Investor Presentation

Ref. No.:01/ FA/ISD/Compliance/2026-27 Dated: 27.07.2026 Listing Department Corporate Relationship Department, National Stock Exchange of India Limited BSE Limited, Rotunda Building, ‘Exchange Plaza’, C-1, Block G, P J Towers, Dalal Street, Fort, Mumbai - 400 001. Bandra Kurla Complex, Bandra (E), Mumbai - 400 051. Scrip Code – 532555 Scrip Code - NTPC Sub: Investor Presentation In terms of Regulation 30 of SEBI (LODR) Regulations, 2015, we hereby submit the Investor Presentation proposed to be made at the 22nd Annual Analysts and Institutional Investors Meet of NTPC Limited on 27th July 2026. Copy of the presentation is also available on the company website and can be assessed through the following link. https://ntpc.co.in/investors/confrence-call-analyst-meet-investors/annual-analysts-institutional-investors-meet Yours faithfully, (Ajay Garg) AGM (Finance) Investor Relations Department Analysts and Institutional Investors Meet tr.rllafllll Presentation Outline NTPC Indian Economy Company Overview Ene1rgy Transition with &Sectoral Outlook Accelerated Growth 01 03 New Frontiers Operational Excellence Financial Performance 04 05 06 Indian Economy & Sectoral Outlook tr.rllafllll NTPC Fastest Growing Maior Economy 1 llal l'ndia 6.4% 2 China 4.6% India GDP Growth 3 ~ Brazil 2.4% 2025 (Est) - 6.20/o 4 • United States 2.3% 2025 (Act) - 7.7°/o 5 Canada 1.1% 6 tl.Jnitedl Kingdom 1.0% 2026 (Est) - 6.4% 7 Germany 0.7% 2027 (Est) - 6.7% 8 France 0.6% 9 I Japan 0.6% 10 1taly ,0,5% India leads all G7 members and BRICS peers on 2026 growth, projected at 6.4o/o - more than 1.4x China's 4.6°/o and - 3x the 2.3°/o pace of the United States and Brazil, against a global growth backdrop ·Of 2.4%. Source : IMF Wo rld Economic Outlook Update- July 26 and Apr 25 tr.rllafllll NTPC • Viksit Bharat @2047, Net Zero by 2070 Net Zero Scenario India's GDP I I I I Non Fossil (Mix) 2026 2050 2070 I > > 2070 Capacity 98°/o 2047 ...- ~ 11111111111 2025 75 > > Generation 78°/o 100°/o 30 - 4.2 Trillion L.:.J Trillion Trillion Cumulative Power Investment • Sector by 2070 Share tr.rllafllll Indian Power Sector NTPC Installed Capacity Rising at Record Pace, Led by Renewables 549GW 297 GW (incl 237 GW RE) 162 GW Total installed capacity, June 2026 Non-Fossil Fuel Source Solar capacity, June 2026 + 13% YoY (from 485 GW) +22% Yo Y (from 243 GW) +40% YoY (from 116 GW) Total Installed Capacity Trend (GW) Non Fossil Capacity Mix, June 2026 (o/o) • Solar 550 • Wind 500 • Bio-power & 297GW • Small Hydro • Hydro FY22 FY23 FY24 FY25 June 26 • Nuclear Source: Data from Centro/ Electricity uthorlty & National Power Portal tr.rllafllll NTPC Strong Growth in Power Consumption Increasing Per capita Consumption Proiected Electricity req1uirement & Peak Load (kWh/Year) of India - -----------------------------, 13,000 I ----------------------~ Projections* I 1,200 I Projections* I 10,000 6,400 3,900 1,460 13,000 World United FY 25 ' FY 50 FY70 8,100 average (20251 States (2025) I~ -----------------------~I 1,708 FY 26 FY 50 FY 70 :I India's per-capita electricity is roughly a third of the world L------------------------------~ average and a tenth of the US level - pointing to substantial (Bn units) Peak Demand (in GW) structural demand growth ahead as incomes and industrialization rise. Both peak load demand and electricity requirement are expected to rise at a healthy pace •scenarios Towards Viksit Bharat and Net Zero: An Overview report by NIU Aoyog cr.,lllflffl NTPC Company Overview tr.rllafllll NTPC NTPC - Vision, Mission and Core Values VISION MISSION To be the world's Provide reliable power and energy transition solutions in Leading Power Company, an economical, efficient and environment-friendly accelerating India's Growth & Energy Transition manner, driven by innovation and agility CORE VALUES Integrity Customer Focus Mutual Respect Innovation & Total Quality & & Agility & Trust Learning Safety tr.rllafllll NTPC at Glance NTPC Largest Power • Operational capacity of over 90 GW • Consistent lead over All India in PLF Operational Generator in • - 24% share in electricity with - 17% Excellence • High Availability coupled with India Efficiency share in capacity • Highest Group Profit of ~27,546 Accelerated Setting New crore in FY 26 • 9.6 GW added in FY26 Growth in Records • Highest Group Capex of ~55,986 Capacity • 35.7 GW under construction crore in FY 26 • ESG Strategy - Clearly defined KPls Consistent Commitment • 12 GW of Operational RE Capacity & targets Improvement in on RE Front • Visible pipeline of -30GW • Consistently progressing on all I ESG • Target of 60GW (FY32) 136GW (FY37) defined KPls tr.rllafllll NTPC Overview - Operation and Under Construction Capacity (GW) ~ ======;:=====;::==::::::;:::::::=====:------:---------- Under Mode O·peration Portfolio Under Operation-90.9 GW Portfolio Capacity-126.61 MW Construction Cool 54.75 12.52 67.27 Wind Wind 5.74% Ga, 0.98% Gas 5.14% Gas 4.02 0.00 4.02 7.16% Hydro 0.81 0.81 1.62 Hydro Solar 1.42 0.07 1.48 4.13% NTPC Standalone 60.99 13.40 74.39 Coal Solar Subsidiaries 74.10% 12.52% Cool 3.92 0.80 4.72 Gas 2.49 0.00 2.49 Coal 65.62% Hydro 2.95 2.77 5.72 PSP 1.00 0.00 1.00 Solar 7.17 8.96 16.13 Maintaining Energy Leadership Wind 0.36 4.90 5.26 Share of Electricity Generated NTPC (Subsidiaries) 17.89 17.43 35.32 Share of Installed Capacity (as on 31 March, 2026) (during FY26) Joint Ventures (JV) Cool 8.69 2.40 11.09 Solar 2.79 1.00 3.79 Wind 0.53 1.47 2.01 NTPC (JV) 12.02 4.87 16.89 NTPC (JV & Subsidiaries) 29.91 22.31 52.22 NTPC Grand Total 90.90 35.70 126.61.. ... tr.rllafllll NTPC Group Coal Mining Profile NTPC Capacity Coal Block Status (MMTPA) Pakri-Barwadih 22 Operational since Jon' 17. Dulongo 7 Operational since Sep' 1 8 CB Pakri Barwadih Talaipalli 25 Operational since Nov' 1 9 9 9 9 Kerandari Chatti-Bariotu (CB) 7 Operational since Sep'22 Amella9 Amelio (THDC) 6 Operational since Feb'23 THDC N Dadu9,9 Badam 9 Jhorkhand Kerandari 6 Operational since Apr'23 Madhya Prode,h Banhardih Bodom 3 Under development Talaipalli 9 Bonhordih (PVUNL) 12 Under development Dulanga Chattlsgarh North Dhadu (East) 4 Under Development Odisho Total 92 Transfer of Coal Mining Business to NTPC Mining Ltd completed on 01 '1 April 2026 Captive Coal Production (MMT) 48.7 45.9 35.6 Coal Production FY26 23.5 4 8 •6 6 MMT (lnc/ud/ngCoa/ production from mines under development) 14.2 tr.rllafllll NTPC - Global Investment Proiects NTPC ...2 Bangladesh: BIFPCL (A 50:50 JV of NTPC and BPDB) =C>: aCi) O • 1320 MW Thermal Power Project is operational since 2022.(G2G framework) • 2 x 660 MW coal-based project with USD 2 Bn investment BIFPCL 2x660 MW Thermal Power Plant, Bangladesh i Sri Lanka: TPCL (A 50:50 JV of NTPC and EGL) => ~ • 50 MW +70 MW Solar Power Project (G2G framework) o • Expected Commissioning in FY28. • Estimated Project Investment - USD 43 Mn in phase-I. 120 MW Solar Project in Sri Lanka Mauritius: NMEL (A Wholly Owned Subsidiary) "'O C: C: C: => .2 • 15 MW Floating Solar PV with 12/48 MWhr BESS • Location : Tamarind Falll Reservoir, Mauritius • Estimated Project Cost (with BESS): - USD 30 Mn Tamarind Falls Reservoir, Consultancy: Services covering gamut of Power Sector Mauritius • PMC Contracts for 6.6 GW has been awarded to NTPC under International Solar Alliance (ISA) solar pork assignment. • Capacity building programmes had been conducted for >650 participants from 40 countries under ISA. tr.rlllflffl NTPC Energy Transition 'Nith Accelerated Gro'Nth tr.rllafllll Building a Sustainable Future NTPC Coal Mining Renewables & Nuclear Green H2 Solutions for EV Power trading Mobility Energy Waste to wealth CCU& By-products Consultancy International Business tr.rllafllll NTPC Portfolio Proiections Installed Capacity (GW) Generation (BUs) 5 GW 14 BU 5% 3% 91 GW 432 BU Jun-26 FY 26 19 BU 6GW 20 BU 4% 3% 150 GW 673 BU 2032 FY 32 1 GW 5 BU 11 GW 39 BU 4% 4% 136GW 250GW 943 BU 2037 54% FY 37 6GW 46 BU 3% So/o Thermal Hydro Nuclear • Renewables • Thermal [Showing first 8,000 characters — download PDF for full document]