| 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
- ₹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 →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
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.
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.
NMDC Management Change
NMDC Limited announced the appointment of new statutory and branch auditors for the company by the Comptroller & Auditor General of India.
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.
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.