CESC LTD

The investor presentation for CESC Limited, dated September 2026, outlines the company's strategic direction and operational performance. CESC, an integrated utility with 4.9 million consumers across seven locations, reported FY26 consolidated revenue of ₹18,927 crore, a 9% YoY increase, with EBITDA at ₹4,707 crore and PAT at ₹1,618 crore, reflecting a 13% YoY growth in PAT. The company operates in distribution, generation, renewables, and manufacturing, with a focus on expanding renewable energy capacity to 10 GW. Key initiatives include backward integration into solar cell and module manufacturing, with a 3 GW capacity planned by 2027. CESC has acquired solar assets totaling 1,411 MWp, enhancing its renewable portfolio. The company emphasizes reducing T&D losses, improving operational efficiency, and leveraging privatization opportunities in the power sector. Strategic investments in distribution licenses, generation assets, and renewable projects are highlighted, alongside a strong financial position with ₹40 billion OCF in FY26. The presentation also notes a focus on digital transformation and customer engagement, supported by consistent dividend payouts and a long-term growth vision targeting double-digit PAT growth and RoE expansion.

The document emphasizes growth in revenue, EBITDA, and PAT, along with strategic expansions and operational improvements.