NLC India Ltd (NSE:NLCINDIA)

Q1 2026 NLC India Ltd Earnings Call Transcript

Aug 13, 2025 / 10:30 AM GMT

Release Date Price: ₹242.17 (+0.81%)

Transcript

Key Points

Positve

NLC India Ltd (BOM:513683) reported a 13.5% growth in revenue from operations, reaching INR 3,825 crores compared to the previous year.
The company achieved a significant profit after tax growth of 48%, amounting to INR 839 crores for the quarter.
NLC India Ltd successfully synchronized unit number 2 of the Gattamur thermal power project, with unit 3 expected to be operational by the end of December.
The company has set a target to achieve 10 gigawatts of renewable energy capacity by 2030, with ongoing projects contributing to this goal.
NLC India Ltd has entered into a memorandum of understanding with the Baba Atomic Research for a pioneering project to extract rare earth elements, aligning with strategic growth initiatives.

Negative

The company faced an under-recovery of INR 334 crores in the first quarter, primarily due to shutdowns for major modifications.
There was a minor under-recovery of INR 71 crores in the Gattamur unit due to its initial operational phase.
The auction price for coal in Q1 was lower at INR 1,024 compared to INR 1,354 in the previous financial year.
The company is still in the early stages of its rare earth mineral projects, with significant exploration and development required before production can commence.
NLC India Ltd's CapEx plans are extensive, with a target of INR 23,601 crores for FY 2026, which may pose financial and execution challenges.

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

NLCI.NS - NLC India Ltd
Q1 2026 NLC India Ltd Earnings Call
Aug 13, 2025 / 10:30AM 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 NLC India Limited Q1 F 526 earnings conference call hosted by ICICAS Securities Limited.

As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance in the conference call, please signal an operator by pressing then 0 on your touchtone phone. Please note that this conference is being recorded. I now hand the conference over to Mohit Kumar from ICIC Securities.

Thank you and our team, Mr.

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Unidentified_2 [2]
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