NMDC Limited Earnings Summary — Q4 FY2026

एनाइज्डोरी

NMDC

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No. SEA202627018

rd
3 June 2026

\| BSE Limited
Phiroze Jeejeebhoy Towers,
Dalal Street,
Mumbai-400001
Scrip Code-526371
Through BSE Listing Centre \| National Stock Exchange of India Limited
Exchange Plaza,C-1,Block G,Bandra-Kurla Complex,
Bandra(East),Mumbai-400051
Scrip Code-NMDC
Through NEAPS \| The Calcutta Stock Exchange Limited
7,Lyons Range,Murgighata,Dalhousie,
Kolkata-700001
Scrip Code-24131
Through Listing Compliances

CSE India \|
\| \-\-\- \| \-\-\- \| \-\-\- \|

Phiroze Jeejeebhoy Towers,
Dalal Street,

Dalal Street,

Mumbai - 400001

Scrip Code – 526371
Through BSE Listing Centre

Through NEAPS

7, Lyons Range, Murgighata,
Dalhousie,

Dalhousie,
Kolkata - 700001

Scrip Code – 24131
Through Listing Compliances

Kolkata - 700001
Scrip Code – 24131

Sub: Transcript of NMDC Limited post Q4 & FY 2025-26 Results – Analyst / Investors
st
Conference Call held on 01 June 2026.

Ref.: Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements)
Regulations, 2015.

Reference to the captioned subject, please find enclosed Transcript of NMDC Limited post Q4 &
st
FY 2025-26 Results Analyst / Investors Conference Call held on 1 June 2026. The same is also
being uploaded on the website of the Company.

The above information is also available on the Company's website:
[https://www.nmdc.co.in/investors/analyst-meet-and-investors-presentation](https://www.nmdc.co.in/investors/analyst-meet-and-investors-presentation) .

Please take the above information on record.

(Pravin Shekhar)
Company Secretary & Compliance Officer

SHEKHAR Date: 2026.06.03
10:25:06 +05'30'

Yours faithfully,

for NMDC Limited

PRAVIN Digitally signed by PRAVIN SHEKHAR

Thanking you,

Company Secretary & Compliance Officer

* * *

# “National Mineral Development Corporation Limited Q4 and FY26 Earnings Conference Call”

# June 01, 2026

## MANAGEMENT: MR. AMITAVA MUKHERJEE – CHAIRMAN AND MANAGING DIRECTOR – NMDC LIMITED

## MR. ANURAG KAPIL – DIRECTOR (FINANCE) – NMDC LIMITED

## MODERATOR: MR. SUMAN KUMAR – PHILLIPCAPITAL

### Page 1 of 18

* * *

Moderator:

Ladies and gentlemen, good day and welcome to the NMDC Limited Q4 and FY26 Earnings
Conference Call, hosted by PhillipCapital. As a reminder, all participant lines will be in listenonly mode and there will be an opportunity for you to ask questions after the presentation
concludes. Should you need assistance during the conference call, please signal an operator by
pressing star then zero on your touchtone phone. I now hand the conference over to Mr. Suman
Kumar from PhillipCapital. Thank you and over to you, sir.

Suman Kumar:

Thank you, operator, and welcome everyone to the call. I first thank NMDC for giving
PhillipCapital the opportunity to host today's call. We have with us from the management
today Shri Amitava Mukherjee, the Chairman cum Managing Director, joined along with Mr.
Anurag Kapil, Director (Finance), NMDC. Without further ado, I would like to hand over the
conference to Amitava sir for his opening remarks, and after this, we can open the floor for
Q&A. Over to you, sir.

Amitava Mukherjee:

Well, good morning everybody and thank you for joining. As you know that NMDC's
performance in FY26 has been rather encouraging. We have touched 53 million tons of
production, we have crossed that. Our sales revenue has grown to INR31,000 and we are all
now ready for the Maharatna status of this company because now we fulfill all the
requirements of a Maharatna company.

And despite slightly sluggish prices, we've been able to achieve a PAT, an 11% growth in
PAT, and all our financial indices and operating indices have been rather encouraging. I
believe that this sets the foundation for us to achieve 100 million tons by the end of this
decade. And in that journey, I think this year we will be targeting 60 million tons, which we
hope to achieve. Around the good news is that the more encouraging thing is that we'

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