MOIL Limited investor meet summary

Investor meet of 17 Mar 2026, summarised by AI from the filing.

MOIL guides FY27 production of 25 lakh tons after cutting FY26 target to 19-20 lakh tons due to project delays.

Key takeaways

1. FY27 production target 25 lakh tons, with Balaghat contributing 4 lakh tons.
2. FY26 target cut Revised to 23.5 lakh tons, but management expects 19-20 lakh tons due to project delays.
3. Execution risk Balaghat high-speed shaft delayed due to visa issues and COVID; operational in six months of FY27.

Original filing on BSE

MOIL Limited Q1 FY27 results

As filed: Revenue ₹371 cr (+7% year on year), EBITDA ₹136 cr (+72% year on year), PAT ₹87.6 cr (+69% year on year), EBITDA margin 36.6% (+1,000 bps).

The Q1 FY27 score, against the company's own trend, is for premium members.

Earlier results and the share price after them

• Q4 FY26: Revenue ₹444 cr (+3% year on year), EBITDA ₹139 cr (0% year on year), PAT ₹92.6 cr (−20% year on year), EBITDA margin 31.3% (−83 bps). Score 45 of 100, In line with trend. Revenue and EBITDA growth were in line with the company's own trend; profit growth was below it. EBITDA margin fell 83 bps year on year. Share price after the results: −10.8% in 30 days (Nifty 500: −0.9%).
• Q3 FY26: Revenue ₹360 cr (−2% year on year), EBITDA ₹97.3 cr (+2% year on year), PAT ₹52.9 cr (−17% year on year), EBITDA margin 27.0% (+115 bps). Score 42 of 100, In line with trend. Revenue and EBITDA growth were in line with the company's own trend; profit growth was below it. EBITDA margin rose 115 bps year on year. Profit fell 24% from last quarter. Share price after the results: −14.6% in 28 days (Nifty 500: +0.1%).
• Q2 FY26: Revenue ₹348 cr (+19% year on year), EBITDA ₹100 cr (+27% year on year), PAT ₹70.0 cr (+40% year on year), EBITDA margin 28.7% (+168 bps). Score 66 of 100, Above trend. Revenue, EBITDA and profit growth were above the company's own trend. EBITDA margin rose 168 bps year on year. Other income 33% of PBT. Revenue grew on the previous quarter, against its usual seasonal pattern. Share price after the results: −13.1% in 30 days (Nifty 500: −0.2%).
• Q1 FY26: Revenue ₹348 cr (−29% year on year), EBITDA ₹79.0 cr (−63% year on year), PAT ₹52.0 cr (−66% year on year), EBITDA margin 22.7% (−1,000 bps). Score 1 of 100, Below trend. Revenue, EBITDA and profit growth were well below the company's own trend. EBITDA margin fell 1000 bps year on year. Other income 34% of PBT. Revenue fell 20% from last quarter. Share price after the results: −10.6% in 30 days (Nifty 500: −2.4%).
• Q4 FY25: Revenue ₹433 cr (+4% year on year), EBITDA ₹139 cr (+9% year on year), PAT ₹116 cr (+27% year on year), EBITDA margin 32.1% (+133 bps). Score 51 of 100, In line with trend. Revenue and profit growth were in line with the company's own trend; EBITDA growth was below it. EBITDA margin rose 133 bps year on year. Tax rate 7%. Profit rose ₹25.0 cr on a year ago, more than the ₹10.0 cr it added the year before. Share price after the results: +19.4% in 30 days (Nifty 500: +3.5%).
• Q3 FY25: Revenue ₹367 cr (+20% year on year), EBITDA ₹95.0 cr (+6% year on year), PAT ₹64.0 cr (+19% year on year), EBITDA margin 25.9% (−353 bps). Score 41 of 100, In line with trend. Revenue growth was above the company's own trend; EBITDA growth was below it; profit growth was in line with it. EBITDA margin fell 353 bps year on year. Other income 37% of PBT.
• Q2 FY25: Revenue ₹292 cr (−16% year on year), EBITDA ₹79.0 cr (−19% year on year), PAT ₹50.0 cr (−19% year on year), EBITDA margin 27.1% (−82 bps). Score 7 of 100, Below trend. EBITDA margin fell 82 bps year on year. Other income 40% of PBT. Not enough history for a trend yet: scored on growth alone. Revenue fell 41% from last quarter.

Past price moves after results do not indicate future moves. Not a recommendation.

MOIL Limited earnings call, investor presentation and press release summaries

• Other events: Investor meet (17 Mar 2026), Strategy deck (17 Mar 2026)