ilmscore | NMDC Ltd: Fundamental Analysis | Stocks in Focus - Part 2 | CA Rachana Ranade

NMDC Ltd: Fundamental Analysis | Stocks in Focus - Part 2 | CA Rachana Ranade

Published: 2025-01-18
Status: Available | Analyzed

Predictions from this Video

Total: 5
Correct: 0
Incorrect: 0
Pending: 5
Unrated: 0
Prediction
Topic
Status
NMDC is expected to complete a 2 million tonne per annum pellet plant, a 10 mtpa beneficiation plant, and a slurry pipeline by mid-calendar year 2026.
"there are three projects in hand the very first one is about a 2 million tonne per annum pellet plant a 10 mtpa beneficiation plant and a slurry pipeline"
NMDC
Pending
NMDC is building a 131 km slurry pipeline from Byel Dilla to Nagarnar, with plans for two additional pipelines from Nagarnar to Visar and Nagarnar to Raipur.
"Currently they are constructing a 131 km slurry pipeline from Byel Dilla to Nagarnar and two more pipelines are planned one from Nagarnar to Visar and the second one from Nagarnar to Raipur"
NMDC
Pending
NMDC anticipates a production output of 50 million tonnes in the current year, an 11% increase compared to FY2.
"management is also expecting a production output of 50 million tonnes in this year which is almost 11 percent higher than the production that they did in FY2"
NMDC
Pending
A proposed merger between NMDC and IOCL could potentially increase NMDC's revenue from iron ore pellets and provide greater export exposure, despite IOCL currently being a loss-making company.
"there is a proposed merger between NMDC and IOCL ... how will this merger help NMDC ... if you remember i had told you that currently the revenue that they generate from iron ore pellets is less than 1 per with KSL being merged with KOCL being merged with it their revenue can potentially increase and they will also get a good Exposure towards exports"
NMDC
Pending
A Production Linked Incentive (PLI) scheme with a ₹4400 crore outlay was introduced on January 6, 2025, to help steel companies lower production costs and compete with Chinese steel imports.
"on the sixth of January 2025 they have come up with a PLI scheme with an outlay of 4400 crore of course they have set certain restrictions about the capital output how much capacity so investment output how much capacity they should have if a company Meets those requirements that the company will be a beneficiary of the PLI scheme Now how will this help a steel company is simple because they will get a They will be a beneficiary of the PLI scheme They will be able to lower down their steel production cost and effectively compete with a Chinese steel maker"
NMDC
Pending