NLCINDIABSENLC India LtdHighNeutral
Announced Wed, 13 May · 20:10 IST

Outcome of Board Meeting

Going ConcernPat Growth 25pctResults View source PDF

NLCINDIA · 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
+8.3%1-day move
₹327.00
prior close
₹348.00
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AI summary

NLC India Ltd reported standalone PAT of ₹2,525 Cr for FY26, up 32.9% from ₹1,900 Cr in FY25. Standalone revenue grew 5.6% to ₹10,864 Cr, while consolidated PAT rose 38.9% to ₹3,769 Cr on consolidated revenue of ₹17,490 Cr. The Board recommended a final dividend of 2.5% (₹0.25/share) for FY26, adding to the 36% interim dividend already paid in January 2026. The auditors issued an unmodified opinion but drew attention to a material uncertainty regarding land availability constraints at Neyveli affecting lignite mining operations, raising going concern questions. During the year, the company invested ₹3,000 Cr in NLC India Renewables Ltd and transferred 1,430 MW renewable assets to NIRL for ₹2,419 Cr under the National Monetization Pipeline.

Likely market impact

Strong PAT growth above 25% is positive for shareholders, though the auditor's going concern flag regarding land constraints at the Neyveli mine introduces operational risk that investors should monitor. The consistent dividend payout demonstrates cash generation ability despite mining challenges.