India · Delayed Price · Currency is INR NLC India Earnings Call Transcripts
Fiscal Year 2026
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Revenue and profit grew modestly YoY, with record group revenue and PAT for the nine months. Major capacity additions in thermal and renewables, a $100M green loan, and a 36% interim dividend highlight the period. One-off CERC order boosted results.
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Q1 FY26 saw revenue rise 13.5% YoY to INR 5,825 crores and profit after tax jump 48% to INR 839 crores, driven by strong project execution and capacity additions. Renewable and mining segments showed robust progress, with CapEx and regulated equity set to increase significantly by 2030.
Fiscal Year 2025
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Revenue and profit reached record highs for the nine months ended Dec 2024, driven by capacity additions and strong coal/lignite output. Under-recoveries declined, and major renewable and thermal projects are on track, with significant expansion planned by 2030.
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Q1 FY25 saw strong growth in lignite and coal production, power generation, and profitability, with under-recovery reduced and major projects advancing. Renewable and mining expansions are on track, and regulatory impacts remain manageable.