NMDCBSENMDC LtdHighNeutral
Announced Fri, 29 May · 21:31 IST

As per attachment.

Revenue Growth 20pctEmphasis Of MatterContingent Liabilities IncreasedResults View source PDF

NMDC · 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
+7.5%1-day move
₹88.40
prior close
₹89.10
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
-0.5-0.1-0.1-1.0+7.5+8.6+7.1+4.6+0.9+0.2-0.4-4.4
Up moveDown movePending
AI summary

NMDC Ltd reported strong FY2025-26 results with standalone revenue from operations growing 33.3% to ₹31,553.70 crore from ₹23,668.32 crore in FY2024-25. Profit after tax increased 10.9% to ₹7,421.24 crore versus ₹6,692.60 crore. EPS stood at ₹8.44 per share. The Board recommended a final dividend of ₹1 per share, adding to the ₹2.50 interim dividend already paid, totaling ₹3.50 per share for FY2025-26. Auditors issued an unmodified (clean) opinion but drew attention to multiple emphasis of matter items including a potential ₹15,481.72 crore contingent tax liability from Karnataka's mineral tax bill, ₹4,586.31 crore outstanding from RINL under its revival plan, and ₹6,690.75 crore recoverable from NMDC Steel post-demerger. Total contingent liabilities are substantial at over ₹20,000 crore across various legal disputes.

Likely market impact

The 33% revenue growth demonstrates strong operational performance, though the large contingent liabilities from the Karnataka tax bill and pending legal disputes present significant risk overhang. The clean audit opinion and consistent dividend payouts provide comfort to investors, but resolution of the ₹15,481 crore potential tax demand will be critical for future earnings clarity.