In the power sector, companies with an operating profit margin (OPM) above 20% often indicate strong business efficiency and pricing power. Finding such stocks priced below ₹100 suggests hidden value in the market. For investors, this presents an opportunity to tap into profitable businesses, and for the industry, it reflects improving fundamentals.
1. NHPC
NHPC Limited’s stock, with a market capitalisation of Rs. 88,406 crores, closed at Rs. 88.01, hitting a high of 0.56 percent from its previous closing price of Rs. 87.52.
In Q4FY25, the company reported an Operating Profit Margin (OPM) of 46% and a Net Profit Margin (NPM) of 39.2%, reflecting a sequential decline from the FY25 full-year margins of 53% and 32.8%, respectively.
While the margins remain strong, the 3-year performance shows mixed trends, with profit declining at a CAGR of -5%, sales growing at 4% CAGR, and Return on Equity (ROE) improving at 9% CAGR, indicating moderate sales growth but pressure on profitability over the medium term.
NTPC Green Energy Limited’s stock, with a market capitalisation of Rs. 94,534 crores, closed at Rs. 112.19, hitting a high of 3.65 percent from its previous closing price of Rs. 108.24.
In Q4FY25, the company posted a robust Operating Profit Margin (OPM) of 90% and a Net Profit Margin (NPM) of 37.5%, both higher than the FY25 full-year margins of 87% and 21%, respectively, indicating stronger profitability in the last quarter.
However, despite solid margins, the stock trades at a steep P/E of 190 and carries a Debt-to-Equity ratio of 1.05, highlighting rich valuations and moderate financial leverage.
SJVN Limited’s stock, with a market capitalisation of Rs. 38,311 crores, closed at Rs. 97.49, hitting a low of 0.12 percent from its previous closing price of Rs. 97.61. In Q4FY25, the company reported an Operating Profit Margin (OPM) of 48%, sharply lower than the full-year OPM of 72%, while Net Profit Margin (NPM) turned negative at -25.4% compared to a positive 26.6% for FY25, indicating a loss in the quarter.
Over the past three years, profit declined at a -7% CAGR despite an 8% sales CAGR and a 7% ROE CAGR, reflecting healthy revenue growth but sustained pressure on earnings and returns.
Jaiprakash Power Ventures Limited’s stock, with a market capitalisation of Rs. 16,242 crores, closed at Rs. 23.7, hitting a high of 2.91 percent from its previous closing price of Rs. 23.03.
In Q4FY25, the company reported an Operating Profit Margin (OPM) of 29% and a Net Profit Margin (NPM) of 11.63%, lower than the FY25 full-year margins of 34% and 14.9%, reflecting some margin pressure during the quarter.
Over the last three years, profit grew strongly at a CAGR of 96%, supported by a 6% sales CAGR and a 7% ROE CAGR, indicating healthy earnings growth despite modest revenue and return expansion.
Orient Green Power Company Limited’s stock, with a market capitalisation of Rs. 1,772 crores, closed at Rs. 15.11, hitting a high of 1.61 percent from its previous closing price of Rs. 14.87.
In Q4FY25, the company posted an Operating Profit Margin (OPM) of 38%, significantly below the full-year OPM of 64%, while Net Profit Margin (NPM) turned negative at -36.58% compared to a positive 15.97% for FY25, highlighting sharp profitability pressure in the quarter.
Over the past three years, profit surged at a 73% CAGR despite a -5% sales CAGR and a modest 3% ROE CAGR, indicating profit growth driven by factors other than revenue expansion, though returns remain subdued.
JSW Energy Limited’s stock, with a market capitalisation of Rs. 91,425 crores, closed at Rs. 523.10, hitting a low of 1.40 percent from its previous closing price of Rs. 530.55.
In Q4FY25, the company recorded an Operating Profit Margin (OPM) of 38% and a Net Profit Margin (NPM) of 13%, both lower than the full-year margins of 44% and 16.9%, indicating some margin contraction during the quarter.
Over the last three years, profit grew at a modest 2% CAGR, supported by a strong 13% sales CAGR and an 8% ROE CAGR, reflecting steady revenue growth but limited improvement in profitability.
ATC Energies System Limited’s stock, with a market capitalisation of Rs. 165 crores, closed at Rs. 81, hitting a high of 0.19 percent from its previous closing price of Rs. 80.85.
In Q4FY25, the company reported an Operating Profit Margin (OPM) of 30% and a Net Profit Margin (NPM) of 20.7%, slightly below the full-year margins of 32% and 21.5%, showing stable but slightly lower profitability in the quarter.
Over the past three years, profit declined marginally at a -1% CAGR despite a healthy 12% sales CAGR and a strong 28% ROE CAGR, indicating solid return generation but pressure on bottom-line growth.
Written By Fazal Ul Vahab C H
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