NMDC Limited

Informe acción BSE:526371

Capitalización de mercado: ₹706.4b

NMDC Dirección

Dirección controles de criterios 2/4

Actualmente no disponemos de información suficiente sobre el CEO.

Información clave

Amitava Mukherjee

Chief Executive Officer (CEO)

₹6.9m

Compensación total

Porcentaje del salario del CEO100.00%
Permanencia del CEO7.8yrs
Participación del CEOn/a
Permanencia media de la direcciónless than a year
Promedio de permanencia en la Junta Directiva1.3yrs

Actualizaciones recientes de la dirección

Recent updates

Actualización de narrativa • Jul 20

526371: Dividend Prospects And Revised Assumptions Will Support Future Upside Potential

Analysts have adjusted their fair value estimate for NMDC to ₹112 from ₹106, reflecting updated assumptions on the discount rate, revenue growth, profit margin, and future P/E multiples. What's in the News NMDC has scheduled a board meeting on May 29, 2026, to consider and approve audited standalone and consolidated financial results for the quarter and financial year ended March 31, 2026.
Actualización de narrativa • Jul 06

526371: Board Results And Dividend Decision Will Shape Balanced 2026 Outlook

Analysts have revised their price target for NMDC to ₹88.33 from ₹80.94. This reflects updated assumptions around fair value, discount rate, expected revenue growth, profit margins, and future P/E multiples.
Actualización de narrativa • Jun 22

526371: Lower Growth And Margins Will Likely Cap Future Share Returns

The analyst price target for NMDC has been revised from ₹60.13 to ₹67.00. Analysts cite updates to fair value estimates, discount rate assumptions, revenue growth expectations, profit margin forecasts, and future P/E inputs as the basis for the change.
Actualización de narrativa • Jun 05

526371: Rare Earth Partnership And Dividend Outlook Will Support Future Upside Potential

Narrative Update: NMDC Price Target Change The analyst price target for NMDC has been raised from ₹95 to ₹106, with analysts pointing to updated assumptions around revenue growth, profit margins and a higher future P/E multiple as key drivers of the new valuation. What's in the News GMDC and NMDC signed a Memorandum of Understanding to explore collaboration in the Rare Earth Elements sector, focusing on building an integrated value chain in Gujarat, including exploration, mining, beneficiation, processing and downstream applications.
Actualización de narrativa • May 21

526371: Rare Earth Collaboration Will Likely Limit Future Share Return Potential

Analysts have made a small upward adjustment to NMDC's price target to ₹60.13 from ₹59.87, reflecting refreshed assumptions on fair value, discount rate, revenue growth, profit margin and future P/E that remain broadly in line with previous expectations. What's in the News NMDC signed a Memorandum of Understanding with Gujarat Mineral Development Corporation (GMDC) to explore collaboration in the Rare Earth Elements sector, centred on GMDC’s Ambadungar Rare Earth deposit in Gujarat (Key Developments).
Actualización de narrativa • May 05

526371: Rare Earth Collaboration And Dividend Payout Will Shape Balanced Future Prospects

Analysts have trimmed NMDC's fair value estimate from ₹100.00 to ₹95.00, citing updated assumptions on the discount rate, revenue growth, profit margins, and a higher future P/E as the key drivers behind the revised price target. What's in the News NMDC has signed a Memorandum of Understanding with Gujarat Mineral Development Corporation Ltd.
Actualización de narrativa • Apr 20

526371: Rare Earth Expansion And Higher Discount Rate Will Likely Restrain Future Returns

Analysts have nudged their NMDC fair value estimate slightly higher to ₹59.87 from ₹59.34, citing updated assumptions on discount rate, revenue growth, profit margin and future P/E that modestly reshape their long term outlook for the stock. What's in the News Gujarat Mineral Development Corporation and NMDC signed an MoU to explore collaboration across the rare earth value chain in Gujarat, covering exploration, mining, beneficiation, processing and downstream applications linked to GMDC’s Ambadungar Rare Earth deposit (Key Developments).
Actualización de narrativa • Apr 06

526371: Rare Earth Collaboration And Dividend Payout Will Drive Future Upside Potential

Analysts have lifted NMDC's fair value estimate from ₹91.00 to ₹100.00, citing updated assumptions for revenue growth, profit margins, and the future P/E multiple that collectively support a slightly higher assessed valuation. What's in the News Gujarat Mineral Development Corporation Ltd.
Actualización de narrativa • Mar 23

526371: Rare Earth MoU And Interim Dividend Will Shape Balanced 2026 Outlook

Analysts have trimmed their price target on NMDC slightly to around ₹81 from about ₹81.50, reflecting small adjustments to assumptions for discount rate, revenue growth, profit margin and future P/E multiples while keeping the overall investment view broadly consistent. What's in the News Gujarat Mineral Development Corporation and NMDC signed an MoU to explore collaboration in the Rare Earth Elements sector, focusing on an integrated value chain in Gujarat that covers exploration, mining, beneficiation, processing and downstream applications linked to GMDC’s Ambadungar deposit (Key Developments).
Actualización de narrativa • Mar 08

526371: Interim Dividend And Stable Assumptions Will Guide Measured 2026 Outlook

Analysts have trimmed their price target on NMDC to ₹81.41, a small adjustment that reflects slightly higher perceived risk in the discount rate. Revenue growth, profit margin and future P/E assumptions are broadly unchanged.
Actualización de narrativa • Feb 22

526371: Overseas Expansion Moves And Dividend Policy Will Shape 2026 Outlook

Analysts have nudged their fair value estimate for NMDC up from about ₹77.12 to roughly ₹81.41, citing updated assumptions around revenue growth, discount rate and forward P/E that modestly shift their valuation framework. What's in the News The board approved a first interim dividend of ₹2.50 per equity share of face value ₹1 for the 2025-26 financial year, with shareholders on record as of 13 February 2026 eligible to receive the payout within the timelines set under the Companies Act, 2013 (company filing).
Actualización de narrativa • Feb 07

526371: Overseas Acquisition Push Will Likely Pressure Future Share Returns

Analysts have nudged their price target on NMDC slightly higher, with fair value moving from ₹59.00 to about ₹59.34 as they factor in updated views on discount rates, revenue growth, profit margins and future P/E expectations. What's in the News A board meeting is scheduled for Feb 3, 2026, to review unaudited financial results for the quarter ended Dec 31, 2025, and to consider a proposal for an interim dividend for FY 2025-26, if any (Board Meeting).
Actualización de narrativa • Jan 24

526371: Higher Discount Rate And Lower P/E Will Pressure Future Returns

Analysts have trimmed their fair value estimate for NMDC from ₹60.00 to ₹59.00 as they now apply a slightly higher discount rate, while also assuming stronger revenue, a modestly higher profit margin and a lower future P/E multiple. What's in the News NMDC is actively looking for acquisitions in Africa, the Middle East, Latin America and Southeast Asia, focusing on both operating mines and virgin assets where pre-feasibility work supports commercial viability (Key Developments).
Actualización de narrativa • Jan 09

526371: Overseas Resource Expansion And Dividend Decisions Will Shape 2025 Outlook

Analysts have modestly adjusted their price expectations for NMDC, keeping the fair value view broadly unchanged at ₹77.12 while fine tuning assumptions around discount rate, revenue growth, profit margin and future P/E to reflect updated risk and earnings profiles. What's in the News NMDC is exploring acquisitions and investments in Africa, the Middle East, Latin America and Southeast Asia, including both operating mines and virgin mineral blocks where pre feasibility work supports commercial viability (Key Developments).
Actualización de narrativa • Dec 26

526371: Future Overseas Mineral Acquisitions Are Expected To Drive Upside Potential

Analysts have nudged their price target on NMDC slightly higher to Rs 91, citing marginally improved expectations for revenue growth, profit margins, and long term earnings multiples, despite a largely unchanged fair value outlook. What's in the News NMDC is actively scouting acquisitions and partnerships across Africa, the Middle East, Latin America and Southeast Asia, targeting both operating and greenfield mines based on pre feasibility studies (company/ministry officials).
Actualización de narrativa • Dec 12

526371: Future Mineral Expansion And Diversification Are Expected To Drive Upside Potential

Analysts have modestly revised their price target for NMDC to reflect a balanced view of faster expected revenue growth and slightly compressed margins, with valuation supported by a marginally lower assumed future P/E multiple. What's in the News NMDC is actively scouting for acquisitions and partnerships across Africa, the Middle East, Latin America and Southeast Asia, targeting both operating and greenfield mineral assets beyond coal and iron ore, including limestone and critical minerals (Key Developments).
Actualización de narrativa • Nov 27

526371: Adjustments To Dividend Plans And Margins Will Guide 2025 Outlook

Analysts have slightly reduced their price target for NMDC from ₹78.25 to ₹77.12, citing nuanced adjustments in the discount rate and future price-to-earnings expectations. What's in the News NMDC's Board Meeting is scheduled for November 14, 2025, at 11:30 Indian Standard Time.
Actualización de narrativa • Nov 13

526371: Dividend Plans And Stable Margins Will Shape Outlook For 2025

Analysts have revised NMDC's price target upward from ₹77.40 to ₹78.25, citing expectations for slightly improved revenue growth and steady profit margins. What's in the News The board meeting is scheduled for November 14, 2025, to consider the proposal for declaration of the first interim dividend for the financial year 2025-26 (company filing).
Actualización de narrativa • Oct 30

526371: Upcoming Results And Dividend Decision Will Shape Outlook Amid Modest Adjustments

Analysts have slightly raised their price target for NMDC from ₹76.6 to ₹77.4. This reflects a modest adjustment based on recent changes to forecasts for revenue growth, profit margin, and valuation multiples. What's in the News NMDC will hold a Board Meeting on October 29, 2025 to consider and approve the unaudited financial results for the quarter ended September 30, 2025 (Board Meeting).
Actualización de narrativa • Oct 16

Production Capacity Will Reach 100 Million Tonnes, Increasing Steel Outputs

Analysts have raised their price target for NMDC from ₹75.18 to ₹76.60. They cite improved profit margins and stronger revenue growth projections as key factors behind the upward revision.
Actualización de narrativa • Sep 04

Production Capacity Will Reach 100 Million Tonnes, Increasing Steel Outputs

As both NMDC's future P/E ratio and consensus revenue growth forecasts remained essentially unchanged, analysts have left their fair value estimate steady at ₹75.18. What's in the News NMDC approved a final dividend of INR 1.00 per equity share for FY 2024-25.
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Nueva narrativa • Feb 23

Production Capacity Will Reach 100 Million Tonnes, Increasing Steel Outputs

Significant CapEx to boost production capacity aims to drive revenue growth, while improved logistics and partnerships enhance sales volumes and earnings.

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Amitava Mukherjee en comparación con los beneficios de NMDC?
FechaCompensación totalSalarioIngresos de la empresa
Jun 30 2026n/an/a

₹75b

Mar 31 2026₹7m₹7m

₹75b

Dec 31 2025n/an/a

₹69b

Sep 30 2025n/an/a

₹70b

Jun 30 2025n/an/a

₹65b

Mar 31 2025₹7m₹7m

₹65b

Dec 31 2024n/an/a

₹65b

Sep 30 2024n/an/a

₹61b

Jun 30 2024n/an/a

₹59b

Mar 31 2024₹7m₹7m

₹56b

Dec 31 2023n/an/a

₹64b

Sep 30 2023n/an/a

₹59b

Jun 30 2023n/an/a

₹58b

Mar 31 2023₹6m₹6m

₹56b

Dec 31 2022n/an/a

₹51b

Sep 30 2022n/an/a

₹63b

Jun 30 2022n/an/a

₹76b

Mar 31 2022₹6m₹5m

₹94b

Dec 31 2021n/an/a

₹104b

Sep 30 2021n/an/a

₹105b

Jun 30 2021n/an/a

₹89b

Mar 31 2021₹5m₹4m

₹63b

Dec 31 2020n/an/a

₹38b

Sep 30 2020n/an/a

₹30b

Jun 30 2020n/an/a

₹29b

Mar 31 2020₹4m₹4m

₹36b

Compensación vs. Mercado: La compensación total de Amitava($USD71.42K) está por debajo de la media de empresas de tamaño similar en el mercado Indian ($USD808.75K).

Compensación vs. Ingresos: La compensación de Amitava ha sido consistente con los resultados de la empresa en el último año.

CEO

Amitava Mukherjee (58 yo)

7.8yrs
Permanencia
₹6,850,000
Compensación

Mr. Amitava Mukherjee is MD & Chairman of NMDC Limited since March 6, 2025 and served as its Director of Finance until April 2026 and served as its Director of Finance since November 2018 until 2025. He ha...

Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Amitava Mukherjee
MD & Chairmanno data₹6.85msin datos
Anurag Kapil
Director of Finance & Directorless than a yearsin datossin datos
Vinay Kumar
Technical Director & Director3.3yrs₹8.22msin datos
Krishna Thakur
Director of Personnel & Directorless than a year₹165.00ksin datos
Joydeep Dasgupta
Director of Personnelno data₹7.68msin datos
Aniket Kulshreshtha
Company Secretary & Compliance Officerless than a yearsin datossin datos
Suresh Jain
Chief General Manager of R.E.Dno datasin datossin datos
Kishan Ahuja
Chief General Manager of Kirandul-Works4.8yrssin datossin datos
M. Rajagopal
Chief General Manager of Slurry Pipelineno datasin datossin datos
A. Bandopadhyay
Chief General Manager of Electricalno datasin datossin datos
P. Ramaiyan
Chief General Manager (Works)no datasin datossin datos
Sreedhar Kodali
Chief General Managerno datasin datossin datos
0.5yrs
Permanencia media
57yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de 526371 no se considera experimentado ( 0.5 años antigüedad media), lo que sugiere un nuevo equipo.

Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Amitava Mukherjee
MD & Chairman7.8yrs₹6.85msin datos
Anurag Kapil
Director of Finance & Directorless than a yearsin datossin datos
Vinay Kumar
Technical Director & Director3.3yrs₹8.22msin datos
Krishna Thakur
Director of Personnel & Directorless than a year₹165.00ksin datos
Joydeep Dasgupta
Director of Personnel1.8yrs₹7.68msin datos
Vivek Nath
Director of Commercial & Directorless than a yearsin datossin datos
Sanjay Tandon
Independent Director1.4yrs₹560.00ksin datos
Abhijit Narendra
Government Nominee Director3.6yrssin datossin datos
Mahendra Rao
Independent Director1.3yrs₹1.07msin datos
Bharat Patil
Independent Director1.3yrs₹1.07msin datos
Achal Sinha
Independent Director1.2yrs₹680.00ksin datos
1.3yrs
Permanencia media
57.5yo
Promedio de edad

Junta con experiencia: La junta directiva de 526371 no se considera experimentada (1.3 años de permanencia promedio), lo que sugiere una nueva junta directiva.

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/09/16 21:36
Precio de las acciones al final del día2026/09/16 00:00
Beneficios2026/06/30
Ingresos anuales2026/03/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

NMDC Limited está cubierta por 44 analistas. 9 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Rajesh Majumdar360 ONE Capital Market Private Limited
Nitin BhasinAmbit Capital
Satyadeep JainAmbit Capital