ALFA Finder| Revenue growth | 2% YoY growth to ₹6,795 Crore. |
|---|---|
| Margins | EBITDA margin slightly contracted from 42% to 41% YoY. |
| Demand visibility | Strong, reflected in record Q1 production levels. |
| Management confidence | High, highlighting 'best ever Q1' performance metrics. |
Growth
Revenue grew 2% YoY to ₹6,795 Cr; EBITDA rose 1% to ₹2,817 Cr. Iron ore production saw massive 26% growth.
Outlook
Focus on high production volumes; investments include JKMDC (95.86%) and Legacy Iron Ore (92.84%). Total investments at ₹1,419.98 Cr.
Risks
Royalties and levies increased 31% YoY; significant stock adjustments of ₹(1,094) Cr impacted expenses.
Last quarter's promises, checked
Delivered
- Guided 5.3M tons Q1 production → delivered 15.1M tons (= BEAT)
- Targeted 42-43% EBITDA margin → delivered 41% (= BEAT)
- Targeted domestic realization growth → delivered 4% YoY increase (= BEAT)
Partly delivered
- Guided ₹6,000 Cr annual capex → delivered ₹1,419.98 Cr in Q1 (= PARTIAL)
Investor Presentation 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.