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NMDC Community
BSE:526371 Community
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NMDC
AN
AnalystLowTarget
Consensus Narrative from 18 Analysts
ESG Pressures And Decarbonization Will Erode Iron Ore Margins
Key Takeaways Global decarbonization trends and alternative materials threaten NMDC's growth by reducing steel and iron ore demand, while stricter ESG norms raise operational costs and investment risks. Delayed international expansion and shrinking high-grade reserves increase dependency on India, escalate production costs, and intensify competition's impact on profitability.
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₹55.00
FV
31.1% overvalued
intrinsic discount
3.77%
Revenue growth p.a.
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6 days ago
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NMDC
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Production Capacity Will Reach 100 Million Tonnes, Increasing Steel Outputs
Key Takeaways Significant CapEx to boost production capacity aims to drive revenue growth, while improved logistics and partnerships enhance sales volumes and earnings. Focus on dispatch capacities and multimodal transport enhances efficiency, with blending facility expansion and land acquisition boosting future steel production margins.
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₹73.72
FV
2.2% undervalued
intrinsic discount
4.63%
Revenue growth p.a.
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6 days ago
author updated this narrative
NMDC
AN
AnalystHighTarget
Consensus Narrative from 18 Analysts
India Urbanization And Renewable Energy Trends Will Fuel Mining Expansion
Key Takeaways Acceleration in production, infrastructure upgrades, and advanced digital initiatives position NMDC for rapid earnings growth, expanded margins, and improved operational efficiency. Strategic asset diversification and focus on premium products align NMDC with emerging global trends, boosting long-term revenue stability and reducing vulnerability to import competition.
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₹89.00
FV
19.0% undervalued
intrinsic discount
5.96%
Revenue growth p.a.
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9 days ago
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Your Valuation for
526371
526371
NMDC
Your Fair Value
₹
Current Price
₹72.13
42.2% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
0
325b
2015
2018
2021
2024
2025
2027
2030
Revenue ₹324.9b
Earnings ₹88.9b
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