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

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