How Is CESC Planning for Strong Growth Through Renewables?
About CESC
CESC Ltd. is a leading power generation and distribution company in India, with a focus on traditional thermal power as well as renewable energy. The company is investing heavily in solar and other green energy sources while continuing to optimize its distribution network, aiming for sustainable growth and long-term operational efficiency.
- Vision 2030 – Targeting 15% PAT CAGR.
- Strategic Focus – Renewables and distribution expansion emphasized.
- Renewable Capex – ₹3,000 cr investment planned for a 3 GW solar cell & module plant for captive use.
- Growth Targets – Renewable capacity of 3.2 GW by FY29E and 10 GW by FY32E.
- Capex Guidance – Over ₹30,000 cr in the next five years.
- Management Guidance – 15% PAT CAGR over FY25–30.
- Antique Estimates – More conservative at 11% PAT CAGR FY25–28E, factoring slower Malegaon turnaround and moderate renewable contribution.
- Potential Catalysts – Wins in upcoming UP discom tenders and PPAs for renewable assets.
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Investor Takeaway
CESC’s long-term growth strategy is anchored on renewable expansion and robust capex plans. While Antique takes a slightly conservative PAT CAGR view, upcoming renewable projects and discom wins could act as significant catalysts for future growth. Investors seeking exposure to green energy initiatives may find this positioning attractive.
SEBI Disclaimer: The information provided in this post is for informational purposes only and should not be construed as investment advice. Readers must perform their own due diligence and consult a registered investment advisor before making any investment decisions. The views expressed are general in nature and may not suit individual investment objectives or financial situations.
