MOILNSEMOIL Limited· MetalsHighNeutral
Announced Wed, 30 Jul · 14:38 IST

MOIL Limited has informed the Exchange regarding Board meeting held on July 30, 2025.

Revenue DeclineEbitda Margin CompressionEmphasis Of MatterResults View source PDF

MOIL · price

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

MOIL Limited, a government-owned manganese ore miner, reported its Q1 FY26 results, with revenue from operations falling to ₹34,806 lakhs from ₹49,284 lakhs in the same quarter last year, a decline of around 29%. Net profit dropped sharply to ₹5,151 lakhs from ₹15,235 lakhs, down about 66%, while EPS fell to ₹2.53 from ₹7.49. The mining segment, which is the company's core business, saw profits plunge to ₹3,202 lakhs from ₹17,085 lakhs year-on-year. There were no exceptional items, no investor complaints, and the board meeting lasted from 11:00 hrs to 14:20 hrs on July 30, 2025. The statutory auditor (TACS & Co.) issued an unqualified limited review report but drew attention to the company booking Royalty, DMF, and NMET collections as gross revenue instead of net, which is not strictly in line with Ind AS 115.

Likely market impact

A sharp drop in both revenue and profits year-on-year is likely to be viewed negatively by investors, especially given the steep fall in mining segment profitability. The auditor's emphasis-of-matter note on revenue recognition is a disclosure investors should watch, though it does not affect the unqualified review opinion.