NMDC Limited

Report azionario BSE:526371

Capitalizzazione di mercato: ₹774.5b

NMDC Gestione

Criteri Gestione verificati 3/4

Al momento non disponiamo di informazioni sufficienti sull'amministratore delegato.

Informazioni chiave

Amitava Mukherjee

Amministratore delegato

₹7.0m

Compenso totale

Percentuale dello stipendio del CEO100.00%
Mandato del CEO7.5yrs
Proprietà del CEOn/a
Durata media del management4.5yrs
Durata media del Consiglio di amministrazione1yr

Aggiornamenti recenti sulla gestione

Recent updates

Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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).
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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).
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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).
Aggiornamento della narrazione • 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).
Aggiornamento della narrazione • 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).
Aggiornamento della narrazione • 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).
Aggiornamento della narrazione • 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).
Aggiornamento della narrazione • 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).
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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).
Aggiornamento della narrazione • 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).
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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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Nuova narrazione • 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.

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Amitava Mukherjee rispetto agli utili di NMDC?
DataCompenso totaleStipendioUtili della società
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

Compensazione vs Mercato: La retribuzione totale di Amitava ($USD 72.54K ) è inferiore alla media delle aziende di dimensioni simili nel mercato Indian ($USD 701.91K ).

Compensazione vs guadagni: La retribuzione di Amitava è stata coerente con le performance aziendali dell'ultimo anno.

AMMINISTRATORE DELEGATO

Amitava Mukherjee (57 yo)

7.5yrs
Mandato
₹6,989,000
Compensazione

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...

Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Amitava Mukherjee
MD & Chairmanno data₹6.99mNessun dato
Vinay Kumar
Commercial Director3yrs₹6.95mNessun dato
Joydeep Dasgupta
Director of Personnelno data₹2.19mNessun dato
Anurag Kapil
Director of Financeless than a yearNessun datoNessun dato
Krishna Thakur
Director of Personnel & Directorless than a yearNessun datoNessun dato
Suresh Jain
Chief General Manager of R.E.Dno dataNessun datoNessun dato
B. Venkateswarlu
Executive Director of BIOM - Bacheli Complex4.5yrsNessun datoNessun dato
Kishan Ahuja
Chief General Manager of Kirandul-Works4.5yrsNessun datoNessun dato
N. Prasad
Chief General Manager of Industrial Engineering & MS4.5yrsNessun datoNessun dato
Padmanabha Naik
Chief General Manager - NCL4.5yrsNessun datoNessun dato
M. Rajagopal
Chief General Manager of Slurry Pipelineno dataNessun datoNessun dato
Pradeep Saxena
Chief General Manager of Personnelno dataNessun datoNessun dato
4.5yrs
Durata media
56yo
Età media

Gestione esperta: Il team dirigenziale di 526371 è considerato esperto (durata media dell'incarico 4.5 anni).

Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Amitava Mukherjee
MD & Chairman7.5yrs₹6.99mNessun dato
Vinay Kumar
Commercial Director3yrs₹6.95mNessun dato
Joydeep Dasgupta
Director of Personnel1.5yrs₹2.19mNessun dato
Krishna Thakur
Director of Personnel & Directorless than a yearNessun datoNessun dato
Sanjay Tandon
Independent Directorno dataNessun datoNessun dato
Ashish Chatterjee
Government Nominee Directorless than a yearNessun datoNessun dato
Abhijit Narendra
Government Nominee Director3.3yrsNessun datoNessun dato
Mahendra Rao
Independent Director1yrNessun datoNessun dato
Bharat Patil
Independent Director1yrNessun datoNessun dato
Achal Sinha
Independent Directorless than a yearNessun datoNessun dato
1.0yrs
Durata media
57yo
Età media

Consiglio di amministrazione esperto: Il consiglio di amministrazione di 526371 non è considerato esperto (durata media del mandato 1 anni), il che suggerisce un nuovo consiglio.

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/21 19:26
Prezzo dell'azione a fine giornata2026/05/21 00:00
Utili2025/12/31
Utili annuali2025/03/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

NMDC Limited è coperta da 40 analisti. 8 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Rajesh Majumdar360 ONE Capital Market Private Limited
Satyadeep JainAmbit Capital
Ashwin MehtaAmbit Capital