CESC Ltd
CESC Q4 FY26: Revenue ₹4,096 Cr, PAT ₹459 Cr
Q4 FY26 investor presentation: what the company reported on revenue, margins and projects.
Based on CESC Ltd's Q4 FY26 investor presentation. The company has not published an earnings-call transcript for this quarter, so figures here are what the presentation reports, not management guidance.
The short version
Consolidated Revenue Q4 FY26: ₹4,096 Cr, up 4% YoY from ₹3,877 Cr in Q4 FY25. Quarter (Q4 FY26) Financials (Consolidated): - EBITDA: ₹1,274 Cr, up 15% YoY from ₹1,106 Cr (Q4 FY25) - PAT: ₹459 Cr, up 19% YoY from ₹386 Cr (Q4 FY25) - Operating margin (EBITDA margin): Not explicitly stated; can be approximated as EBITDA / Revenue from Operations (₹1,274 Cr / ₹4,096 Cr) ≈ 31.1% - Year-on-Year (YoY) Change: - Revenue grew 4% YoY to ₹4,096 Cr - EBITDA increased by 15% - PAT increased by 19% - Explicit Margin Outlook: - The presentation does not explicitly state any margin guidance or outlook.
From CESC Ltd's Q4 FY26 earnings-call transcript · updated 25 Sept 2026.
Revenue & Sales Performance
2 more points management made on revenue & sales performance
Profitability & Margins
See what CESC Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Solar Cell & Module Manufacturing Ecosystem
- Location: Greater Noida (100 acres allocated by UP Govt.)
- Capacity: 3 GW Solar Cell & Module
- Status: Technology selection and vendor finalization underway
- Timeline: Cell lines commissioning scheduled for 2027
- Robust renewable projects pipeline (total ~2,400 MW capacity)
- CESC Kolkata 300 MW Solar (Under commissioning, COD Q4 FY27)
- NPCL 300 MW Hybrid (PPA signed, COD Q4 FY27)
- SECI 300 MW Solar + BESS 600 MWh (LOA issued, COD Q1 FY29)
- REMCL 180 MW RTC + Solar + BESS 400 MW + 900 MWh BESS (PPA signed, COD Q2 FY29)
- SECI 250 MW Wind (PPA signed, COD Q1 FY29)
- CESC Kolkata 300 MW Hybrid (PPA signed, COD Q3 FY28)
2 more points management made on capital expenditure plans
Top-ranked in Power
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what CESC Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
CESC Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹4.1K Cr, net profit ₹459 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
Full financials →Continue your research
What CESC Ltd's management said in earlier quarters
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Frequently Asked Questions
What were CESC Ltd Q4 FY26 results?
Consolidated Revenue Q4 FY26: ₹4,096 Cr, up 4% YoY from ₹3,877 Cr in Q4 FY25. Quarter (Q4 FY26) Financials (Consolidated): - EBITDA: ₹1,274 Cr, up 15% YoY from ₹1,106 Cr (Q4 FY25) - PAT: ₹459 Cr, up 19% YoY from ₹386 Cr (Q4 FY25) - Operating margin (EBITDA margin): Not explicitly stated; can be approximated as EBITDA / Revenue from Operations (₹1,274 Cr / ₹4,096 Cr) ≈ 31.1% - Year-on-Year (YoY) Change: - Revenue grew 4% YoY to ₹4,096 Cr - EBITDA increased by 15% - PAT increased by 19% - Explicit Margin Outlook: - The presentation does not explicitly state any margin guidance or outlook.
What is CESC Ltd share price analysis?
CESC Ltd currently shows a neutral. The stock trades at a P/E of 12.1 with a market cap of ₹18,761 Cr. Investors should review the full earnings analysis for detailed insights.
Is CESC Ltd planning capital expenditure?
Solar Cell & Module Manufacturing Ecosystem - Location: Greater Noida (100 acres allocated by UP Govt.) - Capacity: 3 GW Solar Cell & Module - Status: Technology selection and vendor finalization underway - Timeline: Cell lines commissioning scheduled for 2027 - Robust renewable projects pipeline (total ~2,400 MW capacity) - CESC Kolkata 300 MW Solar (Under commissioning, COD Q4 FY27) - NPCL 300 MW Hybrid (PPA signed, COD Q4 FY27) - SECI 300 MW Solar + BESS 600 MWh (LOA issued, COD Q1 FY29) - REMCL 180 MW RTC + Solar + BESS 400 MW + 900 MWh BESS (PPA signed, COD Q2 FY29) - SECI 250 MW Wind (PPA signed, COD Q1 FY29) - CESC Kolkata 300 MW Hybrid (PPA signed, COD Q3 FY28) - Capital expenditure for renewable projects - Approx.
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This analysis is AI-generated based on publicly available earnings data and the company's investor presentation. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.