NTPC Share Price Drops 4% After 0.9% Equity Traded in Block Deals

NTPC Share Price Plummets 4% After Unidentified Block Deals

The NTPC share price dropped sharply by 4% on June 24, 2025, following block deals that exchanged approximately 0.9% of the company’s equity. While the identities of both buyers and sellers remain unknown, the large stake shift triggered high trading volumes in an otherwise stable market.

NTPC Price Impacted by High-Volume Block Deals

On the Bombay Stock Exchange, NTPC price fell to ₨ 321.30, marking a decline of nearly 4% amid heavy trading. By 10:46 IST, over ₹93 million (9.3381 crore) shares had traded—a record high representing a 51× increase compared to the two‑week average volume of 18.21 lakh shares . Prior session volumes stood at just 3.86 lakh shares, highlighting the block deal’s dramatic market impact.

NTPC Share Price Weighs on Weak Q4 Performance

Despite a strong Q4 net profit reported by NTPC, operating metrics revealed some pressure. EBITDA and operational margins slipped, weakening investor sentiment. The fall in the NTPC share price reflects market concerns over declining margins and the upcoming financial strategy .

NTPC Share Price to Be Influenced by Bond Funding Plans

More turbulence may lie ahead for the NTPC share price. On June 21, the NTPC board approved a shareholder proposal to raise up to ₹18,000 crore via non‑convertible debentures (NCDs) or bonds in a private placement. Approval is being sought via a postal ballot, expected to conclude in July . This move aims to fund capacity expansion and capital expenditure.

The proposed funding could dilute future EPS (earnings per share), so investors are monitoring how bond issuance will affect the NTPC share and future returns.

Why NTPC Share Price Reacted: Block Deals Explained

Block deals are large-volume transactions executed off-market to limit volatility. However, when almost 1% of equity changes hands, even anonymous deals can influence investor sentiment and trigger sharp price movements. In this case, the NTPC price drop was likely driven by uncertainty and automated sell triggers following the deal revelations .

NTPC Share Price Shows Broader Market Reactions

The heavy trading in NTPC is part of a wider market trend. Similar volume spikes were noted in other stocks such as Garware Technical Fibres, Swan Energy, Usha Martin, and JM Financial, which saw strong volatility and price movement on the same day . Though each stock has its own dynamics, the NTPC share triggered increased investor attention during the session.

Analyst Views on NTPC Share Price Trajectory

Brokerage firms have issued contrasting outlooks for NTPC’s share price. Antique Stock Broking gave a “Buy” rating and set a target of ₹409 per share—suggesting a potential upside of around 23% from current levels . Meanwhile, Kotak Institutional Securities recommended “Sell”, citing a fair value of ₹320—a slight downside from prevailing NTPC share price.

These varied predictions add to ongoing investor hesitancy as the company’s bond plans progress.

NTPC Share Price Amid Capacity Expansion Strategy

NTPC’s bond issuance is closely tied to its ongoing capacity expansion. The company is planning new power projects, including solar, coal, wind, and hydro assets. Analysts caution that while debt‑funded growth can boost future earnings, high leverage risks limiting margin expansion. The NTPC share price will likely linger under pressure until the market gains clarity on funding structure and capex distribution .

What Investors Should Watch Regarding NTPC Share Price

1. Postal Ballot Odds
   Shareholder approval on bond issuance is expected by late July. A strong mandate could boost confidence and stabilise the NTPC share price.
2. Q1 FY26 Performance
   Investors will track NTPC’s next quarterly earnings to assess margins and cashflow before debt servicing.
3. Macro Market Climate
   Broader equity trends, interest rate hikes, and PSU sector sentiment will affect NTPC’s stock performance.
4. Block Deal Aftershocks
   Watch for further institutional blocks or insider moves, which could continue to sway NTPC share price.

Summing Up

The drop in NTPC share price reflects a confluence of factors:

• A sizeable block deal transferring 0.9% equity in high volumes
• Softening Q4 performance and margin concerns
• Bond issuance plans amounting to ₹18,000 crore
• Mixed analyst sentiment and macroeconomic uncertainty

Despite near‑term headwinds, long‑term narratives around capacity growth and steady power demand may support recovery in the NTPC share price. Investors should closely monitor the bond funding approvals and upcoming earnings.

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