Arthneeti
N

NMDC Ltd

Q2 FY26Minerals & Mining

NMDC Q2 FY26: Revenue ₹6,261 Cr, PAT ₹1,694 Cr

Q2 FY26 investor presentation: what the company reported on revenue, margins and projects.

Price₹81
Market cap₹69.6K Cr
P/E9.3
Updated24 Sept 2026
Read3 min read

Based on NMDC 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

Q2 FY26 vs Q2 FY25 Performance: - Iron Ore Production: 107.16 LT (10% increase YoY from 97.27 LT) - Iron Ore Sales: 107.16 LT (10% increase YoY) - Revenue from Operations: ₹6,261 crore (30% in Q2 FY26 Financials vs Q2 FY25: - EBITDA: ₹2,385 crore, up 32% YoY (from ₹1,801 crore) - Operating margin (EBITDA margin): approx.

From NMDC Ltd's Q2 FY26 earnings-call transcript · updated 24 Sept 2026.

Revenue & Sales Performance

  • Q2 FY26 vs Q2 FY25 Performance:
  • Iron Ore Production: 107.16 LT (10% increase YoY from 97.27 LT)
  • Iron Ore Sales: 107.16 LT (10% increase YoY)
  • Revenue from Operations: ₹6,261 crore (30% increase YoY from ₹4,807 crore)
  • EBITDA: ₹2,385 crore (32% increase YoY from ₹1,801 crore)
  • Profit Before Tax (PBT): ₹2,271 crore (32% increase YoY from ₹1,687 crore)
  • Profit After Tax (PAT): ₹1,694 crore (33% increase YoY from ₹1,269 crore)
  • Average Sales Realisation: ₹4,973 per ton (2% increase YoY from ₹4,852)
  • Q2 FY26 vs Q1 FY26:
  • Iron Ore Production: 102.08 LT (down 17.86%)
  • Iron Ore Sales: 107.16 LT (down 8.01%)
  • Average Price per Ton: ₹4,973 (down 7%)
  • Revenue from Operations: ₹6,261 crore (down 6%)

2 more points management made on revenue & sales performance

Profitability & Margins

See what NMDC Ltd said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

The investor presentation does not specifically describe any capex, capacity expansion, or new plant/project details including amounts, status, or timelines. The document primarily focuses on financial performance, production and sales trends, shareholder details, and standard disclaimers. No direct information on capital expenditure plans or new projects is provided within the presented pages.

Top-ranked in Minerals & Mining

Ranked on what management guided this quarter

5x potential
1Lloyds Metals
Rev 2Mar 3
2Gravita India Ltd
Rev 2Mar 3
3
Rev 2Mar 3
4
Rev 3Mar 2
5
Rev 3Mar 3
Sign up free to see 3 moreTakes 30 seconds · no cardSign up

Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.

Fundraising & Capital Structure

See what NMDC Ltd said on fundraising & capital structure — free account, 30 seconds.

Order Book & Pipeline

The investor presentation for NMDC Limited does not explicitly report on order book, order inflow, or pending orders. The presentation primarily covers: - Financial performance including production, sales, revenues, profits, and related metrics for FY 2025-26 H1 and Q2 periods. - Details on quarterly iron ore production and sales trends. - Average domestic prices of iron ore. - Shareholding pattern as of 30-09-2025.

2 more points management made on order book & pipeline

NMDC Ltd — Quarterly revenue & net profit

Revenue Net profit
Sep 2024
Dec 2024
Mar 2025
Jun 2025
Sep 2025
Dec 2025

Reported quarterly figures (₹ Cr). Latest: revenue ₹7.6K Cr, net profit ₹1.8K Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

Full financials →

Continue your research

What NMDC Ltd's management said in earlier quarters

Others in Minerals & Mining this season

  • Gravita India Ltd (Q2 FY26)

    H1 FY26 saw a 16% growth in Adjusted EBITDA year-on-year and a 36% increase in PAT. Key concall takeaways from Gravita India Ltd's Q2 FY26 earnings call — and…

  • 20 Microns Ltd (Q2 FY26)

    Q2 EBITDA improved by 3.4% YoY and margins expanded by 100 bps; EPS increased from 4.65 to 4.92, indicating consistent value creation. Key concall takeaways…

Compare:vs Lloyds Metalsvs Gujarat Mineral Development Corporation Ltdvs Gravita India Ltd

🔎 Who's planning the most growth?

Companies ranked by management's own guidance — revenue, margins, capex and order book, from every earnings call in India.

See rankings →

Frequently Asked Questions

What were NMDC Ltd Q2 FY26 results?

Q2 FY26 vs Q2 FY25 Performance: - Iron Ore Production: 107.16 LT (10% increase YoY from 97.27 LT) - Iron Ore Sales: 107.16 LT (10% increase YoY) - Revenue from Operations: ₹6,261 crore (30% in Q2 FY26 Financials vs Q2 FY25: - EBITDA: ₹2,385 crore, up 32% YoY (from ₹1,801 crore) - Operating margin (EBITDA margin): approx.

What is NMDC Ltd share price analysis?

NMDC Ltd currently shows a neutral. The stock trades at a P/E of 9.3 with a market cap of ₹69,587 Cr. Investors should review the full earnings analysis for detailed insights.

Is NMDC Ltd planning capital expenditure?

The investor presentation does not specifically describe any capex, capacity expansion, or new plant/project details including amounts, status, or timelines.

Keep NMDC Ltd on your radar — track it to get its next earnings analysis in your feed.

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.