MOIL Limited has informed the Exchange about Investor Presentation
MOIL · price
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MOIL Limited, India's largest manganese ore producer (~2 MTPA production, 3 MTPA capacity), shared its investor presentation for the March 17, 2026 analyst meet. FY25 was a record year with production of 18.03 lakh MT, total income of Rs 1,696 Cr, PAT of Rs 381.6 Cr, and EBITDA margin of 37.66%. However, 9M FY26 shows notable pressure: revenue fell to Rs 1,126 Cr from Rs 1,238 Cr, PAT dropped sharply to Rs 175 Cr from Rs 266 Cr, and net sales realisation (NSR) slipped to Rs 8,743/tonne from Rs 9,293. Management has outlined an ambitious 'MOIL @ 2030' roadmap targeting 3.5 MT production (almost double current levels), market share expansion from 20% to 32%, and capex of Rs 350 Cr in FY27. Strategic levers include new beneficiation plants, briquetting of low-grade ore, and greenfield exploration in Gujarat, Madhya Pradesh, and Chhattisgarh. Two interim dividends totaling Rs 5.33 per share have been declared for FY26.
Near-term numbers are weak — lower realisations and sharply falling profits may weigh on the stock. However, the long-term 2030 growth targets, capacity expansion projects, and focus on value-added products (beneficiation, briquetting) could support investor confidence in the medium to long term. Shareholders continue to benefit from consistent dividend payouts.