NMDC Ltd (BOM:526371)

Q4 2026 NMDC Ltd Earnings Call Transcript

Jun 1, 2026 / 05:30 AM GMT

Release Date Price: ₹92.6 (+5.35%)

Transcript

Key Points

Positve

NMDC Ltd (BOM:526371) achieved a significant milestone by surpassing 53 million tons of production, setting a strong foundation for future growth.
The company reported an 11% growth in profit after tax (PAT) despite sluggish market prices, indicating robust financial health.
NMDC Ltd (BOM:526371) is on track to achieve Maharatna status, fulfilling all necessary requirements.
The company has successfully opened a new coal mine in Jharkhand and an iron ore mine in Baladila, expanding its mineral portfolio and geographical reach.
NMDC Ltd (BOM:526371) is actively pursuing international asset acquisitions, with some deals in advanced stages, indicating a strategic focus on global expansion.

Negative

The company's EBITDA margin decreased from 42% to 33% due to the steel trading business, highlighting a potential area of concern.
There are ongoing challenges with NMDC Steel's cash flow, which previously required NMDC Ltd (BOM:526371) to step in for trading HR coils.
The ramp-up of new mines, such as deposit 13 and the Rohoney coal block, is dependent on pending regulatory approvals, which could delay production.
The company faces logistical challenges, with the completion of railway doubling projects still pending, which could impact future dispatch capabilities.
NMDC Ltd (BOM:526371) is experiencing a slow repayment process from RINL, affecting cash flow, although the company remains optimistic about recovery.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

NMDC.NS - NMDC Ltd
Q4 2026 NMDC Ltd Earnings Call
Jun 01, 2026 / 05:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to NMDC Limited Q4 and FY26 earning conference call hosted by Philips Capital.

As a reminder, all participant lines will be in listen-only mode and there will be an opportunity for you to ask questions after the presentation continues.

Should you need assistance during the conference call, please signal an operator by pressing then 0 on your touch tone phone.

I now hand the conference over to Mr. Suman Kumar from Phillips Capital.

Thank you and over to you sir.

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Unidentified_2 [2]
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Thank you,

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