NLC India Ltd (NSE:NLCINDIA)

Q3 2026 NLC India Ltd Earnings Call Transcript

Feb 10, 2026 / 11:30 AM GMT

Release Date Price: ₹258.35 (-1.52%)

Transcript

Key Points

Positve

NLC India Ltd (BOM:513683) achieved commercial operation declaration for the 660 MW unit of the Ghatampur Thermal Power Project, enhancing its power generation capacity.
The company commissioned a 300 MW solar power project at Binger, marking its largest single-location solar plant.
NLC India Ltd received a Letter of Award for a 110 MW solar PV project in Uttar Pradesh, expanding its renewable energy portfolio.
The company signed a green loan agreement with Sumitomo Mitsui Banking Corporation to fund renewable energy projects, indicating a strong commitment to sustainability.
NLC India Ltd reported a 9% growth in net worth as of December 2025, reflecting strong financial health.

Negative

Revenue from operations remained flat year-on-year despite new units becoming operational, indicating potential challenges in market demand or pricing.
The cost of fuel consumed has increased, impacting overall profitability.
There are under-recoveries in fixed costs, particularly in the TPS2 expansion, affecting financial performance.
The company faces challenges in achieving full coal production capacity at the Pachwara South coal block, which could impact fuel cost savings.
The timeline for the IPO of the green energy segment is set for September 2026, indicating potential delays in capital raising efforts.

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

NLCI.NS - NLC India Ltd
Q3 2026 NLC India Ltd Earnings Call
Feb 10, 2026 / 11:30AM 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, Q3 F 526 earnings conference call hosted by ICICI Securities Limited. As a reminder, all participant clients 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 during this conference call, please signal an operator by pressing, then 0 on your touchstone phone. Please note that this conference is being recorded. I now hand the conference over to Mr. Mohit Kumar from ICICI Securities Limited.

Thank you and over to you.

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Unidentified_2 [2]
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