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Earnings Call

NLC India Earnings Call: Key Takeaways

NLC India reported record FY26 financials with Revenue at ₹17,490 Cr and PAT at ₹3,769 Cr. The strategy shifts toward aggressive renewable expansion and critical mineral diversification.

Why this was an Alfa AlertNot a filter event. Financials are record-breaking but no specific beat against management's prior guided range was stated.
Highlights
Revenue growth14% YoY growth in FY26.
MarginsEBITDA margin stable at 43%; NPM improved to 20.49%.
Order book3,300 MWh energy storage pipeline; 5,810 MW RE under implementation.
Demand visibilityStrong, tied to long-term PPAs and national energy transition.
Management confidenceHigh, citing 'Highest Ever' metrics across primary segments.

Growth

FY26 Revenue grew 14% YoY; PAT surged 39% YoY. Operational coal production hit a record 19.14 MT.

Outlook

Targeting 10 GW renewable capacity by 2030; NIRL IPO planned for FY2027; ₹9,131 Cr Capex in FY26.

Risks

Project execution delays in 5.8 GW under-construction pipeline and adverse IRR projections for certain gasification projects.

Source

Earnings Call filed with BSE, NSE: NLCINDIA. Summary written with AI assistance from the document.

Read the document ↗

NLC India Ltd: key numbers

Share price
₹262.55
Market cap
₹36,406 Cr
Revenue (annual)
₹17,490 Cr
Net profit (annual)
₹3,522 Cr
P/E (TTM)
11.3×Sector 25.1×
Promoter holding
69.47%-2.73% QoQ
FII holding
4.62%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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