NMDC（NMDC）株式概要NMDC Limited はその子会社とともに、インドで鉄鉱石の探鉱と生産を行っている。 詳細NMDC ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長2/6過去の実績3/6財務の健全性5/6配当金4/6報酬株価収益率（ 11.5 x） Indian市場（ 24.2 x）を下回っています。収益は年間8.24%増加すると予測されています 同業他社や業界と比較して、良好な取引価格 リスク分析3.88%の配当はフリーキャッシュフローで十分にカバーされていない すべてのリスクチェックを見るNMDC Community Fair Values Create NarrativeSee what 22 others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value₹Current Price₹90.1454.8% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture0368b2016201920222025202620282031Revenue ₹367.7bEarnings ₹91.5bAdvancedSet Fair ValueView all narrativesFeatured narrative•Materials opportunityUpside Gold2 months ago author updated this narrativeSTFair Value from stuart_robertsCA$5.0768.0% 割安 内在価値ディスカウントAn Undervalued 3.3Moz Gold Project in CanadaKey takeaways Upside Gold is developing the Kena Gold Project, near the town of Nelson in the Kootenays region of southern British Columbia. Kena hosts a historical gold resource of 3.33 million ounces (561,000 ounces Indicated and 2.77 million ounces Inferred) across a 10,200-hectare land package.Read full narrative14.8kusers have viewed this narrative41users have liked this narrative1users have commented on this narrative284users have followed this narrativeRead narrativeNMDC Limited 競合他社Steel Authority of IndiaSymbol: NSEI:SAILMarket cap: ₹773.6bJindal StainlessSymbol: NSEI:JSLMarket cap: ₹631.5bAPL Apollo TubesSymbol: BSE:533758Market cap: ₹547.8bLloyds Metals and EnergySymbol: BSE:512455Market cap: ₹970.8b価格と性能株価の高値、安値、推移の概要NMDC過去の株価現在の株価₹90.1452週高値₹92.7752週安値₹62.00ベータ0.681ヶ月の変化10.28%3ヶ月変化7.21%1年変化41.31%3年間の変化150.39%5年間の変化33.24%IPOからの変化-97.55%最新ニュースUpcoming Dividend • Feb 06Upcoming dividend of ₹2.50 per shareEligible shareholders must have bought the stock before 13 February 2026. Payment date: 05 March 2026. Payout ratio is a comfortable 45% but the company is paying out more than the cash it is generating. Trailing yield: 4.2%. Within top quartile of Indian dividend payers (1.4%). Higher than average of industry peers (2.1%).分析記事 • Feb 06Revenue Beat: NMDC Limited Beat Analyst Estimates By 13%The third-quarter results for NMDC Limited ( NSE:NMDC ) were released last week, making it a good time to revisit its...Reported Earnings • Feb 04Third quarter 2026 earnings released: EPS: ₹2.00 (vs ₹2.14 in 3Q 2025)Third quarter 2026 results: EPS: ₹2.00 (down from ₹2.14 in 3Q 2025). Revenue: ₹76.1b (up 16% from 3Q 2025). Net income: ₹17.6b (down 6.7% from 3Q 2025). Profit margin: 23% (down from 29% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Metals and Mining industry in India. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Jan 31NMDC Limited's (NSE:NMDC) Business And Shares Still Trailing The MarketWhen close to half the companies in India have price-to-earnings ratios (or "P/E's") above 24x, you may consider NMDC...お知らせ • Jan 30NMDC Limited to Report Q3, 2026 Results on Feb 03, 2026NMDC Limited announced that they will report Q3, 2026 results on Feb 03, 2026お知らせ • Jan 08Nmdc Limited Announces Cessation of Shri Vishwanath Suresh as Director, Effective January 7, 2026NMDC Limited announced Shri Vishwanath Suresh has been relieved from the services of NMDC Limited and ceased to be a Director on the Board of NMDC Limited with effect from January 7, 2026.最新情報をもっと見るRecent updatesUpcoming Dividend • Feb 06Upcoming dividend of ₹2.50 per shareEligible shareholders must have bought the stock before 13 February 2026. Payment date: 05 March 2026. Payout ratio is a comfortable 45% but the company is paying out more than the cash it is generating. Trailing yield: 4.2%. Within top quartile of Indian dividend payers (1.4%). Higher than average of industry peers (2.1%).分析記事 • Feb 06Revenue Beat: NMDC Limited Beat Analyst Estimates By 13%The third-quarter results for NMDC Limited ( NSE:NMDC ) were released last week, making it a good time to revisit its...Reported Earnings • Feb 04Third quarter 2026 earnings released: EPS: ₹2.00 (vs ₹2.14 in 3Q 2025)Third quarter 2026 results: EPS: ₹2.00 (down from ₹2.14 in 3Q 2025). Revenue: ₹76.1b (up 16% from 3Q 2025). Net income: ₹17.6b (down 6.7% from 3Q 2025). Profit margin: 23% (down from 29% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Metals and Mining industry in India. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Jan 31NMDC Limited's (NSE:NMDC) Business And Shares Still Trailing The MarketWhen close to half the companies in India have price-to-earnings ratios (or "P/E's") above 24x, you may consider NMDC...お知らせ • Jan 30NMDC Limited to Report Q3, 2026 Results on Feb 03, 2026NMDC Limited announced that they will report Q3, 2026 results on Feb 03, 2026お知らせ • Jan 08Nmdc Limited Announces Cessation of Shri Vishwanath Suresh as Director, Effective January 7, 2026NMDC Limited announced Shri Vishwanath Suresh has been relieved from the services of NMDC Limited and ceased to be a Director on the Board of NMDC Limited with effect from January 7, 2026.分析記事 • Dec 08Here's Why We Think NMDC (NSE:NMDC) Might Deserve Your Attention TodayInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...分析記事 • Nov 20Here's Why NMDC (NSE:NMDC) Can Manage Its Debt ResponsiblyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • Nov 01NMDC Limited Beat Revenue Forecasts By 5.5%: Here's What Analysts Are Forecasting NextInvestors in NMDC Limited ( NSE:NMDC ) had a good week, as its shares rose 2.2% to close at ₹75.79 following the...Reported Earnings • Oct 30Second quarter 2026 earnings released: EPS: ₹1.93 (vs ₹1.38 in 2Q 2025)Second quarter 2026 results: EPS: ₹1.93 (up from ₹1.38 in 2Q 2025). Revenue: ₹63.8b (up 30% from 2Q 2025). Net income: ₹17.0b (up 40% from 2Q 2025). Profit margin: 27% (up from 25% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Metals and Mining industry in India. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Oct 26NMDC Limited to Report Q2, 2026 Results on Oct 29, 2025NMDC Limited announced that they will report Q2, 2026 results on Oct 29, 2025分析記事 • Sep 06Improved Earnings Required Before NMDC Limited (NSE:NMDC) Shares Find Their FeetNMDC Limited's ( NSE:NMDC ) price-to-earnings (or "P/E") ratio of 10x might make it look like a strong buy right now...分析記事 • Aug 16Earnings Update: NMDC Limited (NSE:NMDC) Just Reported And Analysts Are Boosting Their EstimatesNSEI:NMDC 1 Year Share Price vs Fair Value Explore NMDC's Fair Values from the Community and select yours NMDC Limited...Reported Earnings • Aug 09Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: ₹7.44 (up from ₹6.34 in FY 2024). Revenue: ₹239.1b (up 12% from FY 2024). Net income: ₹65.4b (up 17% from FY 2024). Profit margin: 27% (up from 26% in FY 2024). The increase in margin was driven by higher revenue. Production and reserves: Iron Production: 44.07 Mt (45.02 Mt in FY 2024) Number of mines: 1 (2 in FY 2024) Diamond Production: 0.9 kg (0.1 kg in FY 2024) Revenue exceeded analyst estimates by 3.0%. Earnings per share (EPS) missed analyst estimates by 1.1%. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Metals and Mining industry in India. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 22% per year, which means it is well ahead of earnings.Upcoming Dividend • Aug 07Upcoming dividend of ₹1.00 per shareEligible shareholders must have bought the stock before 14 August 2025. Payment date: 28 September 2025. Payout ratio is a comfortable 44% but the company is not cash flow positive. Trailing yield: 4.6%. Within top quartile of Indian dividend payers (1.3%). Higher than average of industry peers (2.8%).お知らせ • Aug 04NMDC Limited to Report Q1, 2026 Results on Aug 12, 2025NMDC Limited announced that they will report Q1, 2026 results on Aug 12, 2025お知らせ • Jul 31NMDC Limited, Annual General Meeting, Aug 29, 2025NMDC Limited, Annual General Meeting, Aug 29, 2025, at 11:30 Indian Standard Time.分析記事 • May 30NMDC Limited (NSE:NMDC) Reported Earnings Last Week And Analysts Are Already Upgrading Their EstimatesAs you might know, NMDC Limited ( NSE:NMDC ) recently reported its annual numbers. It was a workmanlike result, with...Reported Earnings • May 28Full year 2025 earnings: EPS in line with analyst expectations despite revenue beatFull year 2025 results: EPS: ₹7.44 (up from ₹6.34 in FY 2024). Revenue: ₹239.1b (up 12% from FY 2024). Net income: ₹65.4b (up 17% from FY 2024). Profit margin: 27% (up from 26% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.0%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 5.8% p.a. on average during the next 2 years, compared to a 10% growth forecast for the Metals and Mining industry in India. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.Buy Or Sell Opportunity • May 23Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 7.0% to ₹72.49. The fair value is estimated to be ₹60.20, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 3.9% over the last 3 years. Earnings per share has declined by 16%. Revenue is forecast to grow by 13% in 2 years. Earnings are forecast to grow by 20% in the next 2 years.お知らせ • May 19NMDC Limited to Report Q4, 2025 Results on May 27, 2025NMDC Limited announced that they will report Q4, 2025 results on May 27, 2025分析記事 • May 19Lacklustre Performance Is Driving NMDC Limited's (NSE:NMDC) Low P/ENMDC Limited's ( NSE:NMDC ) price-to-earnings (or "P/E") ratio of 9.5x might make it look like a strong buy right now...Buy Or Sell Opportunity • Apr 15Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 3.1% to ₹65.14. The fair value is estimated to be ₹54.15, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 3.9% over the last 3 years. Earnings per share has declined by 16%. Revenue is forecast to grow by 13% in 2 years. Earnings are forecast to grow by 20% in the next 2 years.お知らせ • Mar 17+ 1 more updateNMDC Limited Declares 1st Interim Dividend for the Financial Year 2024-25The Board of Directors of the NMDC Limited in its meeting held on 17th March 2025 inter-alia declared 1st Interim Dividend @ INR 2.30 per equity share of face value of INR 1/- each for the financial year 2024-25. The said Interim Dividend shall be paid /dispatched within the prescribed timelines as per the provisions of the Companies Act, 2013 to those equity shareholders of the Company whose names appear in the Register of Members /records of Depositories as beneficial owners of the equity shares as on 21st March 2025, which is the Record Date fixed for the purpose.お知らせ • Mar 07+ 1 more updateNMDC Appoints Amitava Mukherjee as New Managing DirectorNMDC announced the appointment of Amitava Mukherjee as its new Managing Director. Mukherjee was holding the additional charge of CMD of the company till now. Amitava Mukherjee has been appointed as CMD on the Board of the company from the date of his assumption of the charge of the post i.e. March 6, 2025, till the date of his superannuation i.e. February 29, 2028, or until further orders, whichever is earlier. Joining NMDC as Director (Finance) in November 2018, he held the additional charge of CMD from March 2023 onwards. Mukherjee is also the Chairman of NMDC Steel Limited and Legacy Iron Ore Limited Cost Accountant and a senior officer from the 1996 batch of the Indian Railway Accounts Services (IRAS), he has served the Government of India in various key roles, contributing to the nation's industrial and economic growth. In his leadership, NMDC has achieved the historic milestone of becoming the first iron ore mining company in India to surpass 45 million tonnes of output in fiscal year 2024. He played a significant role in the commissioning of the NMDC Steel Plant in Chhattisgarh.お知らせ • Mar 01NMDC Limited Appoints Priyadarshini Gaddam as DirectorNMDC Limited informed that Smt. Priyadarshini Gaddam has been appointed as Director (Personnel) on the Board of the company from the date of her assumption of the charge of the post i.e. 28th February 2025, till the date of her superannuation i.e. 31st January 2026, or until further orders, whichever is earlier. Smt. Priyadarshini Gaddam has assumed charge as the Director (Personnel) of the Navratna mining company NMDC Limited. Joining NMDC in 1992, she steadily rose through the company's ranks and emerged as a leader with three decades of committed service in Personnel and Administration. Prior to her appointment as Director (Personnel), Smt. Priyadarshini served as Chief General Manager (P&A) and the Head of Personnel at the NMDC Corporate Office in Hyderabad as well as for NMDC Steel Limited in Nagarnar. Her tenure has been marked by significant contributions towards streamlining the processes and procedures in Industrial Relations, Recruitment, Medical Policies and Stakeholder Management. Smt. Priyadarshini has played a defining role in shaping an ecosystem that ensures a safe workplace for women and equal opportunities for persons with benchmark disabilities while setting the highest standards of employee welfare at NMDC. She has achieved milestone outcomes in negotiating wage settlements and navigating business transformations. Her expertise proved instrumental in representing NMDC in the Second Pay Revision Commission with respect to the Pay Revision of CPSEs and also during the company's acquisition of the Sponge Iron Unit. Smt. Priyadarshini's leadership came to the forefront at NMDC Steel Limited (NSL) where she steered the R&R Policy, advocated for skill development initiatives for the community and established the Fire Department, Occupational Health Centre, and Primary Health Centre at NSL, all of which contributed to the overall well-being and safety of the workforce. She holds a graduate degree in Arts, a Master's in Social Work (Personnel Management and Industrial Relations) and an LLB from Osmania University, Hyderabad. With her at the helm as the Director (Personnel), NMDC is stronger in its resolve to propel towards collective growth and build an iron strong future.Buy Or Sell Opportunity • Feb 14Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to ₹61.93. The fair value is estimated to be ₹78.76, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.9% over the last 3 years. Earnings per share has declined by 16%. Revenue is forecast to grow by 14% in 2 years. Earnings are forecast to grow by 19% in the next 2 years.Reported Earnings • Feb 07Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2025 results: EPS: ₹2.14 (up from ₹1.69 in 3Q 2024). Revenue: ₹65.7b (up 21% from 3Q 2024). Net income: ₹18.8b (up 27% from 3Q 2024). Profit margin: 29% (up from 27% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) missed analyst estimates by 69%. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Metals and Mining industry in India. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.お知らせ • Feb 01NMDC Limited Announces Cessation of Sanjeet as Government Nominee DirectorNMDC Limited announced that Ministry of Steel, Government of India vide Office Memorandum No. S-14011/1/2022-BLA dated 31 January 2025 has communicated that Shri Sanjeet ceases to be the Government Nominee Director on the Board of NMDC Limited with effect from 17 January 2025. List of Directors on the Board of NMDC Limited: Shri Amitava Mukherjee - Director (Finance) holding Additional Charge of Chairman cum Managing Director. Shri Vishwanath Suresh - Director (Commercial). Shri Vinay Kumar - Director (Technical). Shri Joydeep Dasgupta - Director (Production). Government Directors: Shri Abhijit Narendra - Government Director, Joint Secretary, Ministry of Steel, Government of India.お知らせ • Jan 30NMDC Limited to Report Q3, 2025 Results on Feb 06, 2025NMDC Limited announced that they will report Q3, 2025 results on Feb 06, 2025Price Target Changed • Jan 20Price target increased by 7.7% to ₹87.11Up from ₹80.88, the current price target is an average from 18 analysts. New target price is 30% above last closing price of ₹67.11. Stock is down 5.4% over the past year. The company is forecast to post earnings per share of ₹8.04 for next year compared to ₹6.34 last year.お知らせ • Jan 10NMDC Limited Announces Appointment of Sanjeet as Government Director on the Board of the CompanyNMDC Limited announced the appointment of Sanjeet JS & FA, Ministry of Housing and Urban Affairs with additional charge of JS & FA, Ministry of Steel as Government Director on the Board of the Company. Shri Sanjeet is an Indian Railway Accounts Service (IRAS) Officer of 1998 batch. Presently he is serving as Joint Secretary & Financial Advisor in the Ministry of Housing and Urban Affairs, Government of India since 12th December, 2022. He is also serving in additional charge of Joint Secretary & Financial Adviser in the Ministry of Steel since 23.12.2024. Shri Sanjeet, holds Masters and M.Phil. degree(s) in International Studies from Jawaharlal Nehru University, New Delhi in addition to Master of Business Administration. Shri Sanjeet has around 26 years of rich, varied and multi-disciplinary experience in the field of Finance & Accounts, Administration, financial appraisal of proposals, Expenditure & Budgetary issues, Tender and Contract management, Procurement & Auction, Policy issues on Pay & Allowances and Audit functions. He has in the past held various important positions in the Indian Railways. Before joining as JS&FA, he was posted as Executive Director in Railway Board. He has also worked as GM F&A in CONCOR, a Railway PSU, Financial Advisor in Northern Railway and Senior Divisional Finance manager, Lucknow. Shri Sanjeet has participated in various training programmes and workshops both domestic and international level. Recently he was part of the HUDCO delegation to raise funds from Japan & Singapore (Multilateral Development Banks). He has attended Advanced Management programme from ISEAD, Singapore and ICLIF, Malaysia. He was part of Finance & Accounts Technical Training Programme at European School of Business, London and Paris. Sh. Sanjeet has also attended Container Terminal Management program at Antwerp, Belgium. He has attended Eighth Annual India unlimited Investors conference at Singapore. Shri Sanjeet was instrumental in setting up of New Computer Centre in Traffic Accounts Office & implementation of PRIME, disposal of scrap, Clearing of Traffic suspense, for which he has been conferred with various awards from time to time. He has also been awarded Certificate of Merit from National Institute of Financial Management.お知らせ • Dec 29NMDC Limited Appoints Shri Sanjay Singh as Non-Official Independent DirectorsNMDC Limited had intimated about the appointment of Shri Sanjay Singh as Non-Official Independent Directors for a period of three years from the date of notification of their appointment, or until orders, whichever is earlier.Buy Or Sell Opportunity • Nov 16Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at ₹219. The fair value is estimated to be ₹277, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 7.1% over the last 3 years. Earnings per share has declined by 22%. Revenue is forecast to grow by 20% in 2 years. Earnings are forecast to grow by 28% in the next 2 years.Reported Earnings • Nov 12Second quarter 2025 earnings released: EPS: ₹4.13 (vs ₹3.50 in 2Q 2024)Second quarter 2025 results: EPS: ₹4.13 (up from ₹3.50 in 2Q 2024). Revenue: ₹52.8b (up 32% from 2Q 2024). Net income: ₹12.1b (up 18% from 2Q 2024). Profit margin: 23% (down from 26% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Metals and Mining industry in India. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.お知らせ • Nov 05NMDC Limited to Report Q2, 2025 Results on Nov 11, 2024NMDC Limited announced that they will report Q2, 2025 results on Nov 11, 2024お知らせ • Nov 01NMDC Limited Announces Board ChangesNMDC Limited announced that n terms of Ministry of Steel, Government of India's Order No. 1/10/2015-BLA (Vol-V) (pt.) dated November 01, 2021, the Company had intimated about the appointment of Dr. Anil Sadashivrao Kamble and Shri Vishal Babber as Non-Official Independent Directors on the Board of NMDC Limited for a period of three years from the date of notification of their appointment, or until orders, whichever is earlier. Accordingly, the tenure of the aforesaid Independent Directors in terms of Ministry of Steel Order dated November 01, 2021, has ended on October 31, 2024.お知らせ • Oct 29The Union Government Plans to Merge KIOCL with NMDCThe Union government is planning to merge KIOCL Limited (NSEI:KIOCL) ((Kudremukh Iron Ore Company Ltd.) with India’s largest iron ore merchant miner, NMDC Limited (BSE:526371) soon, according to a senior steel ministry official. This follows KIOCL Limited (NSEI:KIOCL)'s challenges in commencing mining operations at Devadari in Karnataka, the official said. Detailed proposals, currently being prepared, will assess whether NMDC needs to make any payments to the steel ministry or the Centre in relation to the merger, it is learnt. The report will also evaluate the viability of the merger. The merger or amalgamation will require additional clearances from several ministries.お知らせ • Oct 17NMDC Limited Announces Sukriti Likhi Ceased to Be Government Director on the BoardIn terms of Regulation 30 read with Schedule III of the SEBI (LODR) Regulations, 2015, it is hereby informed that Ministry of Steel, Govt. of India vide Office Memorandum No. S-14011/16/2024-BLA dated 16.10.2024 has communicated that in pursuance of Department of Personnel and Training's communication no. 36/01/2024-EO(SM-I) dated 16.08.2024, Ms. Sukriti Likhi, IAS (HY:93), has relinquished the charge of Additional Secretary and Financial Adviser, Ministry of Steel w.e.f. 19.08.2024 (FN). Consequently, Ms. Sukriti Likhi, IAS (HY:93) [DIN:01825997] has ceased to hold the charge of Government Director on the Board of NMDC Limited w.e.f. 19.08.2024 (FN).お知らせ • Sep 25NMDC Limited Approves Final Dividend for the Financial Year 2023-24NMDC Limited announced that at its AGM held on September 24, 2024, approved the payment of final dividend of INR 1.50 per equity share for the financial year 2023-24.Upcoming Dividend • Sep 10Upcoming dividend of ₹1.50 per shareEligible shareholders must have bought the stock before 17 September 2024. Payment date: 24 October 2024. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 3.4%. Within top quartile of Indian dividend payers (1.1%). Higher than average of industry peers (1.6%).お知らせ • Aug 27NMDC Limited, Annual General Meeting, Sep 24, 2024NMDC Limited, Annual General Meeting, Sep 24, 2024, at 11:30 Indian Standard Time.Reported Earnings • Aug 13First quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2025 results: EPS: ₹6.72 (up from ₹5.64 in 1Q 2024). Revenue: ₹54.1b (flat on 1Q 2024). Net income: ₹19.7b (up 19% from 1Q 2024). Profit margin: 36% (up from 31% in 1Q 2024). Revenue missed analyst estimates by 2.6%. Earnings per share (EPS) exceeded analyst estimates by 37%. Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Metals and Mining industry in India. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.お知らせ • Aug 06NMDC Limited to Report Q1, 2025 Results on Aug 12, 2024NMDC Limited announced that they will report Q1, 2025 results on Aug 12, 2024お知らせ • Jul 02Shri Mohanty Ceases to Be Director (Production) on the Board of NMDC LimitedMinistry of Steel, Government of India vide Order No. 3/1/2020-BLA dated October 5, 2021 had appointed Shri Dilip Kumar Mohanty as Director (Production) on the Board of NMDC Ltd. It is now informed that on attaining the age of superannuation on June 30, 2024, Shri Mohanty has ceased to be Director (Production) on the Board of the company and has been relieved from the services of the company on June 30, 2024.Price Target Changed • May 31Price target increased by 7.4% to ₹242Up from ₹225, the current price target is an average from 18 analysts. New target price is 7.1% below last closing price of ₹260. Stock is up 139% over the past year. The company is forecast to post earnings per share of ₹24.35 for next year compared to ₹19.02 last year.Reported Earnings • May 28Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: ₹19.02 (down from ₹19.12 in FY 2023). Revenue: ₹213.1b (up 21% from FY 2023). Net income: ₹55.8b (flat on FY 2023). Profit margin: 26% (down from 32% in FY 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) also missed analyst estimates by 4.3%. Revenue is forecast to grow 6.2% p.a. on average during the next 2 years, compared to a 9.6% growth forecast for the Metals and Mining industry in India. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.お知らせ • May 19NMDC Limited to Report Q4, 2024 Results on May 27, 2024NMDC Limited announced that they will report Q4, 2024 results on May 27, 2024お知らせ • Apr 19NMDC Limited Announces the Resignation of Sanjay Tandon as DirectorNMDC Limited announced that the letter of resignation from Shri Sanjay Tandon, director was received on April 15, 2024. Accordingly, the effective date of resignation has been taken on record as April 15, 2024. Reasons for resignation: Due to personal commitments.Valuation Update With 7 Day Price Move • Mar 14Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ₹202, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 14x in the Metals and Mining industry in India. Total returns to shareholders of 153% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹144 per share.Upcoming Dividend • Feb 20Upcoming dividend of ₹5.75 per shareEligible shareholders must have bought the stock before 27 February 2024. Payment date: 15 March 2024. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 2.4%. Within top quartile of Indian dividend payers (1.2%). Lower than average of industry peers (6.2%).Price Target Changed • Feb 17Price target increased by 18% to ₹225Up from ₹190, the current price target is an average from 17 analysts. New target price is 8.0% below last closing price of ₹244. Stock is up 102% over the past year. The company is forecast to post earnings per share of ₹20.92 for next year compared to ₹19.12 last year.Reported Earnings • Feb 15Third quarter 2024 earnings released: EPS: ₹5.06 (vs ₹3.11 in 3Q 2023)Third quarter 2024 results: EPS: ₹5.06 (up from ₹3.11 in 3Q 2023). Revenue: ₹57.5b (up 55% from 3Q 2023). Net income: ₹14.8b (up 63% from 3Q 2023). Profit margin: 26% (up from 25% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Metals and Mining industry in India. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 27% per year, which means it is well ahead of earnings.お知らせ • Feb 14NMDC Limited Declares First Interim Dividend for the Financial Year 2023-24NMDC Limited announced at the board meeting held on February 14, 2024, declared first Interim Dividend @ INR 5.75 per equity share of face value of INR 1 each for the financial year 2023-24. The said Interim Dividend shall be paid /dispatched within the prescribed timelines as per the provisions of the Companies Act, 2013 to those equity shareholders of the Company whose names appear in the Register of Members /records of Depositories as beneficial owners of the equity shares as on the 27 February 2024, which is the Record Date fixed for the purpose.Price Target Changed • Feb 02Price target increased by 7.5% to ₹190Up from ₹177, the current price target is an average from 17 analysts. New target price is 19% below last closing price of ₹236. Stock is up 99% over the past year. The company is forecast to post earnings per share of ₹20.04 for next year compared to ₹19.12 last year.お知らせ • Feb 01NMDC Limited to Report Q3, 2024 Results on Feb 14, 2024NMDC Limited announced that they will report Q3, 2024 results on Feb 14, 2024Price Target Changed • Nov 20Price target increased by 7.0% to ₹160Up from ₹149, the current price target is an average from 19 analysts. New target price is 6.4% below last closing price of ₹171. Stock is up 48% over the past year. The company is forecast to post earnings per share of ₹19.96 for next year compared to ₹19.12 last year.New Risk • Nov 19New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.7% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.7% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Reported Earnings • Nov 16Second quarter 2024 earnings: EPS and revenues miss analyst expectationsSecond quarter 2024 results: EPS: ₹3.50 (up from ₹3.32 in 2Q 2023). Revenue: ₹43.4b (up 30% from 2Q 2023). Net income: ₹10.3b (up 5.6% from 2Q 2023). Profit margin: 24% (down from 29% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 5.2%. Earnings per share (EPS) also missed analyst estimates by 10%. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Metals and Mining industry in India. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Oct 19NMDC Limited to Report Q2, 2024 Results on Nov 14, 2023NMDC Limited announced that they will report Q2, 2024 results on Nov 14, 2023Upcoming Dividend • Aug 24Upcoming dividend of ₹2.85 per share at 4.7% yieldEligible shareholders must have bought the stock before 31 August 2023. Payment date: 07 October 2023. Payout ratio is a comfortable 35% but the company is paying out more than the cash it is generating. Trailing yield: 4.7%. Within top quartile of Indian dividend payers (1.4%). Lower than average of industry peers (7.4%).Reported Earnings • Aug 12First quarter 2024 earnings released: EPS: ₹5.64 (vs ₹4.92 in 1Q 2023)First quarter 2024 results: EPS: ₹5.64 (up from ₹4.92 in 1Q 2023). Revenue: ₹53.9b (up 13% from 1Q 2023). Net income: ₹16.5b (up 15% from 1Q 2023). Profit margin: 31% (in line with 1Q 2023). Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Metals and Mining industry in India. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 7% per year.お知らせ • Aug 04NMDC Limited to Report Q1, 2024 Results on Aug 11, 2023NMDC Limited announced that they will report Q1, 2024 results on Aug 11, 2023お知らせ • May 25Nmdc Limited Recommends Payment of Final Dividend for the Financial Year 2022-23NMDC Limited recommended the payment of Final Dividend of INR 2.85 (Rupee Two and Eighty Five paise only) per share on the face value of INR 1/- each for the financial year 2022-23, subject To Approve the shareholders in the upcoming Annual General Meeting (AGM). This is in addition to the Interim Dividend of INR 3.75 per equity share already declared and paid during the financial year. The Final Dividend for the financial year 2022-23 of INR 2.85 per share, if declared at the upcoming AGM, will be paid to the shareholders within 30 days from the date of AGM.Reported Earnings • May 24Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: ₹19.11 (down from ₹32.01 in FY 2022). Revenue: ₹184.4b (down 29% from FY 2022). Net income: ₹56.0b (down 40% from FY 2022). Profit margin: 30% (down from 36% in FY 2022). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) also surpassed analyst estimates by 17%. Revenue is forecast to grow 6.2% p.a. on average during the next 2 years, compared to a 4.4% growth forecast for the Metals and Mining industry in India. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.お知らせ • May 21NMDC Limited Announces Appointment of Shri Vinay Kumar as Director (Technical)NMDC Limited announced that Shri Vinay Kumar has been appointed as Director (Technical) on the Board of Directors of NMDC Limited for a period of five years from the date of his assumption of charge of the post (i.e. May 19, 2023), till the date of his superannuation or until further orders, whichever is the earliest. With three decades of experience in Mining, Training, Safety & Environment and Project Management, Shri Vinay Kumar has been serving NMDC since 1992. Prior to his new assignment as Director (Technical), he was Chief General Manager (CGM) and immensely contributed as the Project Head of BIOM Kirandul Complex, Chhattisgarh. Shri Vinay Kumar was spearheading expansion and execution of ambitious Projects such as Rapid Wagon Loading System (RWLS), Screening Plant- III and Doubling of KK Line. He also played a key role in the construction and commissioning of NMDC's fully mechanized 7 MTPA Kumaraswamy Mines in Karnataka. A B.Tech (Mining) from IIT BHU, he started his career as NMDC's Executive Trainee and rose to the position of CGM. In these years, he has gained a reputation for solving critical issues in Mine Development and Project Execution. In the stewardship of Shri Vinay Kumar, Kirandul Complex received 5 star rating by IBM and various awards from prestigious organizations in the field of Safety, Environment, CSR and Occupational Health. His stint as Director (Technical) will help NMDC timely execute all expansion and diversification projects, building new inroads in automation & digitalization towards NMDC 2.0.お知らせ • May 13NMDC Limited to Report Q4, 2023 Results on May 23, 2023NMDC Limited announced that they will report Q4, 2023 results on May 23, 2023Buying Opportunity • Feb 22Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 1.2%. The fair value is estimated to be ₹146, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Earnings per share has grown by 26%. Revenue is forecast to grow by 0.6% in 2 years. Earnings is forecast to decline by 9.4% in the next 2 years.Upcoming Dividend • Feb 17Upcoming dividend of ₹3.75 per share at 6.2% yieldEligible shareholders must have bought the stock before 24 February 2023. Payment date: 06 March 2023. Trailing yield: 6.2%. Within top quartile of Indian dividend payers (1.6%). Lower than average of industry peers (7.1%).Reported Earnings • Feb 16Third quarter 2023 earnings released: EPS: ₹3.11 (vs ₹6.99 in 3Q 2022)Third quarter 2023 results: EPS: ₹3.11 (down from ₹6.99 in 3Q 2022). Revenue: ₹37.2b (down 37% from 3Q 2022). Net income: ₹9.12b (down 56% from 3Q 2022). Profit margin: 25% (down from 35% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is expected to decline by 5.2% p.a. on average during the next 2 years, while revenues in the Metals and Mining industry in India are expected to grow by 3.3%. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 15Nmdc Limited Declares First Interim Dividend for the Financial Year 2022-23NMDC Limited Declared first interim dividend at the rate of INR 3.75 ps. (Rupees Three and Seventy Five Paise Only) per equity share of face value of INR 1 /-each for the financial year 2022-23.お知らせ • Feb 10NMDC Limited Announces Board ChangesNMDC Limited announced that Shri Abhijit Narendra, Joint Secretary, Ministry of Steel has been appointed as Government Director on the Board of Directors of the company with immediate effect (i.e., 9th February 2023) and until further orders, vice Smt. Rasika Chaube, former Additional Secretary, Ministry of Steel. Shri Abhijit Narendra is an officer of 1993 batch, Indian Railway Traffic Service (IRTS) and is presently posted as Joint Secreta1y, Ministry of Steel. He holds a degree in B.Sc and LL.B. He has served in different areas of railways including operation, commercial and safety management which gave him rich experience of production and sales management of Indian Railways. His tenure in Railway Board gave him a broader perspective of transportation business and railways modal share. He has also worked in Centre for Railways Information System (CRIS), the IT arm of Indian Railways which gave him the insight of development, execution and running of IT applications. He has also worked in Ministry of Railways in the area of infrastructure development through PPP, project structures and financing, logistics etc. He has also been associated with planning & execution of big ticket railway infrastructure projects like High Speed Rail and Dedicated Freight Corridor. He has also represented the organization and nation in various international meetings and conferences. He has been working as Joint Secretary, Minist1y of Steel since March, 2022.お知らせ • Feb 02NMDC Limited to Report Q3, 2023 Results on Feb 14, 2023NMDC Limited announced that they will report Q3, 2023 results at 3:30 PM, Indian Standard Time on Feb 14, 2023お知らせ • Jan 02NMDC Limited Announces Cessation of Somnath Nandi as Director (Technical)NMDC Limited announced that Shri Somnath Nandi, Director (Technical) is relieved from the services of the company on 31 December 2022 (A.N.) on attaining the age of superannuation. Accordingly, he ceased to be a director on the board of the company with effect from January 1, 2023.Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: ₹3.32 (vs ₹7.94 in 2Q 2022)Second quarter 2023 results: EPS: ₹3.32 (down from ₹7.94 in 2Q 2022). Revenue: ₹37.5b (down 45% from 2Q 2022). Net income: ₹9.72b (down 58% from 2Q 2022). Profit margin: 26% (down from 34% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to decline by 13% p.a. on average during the next 2 years, while revenues in the Metals and Mining industry in India are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Board Change • Nov 16Less than half of directors are independentThere are 8 new directors who have joined the board in the last 3 years. Of these new board members, 4 were independent directors. The company's board is composed of: 8 new directors. 2 experienced directors. No highly experienced directors. 4 independent directors (6 non-independent directors). Director of Finance & Director Amitava Mukherjee is the most experienced director on the board, commencing their role in 2018. Non-Official Independent Director Sanjay Singh was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.株主還元NMDCIN Metals and MiningIN 市場7D-0.3%-7.0%0.9%1Y41.3%38.0%6.1%株主還元を見る業界別リターン: NMDC過去 1 年間で38 % の収益を上げたIndian Metals and Mining業界を上回りました。リターン対市場: NMDC過去 1 年間で6.1 % の収益を上げたIndian市場を上回りました。価格変動Is NMDC's price volatile compared to industry and market?NMDC volatilityNMDC Average Weekly Movement4.5%Metals and Mining Industry Average Movement7.2%Market Average Movement7.2%10% most volatile stocks in IN Market10.2%10% least volatile stocks in IN Market4.7%安定した株価: NMDC 、 Indian市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: NMDCの 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19585,677Amitava Mukherjeewww.nmdc.co.inNMDCリミテッドはその子会社とともに、インドで鉄鉱石の探鉱と生産を行っている。鉄鉱石、銅、リン鉱石、石灰石、マグネサイト、ダイヤモンド、タングステン、ビーチサンドなど、さまざまな鉱物を探鉱している。主にチャティスガル州Kirandul ComplexとBacheli ComplexにあるBailadila鉄鉱石鉱山、カルナータカ州DonimalaiとKumaraswamyを含む様々な地域にあるDonimalai鉄鉱石鉱山、マディヤ・プラデーシュ州Pannaにあるダイヤモンド採掘プロジェクトの権益を保有している。また、海綿鉄やペレットの生産・販売、太陽光発電や風力発電の発電・販売も行っている。同社は鉄鉱石製品を日本に輸出している。NMDC は 1958 年に設立され、本社はインドのハイデラバードにある。もっと見るNMDC Limited 基礎のまとめNMDC の収益と売上を時価総額と比較するとどうか。NMDC 基礎統計学時価総額₹793.02b収益（TTM）₹69.02b売上高(TTM)₹277.32b11.5xPER（株価収益率2.9xP/SレシオNMDC は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計NMDC 損益計算書（TTM）収益₹277.32b売上原価₹132.21b売上総利益₹145.11bその他の費用₹76.10b収益₹69.02b直近の収益報告Dec 31, 2025次回決算日該当なし一株当たり利益（EPS）7.85グロス・マージン52.33%純利益率24.89%有利子負債／自己資本比率11.2%NMDC の長期的なパフォーマンスは？過去の実績と比較を見る配当金3.9%現在の配当利回り74%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/07 05:48終値2026/05/07 00:00収益2025/12/31年間収益2025/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋NMDC Limited 8 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。40 アナリスト機関Rajesh Majumdar360 ONE Capital Market Private LimitedSatyadeep JainAmbit CapitalAshwin MehtaAmbit Capital37 その他のアナリストを表示
Featured narrative•Materials opportunityUpside Gold2 months ago author updated this narrativeSTFair Value from stuart_robertsCA$5.0768.0% 割安 内在価値ディスカウントAn Undervalued 3.3Moz Gold Project in CanadaKey takeaways Upside Gold is developing the Kena Gold Project, near the town of Nelson in the Kootenays region of southern British Columbia. Kena hosts a historical gold resource of 3.33 million ounces (561,000 ounces Indicated and 2.77 million ounces Inferred) across a 10,200-hectare land package.Read full narrative14.8kusers have viewed this narrative41users have liked this narrative1users have commented on this narrative284users have followed this narrativeRead narrative
Upcoming Dividend • Feb 06Upcoming dividend of ₹2.50 per shareEligible shareholders must have bought the stock before 13 February 2026. Payment date: 05 March 2026. Payout ratio is a comfortable 45% but the company is paying out more than the cash it is generating. Trailing yield: 4.2%. Within top quartile of Indian dividend payers (1.4%). Higher than average of industry peers (2.1%).
分析記事 • Feb 06Revenue Beat: NMDC Limited Beat Analyst Estimates By 13%The third-quarter results for NMDC Limited ( NSE:NMDC ) were released last week, making it a good time to revisit its...
Reported Earnings • Feb 04Third quarter 2026 earnings released: EPS: ₹2.00 (vs ₹2.14 in 3Q 2025)Third quarter 2026 results: EPS: ₹2.00 (down from ₹2.14 in 3Q 2025). Revenue: ₹76.1b (up 16% from 3Q 2025). Net income: ₹17.6b (down 6.7% from 3Q 2025). Profit margin: 23% (down from 29% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Metals and Mining industry in India. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Jan 31NMDC Limited's (NSE:NMDC) Business And Shares Still Trailing The MarketWhen close to half the companies in India have price-to-earnings ratios (or "P/E's") above 24x, you may consider NMDC...
お知らせ • Jan 30NMDC Limited to Report Q3, 2026 Results on Feb 03, 2026NMDC Limited announced that they will report Q3, 2026 results on Feb 03, 2026
お知らせ • Jan 08Nmdc Limited Announces Cessation of Shri Vishwanath Suresh as Director, Effective January 7, 2026NMDC Limited announced Shri Vishwanath Suresh has been relieved from the services of NMDC Limited and ceased to be a Director on the Board of NMDC Limited with effect from January 7, 2026.
Upcoming Dividend • Feb 06Upcoming dividend of ₹2.50 per shareEligible shareholders must have bought the stock before 13 February 2026. Payment date: 05 March 2026. Payout ratio is a comfortable 45% but the company is paying out more than the cash it is generating. Trailing yield: 4.2%. Within top quartile of Indian dividend payers (1.4%). Higher than average of industry peers (2.1%).
分析記事 • Feb 06Revenue Beat: NMDC Limited Beat Analyst Estimates By 13%The third-quarter results for NMDC Limited ( NSE:NMDC ) were released last week, making it a good time to revisit its...
Reported Earnings • Feb 04Third quarter 2026 earnings released: EPS: ₹2.00 (vs ₹2.14 in 3Q 2025)Third quarter 2026 results: EPS: ₹2.00 (down from ₹2.14 in 3Q 2025). Revenue: ₹76.1b (up 16% from 3Q 2025). Net income: ₹17.6b (down 6.7% from 3Q 2025). Profit margin: 23% (down from 29% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Metals and Mining industry in India. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Jan 31NMDC Limited's (NSE:NMDC) Business And Shares Still Trailing The MarketWhen close to half the companies in India have price-to-earnings ratios (or "P/E's") above 24x, you may consider NMDC...
お知らせ • Jan 30NMDC Limited to Report Q3, 2026 Results on Feb 03, 2026NMDC Limited announced that they will report Q3, 2026 results on Feb 03, 2026
お知らせ • Jan 08Nmdc Limited Announces Cessation of Shri Vishwanath Suresh as Director, Effective January 7, 2026NMDC Limited announced Shri Vishwanath Suresh has been relieved from the services of NMDC Limited and ceased to be a Director on the Board of NMDC Limited with effect from January 7, 2026.
分析記事 • Dec 08Here's Why We Think NMDC (NSE:NMDC) Might Deserve Your Attention TodayInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
分析記事 • Nov 20Here's Why NMDC (NSE:NMDC) Can Manage Its Debt ResponsiblyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 • Nov 01NMDC Limited Beat Revenue Forecasts By 5.5%: Here's What Analysts Are Forecasting NextInvestors in NMDC Limited ( NSE:NMDC ) had a good week, as its shares rose 2.2% to close at ₹75.79 following the...
Reported Earnings • Oct 30Second quarter 2026 earnings released: EPS: ₹1.93 (vs ₹1.38 in 2Q 2025)Second quarter 2026 results: EPS: ₹1.93 (up from ₹1.38 in 2Q 2025). Revenue: ₹63.8b (up 30% from 2Q 2025). Net income: ₹17.0b (up 40% from 2Q 2025). Profit margin: 27% (up from 25% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Metals and Mining industry in India. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Oct 26NMDC Limited to Report Q2, 2026 Results on Oct 29, 2025NMDC Limited announced that they will report Q2, 2026 results on Oct 29, 2025
分析記事 • Sep 06Improved Earnings Required Before NMDC Limited (NSE:NMDC) Shares Find Their FeetNMDC Limited's ( NSE:NMDC ) price-to-earnings (or "P/E") ratio of 10x might make it look like a strong buy right now...
分析記事 • Aug 16Earnings Update: NMDC Limited (NSE:NMDC) Just Reported And Analysts Are Boosting Their EstimatesNSEI:NMDC 1 Year Share Price vs Fair Value Explore NMDC's Fair Values from the Community and select yours NMDC Limited...
Reported Earnings • Aug 09Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: ₹7.44 (up from ₹6.34 in FY 2024). Revenue: ₹239.1b (up 12% from FY 2024). Net income: ₹65.4b (up 17% from FY 2024). Profit margin: 27% (up from 26% in FY 2024). The increase in margin was driven by higher revenue. Production and reserves: Iron Production: 44.07 Mt (45.02 Mt in FY 2024) Number of mines: 1 (2 in FY 2024) Diamond Production: 0.9 kg (0.1 kg in FY 2024) Revenue exceeded analyst estimates by 3.0%. Earnings per share (EPS) missed analyst estimates by 1.1%. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Metals and Mining industry in India. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 22% per year, which means it is well ahead of earnings.
Upcoming Dividend • Aug 07Upcoming dividend of ₹1.00 per shareEligible shareholders must have bought the stock before 14 August 2025. Payment date: 28 September 2025. Payout ratio is a comfortable 44% but the company is not cash flow positive. Trailing yield: 4.6%. Within top quartile of Indian dividend payers (1.3%). Higher than average of industry peers (2.8%).
お知らせ • Aug 04NMDC Limited to Report Q1, 2026 Results on Aug 12, 2025NMDC Limited announced that they will report Q1, 2026 results on Aug 12, 2025
お知らせ • Jul 31NMDC Limited, Annual General Meeting, Aug 29, 2025NMDC Limited, Annual General Meeting, Aug 29, 2025, at 11:30 Indian Standard Time.
分析記事 • May 30NMDC Limited (NSE:NMDC) Reported Earnings Last Week And Analysts Are Already Upgrading Their EstimatesAs you might know, NMDC Limited ( NSE:NMDC ) recently reported its annual numbers. It was a workmanlike result, with...
Reported Earnings • May 28Full year 2025 earnings: EPS in line with analyst expectations despite revenue beatFull year 2025 results: EPS: ₹7.44 (up from ₹6.34 in FY 2024). Revenue: ₹239.1b (up 12% from FY 2024). Net income: ₹65.4b (up 17% from FY 2024). Profit margin: 27% (up from 26% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.0%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 5.8% p.a. on average during the next 2 years, compared to a 10% growth forecast for the Metals and Mining industry in India. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.
Buy Or Sell Opportunity • May 23Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 7.0% to ₹72.49. The fair value is estimated to be ₹60.20, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 3.9% over the last 3 years. Earnings per share has declined by 16%. Revenue is forecast to grow by 13% in 2 years. Earnings are forecast to grow by 20% in the next 2 years.
お知らせ • May 19NMDC Limited to Report Q4, 2025 Results on May 27, 2025NMDC Limited announced that they will report Q4, 2025 results on May 27, 2025
分析記事 • May 19Lacklustre Performance Is Driving NMDC Limited's (NSE:NMDC) Low P/ENMDC Limited's ( NSE:NMDC ) price-to-earnings (or "P/E") ratio of 9.5x might make it look like a strong buy right now...
Buy Or Sell Opportunity • Apr 15Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 3.1% to ₹65.14. The fair value is estimated to be ₹54.15, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 3.9% over the last 3 years. Earnings per share has declined by 16%. Revenue is forecast to grow by 13% in 2 years. Earnings are forecast to grow by 20% in the next 2 years.
お知らせ • Mar 17+ 1 more updateNMDC Limited Declares 1st Interim Dividend for the Financial Year 2024-25The Board of Directors of the NMDC Limited in its meeting held on 17th March 2025 inter-alia declared 1st Interim Dividend @ INR 2.30 per equity share of face value of INR 1/- each for the financial year 2024-25. The said Interim Dividend shall be paid /dispatched within the prescribed timelines as per the provisions of the Companies Act, 2013 to those equity shareholders of the Company whose names appear in the Register of Members /records of Depositories as beneficial owners of the equity shares as on 21st March 2025, which is the Record Date fixed for the purpose.
お知らせ • Mar 07+ 1 more updateNMDC Appoints Amitava Mukherjee as New Managing DirectorNMDC announced the appointment of Amitava Mukherjee as its new Managing Director. Mukherjee was holding the additional charge of CMD of the company till now. Amitava Mukherjee has been appointed as CMD on the Board of the company from the date of his assumption of the charge of the post i.e. March 6, 2025, till the date of his superannuation i.e. February 29, 2028, or until further orders, whichever is earlier. Joining NMDC as Director (Finance) in November 2018, he held the additional charge of CMD from March 2023 onwards. Mukherjee is also the Chairman of NMDC Steel Limited and Legacy Iron Ore Limited Cost Accountant and a senior officer from the 1996 batch of the Indian Railway Accounts Services (IRAS), he has served the Government of India in various key roles, contributing to the nation's industrial and economic growth. In his leadership, NMDC has achieved the historic milestone of becoming the first iron ore mining company in India to surpass 45 million tonnes of output in fiscal year 2024. He played a significant role in the commissioning of the NMDC Steel Plant in Chhattisgarh.
お知らせ • Mar 01NMDC Limited Appoints Priyadarshini Gaddam as DirectorNMDC Limited informed that Smt. Priyadarshini Gaddam has been appointed as Director (Personnel) on the Board of the company from the date of her assumption of the charge of the post i.e. 28th February 2025, till the date of her superannuation i.e. 31st January 2026, or until further orders, whichever is earlier. Smt. Priyadarshini Gaddam has assumed charge as the Director (Personnel) of the Navratna mining company NMDC Limited. Joining NMDC in 1992, she steadily rose through the company's ranks and emerged as a leader with three decades of committed service in Personnel and Administration. Prior to her appointment as Director (Personnel), Smt. Priyadarshini served as Chief General Manager (P&A) and the Head of Personnel at the NMDC Corporate Office in Hyderabad as well as for NMDC Steel Limited in Nagarnar. Her tenure has been marked by significant contributions towards streamlining the processes and procedures in Industrial Relations, Recruitment, Medical Policies and Stakeholder Management. Smt. Priyadarshini has played a defining role in shaping an ecosystem that ensures a safe workplace for women and equal opportunities for persons with benchmark disabilities while setting the highest standards of employee welfare at NMDC. She has achieved milestone outcomes in negotiating wage settlements and navigating business transformations. Her expertise proved instrumental in representing NMDC in the Second Pay Revision Commission with respect to the Pay Revision of CPSEs and also during the company's acquisition of the Sponge Iron Unit. Smt. Priyadarshini's leadership came to the forefront at NMDC Steel Limited (NSL) where she steered the R&R Policy, advocated for skill development initiatives for the community and established the Fire Department, Occupational Health Centre, and Primary Health Centre at NSL, all of which contributed to the overall well-being and safety of the workforce. She holds a graduate degree in Arts, a Master's in Social Work (Personnel Management and Industrial Relations) and an LLB from Osmania University, Hyderabad. With her at the helm as the Director (Personnel), NMDC is stronger in its resolve to propel towards collective growth and build an iron strong future.
Buy Or Sell Opportunity • Feb 14Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to ₹61.93. The fair value is estimated to be ₹78.76, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.9% over the last 3 years. Earnings per share has declined by 16%. Revenue is forecast to grow by 14% in 2 years. Earnings are forecast to grow by 19% in the next 2 years.
Reported Earnings • Feb 07Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2025 results: EPS: ₹2.14 (up from ₹1.69 in 3Q 2024). Revenue: ₹65.7b (up 21% from 3Q 2024). Net income: ₹18.8b (up 27% from 3Q 2024). Profit margin: 29% (up from 27% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) missed analyst estimates by 69%. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Metals and Mining industry in India. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
お知らせ • Feb 01NMDC Limited Announces Cessation of Sanjeet as Government Nominee DirectorNMDC Limited announced that Ministry of Steel, Government of India vide Office Memorandum No. S-14011/1/2022-BLA dated 31 January 2025 has communicated that Shri Sanjeet ceases to be the Government Nominee Director on the Board of NMDC Limited with effect from 17 January 2025. List of Directors on the Board of NMDC Limited: Shri Amitava Mukherjee - Director (Finance) holding Additional Charge of Chairman cum Managing Director. Shri Vishwanath Suresh - Director (Commercial). Shri Vinay Kumar - Director (Technical). Shri Joydeep Dasgupta - Director (Production). Government Directors: Shri Abhijit Narendra - Government Director, Joint Secretary, Ministry of Steel, Government of India.
お知らせ • Jan 30NMDC Limited to Report Q3, 2025 Results on Feb 06, 2025NMDC Limited announced that they will report Q3, 2025 results on Feb 06, 2025
Price Target Changed • Jan 20Price target increased by 7.7% to ₹87.11Up from ₹80.88, the current price target is an average from 18 analysts. New target price is 30% above last closing price of ₹67.11. Stock is down 5.4% over the past year. The company is forecast to post earnings per share of ₹8.04 for next year compared to ₹6.34 last year.
お知らせ • Jan 10NMDC Limited Announces Appointment of Sanjeet as Government Director on the Board of the CompanyNMDC Limited announced the appointment of Sanjeet JS & FA, Ministry of Housing and Urban Affairs with additional charge of JS & FA, Ministry of Steel as Government Director on the Board of the Company. Shri Sanjeet is an Indian Railway Accounts Service (IRAS) Officer of 1998 batch. Presently he is serving as Joint Secretary & Financial Advisor in the Ministry of Housing and Urban Affairs, Government of India since 12th December, 2022. He is also serving in additional charge of Joint Secretary & Financial Adviser in the Ministry of Steel since 23.12.2024. Shri Sanjeet, holds Masters and M.Phil. degree(s) in International Studies from Jawaharlal Nehru University, New Delhi in addition to Master of Business Administration. Shri Sanjeet has around 26 years of rich, varied and multi-disciplinary experience in the field of Finance & Accounts, Administration, financial appraisal of proposals, Expenditure & Budgetary issues, Tender and Contract management, Procurement & Auction, Policy issues on Pay & Allowances and Audit functions. He has in the past held various important positions in the Indian Railways. Before joining as JS&FA, he was posted as Executive Director in Railway Board. He has also worked as GM F&A in CONCOR, a Railway PSU, Financial Advisor in Northern Railway and Senior Divisional Finance manager, Lucknow. Shri Sanjeet has participated in various training programmes and workshops both domestic and international level. Recently he was part of the HUDCO delegation to raise funds from Japan & Singapore (Multilateral Development Banks). He has attended Advanced Management programme from ISEAD, Singapore and ICLIF, Malaysia. He was part of Finance & Accounts Technical Training Programme at European School of Business, London and Paris. Sh. Sanjeet has also attended Container Terminal Management program at Antwerp, Belgium. He has attended Eighth Annual India unlimited Investors conference at Singapore. Shri Sanjeet was instrumental in setting up of New Computer Centre in Traffic Accounts Office & implementation of PRIME, disposal of scrap, Clearing of Traffic suspense, for which he has been conferred with various awards from time to time. He has also been awarded Certificate of Merit from National Institute of Financial Management.
お知らせ • Dec 29NMDC Limited Appoints Shri Sanjay Singh as Non-Official Independent DirectorsNMDC Limited had intimated about the appointment of Shri Sanjay Singh as Non-Official Independent Directors for a period of three years from the date of notification of their appointment, or until orders, whichever is earlier.
Buy Or Sell Opportunity • Nov 16Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at ₹219. The fair value is estimated to be ₹277, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 7.1% over the last 3 years. Earnings per share has declined by 22%. Revenue is forecast to grow by 20% in 2 years. Earnings are forecast to grow by 28% in the next 2 years.
Reported Earnings • Nov 12Second quarter 2025 earnings released: EPS: ₹4.13 (vs ₹3.50 in 2Q 2024)Second quarter 2025 results: EPS: ₹4.13 (up from ₹3.50 in 2Q 2024). Revenue: ₹52.8b (up 32% from 2Q 2024). Net income: ₹12.1b (up 18% from 2Q 2024). Profit margin: 23% (down from 26% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Metals and Mining industry in India. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.
お知らせ • Nov 05NMDC Limited to Report Q2, 2025 Results on Nov 11, 2024NMDC Limited announced that they will report Q2, 2025 results on Nov 11, 2024
お知らせ • Nov 01NMDC Limited Announces Board ChangesNMDC Limited announced that n terms of Ministry of Steel, Government of India's Order No. 1/10/2015-BLA (Vol-V) (pt.) dated November 01, 2021, the Company had intimated about the appointment of Dr. Anil Sadashivrao Kamble and Shri Vishal Babber as Non-Official Independent Directors on the Board of NMDC Limited for a period of three years from the date of notification of their appointment, or until orders, whichever is earlier. Accordingly, the tenure of the aforesaid Independent Directors in terms of Ministry of Steel Order dated November 01, 2021, has ended on October 31, 2024.
お知らせ • Oct 29The Union Government Plans to Merge KIOCL with NMDCThe Union government is planning to merge KIOCL Limited (NSEI:KIOCL) ((Kudremukh Iron Ore Company Ltd.) with India’s largest iron ore merchant miner, NMDC Limited (BSE:526371) soon, according to a senior steel ministry official. This follows KIOCL Limited (NSEI:KIOCL)'s challenges in commencing mining operations at Devadari in Karnataka, the official said. Detailed proposals, currently being prepared, will assess whether NMDC needs to make any payments to the steel ministry or the Centre in relation to the merger, it is learnt. The report will also evaluate the viability of the merger. The merger or amalgamation will require additional clearances from several ministries.
お知らせ • Oct 17NMDC Limited Announces Sukriti Likhi Ceased to Be Government Director on the BoardIn terms of Regulation 30 read with Schedule III of the SEBI (LODR) Regulations, 2015, it is hereby informed that Ministry of Steel, Govt. of India vide Office Memorandum No. S-14011/16/2024-BLA dated 16.10.2024 has communicated that in pursuance of Department of Personnel and Training's communication no. 36/01/2024-EO(SM-I) dated 16.08.2024, Ms. Sukriti Likhi, IAS (HY:93), has relinquished the charge of Additional Secretary and Financial Adviser, Ministry of Steel w.e.f. 19.08.2024 (FN). Consequently, Ms. Sukriti Likhi, IAS (HY:93) [DIN:01825997] has ceased to hold the charge of Government Director on the Board of NMDC Limited w.e.f. 19.08.2024 (FN).
お知らせ • Sep 25NMDC Limited Approves Final Dividend for the Financial Year 2023-24NMDC Limited announced that at its AGM held on September 24, 2024, approved the payment of final dividend of INR 1.50 per equity share for the financial year 2023-24.
Upcoming Dividend • Sep 10Upcoming dividend of ₹1.50 per shareEligible shareholders must have bought the stock before 17 September 2024. Payment date: 24 October 2024. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 3.4%. Within top quartile of Indian dividend payers (1.1%). Higher than average of industry peers (1.6%).
お知らせ • Aug 27NMDC Limited, Annual General Meeting, Sep 24, 2024NMDC Limited, Annual General Meeting, Sep 24, 2024, at 11:30 Indian Standard Time.
Reported Earnings • Aug 13First quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2025 results: EPS: ₹6.72 (up from ₹5.64 in 1Q 2024). Revenue: ₹54.1b (flat on 1Q 2024). Net income: ₹19.7b (up 19% from 1Q 2024). Profit margin: 36% (up from 31% in 1Q 2024). Revenue missed analyst estimates by 2.6%. Earnings per share (EPS) exceeded analyst estimates by 37%. Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Metals and Mining industry in India. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.
お知らせ • Aug 06NMDC Limited to Report Q1, 2025 Results on Aug 12, 2024NMDC Limited announced that they will report Q1, 2025 results on Aug 12, 2024
お知らせ • Jul 02Shri Mohanty Ceases to Be Director (Production) on the Board of NMDC LimitedMinistry of Steel, Government of India vide Order No. 3/1/2020-BLA dated October 5, 2021 had appointed Shri Dilip Kumar Mohanty as Director (Production) on the Board of NMDC Ltd. It is now informed that on attaining the age of superannuation on June 30, 2024, Shri Mohanty has ceased to be Director (Production) on the Board of the company and has been relieved from the services of the company on June 30, 2024.
Price Target Changed • May 31Price target increased by 7.4% to ₹242Up from ₹225, the current price target is an average from 18 analysts. New target price is 7.1% below last closing price of ₹260. Stock is up 139% over the past year. The company is forecast to post earnings per share of ₹24.35 for next year compared to ₹19.02 last year.
Reported Earnings • May 28Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: ₹19.02 (down from ₹19.12 in FY 2023). Revenue: ₹213.1b (up 21% from FY 2023). Net income: ₹55.8b (flat on FY 2023). Profit margin: 26% (down from 32% in FY 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) also missed analyst estimates by 4.3%. Revenue is forecast to grow 6.2% p.a. on average during the next 2 years, compared to a 9.6% growth forecast for the Metals and Mining industry in India. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
お知らせ • May 19NMDC Limited to Report Q4, 2024 Results on May 27, 2024NMDC Limited announced that they will report Q4, 2024 results on May 27, 2024
お知らせ • Apr 19NMDC Limited Announces the Resignation of Sanjay Tandon as DirectorNMDC Limited announced that the letter of resignation from Shri Sanjay Tandon, director was received on April 15, 2024. Accordingly, the effective date of resignation has been taken on record as April 15, 2024. Reasons for resignation: Due to personal commitments.
Valuation Update With 7 Day Price Move • Mar 14Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ₹202, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 14x in the Metals and Mining industry in India. Total returns to shareholders of 153% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹144 per share.
Upcoming Dividend • Feb 20Upcoming dividend of ₹5.75 per shareEligible shareholders must have bought the stock before 27 February 2024. Payment date: 15 March 2024. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 2.4%. Within top quartile of Indian dividend payers (1.2%). Lower than average of industry peers (6.2%).
Price Target Changed • Feb 17Price target increased by 18% to ₹225Up from ₹190, the current price target is an average from 17 analysts. New target price is 8.0% below last closing price of ₹244. Stock is up 102% over the past year. The company is forecast to post earnings per share of ₹20.92 for next year compared to ₹19.12 last year.
Reported Earnings • Feb 15Third quarter 2024 earnings released: EPS: ₹5.06 (vs ₹3.11 in 3Q 2023)Third quarter 2024 results: EPS: ₹5.06 (up from ₹3.11 in 3Q 2023). Revenue: ₹57.5b (up 55% from 3Q 2023). Net income: ₹14.8b (up 63% from 3Q 2023). Profit margin: 26% (up from 25% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Metals and Mining industry in India. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 27% per year, which means it is well ahead of earnings.
お知らせ • Feb 14NMDC Limited Declares First Interim Dividend for the Financial Year 2023-24NMDC Limited announced at the board meeting held on February 14, 2024, declared first Interim Dividend @ INR 5.75 per equity share of face value of INR 1 each for the financial year 2023-24. The said Interim Dividend shall be paid /dispatched within the prescribed timelines as per the provisions of the Companies Act, 2013 to those equity shareholders of the Company whose names appear in the Register of Members /records of Depositories as beneficial owners of the equity shares as on the 27 February 2024, which is the Record Date fixed for the purpose.
Price Target Changed • Feb 02Price target increased by 7.5% to ₹190Up from ₹177, the current price target is an average from 17 analysts. New target price is 19% below last closing price of ₹236. Stock is up 99% over the past year. The company is forecast to post earnings per share of ₹20.04 for next year compared to ₹19.12 last year.
お知らせ • Feb 01NMDC Limited to Report Q3, 2024 Results on Feb 14, 2024NMDC Limited announced that they will report Q3, 2024 results on Feb 14, 2024
Price Target Changed • Nov 20Price target increased by 7.0% to ₹160Up from ₹149, the current price target is an average from 19 analysts. New target price is 6.4% below last closing price of ₹171. Stock is up 48% over the past year. The company is forecast to post earnings per share of ₹19.96 for next year compared to ₹19.12 last year.
New Risk • Nov 19New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.7% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.7% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Reported Earnings • Nov 16Second quarter 2024 earnings: EPS and revenues miss analyst expectationsSecond quarter 2024 results: EPS: ₹3.50 (up from ₹3.32 in 2Q 2023). Revenue: ₹43.4b (up 30% from 2Q 2023). Net income: ₹10.3b (up 5.6% from 2Q 2023). Profit margin: 24% (down from 29% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 5.2%. Earnings per share (EPS) also missed analyst estimates by 10%. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Metals and Mining industry in India. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Oct 19NMDC Limited to Report Q2, 2024 Results on Nov 14, 2023NMDC Limited announced that they will report Q2, 2024 results on Nov 14, 2023
Upcoming Dividend • Aug 24Upcoming dividend of ₹2.85 per share at 4.7% yieldEligible shareholders must have bought the stock before 31 August 2023. Payment date: 07 October 2023. Payout ratio is a comfortable 35% but the company is paying out more than the cash it is generating. Trailing yield: 4.7%. Within top quartile of Indian dividend payers (1.4%). Lower than average of industry peers (7.4%).
Reported Earnings • Aug 12First quarter 2024 earnings released: EPS: ₹5.64 (vs ₹4.92 in 1Q 2023)First quarter 2024 results: EPS: ₹5.64 (up from ₹4.92 in 1Q 2023). Revenue: ₹53.9b (up 13% from 1Q 2023). Net income: ₹16.5b (up 15% from 1Q 2023). Profit margin: 31% (in line with 1Q 2023). Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Metals and Mining industry in India. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 7% per year.
お知らせ • Aug 04NMDC Limited to Report Q1, 2024 Results on Aug 11, 2023NMDC Limited announced that they will report Q1, 2024 results on Aug 11, 2023
お知らせ • May 25Nmdc Limited Recommends Payment of Final Dividend for the Financial Year 2022-23NMDC Limited recommended the payment of Final Dividend of INR 2.85 (Rupee Two and Eighty Five paise only) per share on the face value of INR 1/- each for the financial year 2022-23, subject To Approve the shareholders in the upcoming Annual General Meeting (AGM). This is in addition to the Interim Dividend of INR 3.75 per equity share already declared and paid during the financial year. The Final Dividend for the financial year 2022-23 of INR 2.85 per share, if declared at the upcoming AGM, will be paid to the shareholders within 30 days from the date of AGM.
Reported Earnings • May 24Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: ₹19.11 (down from ₹32.01 in FY 2022). Revenue: ₹184.4b (down 29% from FY 2022). Net income: ₹56.0b (down 40% from FY 2022). Profit margin: 30% (down from 36% in FY 2022). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) also surpassed analyst estimates by 17%. Revenue is forecast to grow 6.2% p.a. on average during the next 2 years, compared to a 4.4% growth forecast for the Metals and Mining industry in India. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
お知らせ • May 21NMDC Limited Announces Appointment of Shri Vinay Kumar as Director (Technical)NMDC Limited announced that Shri Vinay Kumar has been appointed as Director (Technical) on the Board of Directors of NMDC Limited for a period of five years from the date of his assumption of charge of the post (i.e. May 19, 2023), till the date of his superannuation or until further orders, whichever is the earliest. With three decades of experience in Mining, Training, Safety & Environment and Project Management, Shri Vinay Kumar has been serving NMDC since 1992. Prior to his new assignment as Director (Technical), he was Chief General Manager (CGM) and immensely contributed as the Project Head of BIOM Kirandul Complex, Chhattisgarh. Shri Vinay Kumar was spearheading expansion and execution of ambitious Projects such as Rapid Wagon Loading System (RWLS), Screening Plant- III and Doubling of KK Line. He also played a key role in the construction and commissioning of NMDC's fully mechanized 7 MTPA Kumaraswamy Mines in Karnataka. A B.Tech (Mining) from IIT BHU, he started his career as NMDC's Executive Trainee and rose to the position of CGM. In these years, he has gained a reputation for solving critical issues in Mine Development and Project Execution. In the stewardship of Shri Vinay Kumar, Kirandul Complex received 5 star rating by IBM and various awards from prestigious organizations in the field of Safety, Environment, CSR and Occupational Health. His stint as Director (Technical) will help NMDC timely execute all expansion and diversification projects, building new inroads in automation & digitalization towards NMDC 2.0.
お知らせ • May 13NMDC Limited to Report Q4, 2023 Results on May 23, 2023NMDC Limited announced that they will report Q4, 2023 results on May 23, 2023
Buying Opportunity • Feb 22Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 1.2%. The fair value is estimated to be ₹146, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 27% over the last 3 years. Earnings per share has grown by 26%. Revenue is forecast to grow by 0.6% in 2 years. Earnings is forecast to decline by 9.4% in the next 2 years.
Upcoming Dividend • Feb 17Upcoming dividend of ₹3.75 per share at 6.2% yieldEligible shareholders must have bought the stock before 24 February 2023. Payment date: 06 March 2023. Trailing yield: 6.2%. Within top quartile of Indian dividend payers (1.6%). Lower than average of industry peers (7.1%).
Reported Earnings • Feb 16Third quarter 2023 earnings released: EPS: ₹3.11 (vs ₹6.99 in 3Q 2022)Third quarter 2023 results: EPS: ₹3.11 (down from ₹6.99 in 3Q 2022). Revenue: ₹37.2b (down 37% from 3Q 2022). Net income: ₹9.12b (down 56% from 3Q 2022). Profit margin: 25% (down from 35% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is expected to decline by 5.2% p.a. on average during the next 2 years, while revenues in the Metals and Mining industry in India are expected to grow by 3.3%. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 15Nmdc Limited Declares First Interim Dividend for the Financial Year 2022-23NMDC Limited Declared first interim dividend at the rate of INR 3.75 ps. (Rupees Three and Seventy Five Paise Only) per equity share of face value of INR 1 /-each for the financial year 2022-23.
お知らせ • Feb 10NMDC Limited Announces Board ChangesNMDC Limited announced that Shri Abhijit Narendra, Joint Secretary, Ministry of Steel has been appointed as Government Director on the Board of Directors of the company with immediate effect (i.e., 9th February 2023) and until further orders, vice Smt. Rasika Chaube, former Additional Secretary, Ministry of Steel. Shri Abhijit Narendra is an officer of 1993 batch, Indian Railway Traffic Service (IRTS) and is presently posted as Joint Secreta1y, Ministry of Steel. He holds a degree in B.Sc and LL.B. He has served in different areas of railways including operation, commercial and safety management which gave him rich experience of production and sales management of Indian Railways. His tenure in Railway Board gave him a broader perspective of transportation business and railways modal share. He has also worked in Centre for Railways Information System (CRIS), the IT arm of Indian Railways which gave him the insight of development, execution and running of IT applications. He has also worked in Ministry of Railways in the area of infrastructure development through PPP, project structures and financing, logistics etc. He has also been associated with planning & execution of big ticket railway infrastructure projects like High Speed Rail and Dedicated Freight Corridor. He has also represented the organization and nation in various international meetings and conferences. He has been working as Joint Secretary, Minist1y of Steel since March, 2022.
お知らせ • Feb 02NMDC Limited to Report Q3, 2023 Results on Feb 14, 2023NMDC Limited announced that they will report Q3, 2023 results at 3:30 PM, Indian Standard Time on Feb 14, 2023
お知らせ • Jan 02NMDC Limited Announces Cessation of Somnath Nandi as Director (Technical)NMDC Limited announced that Shri Somnath Nandi, Director (Technical) is relieved from the services of the company on 31 December 2022 (A.N.) on attaining the age of superannuation. Accordingly, he ceased to be a director on the board of the company with effect from January 1, 2023.
Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: ₹3.32 (vs ₹7.94 in 2Q 2022)Second quarter 2023 results: EPS: ₹3.32 (down from ₹7.94 in 2Q 2022). Revenue: ₹37.5b (down 45% from 2Q 2022). Net income: ₹9.72b (down 58% from 2Q 2022). Profit margin: 26% (down from 34% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to decline by 13% p.a. on average during the next 2 years, while revenues in the Metals and Mining industry in India are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Board Change • Nov 16Less than half of directors are independentThere are 8 new directors who have joined the board in the last 3 years. Of these new board members, 4 were independent directors. The company's board is composed of: 8 new directors. 2 experienced directors. No highly experienced directors. 4 independent directors (6 non-independent directors). Director of Finance & Director Amitava Mukherjee is the most experienced director on the board, commencing their role in 2018. Non-Official Independent Director Sanjay Singh was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
