NMDC Ltd (NSE:NMDC)

Q4 2026 NMDC Ltd Earnings Call Transcript

Jun 1, 2026 / 05:30 AM GMT

Release Date Price: ₹92.37 (+4.98%)

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

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
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.

--------------------------------------------------------------------------------
Unidentified_2 [2]
--------------------------------------------------------------------------------
Thank you,

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

7-Day Free Trial · Cancel Anytime

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.