Synopsis: NLC India Limited reported strong Q4 FY26 results with revenue rising 31.45 percent YoY to Rs. 5,042 crore and net profit jumping 216.24 percent to Rs. 1,481 crore, alongside dividend and annual profit growth.
This Mid-cap Power Stock, engaged in lignite mining, thermal power generation, renewable energy production, and power distribution operations across multiple regions in India, jumped 19.09 percent after the company reported its March quarterly results with a 216.24 percent YoY increase in net profit and announced a dividend of Rs. 0.25 per share.
With a market capitalization of Rs. 53,101.25 crores, the share of NLC India Limited has reached an intraday high of Rs. 387.70 per equity share, rising nearly 19.09 percent from its previous day’s close price of Rs. 325.55. Since then, the stock has retreated and is currently trading at Rs. 383.25 per equity share.
Q4 FY26 Result Walkthrough
Coming into the quarterly results of NLC India Limited, the company’s consolidated revenue from operations increased by 31.45 percent YOY, from Rs. 3,836 crore in Q4 FY25 to Rs. 5,042.46 crore in Q4 FY26, and grew by 13.49 percent QoQ from Rs. 4,443.05 crore in Q3 FY26.
In Q4 FY26, NLC India Limited’s consolidated net profit increased by 216.24 percent YOY, reaching Rs. 1,481.45 crore compared to Rs. 468.46 crore during the same period last year. As compared to Q3 FY26, the net profit has increased by 104.62 percent, from Rs. 724.01 crore.
The basic earnings per share increased by 188.79 percent and stood at Rs. 10.05 as against Rs. 3.48 recorded in the same quarter in the previous year, FY2025.
Dividend: NLC India Limited’s board of directors has recommended paying a final dividend at the rate of 2.50 percent on the face value of paid-up equity shares of Rs. 10 each for the financial year 2025-26, which is a dividend of Rs. 0.25 per equity share.
Annual Performance of FY26
NLC India Limited’s revenue has increased from Rs. 15,282.96 crore in FY25 to Rs. 17,489.53 crore in FY26, which has grown by 14.44 percent. The net profit has also grown by 38.91 percent from Rs. 2,713.61 crore in FY25 to Rs. 3,769.46 crore in FY26. The annual basic earnings per share increased by 34.39 percent and stood at Rs. 25.40 as against Rs. 18.90 recorded in the financial year 2025.
NLC India Limited’s revenue and net profit have grown at a CAGR of 11.92 percent and 23.46 percent, respectively, over the last five years. In terms of return ratios, the company’s ROCE and ROE stand at 10.5 percent and 14.5 percent, respectively. NLC India Limited’s debt-to-equity ratio is 1.22x.
Business Highlights (FY2025-26)
NLC India Limited achieved its highest-ever performance in FY 2025-26 since its beginning. Coal production reached 19.14 million tonnes, while coal dispatch touched 17.69 million tonnes from Talabira II & III OCP. Renewable energy generation also performed strongly, producing 2.26 billion units of power during the year.
The company also added 1,013 MW of new power capacity, including 660 MW from thermal power and 303 MW from renewable energy projects. In addition, it recorded its highest-ever capital expenditure of more than Rs. 9,131 crore, showing strong growth and investment in expanding power and energy operations.
Company Overview
NLC India Limited is a company under the administrative control of the Ministry of Coal, Government of India. It is a Navratna Central Public Sector Undertaking (CPSU) engaged in lignite mining, coal mining, and power generation through thermal and renewable energy projects. It operates major mining and power facilities across Tamil Nadu, Rajasthan, and other states.
NLC India is also expanding its renewable energy portfolio, including solar and wind projects, to support India’s clean energy transition while maintaining strong operational and financial performance.
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