MOIL Ltd
MOIL Q3 FY26 earnings call: Revenue & Margins
Q3 FY26 earnings call: what management guided on revenue, margins and order book.
What the Q3 FY26 call signalled
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The short version
Production expected to reach 25 lakh tons by FY 2027, with current year (FY 2026) estimated between 19-20 lakh tons due to project delays. MOIL targets production of 25 lakh tons in FY 2027, up from around 19-20 lakh tons FY 2026 (delayed from earlier target of 23.5 lakh tons).
From MOIL Ltd's Q3 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Production expected to reach 25 lakh tons by FY 2027, with current year (FY 2026) estimated between 19-20 lakh tons due to project delays.
- New projects (Balaghat and Gumgaon) and mechanization to drive steep production growth beyond current levels.
- Incremental production growth of 1-2 lakh tons annually anticipated from new vertical shafts, taking 5 years to reach full capacity.
- Strong demand in Central region allowing significant growth; current market is 3 million tons per region, with MOIL supplying ~1.8 million tons centrally and room to grow by 1.5 million tons.
- Focus on beneficiation of low-grade ores to add value and expand sales.
2 more points management made on revenue & sales performance
Profitability & Margins
See what MOIL Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- FY '24-'25 capex was INR321.94 crores (highest ever for MOIL).
- FY '25-'26 capex target around INR600 crores.
- INR325 crores earmarked for modernization, mechanization, and capacity enhancement of existing mines.
- INR275 crores allocated for overseas acquisitions.
- Investment in five shaft sinking projects totaling INR664 crores to improve infrastructure and production capacity.
- Projects include three shafts at Dongri Buzurg and two shafts at Kandri and Chikla mines.
- Advanced stage projects at GMDC (Gujarat) with JV formation approved by DIPAM and NITI Aayog.
- Exploration activities ongoing in Madhya Pradesh and Chhattisgarh for new ore bodies.
2 more points management made on capital expenditure plans
Top-ranked in Minerals & Mining
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what MOIL Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
MOIL Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹444 Cr, net profit ₹93 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What MOIL Ltd's management said in earlier quarters
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Frequently Asked Questions
What were MOIL Ltd Q3 FY26 results?
Production expected to reach 25 lakh tons by FY 2027, with current year (FY 2026) estimated between 19-20 lakh tons due to project delays. MOIL targets production of 25 lakh tons in FY 2027, up from around 19-20 lakh tons FY 2026 (delayed from earlier target of 23.5 lakh tons).
What is MOIL Ltd share price analysis?
MOIL Ltd currently shows a below-average growth signal. The stock trades at a P/E of 18.9 with a market cap of ₹5,753 Cr. Investors should review the full earnings analysis for detailed insights.
Is MOIL Ltd planning capital expenditure?
FY '24-'25 capex was INR321.94 crores (highest ever for MOIL).
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.