NMDC Limited — PPTs, 29-10-2025: Investor Presentation

NMDC delivered a strong performance for Q2 and H1 FY26. For Q2, revenue surged 30% year-on-year to 6,261 Cr, with Profit After Tax (PAT) rising 33% to 1,694 Cr. The company achieved record-breaking physical iron ore production of 102.08 LT (up 23%) and sales of 107.16 LT (up 10%) during the quarter.

For the first half of FY26, NMDC reported best-ever iron ore production of 222.02 LT (up 27%) and sales of 222.33 LT (up 12%). H1 revenue increased 27% to 12,895 Cr, and PAT grew 13% to 3,663 Cr. Average sales realization stood at 4,973 Rs/T for Q2 and 5,170 Rs/T for H1.

While the presentation highlights robust current performance and existing strategic investments in subsidiaries and joint ventures, it does not explicitly outline new strategic growth drivers or provide specific management commentary or a forward-looking outlook.