• Trading opportunity: NTPC sees stronger opportunities amid rising power prices, but says little power remains available in the market because most is tied up.
• Coal supply: NTPC has captive mines and one commercial mine under development; management said growth in mining has helped ease the crisis.
• Trading target: NTPC traded over 46 billion units in FY26 and hopes to reach “55 or so” in FY27.
• Peak-hour supply: The shortage is mainly during peak hours, while NTPC is surplus during the daytime. It is arranging unsold or untied power for buyers and says storage is key to addressing the gap.
• Storage plans: Management called the shortage temporary and said storage needs to be developed aggressively, despite global and supply-chain issues. NVVN is mandated to do 3,000 MWh, with up to 1,000 MWh possible this year.