NLCINDIABSENLC India LtdMediumNeutral
Announced Wed, 27 May · 14:00 IST

Please refer the attachment.

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedAnalyst Day Multiyear TargetsInvestor Communications 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
+0.8%1-day move
₹345.50
prior close
₹345.50
base price
In-mkt
timing
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+0.3+0.4+0.2+0.4+0.8-2.6+1.0+0.1-1.9-2.6-5.7-5.1-13.9
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AI summary

NLC India Ltd, a Navratna CPSE and India's leading lignite miner with ~51% market share, reported its highest-ever financial performance for FY2026. Revenue from operations grew 14% YoY to ₹17,490 crore, while profit after tax surged 39% to ₹3,769 crore. The company declared a record dividend of 38.5% (36% interim + 2.5% final). Operational highlights include all-time-high coal production of 19.14 MT and dispatch of 17.69 MT. The renewable energy subsidiary NIRL secured 2 GW of RE projects plus 3,300 MWh battery storage. South Pachwara coal mine commenced production in March 2026. The company targets 10,110 MW of renewable capacity by 2030, up from current 1,734 MW, with NIRL IPO planned for FY2027. A ₹1.01 lakh crore capex plan is outlined across mining, thermal, green energy, and diversification including critical minerals and green hydrogen.

Likely market impact

Strong financial results with 39% PAT growth and record dividend signal operational strength. The massive renewable build-out plan and NIRL IPO pipeline could drive re-rating, though the ₹1.01 lakh crore capex over several years will require careful debt management. Government ownership at 72.2% provides stability.