Company profile / NLCINDIA

NLC India earnings calls.

Other · 1 quarter tracked · source-linked performance, management guidance and promise context.

Research layer active
WatchDelivery assessment incompleteLatest record q3-fy26

Latest revenue

₹4,443 Cr

verified financial record

Quarters tracked

1

source records in the directory

Delivery assessment

Unscored

No scored management commitments are present yet.

Call date

Pending

latest available source date

Signal trajectory

1 actual quarter
PAT (₹ Cr)PositiveWatchNegative
1 actual records
Actual quarterly PAT (₹ Cr) trajectoryReported values plotted by quarter. Hover or focus a point for its quarter, value, and source sentiment.Q3 FY26: 724 · Watch source sentimentQ3 FY26724724
Values are taken from the available verified source records; sentiment color is a separate source-read indicator.

Current read

Unscored

No scored management commitments are present yet.

Latest source read

What changed this quarter?

Open quarter read

NLC India reported mixed Q3 FY26 performance with 9-month consolidated revenue at 12,447 crore (+9% YoY) and PAT at 2,288 crore (+2% YoY), though Q3 standalone revenue was essentially flat year-on-year due to lower power demand from favorable weather conditions. Gatamur Unit 2 (660 MW) achieved COD on December 9, 2025, and Pachwara South mine commenced operations in December. Fixed cost under-recovery on standalone basis widened to 623 crore from 510 crore a year ago, with management attributing volatility to TPS2 expansion technical issues now partially resolved. The renewable energy expansion program targets 8 GW by 2028 and 10 GW by 2030, supported by multiple state government JVs. NIRL IPO is expected in September 2026. The primary risk is that coal fuel costs are rising with Gatamur operations while generation cannot compensate due to subdued demand, compressing margins on the thermal business during the transition period.

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Signal

Watch

Revenue

₹4,443 Cr

Source date

Pending

Across the record

Quarter history.

1 source records

History modules

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