 (as of June 2025) Dividend payout : ~62% of PAT | ₹1.91 per share PAT FY25 : ₹3,084 crore | EBITDA Margin: 58% Profit per MW : ₹56 lakh | Return on Net Worth: ~8.04% 📉 Repo Rate Cut: Why It Matters A 50 basis point repo cut by the RBI significantly lowers the cost of capital for infra firms like NHPC: 🏗️ Hydro ...