MTNLBSEMahanagar Telephone Nigam LtdMediumNeutral
Announced Thu, 28 May · 08:54 IST

LETTER ATTACHED

Rating Watch NegativeLoan NpaCredit & Debt View source PDF

MTNL · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
-3.6%1-day move
₹30.90
prior close
₹31.15
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
-0.1+0.1+0.0-0.1-3.6-1.4-1.6-0.3+0.6-2.7+3.8-4.1
Up moveDown movePending
AI summary

CRISIL Ratings has continued its rating on MTNL's Rs 6,500 crore bonds and Rs 20 crore NCDs on 'Watch Negative' (CRISIL AAA (CE) / Watch Negative). The rating was placed on watch negative in September 2024 due to delays in funding the designated escrow account beyond the T-3 deadline for government-guaranteed bonds. MTNL's loan account with Bank of India slipped into NPA category on September 4, 2024. CRISIL has also reaffirmed its unsupported rating at CRISIL D due to continuing delays in servicing of debt since June 2024 and stretched liquidity. The company reported a loss of Rs 3,107 crore in fiscal 2026 with accumulated losses and negative networth. However, all bond payments to investors have been made on time due to Government of India funding the escrow accounts.

Likely market impact

The rating watch negative signals continued risk of downgrade if payment mechanism breaches recur. Despite government support keeping AAA rating intact, the unsupported CRISIL D rating reflects severe underlying financial stress. Investors should monitor for further developments on adherence to the T-structure payment mechanism.