Monday, 28 September 2026 Every NSE & BSE announcement, by company
ALFA Filings Every announcement, straight from the exchange
Earnings Call

NMDC Earnings Call: Key Takeaways

NMDC achieved record performance in FY26, with revenue growing 33% and PAT up 11% YoY. Management highlights 531 LT production as a 'watershed year' where momentum turned into scale.

Why this was an Alfa AlertNot a filter event. While the company reported record production and revenue, there was no explicit prior guidance provided to verify a 10% beat.
Highlights
Revenue growth33% YoY for FY26; 61% YoY for Q4.
MarginsEBITDA margin declined to 34% in FY26 from 42% in FY25.
Management confidenceHigh, citing FY26 as a 'watershed year' for scale.

Growth

FY26 Revenue grew 33% to ₹31,554 Cr; PAT increased 11% to ₹7,421 Cr. Q4 FY26 Revenue jumped 61% YoY.

Outlook

Production target exceeded previous bests; ongoing investments in subsidiaries like Legacy Iron Ore and ICVL totaling ₹1,419.98 crore.

Risks

Average iron ore sales realization fell 4% YoY in FY26; EBITDA margin compressed from 42% to 34%.

Source

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

Read the document ↗

NMDC Ltd: key numbers

Share price
₹79.90
Market cap
₹70,247 Cr
Revenue (annual)
₹32,071 Cr
Net profit (annual)
₹7,450 Cr
P/E (TTM)
9.4×Sector 19.0×
Promoter holding
60.79%+0.00% QoQ
FII holding
13.59%Current quarter

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

More from NMDC Ltd

All →
16:20 IST NSE
Production Started

NMDC Production Started

NMDC commissioned its integrated Rs 5,427 crore iron ore processing project in Chhattisgarh, comprising a 15 MTPA slurry pipeline and a 2 MTPA pellet plant.

pellet plant capacity
2.0 MTPA
21:55 IST NSE
Other Announcement

NMDC Other Announcement

NMDC Limited has announced a roadmap to achieve Net Zero operational emissions by 2047, utilizing strategies like renewable energy integration, fleet electrification, and carbon capture.

07:44 IST BSE
Business Update

NMDC Business Update

NMDC Limited has revised its iron ore prices effective September 9, 2026, setting Lump Ore at ₹5,400 per ton and Fines at ₹4,500 per ton.

20:37 IST BSE
Management Change

NMDC Management Change

NMDC Limited announced the appointment of new statutory and branch auditors for the company by the Comptroller & Auditor General of India.

23:00 IST BSE
Annual General Meeting

NMDC Annual General Meeting

NMDC Limited has issued the notice for its 68th Annual General Meeting scheduled for 28th September 2026. The meeting will be held via video conferencing.

23:36 IST BSE
Merger & Restructuring

NMDC Merger & Restructuring

NMDC Limited has incorporated a wholly-owned subsidiary, NMDC Global IFSC Limited, in the International Financial Services Centre (IFSC), GIFT City, Gujarat.