NLCINDIABSENLC India LtdHighNeutral
Announced Wed, 13 May · 20:26 IST

Please refer attachment

Going ConcernPat Growth 25pctEmphasis Of MatterExceptional ItemResults 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
base price
After-mkt
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5m10m15m30m1D2D3D4D5D7D15D1M2M3M
+4.8+5.6+7.3+5.1+8.3+7.6+9.8+8.5+7.4+4.7+3.0-2.8-7.2
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AI summary

NLC India Ltd reported strong FY2025-26 results with standalone PAT of Rs 2,525.07 crore, up 32.9% from Rs 1,899.99 crore in FY2024-25. Consolidated PAT grew 38.9% to Rs 3,769.46 crore. Standalone revenue from operations increased 5.6% to Rs 10,863.92 crore, while consolidated revenue rose 14.4% to Rs 17,489.53 crore. The Board recommended a final dividend of Rs 0.25 per share (2.5%) in addition to an interim dividend of Rs 3.6 per share already paid. The company transferred 1,430 MW renewable energy assets to NLC India Renewables Ltd for Rs 2,419.24 crore under the National Monetization Pipeline. The auditors flagged a material uncertainty regarding going concern due to land availability constraints impacting lignite mining operations at Neyveli.

Likely market impact

The strong PAT growth of 32-39% YoY is positive for shareholders. However, the auditors' going concern flag related to land constraints at Neyveli is a significant risk factor that investors should monitor closely. The company has invested Rs 3,312 crore in subsidiaries during the quarter, indicating continued expansion plans.