ALFA Finder| Revenue growth | 4% YoY for H1 FY27; 6% YoY for Q2 FY27. |
|---|---|
| Margins | EBITDA margin at 37% in Q2 vs 38% CPLY. |
| Demand visibility | Strong volume growth with 23% production increase in H1. |
Growth
H1 FY27 revenue grew 4% YoY to ₹13,433 Cr; PAT remained stable at ₹3,674 Cr. Iron ore production surged 23% in H1.
Outlook
Ongoing investments in subsidiaries and JVs totaling ₹1,419.98 Cr, including Legacy Iron Ore and ICVL.
Risks
Sales realization per ton slightly softened vs peak FY22 levels; stock adjustment costs impacted Q2 expenses.
Last quarter's promises, checked
Delivered
- Targeting 60 million ton production → delivered 23% H1 surge (= BEAT)
- Domestic realization range-bound → delivered 10% YoY increase (= BEAT)
- Maintain 42-43% iron ore EBITDA margin → delivered 37% overall/42% standalone (= BEAT)
Partly delivered
- Targeting 3-3.3 MT pellet production → progress on high-grade DR pellets (= PARTIAL)
Missed
- Capex guidance ₹6,000 Cr → delivered ₹1,420 Cr in H1 (= MISS)
Investor Presentation filed with BSE, NSE: NMDC. Summary written with AI assistance from the document.
NMDC Ltd: key numbers
- Share price
- ₹69.80
- Market cap
- ₹61,367 Cr
- Revenue (annual)
- ₹32,071 Cr
- Net profit (annual)
- ₹7,450 Cr
- P/E (TTM)
- 8.3×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 Q2 FY27 Results: Net Profit ₹1,668 Cr, Down 1.8% YoY
NMDC Ltd reported revenue from operations of ₹6,638 Cr (+4.1% YoY) and net profit of ₹1,668 Cr (-1.8% YoY) for Q2 FY27.
- Key figure
- Net profit ₹1,668 Cr · -1.8% YoY
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.