Energy generation (hydropower): approx. 90%
Other renewable energies: approx. 10%

Top 3 markets:

1. India: approx. 85%
2. Nepal: approx. 10%
3. Bhutan: approx. 5%

NHPC Limited is mainly active in the field of energy generation, with a focus on hydropower. The majority of revenues are generated in India, as the company operates its main power plants there. Nepal and Bhutan are also important markets, as NHPC operates or supports energy generation projects in these countries.

Production Sites: India

NHPC Limited is a leading company in the field of hydropower in India. The company operates several hydropower plants in various states of India, including Himachal Pradesh, Uttarakhand, Jammu & Kashmir, Arunachal Pradesh, and other regions in the northeastern part of the country.

NHPC is known for its projects in mountainous and water-rich areas, which are ideal for hydropower generation. The company focuses on the development and operation of hydropower plants to contribute to India's sustainable energy supply.

Renewable Energy Projects: Expansion of solar and wind power capacities

International Expansion: Accessing new markets in neighboring countries

Technological Innovation: Investments in modern hydropower technologies

NHPC Limited is pursuing a growth strategy that heavily focuses on expanding renewable energies. The company plans to significantly increase its capacities in the solar and wind energy sectors to reduce dependence on traditional hydropower projects and respond to the growing demand for green energy.

In addition, NHPC aims for international expansion, particularly in South Asian markets. This includes developing new projects in neighboring countries to benefit from geographical proximity and existing relationships.

Another focus is on technological innovation. NHPC is investing in the modernization of existing hydropower plants and the development of new technologies to enhance the efficiency and sustainability of its projects. These measures are intended to position the company strongly for future growth.

Main Imported Raw Materials: Turbine components, electrical equipment

Countries of Origin: China, Germany, USA

NHPC Limited, a leading company in the field of hydropower in India, mainly imports turbine components and electrical equipment necessary for the construction and operation of hydropower plants. These materials are crucial for the efficiency and reliability of the power plants.

China is one of the main suppliers as it offers cost-effective and high-quality components. Germany and the USA are also important partners, especially for specialized technical equipment and technologies needed in the hydropower industry. These countries are known for their advanced technologies and quality standards, which are important for NHPC to successfully implement their projects.

Market share in the hydropower sector in India: Approximately 15% (2024)
Installed capacity: 7,071 MW (2024)
Planned capacity expansion: 5,000 MW by 2030

NHPC Limited has a significant competitive advantage in the Indian hydropower sector. With a market share of around 15%, the company is one of the leading providers in this area. The installed capacity of 7,071 MW underscores its strong position in the market.

The company plans to expand its capacity by an additional 5,000 MW by 2030. This expansion is expected to further strengthen its market position and increase competitiveness. NHPC also benefits from government support and a strategic focus on renewable energy, which is advantageous in the current global energy transition.

Institutional Investor Share: approx. 70% (2025, estimated)

Insider Buys/Sells: No significant transactions reported (2025, estimated)

NHPC Limited has a high institutional investor share, indicating the trust of large investors in the stability and growth potential of the company. Such investors typically include pension funds, investment funds, and other institutional investors.

Regarding insider transactions, no significant buys or sells were reported in 2025, which could suggest a stable assessment of the company's value by management and other insiders. This may also indicate that management does not expect short-term changes in the company's value.

Market share of NHPC Limited: Approximately 10% (2025, based on market analysis and historical data)

Top competitors and their market shares:

1. NTPC Limited: 25%
2. Tata Power Company Limited: 15%
3. Adani Power Limited: 12%
4. NHPC Limited: 10%
5. Power Grid Corporation of India Limited: 8%
6. JSW Energy Limited: 6%
7. Reliance Power Limited: 5%
8. SJVN Limited: 4%
9. Torrent Power Limited: 3%
10. CESC Limited: 2%

Moat of NHPC Limited:

NHPC Limited has a moderate moat, mainly attributed to its specialization in hydropower and support from the Indian government. Access to strategically important water resources and experience in the construction and operation of hydropower plants provide NHPC with a certain competitive advantage.

However, compared to its competitors, NHPC has a less diversified energy mix, limiting its flexibility compared to companies like NTPC Limited and Tata Power Company Limited. These companies have a broader energy mix, including renewable energy and fossil fuels, giving them a stronger moat in terms of market flexibility and risk management.

In summary, NHPC Limited has a specific advantage in hydropower, but the diversified strategies of its competitors could potentially create a stronger moat in the long run.

Revenue Growth: 8.5% (2024) Profit Growth: 10.2% (2024) Renewable Energy Projects: 5 new projects planned (2025)

NHPC Limited recorded solid revenue growth of 8.5% in 2024, accompanied by a profit growth of 10.2%. These positive financial indicators point to a healthy business development, supported by the expansion of existing projects and the commissioning of new facilities.

The company plans to expand its capacities in the field of renewable energies, with five new projects in the pipeline by 2025. This strategic focus on sustainable energy sources could lead to a stable source of income in the long term and reduce the risk of market volatility.

In addition, NHPC benefits from government subsidies and initiatives to promote renewable energies in India, further enhancing future growth prospects. Given these factors, NHPC Limited could be an attractive investment opportunity for investors focusing on sustainable energy and long-term growth.

Dividend Yield: 4.5% (estimated for 2025)
Dividend History: Continuous payout over the last 5 years

NHPC Limited has regularly distributed dividends to its shareholders in recent years. The estimated dividend yield for the year 2025 is around 4.5%, which can be considered attractive compared to other companies in the energy sector.

The reliability of dividend payments is supported by the company's stable financial performance and its strong position in the hydropower sector. Historically, NHPC Limited has continuously paid dividends over the past five years, indicating a solid dividend policy.