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CESC (CESC) investor relations material
CESC Q4 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Audited standalone and consolidated financial results for Q4 and FY26 were approved, with unmodified audit opinions issued by statutory auditors.
Continuation of Mr. Paras Kumar Chowdhary as Non-Executive/Independent Director was approved, subject to shareholder approval.
Financial highlights
Standalone revenue from operations for FY26 was ₹9,732 crore, up from ₹9,584 crore in FY25; net profit after tax was ₹852 crore, up from ₹800 crore.
Consolidated revenue from operations for FY26 was ₹18,570 crore, up from ₹17,001 crore in FY25; consolidated net profit after tax was ₹1,618 crore, up from ₹1,429 crore.
Standalone EPS for FY26 was ₹6.43 (FY25: ₹6.03); consolidated EPS for FY26 was ₹11.63 (FY25: ₹10.33).
Regulatory income (net) for FY26 was ₹535 crore standalone and ₹903 crore consolidated.
Outlook and guidance
Regulatory and tariff-related matters remain under appeal, with management confident of favorable outcomes.
The company continues to monitor regulatory changes, including new labor codes effective November 2025, with a ₹5 crore impact recognized in standalone and ₹35 crore in consolidated results.
- Q3 FY26 saw revenue and profit growth, stable ratios, and ongoing regulatory adjustments.CESC
Q3 25/266 Feb 2026 - Strong revenue and profit growth, interim dividend declared, and major acquisition completed.CESC
Q2 25/2617 Oct 2025 - Doubling PAT by 2030 with 10 GW renewables, digitalization, and major distribution expansion.CESC
RPSG Investor Day 2025 Presentation8 Sep 2025 - Revenue and profit rose year-over-year, driven by regulatory income and operational growth.CESC
Q1 24/2526 Aug 2025 - Revenue and profit rose year-over-year, with stable ratios and ongoing regulatory appeals.CESC
Q2 24/2526 Aug 2025 - Revenue and profit rose year-over-year, with regulatory and legal risks under review.CESC
Q3 24/2526 Aug 2025 - FY25 saw revenue growth, stable profits, and expansion via acquisition, amid regulatory changes.CESC
Q4 24/2526 Aug 2025 - Revenue and profit growth sustained, with regulatory adjustments and a key acquisition completed.CESC
Q1 25/2626 Aug 2025
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