Transcript of NMDC Limited post Q4 & FY 2024-25 Results

  • Transcript of NMDC Limited post Q4 & FY 2024-25 Results
  • Growth in PAT on an annual or a year-on-year 12-month basis of around 19% and PBT after exceptional item of around 16%
  • Gold operations in Legacy, the first year was have also stabilized Legacy in the last 2 months, 3 months. 
    • And hopefully, in this financial year, Legacy would also be showing good profits
  • IMPORTS
    • India which imports around 55 million, 60 million tons is likely to go up to 150 million to 160 million tons of import for India in terms of coking coal. 
  • Have entered into arrangement with SAIL
    • 60% of total sales as of date is routed through SAIL because send it to their stocking yard. 
    • So based on the user charge, they also market mmdc products
    • 40% still Nmdc market directly in terms of HR coils
  • 2025 year will be much more substantially action packed in terms of NMDC
    • Open new mines within India, coal and iron ore
    • Outside India, we hope to acquire a few mines. 
    • This will be a year where it will be fully action packed and expect to cross comfortably the psychological barrier of 50 million tons this year
  • Capex
    • Sanctioned is about INR28,000 crores, INR29,000 crores
      • Another INR12,000 crores will be sanctioned in a couple of months. 
      • Sanctioned by July or August, is around INR40,000 crores
    • FY '26, most of the efforts would be on sanctioning the works and getting them off the ground. Expect around INR4,000 crores this year
      • INR40,000 crores of works have already been sanctioned by the Board, which are either being under execution. 
    • Around INR8,600 crores of works are already under execution. 
    • INR20,000 crores has been sanctioned by the Board
    • And around INR12,000 crores, we will be sanctioning in the next couple of months. 
    • Apart from that, around INR2,000 crores where partnership model where people will invest in creation of assets
    • And another INR31,000 crores or INR32,000 crores of project having a close look, which includes 2 slurry pipelines, one from Kirandul to Bacheli and the other is from Nagarnar to Vizag, which the DPR, etcetera, is being prepared. 
      • 2 taken together should be around INR20,000 crores. And apart from that, the total, which is at the drawing board level, is around INR32,000 crores
  • Plan to take NMDC from 50 million tons approximately to about 100 million tons
    • Capex was the highest this year, which was INR3,700 crores, highest ever

Comments

Post a Comment

Popular posts from this blog

Poonawalla Fincorp: I love stocks at 52L

https://youtube.com/shorts/kEd4ftcXaV4?si=8FpeXOzf0qyTs_Mo   Poonawalla Fincorp: I love stocks at 52L AUM up 52% YoY to ₹26,972 crore PPoP at ₹432 crore in Q1FY25, up 47% YoY and 6% QoQ  Assets:  ➢ Assets Under Management (AUM) stood at ₹26,972 crore, up 52% YoY and 8% QoQ  ➢ AUM Mix consist of 35% MSME finance, followed by 28% personal and consumer finance, 17% loan against property and 14% pre-owned car.   Asset Quality:  ➢ Gross NPA at 0.67%, lower 75bps YoY and 49bps QoQ  ➢ Net NPA at 0.32%, lower 44bps YoY and 27bps QoQ  ➢ Provision Coverage Ratio stood at 52.53%   Profitability:  ➢ Operating Profit (PPOP) was ₹432 crore, up 47% YoY and 6% QoQ  ➢ Profit After Tax (PAT) was ₹292 crore, up 46% YoY  ➢ Return on Assets (RoA) stood at 4.62%  ➢ Net Interest Income (inc. fees and other income) was ₹676 crore, up 42% YoY and 5% QoQ
Read more

Confidence Petroleum Forays into Hydrogen Cylinder Manufacturing

  https://youtu.be/mD2k0HOpAxo?si=8H1ue9mw316h2wYr Confidence Petroleum Forays into Hydrogen Cylinder Manufacturing Unlike conventional metal cylinders, type 4four cylinders are entirely corrosion-resistant, lighter by seventy percent, and can accommodate three times more gas.  Constructed from carbon composite with a polymer liner, they boast exceptional safety features. The move signifies Confidence Group’s commitment to spearheading the global energy transition towards a cleaner and greener future.  By prioritizing innovation and environmental stewardship, the company aims to revolutionize the hydrogen storage industry and promote sustainable energy solutions. As reported by The Hitavada, through this venture into the green hydrogen market, Confidence Group aims to position itself as a leader in providing solutions that expedite the adoption of renewable energy sources.  These cylinders will play a pivotal role in the efficient storage and transportation of green ...
Read more

Fund Name Motilal Oswal NASDAQ Q 50 ETF

https://youtube.com/shorts/32bjjjgYaTc?si=anr8AuA1mUIcavcf Fund Name Motilal Oswal NASDAQ Q 50 ETF About Nasdaq Q 50 Index The Nasdaq Q-50 Index is designed to measure the performance of 50 of the largest Nasdaq-listed nonfinancial companies outside of the Nasdaq-100 Index Exposure to next-generation of innovators The Nasdaq Q-50 Index (NXTQ) tracks the performance of the 50 securities that are next eligible for inclusion into the Nasdaq 100 Index (NDX). The index deploys the proven methodology behind the time tested Nasdaq 100 Index, with its emphasis on innovation and growth.  The key benefit of the Nasdaq Q-50 is diversification into additional disruptive companies beyond the established, mega cap and large cap leaders in the Nasdaq 100.  Stock Selection: Top 50 companies that are not part of NASDAQ 100 Index are included, in the Index, but with acute focus on the next generation of market leadership Weighting: The index stocks are weighted by modified float adjusted market...
Read more