TORNTPOWER Q4 FY26 Guidance vs Delivery (TORNTPOWER Management Mirror)

Did TORNTPOWER's management deliver what it guided? Guidance vs actual performance and tone changes across recent earnings calls, as of the Q4 FY26 (Mar-2026 Qtr) concall.

Torrent Power Ltd (TORNTPOWER) Q4FY26 Management Mirror - Mar-2026 Qtr

Capital Expenditure & Investments

Management introduced a five-year INR 80,000 crore CapEx plan (INR 28,000 crore renewables, INR 26,000 crore coal, INR 14,000 crore pumped hydro, and INR 1,500-2,000 crore annual distribution run-rate) in the Mar'26 Qtr, while guiding that upcoming FY27 CapEx will exceed FY26 levels, building upon the accelerated execution noted in the Dec'25 Qtr. [Status: Initiated]

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