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

NMDC's Q2 & H1 FY26 results (ended Sept 30, 2025) reveal a powerhouse performance.

**Business Performance & Recent Developments:**

Q2 FY26 saw record physical output: iron ore production surged 23% YoY to 102.08 LT, with sales up 10% to 107.16 LT. H1 FY26 likewise hit record production of 222.02 LT (up 27% YoY) and strong sales of 222.33 LT (up 12% YoY), the second-best half-yearly figure.

**Key Financial Metrics:**

For Q2, revenue surged 30% YoY to 6,261 INR Cr, PAT grew 33% to 1,694 INR Cr, and EBITDA rose 32% to 2,385 INR Cr. H1 revenue hit a record 12,895 INR Cr (up 27%), with PAT also at a record 3,663 INR Cr (up 13%). Average sales realization climbed 2%.

**Growth Drivers/Strategy:**

Robust operational excellence and strong market demand are clearly fueling these record figures. NMDC also holds significant strategic investments in JVs and associates, totaling Rs. 1,302.68 crore.

**Management Commentary / Outlook:**

The presentation focuses on past performance, offering no explicit forward-looking plans or management insights.