NLC India Ltd
NLC India Q4 FY25 earnings call: Revenue & Margins
Q4 FY25 earnings call: what management guided on revenue, margins and order book.
The short version
Revenue from operations target to increase from ₹13,000 Crore (FY 2024-25) to ₹37,000 Crore by 2030. NLC India Limited aims to increase profit after tax (PAT) from ₹1,868 Crore in 2024 to ₹5,294 Crore by 2030.
From NLC India Ltd's Q4 FY25 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Revenue from operations target to increase from ₹13,000 Crore (FY 2024-25) to ₹37,000 Crore by 2030.
- Profit after Tax (PAT) expected to grow from ₹1,868 Crore (2024) to ₹5,294 Crore by 2030.
- Asset base to expand from ₹57,851 Crore (FY 2024-25) to ₹1,59,746 Crore by 2030.
- EBITDA margin aimed to improve from 38.6% to 50.6% by 2030.
- Lignite mining capacity goal: 104.35 million tons by 2030.
- Thermal power generation capacity target: 10,020 MW by 2030.
- Renewable energy capacity target: 10,110 MW by 2030, achieving a 50:50 thermal to renewable capacity ratio.
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Profitability & Margins
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Capital Expenditure Plans
- Total CAPEX requirement over next five years: ₹1.16 Lakh Crore.
- Conventional Thermal Power stations CAPEX ratio: 70:30 (debt:equity).
- Renewables CAPEX ratio: 80:20.
- Equity requirement estimated at ₹23,000 Crore, to be met from internal resources and asset monetization.
- Renewable Energy capacity target: Increase from 1.4 GW to 10 GW by 2030, with 1 GW target for FY 2025-26 and 1.5 GW for FY 2026-27.
- Battery storage, EV charging stations, pumped storage projects (two) planned.
- Diversification into critical minerals mining with preferred bids received.
- Green hydrogen pilot project of 4 MW underway, more projects in pipeline.
- Asset monetization of 1.4 GW RE assets targeted to raise around ₹4,000 Crore, planned IPO in Q2 FY 26-27.
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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
- Current order book under execution is over ₹1 lakh crore.
- The CAPEX requirement projected is ₹1.16 lakh crore over the next five years.
- Equity requirement for the CAPEX is around ₹23,000 crore.
- Equity funding planned primarily through internal accruals supported by increasing profit margins and asset monetization.
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NLC India Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹5.0K Cr, net profit ₹1.5K Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What NLC India Ltd's management said in earlier quarters
- Q1 FY27 earnings call analysis →
- Q2 FY26 earnings call analysis →
- Q4 FY24 earnings call analysis →
- Q4 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 Q4 FY25 results?
Revenue from operations target to increase from ₹13,000 Crore (FY 2024-25) to ₹37,000 Crore by 2030. NLC India Limited aims to increase profit after tax (PAT) from ₹1,868 Crore in 2024 to ₹5,294 Crore by 2030.
What is NLC India Ltd share price analysis?
NLC India Ltd currently shows a neutral. The stock trades at a P/E of 11.9 with a market cap of ₹42,057 Cr. Investors should review the full earnings analysis for detailed insights.
Is NLC India Ltd planning capital expenditure?
Total CAPEX requirement over next five years: ₹1.16 Lakh Crore.
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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.