• Event Type: The document is a transcript of a post-results earnings conference call held to discuss the financial results for the quarter and half-year ended September 30, 2026.

• Date and Time: The conference call was held on Thursday, November 05, 2026. A specific start time was not mentioned in the transcript.

• Purpose: The stated purpose of the event was a discussion of the company's financial results for Q2 and H1 FY27.

• Management Participants: The following management representatives participated:

  • Mr. Bhupender Gupta – Chairman and Managing Director
  • Mr. Sanjay Kumar Singh – Director (Projects)
  • Mr. Mahesh Kumar Sharma – Director (Finance)
  • Mr. Paresh Rasiklal Ranpara – Director (Personnel)

The call was moderated by Mr. Rupesh Sankhe from Elara Securities India Private Limited.

• Availability of Materials: The transcript of the conference call was attached to the disclosure and has been made available on the company's website at: https://www.nhpcindia.com/assests/pzi_public/gallery/17945705960.pdf.

• UPSI Confirmation: The company explicitly confirmed that no Unpublished Price Sensitive Information (UPSI) was shared during the conference call.

• Financial Period Discussed: The discussion centered on the financial and operational performance for Q2 (Quarter ended September 30, 2026) and H1 (Half-Year ended September 30, 2026) of FY27.

• Financial Highlights from Call:

  • H1 FY27 Generation: 23,741 MUs vs. 20,866 MUs in H1 FY26 (+14% or +2,875 MUs).
  • Q2 FY27 Generation: 13,935 MUs vs. 11,870 MUs in Q2 FY26 (+17% or +2,065 MUs).
  • H1 FY27 PAF (Plant Availability Factor): 86.67% vs. 81.10% in H1 FY26.
  • Q2 FY27 PAF: 92.24% vs. 78.58% in Q2 FY26.
  • H1 FY27 Revenue from Operations: ₹8,291 Crore vs. ₹6,579 Crore in H1 FY26 (+26%).
  • Q2 FY27 Revenue from Operations: ₹4,482 Crore vs. ₹3,365 Crore in Q2 FY26 (+33%).
  • H1 FY27 PAT: ₹2,645 Crore vs. ₹2,086 Crore in H1 FY26 (+27%).
  • Q2 FY27 PAT (Reported): ₹1,549 Crore vs. ₹1,021 Crore in Q2 FY26 (+52%).
  • Q2 FY27 PAT (Adjusted): ₹1,780 Crore (after adding back a one-time provision of ₹231 Crore for Teesta-IV).
  • H1 FY27 CAPEX (Consolidated): ₹5,232 Crore.

• Project Updates from Call:

  • Subansiri Lower (2,000 MW): 5 units (1,250 MW) commissioned; 5th unit commissioned on Oct 23, 2026. 2 more units targeted in FY27; last unit by June 2027. Anticipated cost: ₹30,072 Cr; spent ₹26,936 Cr (90%) till Sep'26.
  • Dibang Multipurpose (2,880 MW): Estimated cost ₹31,876 Cr (incl. ₹6,716 Cr grant); spent ₹5,504 Cr. Completion target: Feb 2032.
  • Teesta-VI (500 MW): 74% physical progress; estimated cost ₹9,167 Cr; spent ₹5,650 Cr. Completion target: Sep 2029.
  • Uri-I Stage-II (240 MW) & Dulhasti Stage-II (260 MW): Civil contracts awarded Mar'26; completion target Nov'29 for both.
  • Rangit-IV (120 MW - JPCL): 98% physical progress; expected commissioning Dec'26. Merger with NHPC in process.
  • CVPPL Projects (J&K):
  • Pakal Dul (1,000 MW): 89% progress; spent ₹10,183 Cr / ₹12,728 Cr; target full commissioning Jun'27.
  • Kiru (624 MW): 92% progress; spent ₹4,105 Cr / ₹5,409 Cr; target commissioning Mar'27.
  • Kwar (540 MW): 42% progress; spent ₹2,079 Cr / ₹4,526 Cr; target commissioning May'28.
  • Ratle HEP (850 MW - J&K): 33% progress; spent ₹1,749 Cr / ₹5,282 Cr; dam concreting started Nov 2, 2026; target Nov'28.
  • Teesta-V: Restored and resumed commercial operations from Jul'26 after Oct'23 flash flood damage.
  • Kamala HEP (1,720 MW): CCEA approval received Apr'26 (₹26,070 Cr investment); awaiting EC/FC clearances.
  • Solar Projects (CPSU Scheme): 300 MW in Bikaner commissioned. 100 MW (AP) and 600 MW (Gujarat) expected by Jan'27 and Nov'27, respectively.
  • Pump Storage Projects (PSP): Exploring 18 GW capacity; targeting physical start for Indira Sagar-Omkareshwar PSP (640 MW) in FY27.

Additional Notes Section

• Attachments: The disclosure included the full transcript of the earnings conference call as an attachment.

• Financial Data: This regulatory intimation itself did not contain financial tables; it announced the availability of the transcript where detailed financials were discussed. The transcript contained extensive financial data, as summarized above.

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