NLC India Limited call transcript summary

Call transcript of 20 Aug 2025, summarised by AI from the filing.

NLC India filed the transcript of its institutional investors conference call held on 13 August 2025.

Key takeaways

1. Transcript NLC India filed the transcript of its institutional investors conference call held on 13 August 2025.
2. Filing The filing was made under Regulation 30 of the SEBI LODR Regulations, 2015.
3. Access The transcript is available on the company website under investors disclosures.
4. Scope The document contains only the filing letter and weblink; it gives no results, guidance or business details.

Original filing on BSE

NLC India Limited Q1 FY27 results

As filed: Revenue ₹4,717 cr (+23% year on year), EBITDA ₹1,471 cr (+57% year on year), PAT ₹436 cr (−48% year on year), EBITDA margin 31.2% (+676 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 ₹5,042 cr (+31% year on year), EBITDA ₹1,774 cr (+106% year on year), PAT ₹1,481 cr (+217% year on year), EBITDA margin 35.2% (+1,000 bps). Score 86 of 100, Above trend. Revenue, EBITDA and profit growth were well above the company's own trend. EBITDA margin rose 1000 bps year on year. Tax rate 4%. Revenue grew on the previous quarter, against its usual seasonal pattern. Profit rose ₹1,013 cr on a year ago, more than the ₹354 cr it added the year before. Share price after the results: −2.9% in 30 days (Nifty 500: +1.0%).
• Q3 FY26: Revenue ₹4,443 cr (+1% year on year), EBITDA ₹1,479 cr (−19% year on year), PAT ₹724 cr (+4% year on year), EBITDA margin 33.3% (−814 bps). Score 24 of 100, Below trend. Revenue, EBITDA and profit growth were below the company's own trend. EBITDA margin fell 814 bps year on year. Other income 37% of PBT. Tax rate 12%. Share price after the results: +1.1% in 30 days (Nifty 500: −7.5%).
• Q2 FY26: Revenue ₹4,178 cr (+14% year on year), EBITDA ₹1,400 cr (+30% year on year), PAT ₹725 cr (−26% year on year), EBITDA margin 33.5% (+406 bps). Score 49 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 406 bps year on year. Consolidated profit -26% but standalone +43%. Profit fell 14% from last quarter. Share price after the results: −6.5% in 30 days (Nifty 500: +0.5%).
• Q1 FY26: Revenue ₹3,826 cr (+13% year on year), EBITDA ₹935 cr (−14% year on year), PAT ₹839 cr (+48% year on year), EBITDA margin 24.4% (−758 bps). Score 36 of 100, Below trend. Revenue and profit growth were in line with the company's own trend; EBITDA growth was below it. EBITDA margin fell 758 bps year on year. Other income 75% of PBT. Tax rate -64%. Consolidated profit +48% but standalone -26%. Profit rose ₹272 cr on a year ago, more than the ₹153 cr it added the year before. Share price after the results: −2.1% in 29 days (Nifty 500: +0.6%).
• Q4 FY25: Revenue ₹3,836 cr (+8% year on year), EBITDA ₹861 cr (+43% year on year), PAT ₹468 cr (+300% year on year), EBITDA margin 22.5% (+544 bps). Score 54 of 100, In line with trend. Revenue growth was in line with the company's own trend; EBITDA growth was above it; profit growth was well above it. EBITDA margin rose 544 bps year on year. Other income 149% of PBT. Tax rate 488%. Revenue fell 13% from last quarter. Share price after the results: −4.0% in 30 days (Nifty 500: +0.3%).
• Q3 FY25: Revenue ₹4,411 cr (+39% year on year), EBITDA ₹1,828 cr (+102% year on year), PAT ₹696 cr (+174% year on year), EBITDA margin 41.4% (+1,000 bps). Score 85 of 100, Above trend. EBITDA margin rose 1000 bps year on year. Other income 30% of PBT. Tax rate 8%. Not enough history for a trend yet: scored on growth alone. Profit fell 29% from last quarter.
• Q2 FY25: Revenue ₹3,657 cr (+23% year on year), EBITDA ₹1,077 cr (+29% year on year), PAT ₹982 cr (−10% year on year), EBITDA margin 29.5% (+144 bps). Score 50 of 100, In line with trend. EBITDA margin rose 144 bps year on year. Other income 60% of PBT. Tax rate 13%. Not enough history for a trend yet: scored on growth alone.

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

NLC India Limited earnings call, investor presentation and press release summaries

• Q4 FY26: Results deck (27 May 2026)
• Q4 FY25: Results deck (29 May 2025)
• Other events: Investor meet (25 Nov 2025), Strategy deck (25 Nov 2025), Call transcript (20 Aug 2025)