NLC India Ltd (NSE:NLCINDIA)
₹ 274.35 -2.4 (-0.87%) Market Cap: 380.91 Bil Enterprise Value: 684.58 Bil PE Ratio: 11.64 PB Ratio: 1.76 GF Score: 84/100

Q4 2026 NLC India Ltd Earnings Call Transcript

May 27, 2026 / 10:30 AM GMT
Release Date Price: ₹349.9 (+1.89%)

Key Points

Positve
  • NLC India Ltd (BOM:513683) achieved its highest-ever annual coal production of 19.14 million metric tons from Talabira 2.3 OCP.
  • The company reported an all-time high renewable energy power generation of 2.26 billion units during the financial year.
  • NLC India Ltd (BOM:513683) achieved a significant profit after tax growth of 32.90%, reaching Rs. 2,525 crores.
  • The company has received approval for several new projects, including a 600 MW solar capacity with an 1800 MWh energy storage system.
  • NLC India Ltd (BOM:513683) has a strong financial position with a net worth increase of 10.33% to Rs 19,270 crores.
Negative
  • The average sale price for coal from Talabira decreased slightly, impacting revenue per ton.
  • There are ongoing challenges with land acquisition in some mining areas, which could affect future production.
  • The company's tax advantages from asset transfers and reversals may not be sustainable in future years.
  • NLC India Ltd (BOM:513683) faces competition in the renewable sector, which could impact margins.
  • The company's critical minerals projects are still in the exploration stage, with uncertain revenue potential by 2030.


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

NLCI.NS - NLC India Ltd
Q4 2026 NLC India Ltd Earnings Call
May 27, 2026 / 10:30AM GMT

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Presentation
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Unidentified_1 [1]
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Good afternoon on behalf of ICICI Securities. I welcome you all to the Q4 FY26 earnings call and Investor Day of NLC India Limited.

Today we have with us from the management Shri Prasannakumar Motupalli, Chairman and Managing Director, Shri Prasannakumar Acharya, Director of Finance, Shri. Rajesh Pratap Sisodia Director Planning Projects and Sri Ashokumar Mali Executive Director Finance we will start the meet with a brief audio visual presentation can you start the copied video?

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Unidentified_2 [2]
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At the story.

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