Power Grid Corporation

POWERGRID · NSE · Mega Cap

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Transmission & Grid·Listed·Directness 55/100

Power Grid Corporation

National transmission monopoly; renewable evacuation capex super-cycle. ₹4.9 L Cr transmission capex through FY32 per NEP.

Transmission & Grid
Sell / Avoid
Last price
311.00
52W: ₹250 – ₹325
-4.3% from 52W high
Mkt Cap
₹2.89 L Cr
P/E
18.6x
EV/EBITDA
10.8x
ROCE
12.8%
ROE
17.0%
Book Value
₹106.0
Promoter
51.3%
Real financial data sourced from Screener.in · annual + quarterly statements below

Scoring breakdown

SageOne-style fundamental · TQ-100 technical · solar overlays

A
Fundamental (30%)
49
Valuation (20%)
83
Technical (20%)
77
Solar exposure (10%)
55
Policy beneficiary (7.5%)
92
Project pipeline (5%)
95
Governance safety (7.5%)
80

52-week position

Real snapshot from Screener

250Current: ₹311325
P/E
18.6x
P/B
2.9x
Div Yield
2.90%

Investment thesis

One-liner · bull · bear · monitorables

One-liner. Power Grid Corporation: renewable evacuation super-cycle + grid modernization order book provide multi-year visibility.

Bull case

Bull case for Power Grid Corporation: continued capacity ramp at attractive unit economics, supportive policy (PLI / ALMM / RPO / open access), benign module + commodity cycle, healthy receivable conversion, and re-rating from current valuation as execution beats consensus.

Bear case

Bear case for Power Grid Corporation: module/tariff price crash, working-capital blowout from DISCOM receivables, leverage spiking past 4x net-debt/EBITDA, ALMM/PLI delays, Chinese dumping, and de-rating to historical median multiples on growth disappointment.

Key monitorables
  • 01Quarterly capacity commissioned vs guidance
  • 02Receivable days from DISCOMs and large customers
  • 03Net debt / EBITDA trajectory
  • 04Order book to revenue cover

Solar exposure

Directness · policy linkage · BOM

Primary segmentTransmission & Grid
Directness55/100
ALMM eligible
PLI beneficiary
Imported BOM

Valuation snapshot

Multiple methods · solar-specific multiples

MethodValueHist %ile
P/E (TTM)18.6x
Forward P/E
EV/EBITDA10.8x
EV/Sales9.2x
P/B2.9x
FCF Yield4.4%

Project pipeline

2 tracked projects

Maharashtra HVDC Link
Maharashtra · Transmission
Awarded
6,000 MW· ₹28.00K Cr· COD FY28
Leh-Kaithal HVDC
Ladakh · Transmission
Awarded
13,000 MW· ₹21.00K Cr· COD FY29

Financials

Source: Screener.in (consolidated) · ticker POWERGRID · last updated 2026-05-11

Open on Screener.in
Market Cap
₹2.89 L Cr
Price
₹311.00
Stock P/E
18.6x
Book Value
₹106.0
ROCE
12.8%
ROE
17.0%
Div Yield
2.90%
52W Range
₹250 – ₹325

Ratio analysis (derived from statements)

Growth · profitability · returns · leverage · cash flow · valuation

Growth
Sales 1Y-0.1%
Sales 3Y CAGR3.2%
Sales 5Y CAGR3.7%
PAT 1Y-0.3%
PAT 3Y CAGR-2.7%
PAT 5Y CAGR6.6%
Profitability
OPM latest85.0%
PAT margin latest33.9%
PAT margin 3Y avg33.9%
ROE17.0%
ROCE12.8%
Asset turnover0.17x
Leverage & cash
D / E1.41x
Net Debt / EBITDA3.37x
Borrowings / Assets49.3%
CFO / EBITDA0.93x
CFO / PAT2.33x
FCF (TTM proxy)₹12.69K Cr
Valuation
P/E18.6x
EV/EBITDA10.8x
EV/Sales9.18x
P/B2.93x
FCF Yield4.38%
Div Yield2.90%

Annual P&L · 5 years

₹ Crore. Source: Screener.in consolidated.

MetricMar 2021Mar 2022Mar 2023Mar 2024Mar 2025
Sales39,64041,62245,60345,84345,792
Operating Profit34,90635,82639,57639,24438,837
OPM %88%86%87%86%85%
Net Profit12,03616,82415,42015,57315,521
EPS (₹)12.9418.0916.5816.7416.69

Quarterly results · last 4 quarters

₹ Crore.

MetricSep 2024Dec 2024Mar 2025Jun 2025
Sales11,27811,23312,27511,196
OPM %85%85%83%81%
Net Profit3,7933,8624,1433,631

Balance sheet · 5 years

₹ Crore.

ItemMar 2021Mar 2022Mar 2023Mar 2024Mar 2025
Equity Capital5,2326,9756,9759,3019,301
Reserves64,70469,27276,05177,84583,362
Borrowings1,43,2321,34,6961,28,5841,23,5161,31,030
Fixed Assets1,83,7261,91,7731,85,4371,77,7611,72,320
Total Assets2,55,7082,50,9502,52,2252,50,8292,66,019

Cash flow · 5 years

₹ Crore.

ActivityMar 2021Mar 2022Mar 2023Mar 2024Mar 2025
Operating29,40326,12440,20337,29036,223
Investing-9,244753-7,138-13,114-23,533
Financing-20,521-28,967-30,450-25,903-12,357
Net Cash Flow-362-2,0902,615-1,727333

Shareholding pattern

Latest disclosed

Promoters
51.34%
FII
25.02%
DII
20.05%
Public
3.51%
Government
0.08%

Policy linkages

Schemes where this company is a confirmed or likely beneficiary

No direct policy linkages tracked.