ALFA Finder| Revenue growth | FY26 revenue crossed ₹31,000Cr mark. |
|---|---|
| Margins | EBITDA margin expected at 42-43% for standalone iron ore business. |
| Demand visibility | Strong; major customers like JSW and AMNS are expanding capacity. |
| Management confidence | High; seeking Maharatna status and targeting 100MT production by 2030. |
Growth
11% PAT growth in FY26; sales revenue reached ₹31,000Cr. Production surpassed 50MT, growing 20-30% across parameters.
Outlook
FY27 production target of 60MT. FY27 capex guided at ₹6,000Cr, rising to ₹7,000-10,000Cr annually for expansion.
Risks
Sluggish iron ore prices; pending regulatory approvals for new mines; higher employee costs from pay revisions.
Earnings Call filed with BSE, NSE: NMDC. Summary written with AI assistance from the document.
NMDC Ltd: key numbers
- Share price
- ₹71.70
- Market cap
- ₹63,037 Cr
- Revenue (annual)
- ₹32,071 Cr
- Net profit (annual)
- ₹7,450 Cr
- P/E (TTM)
- 8.4×Sector 17.1×
- Promoter holding
- 60.79%+0.00% QoQ
- FII holding
- 14.91%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from NMDC Ltd
All →NMDC Board Meeting Date
NMDC will hold a board meeting on 12 November 2026 to consider unaudited standalone and consolidated September 2026 quarterly results. Trading window closed 01 October to 14 November.
NMDC Business Update
NMDC reported provisional October 2026 iron ore production of 5.04 MT and sales of 3.44 MT, versus 4.27 MT and 3.89 MT a year earlier. Cumulative production rose to 32.32 MT from 26.47 MT.
NMDC Other Announcement
The company filed its quarterly shareholding pattern under SEBI Regulation 31(1)(b) for the period ended September 30, 2026. This is a standard periodic compliance disclosure.
NMDC Management Change
NMDC Limited has appointed Shri Vinod Kumar Tripathi as a Government Director on its board, replacing the outgoing Government Director Shri Abhijit Narendra.
NMDC Business Update
NMDC Limited released provisional iron ore production and sales data for September 2026, reporting total monthly production of 4.04 million tonnes.
NMDC Annual General Meeting
NMDC Limited held its 68th Annual General Meeting on September 28, 2026. Shareholders approved financial statements, dividend payments, and the re-appointment of directors.