CESC IN EQUITY
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| CUSTOMER | BASIS | EST ₹CR | RANGE | % REV | BUCKET | PERIOD | METHOD | CONF |
|---|---|---|---|---|---|---|---|---|
| Business | REV SHARE | 16,713 | 16,713–16,713 | 90.0% | — | FY26 | DISC | 90% |
| “Details of business activities (accounting for 90% of the turnover): S. No. Description of Main Activity Description of Business Activity % Of Turnover of the …” AR · +2 DOC | ||||||||
| South Eastern Coalfields Limited | UNSTATED | — | — | — | COGS | FY26 | EST | 75% |
| “DIL has Fuel Supply Agreements (FSAs) with South Eastern Coalfields Limited and Western Coalfields Limited.” AR · +1 DOC | ||||||||
| COALINDIACoal India Ltd. | UNSTATED | — | — | — | COGS | FY26 | EST | 75% |
| “Coal is sourced from own Captive Mine, by domestic long term linkage through Fuel Supply Agreements with Coal India Limited (CIL/its subsidiaries) and through …” AR · +1 DOC | ||||||||
| Others | CONTRACT | CT 670 | — | — | — | FY26 | EST | 75% |
| “We serve four categories of customers: • Domestic • Industrial • Commercial • Others (e.g., Government Agencies, pumping stations, local bodies, schools etc.” AR · +2 DOC | ||||||||
| Authority. | UNSTATED | — | — | — | CAPEX | FY26 | EST | 75% |
| “(v) In respect of one of the subsidiary, in order to cater to the growing electricity demand of the area, Greater Noida Industrial Development Authority (GNIDA…” AR · +1 DOC | ||||||||
| Securities and Exchange Board of India | CONTRACT | — | — | — | CAPEX | FY25 | EST | 70% |
| “2015 Pursuant to Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations,2015, read with rele…” ORDER p.1 · 14-AUG-26 · +2 DOC | ||||||||
| Renewable Energy | CONTRACT | — | — | — | CAPEX | FY27 | EST | 70% |
| “Domestic Entity 4 Nature of order(s) / contract(s) Power Supply from Renewable Energy with 70 MV capacity.” ORDER p.2 · 14-AUG-26 DOC | ||||||||
| NPCL | CONTRACT | — | — | — | CAPEX | FY25 | EST | 70% |
| “The Letter of Award has been issued by NPCL to Purvah, pursuant to the response submitted by Purvah on the Request for Selection document issued by NPCL in ter…” ORDER p.2 · 30-DEC-24 DOC | ||||||||
| Mumbai | UNSTATED | — | — | — | — | FY26 | EST | 70% |
| “During the year, Purvah won the ‘Sustainable Energy Visionary Company’ award for Excellence in Power & Energy, at the National Awards of Excellence, Mumbai.” AR DOC | ||||||||
| Business | UNSTATED | — | — | — | COGS | FY26 | EST | 70% |
| “VisionTo be a dynamic conglomerate, driven by sustainable growth, efficiency, and innovation `42,113 Crore Group Turnover `67,695 Crore Asset Base `7,947 Crore…” AR · +1 DOC | ||||||||
| Financial Year | UNSTATED | — | — | — | — | FY26 | EST | 70% |
| “(ii) In respect of one of the subsidiary company, UPERC had vide its order dated 1 September, 2008 determined the revenue requirement for Financial Year 2006-0…” AR · +1 DOC | ||||||||
| NPCL | UNSTATED | — | — | — | — | FY26 | EST | 70% |
| “Following prudent practices and proactive engagement with its customers, NPCL was able to maintain collections at more than 99% in FY 2024-25.” AR · +1 DOC | ||||||||
| Securities and Exchange Board of India | UNSTATED | — | — | — | — | FY26 | EST | 70% |
| “f) The Securities and Exchange Board of India (Registrars to an Issue and Share Transfer Agents) Regulations, 1993 regarding the Companies Act and dealing with…” AR · +1 DOC | ||||||||
| Others | UNSTATED | — | — | — | SG&A | FY26 | EST | 70% |
| “NOTE - 32 REVENUE FROM OPERATIONS ` in crore 2024-25 2023-24 Earnings from sale of electricity 9,323.40 8,391.16 Other Operating Revenue Meter Rent 57.61 56.38…” AR · +1 DOC | ||||||||
| Uttar Pradesh | UNSTATED | — | — | — | — | FY26 | EST | 70% |
| “g. Other matters under Litigation: (i) In respect of one of the subsidiary company, Uttar Pradesh Electricity Regulatory Commission (UPERC) vide tariff order d…” AR · +1 DOC | ||||||||
| Uttar Pradesh Power Corporation Limited | UNSTATED | — | — | — | — | FY26 | EST | 70% |
| “Uttar Pradesh Power Corporation Limited (UPPCL) filed an appeal against the order in APTEL which has since been dismissed vide order of APTEL dated 15 December…” AR · +1 DOC | ||||||||
| UPPCL | CONTRACT | CT 5 | — | — | — | FY26 | EST | 70% |
| “UPERC vide its interim order dated 21 November, 2006, directed UPPCL to restore the supply if disconnected and asked the subsidiary company to deposit an adhoc…” AR · +2 DOC | ||||||||
| Uttar Pradesh | UNSTATED | — | — | — | CAPEX | FY26 | EST | 70% |
| “(v) In respect of one of the subsidiary, in order to cater to the growing electricity demand of the area, Greater Noida Industrial Development Authority (GNIDA…” AR · +1 DOC | ||||||||
| Ministry of Coal. | CONTRACT | CT 9,290 | — | — | COGS | FY25 | EST | 70% |
| “b. Other matters for which the Group is contingently liable: ` in crore Particulars 31st March, 2025 31st March, 2024 - Bank Guarantees 342.02 422.35 - Standby…” AR DOC | ||||||||
| RVNLRail Vikas Nigam Ltd. | UNSTATED | — | — | — | — | FY25 | EST | 65% |
| “These include: a) Providing 33 kV power supply of 22 MVA to RVNL Biman Bandar RSS of New Garia- Biman Bandar Metro corridor, 2.45 MVA to Gloster Nuvo Limited e…” AR DOC | ||||||||
| CDSLCentral Depository Services (India) Ltd. | UNSTATED | — | — | — | — | FY26 | EST | 60% |
| “The password to open the .pdf file is your 8 digit client ID for NSDL account, last 8 digits of client ID for CDSL account or folio number for shares held in p…” AR · +1 DOC | ||||||||
| SUPPLIER | BASIS | EST ₹CR | RANGE | % COST | BUCKET | PERIOD | METHOD | CONF |
|---|---|---|---|---|---|---|---|---|
| NTPCGREENNTPC Green Energy Ltd. | UNSTATED | — | — | — | R&D | FY26 | EST | 75% |
| “Our customer portfolio includes: g State-owned electricity utilities g Solar Energy Corporation of India (SECI) g Indian Railways g Military and Engineering Se…” AR DOC | ||||||||
| Maharashtra | UNSTATED | — | — | — | — | FY26 | EST | 75% |
| “Malegaon, Maharashtra: Malegaon Power Supply Limited (MPSL), a wholly owned subsidiary of CESC, took over the operations in Malegaon on March 1, 2020 after sig…” AR · +1 DOC | ||||||||
| COALINDIACoal India Ltd. | UNSTATED | — | — | — | COGS | FY26 | EST | 75% |
| “The Company’s market risk relating to variation of foreign currency, interest rate and commodity price is mitigated through relevant regulations and availabili…” AR · +1 DOC | ||||||||
| GRSEGarden Reach Shipbuilders & Engineers Ltd. | UNSTATED | — | — | — | — | FY25 | EST | 75% |
| “During the reporting year, these installations collectively generated 25,24,166 kWh of electricity, of which 74,364 kWh was exported to the CESC grid.” AR p.132 · 31-MAR-25 DOC | ||||||||
| BHARATCOALBharat Coking Coal Ltd. | UNSTATED | — | — | — | COGS | FY26 | EST | 75% |
| “Name of Power Company ACQ in 2024-25 (LT) Supply of Coal and Coal Products (LT) % Materialisation DVC NTPC UPRVUNL HPGCL PSPCL DPL MPL CESC MGTPP Nigri TPP TOT…” AR p.93 · 31-MAR-26 DOC | ||||||||
| CMPDICentral Mine Planning & Design Institute Ltd. | UNSTATED | — | — | — | COGS | FY25 | EST | 70% |
| “The major outside clients of CMPDIL in FY 2025-26 include NTPC Mining Limited (NML), WBPDCL (West Bengal Power Development Corporation Limited), THDC India Lim…” AR DOC | ||||||||
| INOXWINDInox Wind Ltd. | UNSTATED | — | — | — | — | FY25 | EST | 70% |
| “We have a well- diversified orderbook with customers including NTPC, CESC, NLC India, Hero Future Energies, Inox Clean Energy, Continuum, Integrum & Gentari, a…” AR · +1 DOC | ||||||||
| SOURCE | READ | % | LAST READ |
|---|---|---|---|
| ANNOUNCEMENTS | 9/9 | 100% | 15-OCT-26 |
| ANNUAL | 2/2 | 100% | 15-OCT-26 |
| ORDERS | 9/9 | 100% | 15-OCT-26 |
| SCREENER | 1/1 | 100% | 09-NOV-26 |
| SIGNAL | VALUE | AS OF | INPUTS |
|---|---|---|---|
| CUST MOM 1M | +6.6% | 14-NOV-26 | from 15-OCT-26 · Central Depository Services (India) Ltd. +11.9% w 1 · Rail Vikas Nigam Ltd. +1.4% w 1 |
| DISTRESS SCORE | 0.571 | 13-OCT-26 | roe 0.13 · operatingMargin 0.2 · debtToEquity 1.73 · interestCoverage 2.38 · assetTurnover 0.4 · leverage 3.71 |
| SUPP MOM 1M | -3.0% | 14-NOV-26 | from 15-OCT-26 · NTPC Green Energy Ltd. -8.5% w 0 · Inox Wind Ltd. -6.0% w 0 · Garden Reach Shipbuilders & Engineers Ltd. +3.9% w 0 · Bharat Coking Coal Ltd. -1.3% w 0 |