NMDC Q3 results, Rs 2.50 interim dividend, new critical minerals subsidiary

Revenue Growth 20pctEmphasis Of MatterContingent Liabilities IncreasedResults View source PDF Explain this filing

NMDC · price

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Price reactionminutes from the announcement price · days from the prior close

-0.6%Reaction day

₹81.90

prior close

₹81.39

announcement price

In-mkt

timing

Nifty Midcap 150market · index membership as recorded later (tracked since Jun 2026)+2.9%-3.5% vs market

Industrial Minerals peers, median of 12sector+1.8%-2.4% vs sector

On the reaction day the stock moved 3.5 pts less than Nifty Midcap 150 and 2.4 pts less than its Industrial Minerals peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.

Minutes after the announcementfrom the announcement price · no benchmark

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Sessions after the filingfrom the prior close

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Reaction day

-0.6+2.9-3.5+1.8-2.4

Next day

+4.6+3.5+1.1+3.2+1.4

+3.4+3.2+0.2+2.4+1.0

+2.3+3.2-0.9-0.3+2.6

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15d

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UpDownMarket · Nifty Midcap 150Sector · Industrial Minerals peers, median of 12Pending

Minute windows have no benchmark: there is no intraday index history to compare against.

AI summary

NMDC posted Q3 FY26 standalone revenue of Rs 7,485.55 cr (+14.6% YoY) and PAT of Rs 1,738.07 cr. Nine-month revenue rose 21.9% to Rs 20,380.56 cr, PAT up to Rs 5,401.11 cr. Board declared 1st interim dividend of Rs 2.50 per share (face value Re 1), record date Feb 13, 2026. Also approved a wholly-owned subsidiary for critical minerals. Auditor flagged contingent liabilities of about Rs 15,165 cr (Karnataka tax bill), Rs 6,790 cr from NMDC Steel, and Rs 4,104 cr from RINL.

Likely market impact

Positive: strong revenue growth and interim dividend payout. Key risk is the large Rs 15,165 cr Karnataka tax bill contingent liability.