NMDC Ltd

The state-owned miner cut the price of Baila Lump (65.5%, 10-40 mm) by Rs 250 per tonne to Rs 5,450 per tonne in July'26 from Rs 5,700 per tonne in June'26. It also reduced the price of Baila Fines (64%, -10 mm) by Rs 150 per tonne to Rs 4,700 per tonne from Rs 4,850 per tonne. Meanwhile, the foreign broker said the effective price reduction, including taxes and charges, works out to Rs 310 per tonne for lumps and Rs 190 per tonne for fines. Accordingly, the revised prices, including taxes and charges, are Rs 6,745 per tonne for lump ore and Rs 5,815 per tonne for fines. The brokerage noted that the price cut was largely in line with market expectations, citing continued weakness in global iron ore prices. It said seaborne iron ore prices have softened as increased supply has coincided with weaker demand from China, putting pressure on benchmark prices. NMDC is engaged in the exploration and production of iron ore along with diamond production and the sale of sponge iron and the generation and sale of wind power. The company reported a 35.03% jump in standalone net profit to Rs 2,020.13 crore on a 60.69% jump in revenue from operations to Rs 11,173.14 crore in Q4 FY26 over Q4 FY25.Powered by Capital Market - Live

Iron ore sales rose 11.17% YoY to 3.98 MT in June 2026 as against 3.58 MT in June 2025. Iron ore production in the Chhattisgarh division jumped 57.02% YoY to 3.58 MT in June 2026, while sales increased 19.23% YoY to 2.79 MT from 2.34 MT in June 2025. The Karnataka division reported a 21.71% YoY increase in production to 1.57 MT in June 2026. However, sales declined 4.03% YoY to 1.19 MT, compared with 1.24 MT in June 2025. NMDC is engaged in the exploration and production of iron ore along with diamond production and the sale of sponge iron and the generation and sale of wind power. The company reported a 35.03% jump in standalone net profit to Rs 2,020.13 crore on a 60.69% jump in revenue from operations to Rs 11,173.14 crore in Q4 FY26 over Q4 FY25.Powered by Capital Market - Live

The company has revised the price of Baila Lump ore (65.5%, 10-40 mm) to Rs 5,700 per ton, up Rs 200 per tonne from Rs 5,500 per ton fixed on May 6, 2026. Similarly, the price of Baila Fines (64%, -10 mm) has been increased to Rs 4,850 per ton from Rs 4,700 per ton, reflecting a hike of Rs 150 per ton. These prices are FOR prices that are exclusive of Royalty, DMF, NMEDT, Cess, Forest Permit Fee, transit fee, GST, environmental Cess and other taxes. NMDC is engaged in the exploration and production of iron ore along with diamond production and the sale of sponge iron and the generation and sale of wind power. The company reported 35.03% jump in standalone net profit to Rs 2,020.13 crore on 60.69% jump in revenue from operations to Rs 11,173.14 crore in Q4 FY26 over Q4 FY25. The scrip rose 0.10% to Rs 95.44 on the BSE.Powered by Capital Market - Live

NMDC announced that the prices of iron ore effective 03 June 2026: Baila Lump (65.5%, 10-40 mm) - Rs 5,700/- Per Ton Baila Fines (64%, -10 mm) - Rs 4,850/- Per Ton

NMDC Ltd rose 1.43% today to trade at Rs 96.7. The BSE Metal index is up 0.54% to quote at 44599.5. The index is up 4.82 % over last one month. Among the other constituents of the index, National Aluminium Company Ltd increased 1.42% and Steel Authority of India Ltd added 0.27% on the day. The BSE Metal index went up 46.21 % over last one year compared to the 7.72% fall in benchmark SENSEX. NMDC Ltd has added 8.58% over last one month compared to 4.82% gain in BSE Metal index and 3.57% drop in the SENSEX. On the BSE, 1.7 lakh shares were traded in the counter so far compared with average daily volumes of 14.2 lakh shares in the past one month. The stock hit a record high of Rs 97.2 on 02 Jun 2026. The stock hit a 52-week low of Rs 66.79 on 20 Jun 2025.Powered by Capital Market - Live

NMDC announced details of production and sales of iron ore (provisional) for the month of May 2026:   Production (in MT) Sales (in MT)  Sector May-26 May-25 Change (%) May-26 May-25 Change (%) Chhattisgarh  3.99 3.06 30% 3.34 3 11% Karnataka  1.32 1.37 -4% 0.7 1.34 -48% Total  5.31 4.43 20% 4.04 4.34 -7%

Iron ore sales declined 6.91% YoY to 4.04 MT in May 2026 as against 4.34 MT in May 2025. Iron ore production in the Chhattisgarh division jumped 30.39% YoY to 3.99 MT in May 2026, while sales climbed 11.33% YoY to 3.34 MT from 3 MT in May 2025. On the other hand, the Karnataka division reported a 3.65% YoY decline in production to 1.32 MT in May 2026. Sales fell 47.76% YoY to 0.70 MT, compared with 1.34 MT in May 2025. NMDC is engaged in the exploration and production of iron ore along with diamond production and the sale of sponge iron and the generation and sale of wind power. On a standalone basis, the company posted a net profit of Rs 391.91 crore in Q4 FY26 compared with a net loss of Rs 473.39 crore in Q4 FY25. Revenue from operations jumped 36.67% YoY and 28.97% QoQ to Rs 3,879 crore in the March 2026 quarter.Powered by Capital Market - Live

NMDC announced that the Board of Directors of the Company at its meeting held on 29 May 2026, inter alia, have recommended the final dividend of Rs 1 per equity Share (i.e. 100%) , subject to the approval of the shareholders.

Profit before tax (PBT) jumped 22.31% YoY to Rs 2,875.41 crore in Q4 FY26. EBITDA stood at Rs 3,072 crore in Q4 FY26, registering the growth of 21% compared with Rs 2,538 crore in Q4 FY25. EBITDA margin fell 27% in Q4 FY26 over 37% in Q4 FY25. Duirng the quarter, iron ore production increased 22% to 162.72 lakh tonnes compared with 133.07 lakh tonnes in Q4 FY25. Iron ore sales jumped 21% YoY to 152.99 lakh tonnes. Despite the volume growth, average domestic realization declined 5% to Rs 4,759 per tonne in Q4 FY26 from Rs 5,007 per tonne in the year-ago period. On full year basis, the company's standalone net profit jumped 10.89% to Rs 7,421.24 crore on 33.32% increase in revenue from operations to Rs 31,553.70 crore in FY26 over FY25. Meanwhile, the company's board recommended the payment of final dividend of Rs 1 per share on the face value of Rs 1 each for the financial year 2025-26. NMDC is engaged in the exploration and production of iron ore along with diamond production and the sale of sponge iron and the generation and sale of wind power. The counter dropped 4.74% to end at Rs 87.90 on the BSE.Powered by Capital Market - Live

Net profit of NMDC rose 37.19% to Rs 2027.23 crore in the quarter ended March 2026 as against Rs 1477.68 crore during the previous quarter ended March 2025. Sales rose 61.94% to Rs 11343.13 crore in the quarter ended March 2026 as against Rs 7004.59 crore during the previous quarter ended March 2025. For the full year,net profit rose 13.89% to Rs 7450.42 crore in the year ended March 2026 as against Rs 6541.98 crore during the previous year ended March 2025. Sales rose 34.16% to Rs 32070.89 crore in the year ended March 2026 as against Rs 23905.52 crore during the previous year ended March 2025. ParticularsQuarter EndedYear EndedMar. 2026Mar. 2025% Var.Mar. 2026Mar. 2025% Var. Sales11343.137004.59 62 32070.8923905.52 34 OPM %23.3129.28 -28.8734.09 - PBDT3024.472478.76 22 10626.709564.31 11 PBT2872.852337.88 23 10149.489143.89 11 NP2027.231477.68 37 7450.426541.98 14 Powered by Capital Market - Live