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Business acquisition

Torrent Power Acquires Nabha Power from L&T

Analysis based on 12 articles · First reported Feb 16, 2026 · Last updated Feb 16, 2026

Sentiment
60
Attention
4
Articles
12
Market Impact
Direct
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The acquisition of Larsen & Toubro===Nabha Power Limited by Torrent Power is expected to positively impact the Indian power sector, increasing Torrent Power's operational capacity and strengthening its market position. Larsen & Toubro's divestment aligns with its strategy to focus on core businesses, potentially leading to improved capital allocation and shareholder value.

Power generation Infrastructure Utilities

Larsen & Toubro (L&T) has agreed to divest its entire stake in Larsen & Toubro===Nabha Power Limited (NPL) to Gujarat-based Torrent Power Limited for an enterprise value of ₹6,889 crore. The transaction, valued at ₹3,660.87 crore for L&T, is subject to regulatory approvals and is expected to close by June 30, 2026. NPL operates a 1,400 MW supercritical coal-fired thermal power plant in Rajpura, India===Punjab, under a 25-year Power Purchase Agreement. This acquisition will increase Torrent Power's operational capacity from 5 GW to 6.4 GW, marking its strategic entry into the northern Indian power market. Torrent Power expects the acquisition to be value-accretive from day one, enhancing revenues and profitability. For L&T, the divestment aligns with its strategy of unlocking value and strengthening its core engineering and infrastructure businesses by moving away from non-core asset-heavy development projects.

100 Larsen & Toubro divested entire stake Torrent Power
100 Torrent Power acquired 100% equity and convertible instruments Larsen & Toubro===Nabha Power Limited
80 Larsen & Toubro===Nabha Power Limited increased operational capacity Torrent Power
subs
Larsen & Toubro===Nabha Power Limited, a 1,400 MW supercritical coal-fired thermal power plant, is being acquired by Torrent Power. The plant's strong operational track record, fully contracted cash flows, and strategic location make it a valuable asset for Torrent Power, contributing to increased operational capacity and portfolio diversification.
Importance 100 Sentiment 60
stock
Torrent Power is acquiring Larsen & Toubro===Nabha Power Limited, marking its entry into the northern Indian power market and increasing its operational capacity from 5 GW to 6.4 GW. This acquisition is expected to be value-accretive from day one, enhancing revenues and profitability, and strengthening Torrent Power's greenfield thermal power development strategy.
Importance 95 Sentiment 70
stock
Larsen & Toubro is divesting its entire stake in Larsen & Toubro===Nabha Power Limited, aligning with its strategy to unlock value and strengthen core businesses. This move is expected to create long-term value for its stakeholders by pivoting away from non-core asset-heavy development projects.
Importance 90 Sentiment 50
per
As Chairman & Managing Director of Larsen & Toubro, S. N. Subrahmanyan commented on the divestment of Larsen & Toubro===Nabha Power Limited, stating it aligns with the company's strategic objective of unlocking value and strengthening core businesses.
Importance 40 Sentiment 50
per
As Chairman of Torrent Power, Samir Mehta highlighted the strategic importance of the Larsen & Toubro===Nabha Power Limited acquisition, emphasizing its role in entering the northern Indian power market and enhancing Torrent Power's operational capacity and profitability.
Importance 40 Sentiment 70
cnt
The acquisition of Larsen & Toubro===Nabha Power Limited by Torrent Power contributes to India's expanding power generation capacity and aligns with the country's plans to add coal-based capacity to meet rising electricity demand and ensure grid stability.
Importance 30 Sentiment 0
loc
Larsen & Toubro===Nabha Power Limited's plant is located in Rajpura, Patiala district, India===Punjab, making it a key asset in the northern Indian power market. The acquisition by Torrent Power signifies a strategic entry into this region.
Importance 20 Sentiment 0
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