NLC India Ltd
NLC India Q2 FY26: Revenue ₹8,463 Cr, PAT ₹1,564 Cr
Q2 FY26 investor presentation: what the company reported on revenue, margins and projects.
Based on NLC India Ltd's Q2 FY26 investor presentation. The company has not published an earnings-call transcript for this quarter, so figures here are what the presentation reports, not management guidance.
The short version
H1 FY 26 Revenue & Volume Figures with YoY Change: - Total Income: ₹8,463 Cr (6% increase from ₹8,017 Cr in H1 FY 25) [Page 18] - Revenue from Operations: ₹8,004 Cr (14% increase from ₹7,036 Cr in H1 FY 25) [Page 18] - Profit After Tax (PAT): ₹1,564 Cr (1% increase from ₹1,549 Cr in H1 FY 25) [Page 18] - Coal Sales: 172 LT in H1 FY 26 (increase from 126 LT in FY 21, exact YoY not specified) [Page 20] - Lignite Sales: 23 LT in H1 FY 26 (flat compared to FY 25) [Page 20] - Power Generation (Standalone Export): 16.56 BU in H1 FY 26 (compared to 16.80 BU in FY 24) [Page 21] - Power Segment Revenue: ₹6,861 Cr in H1 FY 26 [Page 21] - Mining Revenue: ₹4,208 Cr in H1 FY 26 [Page 16] - Explicit Outlook: - Financial overview projects total income rising from ₹15,283 Cr in FY 25 to ₹37,713 Cr by FY 30 [Page 30] - Equity outlook shows continued growth in regulated and non-regulated equity through 2030 [Page 31] - No specific explicit quarterly volume outlook given, but growth trend implied. EBITDA for H1 FY 26: ₹3,190 Cr (vs ₹3,197 Cr in H1 FY 25), essentially flat year-on-year.
From NLC India Ltd's Q2 FY26 earnings-call transcript · updated 24 Sept 2026.
Revenue & Sales Performance
- H1 FY 26 Revenue & Volume Figures with YoY Change:
- Total Income: ₹8,463 Cr (6% increase from ₹8,017 Cr in H1 FY 25) [Page 18]
- Revenue from Operations: ₹8,004 Cr (14% increase from ₹7,036 Cr in H1 FY 25) [Page 18]
- Profit After Tax (PAT): ₹1,564 Cr (1% increase from ₹1,549 Cr in H1 FY 25) [Page 18]
- Coal Sales: 172 LT in H1 FY 26 (increase from 126 LT in FY 21, exact YoY not specified) [Page 20]
- Lignite Sales: 23 LT in H1 FY 26 (flat compared to FY 25) [Page 20]
- Power Generation (Standalone Export): 16.56 BU in H1 FY 26 (compared to 16.80 BU in FY 24) [Page 21]
- Power Segment Revenue: ₹6,861 Cr in H1 FY 26 [Page 21]
- Mining Revenue: ₹4,208 Cr in H1 FY 26 [Page 16]
- Explicit Outlook:
- Financial overview projects total income rising from ₹15,283 Cr in FY 25 to ₹37,713 Cr by FY 30 [Page 30]
2 more points management made on revenue & sales performance
Profitability & Margins
See what NLC India Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Capex Plan (5 Years, Rs 1.17 Lakh Crore total) [Page 32]:
- Mining Projects: 104.35 MTPA capacity; ₹14,199 Cr
- Existing: 50.10 MTPA
- Ongoing: 9 MTPA (₹1,559 Cr)
- Upcoming: 44.25 MTPA (₹9,486 Cr)
- Critical Minerals: 1 MTPA (₹3,154 Cr)
- Green Energy Projects: 10,110 MW; ₹41,599 Cr
- Ongoing: 1,942 MW
- Upcoming: 9,127 MW
- Pumped Hydro: 1,600 MW (₹10,400 Cr)
- Thermal Projects: 10,020 MW; ₹49,981 Cr
- Existing: 5,960 MW
- Ongoing: 660 MW (₹1,144 Cr)
- Upcoming: 3,400 MW (₹48,837 Cr)
- Diversification: ₹11,101 Cr
- OB to Sand: ₹3 Cr
- Lignite, Coal Gasification: ₹8,500 Cr
- EV Charging Station: ₹1,275 Cr
- Others: ₹1,323 Cr
- Timelines:
- Corporate Plan targets capacity and capex by 2030 [Page 32]
- NUPPL 660 MW COD certificate awaited [Several pages]
- Capacity Expansion:
- Renewable energy capacity targeted to 10,110 MW by 2030 (up from existing 1,599 MW) [Pages 20, 29]
2 more points management made on capital expenditure plans
Top-ranked in Power
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 NLC India Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
2 more points management made on order book & pipeline
NLC India Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹5.0K Cr, net profit ₹1.5K Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
Full financials →Continue your research
What NLC India Ltd's management said in earlier quarters
- Q1 FY27 earnings call analysis →
- Q4 FY24 earnings call analysis →
- Q4 FY26 earnings call analysis →
- Q3 FY26 earnings call analysis →
- Q1 FY26 earnings call →
- Q3 FY25 earnings call →
- Q2 FY25 earnings call →
- Q1 FY25 earnings call →
- Q3 FY24 earnings call →
- Q1 FY24 earnings call →
- Q2 FY23 earnings call →
- Q1 FY21 earnings call →
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Frequently Asked Questions
What were NLC India Ltd Q2 FY26 results?
H1 FY 26 Revenue & Volume Figures with YoY Change: - Total Income: ₹8,463 Cr (6% increase from ₹8,017 Cr in H1 FY 25) [Page 18] - Revenue from Operations: ₹8,004 Cr (14% increase from ₹7,036 Cr in H1 FY 25) [Page 18] - Profit After Tax (PAT): ₹1,564 Cr (1% increase from ₹1,549 Cr in H1 FY 25) [Page 18] - Coal Sales: 172 LT in H1 FY 26 (increase from 126 LT in FY 21, exact YoY not specified) [Page 20] - Lignite Sales: 23 LT in H1 FY 26 (flat compared to FY 25) [Page 20] - Power Generation (Standalone Export): 16.56 BU in H1 FY 26 (compared to 16.80 BU in FY 24) [Page 21] - Power Segment Revenue: ₹6,861 Cr in H1 FY 26 [Page 21] - Mining Revenue: ₹4,208 Cr in H1 FY 26 [Page 16] - Explicit Outlook: - Financial overview projects total income rising from ₹15,283 Cr in FY 25 to ₹37,713 Cr by FY 30 [Page 30] - Equity outlook shows continued growth in regulated and non-regulated equity through 2030 [Page 31] - No specific explicit quarterly volume outlook given, but growth trend implied. EBITDA for H1 FY 26: ₹3,190 Cr (vs ₹3,197 Cr in H1 FY 25), essentially flat year-on-year.
What is NLC India Ltd share price analysis?
NLC India Ltd currently shows a neutral. The stock trades at a P/E of 11.6 with a market cap of ₹37,273 Cr. Investors should review the full earnings analysis for detailed insights.
Is NLC India Ltd planning capital expenditure?
Capex Plan (5 Years, Rs 1.17 Lakh Crore total) [Page 32]: - Mining Projects: 104.35 MTPA capacity; ₹14,199 Cr - Existing: 50.10 MTPA - Ongoing: 9 MTPA (₹1,559 Cr) - Upcoming: 44.25 MTPA (₹9,486 Cr) - Critical Minerals: 1 MTPA (₹3,154 Cr) - Green Energy Projects: 10,110 MW; ₹41,599 Cr - Ongoing: 1,942 MW - Upcoming: 9,127 MW - Pumped Hydro: 1,600 MW (₹10,400 Cr) - Thermal Projects: 10,020 MW; ₹49,981 Cr - Existing: 5,960 MW - Ongoing: 660 MW (₹1,144 Cr) - Upcoming: 3,400 MW (₹48,837 Cr) - Diversification: ₹11,101 Cr - OB to Sand: ₹3 Cr - Lignite, Coal Gasification: ₹8,500 Cr - EV Charging Station: ₹1,275 Cr - Others: ₹1,323 Cr - Timelines: - Corporate Plan targets capacity and capex by 2030 [Page 32] - NUPPL 660 MW COD certificate awaited [Several pages] - Capacity Expansion: - Renewable energy capacity targeted to 10,110 MW by 2030 (up from existing 1,599 MW) [Pages 20, 29] - Thermal capacity targeted increase to 10,020 MW by 2030 [Pages 20, 29] - Mining capacity doubling approx.
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This analysis is AI-generated based on publicly available earnings data and the company's investor presentation. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.