Announced Wed, 3 Jun, 2026 · 10:48 IST
NMDC Q4 FY26 call: 60 MT FY27 target, 100 MT by 2030, plans overseas buys
Analyst Day Multiyear TargetsPromoter Disclosed Acquisition PlansOrder Pipeline DisclosedInvestor Communications View source PDFExplain this filing
NMDC · price
▲ 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
-0.4%1-day move
₹95.00
prior close
₹96.14
base price
In-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
-0.1-0.2-0.4-0.4-0.4-2.6-6.1-5.2-6.8-4.5-9.9-10.1-11.8-11.1
Up moveDown movePending
AI summary
NMDC FY26 production crossed 53 MT, sales rose to INR 31,000 cr with 11% PAT growth. Eligible for Maharatna status. FY27 guidance 60 MT, targeting 100-110 MT by 2030. Opened Deposit 4 iron ore mine and Jharkhand coal mine. Plans to open Deposit 13 and Rohne coal block. Pursuing two foreign acquisitions. FY27 capex INR 6,000-7,000 cr; plans INR40,000-50,000 cr spend over 3 years. Board approved INR3,000 cr Vizag blending yard. EBITDA target 42-43%.
Likely market impact
Strong growth visibility with 100 MT target by 2030. Major capex cycle ahead. Maharatna upgrade possible. Overseas buys planned. EBITDA stable around 42%.