NMDC Limited has announced revised pricing for its iron ore products, effective February 10, 2026. The announcement was made under Regulation 30 of the Securities & Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015, and communicated to major stock exchanges including BSE, NSE, and Calcutta Stock Exchange.

New Iron Ore Pricing Structure

The company has established new pricing for its key iron ore products as detailed below:

Pricing Terms and Conditions

The announced prices are FOR (Free on Rail) prices that exclude several statutory charges and fees. The pricing structure does not include:

• Royalty payments
• District Mineral Foundation (DMF) contributions
• National Mineral Exploration Trust (NMEDT) charges
• Various cess components
• Forest permit fees
• Transit fees
• Goods and Services Tax (GST)
• Environmental cess
• Other applicable taxes

Regulatory Compliance and Transparency

The pricing announcement was formally communicated through official channels to ensure regulatory compliance. Company Secretary & Compliance Officer Pravin Shekhar signed the notification, which was digitally authenticated on February 10, 2026. The company has also made this pricing information publicly available on its official website at the investor relations section under financial details.

The revised pricing reflects NMDC's ongoing commitment to transparent pricing mechanisms and regulatory compliance in its iron ore operations.

Source:

NMDC Limited has released its official corporate investor presentation for Q3 FY26, showcasing a mixed performance with record operational achievements offset by profitability challenges. The iron ore mining company demonstrated strong production capabilities and revenue growth while facing margin pressures in a challenging market environment.

Record Operational Performance

NMDC achieved exceptional operational milestones during Q3 FY26, with iron ore production reaching a record quarterly level of 146.84 lakh tonnes, representing a 10% increase from 132.91 lakh tonnes in Q3 FY25. Iron ore sales also performed strongly at 127.07 lakh tonnes, marking a 6% year-over-year growth from 119.36 lakh tonnes in the corresponding period.

Financial Performance Overview

The company reported revenue from operations of ₹748.6 billion in Q3 FY26, achieving a robust 15% increase from ₹653.1 billion in Q3 FY25, marking the best-ever Q3 revenue performance. However, profitability metrics faced headwinds, with profit after tax declining 11% to ₹173.8 billion from ₹194.4 billion in the previous year.

Margin Pressure and Market Challenges

Despite strong volume performance, NMDC faced significant margin compression during the quarter. The company's EBITDA margin declined to 33% from 43% in the previous year, primarily driven by a 13% decline in average sales realization to ₹4,681 per tonne from ₹5,361 per tonne. This reflects challenging market conditions in the iron ore sector and pricing pressures.

Nine-Month Performance Highlights

For the nine-month period, NMDC delivered exceptional operational performance with record production of 368.86 lakh tonnes, up 20% year-over-year, and sales of 349.40 lakh tonnes, representing a 10% increase. Revenue from operations reached ₹2,038.1 billion, marking a 22% increase, while profit after tax grew 4% to ₹540.1 billion.

Regulatory Compliance and Publication

NMDC has fulfilled its regulatory obligations by publishing the unaudited financial results for Q3 FY26 in leading newspapers including Financial Express (English), Vaartha (Telugu), and Daily Hindi Milap (Hindi). The publication was made pursuant to Regulation 47 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, ensuring transparency and compliance with stock exchange requirements.