Nlc India Limited · NSE:NLCINDIA
Nlc India — Investor Presentation (May 2026)
53 slides from Nlc India's investor presentation, May 27, 2026
Slide 1: NLC India Limited - Regulation 30 Intimation
NLC India Limited <'{1nl)t) (‘Navratna’ - Government of India Enterprise) Registered Office: No.135, EVR Periyar High Road, Kilpauk, Chennai-600 010. fA1 Corporate Office: Block-1, Neyveli-607 801, Cuddalore District, Tamil Nadu. Al IMPACT (,HLCIND~~ CIN : L93090TN1956GOI003507, Website: www.nlcindi
Slide 2: Pioneering a Sustainable Future: Corporate Presentation and Financials FY2026
<'(\n~'> €/4\~ ~ Pioneering a Corporate Presentation and Financials Sustainable Future NLCINDI~~ vt./uv CREATING WEALTH FY2026 FOR WELLBEING
Slide 3: Table of Contents
Table of Contents <'~nr,'> fA~ v NLCINDIA .;J <,(Juv-> CREATING WEALTH 70 Ytlrl DI Entrglzlng tht Ntllon with Susltlnlblllty FOR WELLBEING 01 02 03 04 Highlights of Corporate Business Financial the Year Profile Overview Overview 03 06 12 21 05 06 07 Industry Strategic ESG Overview Overview Overview
Slide 4: Highlights of the Year
01 Highlights of the Year
Slide 5: Group Financial Highlights
HIGHLIGHTS OF THE YEAR Group Financial Highlights ₹17,490 Cr ₹3,769 Cr ₹9,131 Cr ₹21,525 Cr Revenue from Operations Profit After Tax Capex Net Worth a Highest Ever a Highest Ever a Highest Ever ▲ 14% YoY Growth ▲ 39% YoY Growth ▲ 18% YoY Growth ▲ 15% YoY Growth 38.5% ₹53,774 Cr Dividend Market Capit
Slide 6: Operational Highlights
HIGHLIGHTS OF THE YEAR Operational Highlights <'~nr,'> fA~ v NLCINDIA .;J <,(Juv-> CREATING WEALTH FOR WELLBEING 19.14 MT 17.69 MT 963 MW 2.26 BU Annual Coal Production Annual Coal Dispatch Capacity Additions Renewable Generation From Talabira II & III OCP From Talabira II & III OCP 660 MW Thermal +
Slide 7: Corporate Profile
02 Corporate <'(\ n ,-.,'> f/4\g V NLC INOIA ;J <IL.Juv...:> Profile CREATING WEALTH 7D Ylll'1 ol Energizing the N1Uon with Su1t1ln1bllltJ FOR WELLBEING
Slide 8: Built to Last, Built to Lead
CORPORATE PROFILE | WHO WE ARE Built to Last, Built to Lead €t:-A'>") <'~nr, ~ :l v~LCINDIAJ i..Juv-> CREATING WEALTH 70 YHra of Energizing th• Nation with Susl1lnlblllly FOR WELLBEING • 26 yrs Consistent Established in 1956 and headquartered in Neyveli, Dividend Tamil Nadu, we are a Navratna enterp
Slide 9: Seven Decades, Six Chapters
CORPORATE PROFILE | MILESTONES Seven Decades, Six Chapters <'~nr,'> fA~ v NLCINDIA .;J <,(Juv-> CREATING WEALTH 70 Ytlrl DI Entrglzlng tht Ntllon with Susltlnlblllty FOR WELLBEING From a single mine in Neyveli to a PAN-India energy platform; the inflection points that shaped NLCIL Up to FY2000 Up to
Slide 10: PAN India Presence: Operations in 11 States
CORPORATE PROFILE | PRESENCE PAN India Presence: <'~nr,'> fA~ v NLCINDIA .;J <,(Juv-> Operations in 11 States CREATING WEALTH 70 Ytlrl DI Entrglzlng tht Ntllon with Susltlnlblllty FOR WELLBEING : ---------- ------- -- --------- -- ------- -- ---------------- -- ------- -- ---------- -- -- -- -------
Slide 11: Composition of Board of Directors
CORPORATE PROFILE | GOVERNANCE Composition of Board of Directors <'~nr,'> fA~ v NLCINDIA .;J <,(Juv-> CREATING WEALTH 70 Ytlrl DI Entrglzlng tht Ntllon with Susltlnlblllty FOR WELLBEING Shri M. Prasanna Kumar Chairman & Managing Director Part-time Official Directors Shri Sanoj Kumar Jha (IAS) Shri M
Slide 12: Value Created, Year on Year
CORPORATE PROFILE | SHAREHOLDING PATTERN Value Created, Year on Year <'~nr,'> fA~ v NLCINDIA .;J <,(Juv-> CREATING WEALTH 70 Ytlrl DI Entrglzlng tht Ntllon with Susltlnlblllty FOR WELLBEING While our book value compounded steadily, our market price grew nearly 5x over five years, reflecting consiste
Slide 13: Business Overview
03 Business <:-<'nr-,'> fA~ v NLCINDIA,:J Overview V1.J1..n>.:> TO Y1an 11 (ner9'1ln9 tM Nation with S11Sl1laalHI~ CREATING WEALTH FOR WELLBEING
Slide 14: Structured to Scale
BUSINESS OVERVIEW | GROUP STRUCTURE Structured to Scale <'~nr,'> fA~ v NLCINDIA .;J <,(Juv-> CREATING WEALTH 70 Ytlrl DI Entrglzlng tht Ntllon with Susltlnlblllty FOR WELLBEING <'(' n r-,'>. €&~ t:. - - - :::J V NLC INDIA ;:, ViJuvV CREATING WEALTH FOR WELLBEING <'<' n f')"> ~ t: NLC INDIA :J GlttfM
Slide 15: The Green Growth Engine
BUSINESS OVERVIEW | NLC INDIA RENEWABLES LIMITED The Green Growth Engine <'~nr,'> fA~ v NLCINDIA .;J <,(Juv-> CREATING WEALTH 70 Ytlrl DI Entrglzlng tht Ntllon with Susltlnlblllty FOR WELLBEING Incorporated on 14 June 2023, NIRL is our wholly owned subsidiary that consolidates the Group's renewable
Slide 16: An Integrated Energy Engine
BUSINESS OVERVIEW | OUR BUSINESSES An Integrated Energy Engine <'~nr,'> fA~ v NLCINDIA .;J <,(Juv-> CREATING WEALTH 70 Ytlrl DI Entrglzlng tht Ntllon with Susltlnlblllty FOR WELLBEING An integrated platform spanning fuel to finished power, with a deepening footprint in renewables and emerging minera
Slide 17: The Green Book at a Glance
BUSINESS OVERVIEW | RE PORTFOLIO The Green Book at a Glance <'~nr,'> fA~ v NLCINDIA .;J <,(Juv-> CREATING WEALTH 70 Ytlrl DI Entrglzlng tht Ntllon with Susltlnlblllty FOR WELLBEING ₹37,898 Cr 5,881 MW 3,300 MWh 1,734 MW Total Capital at Work Solar + Wind Portfolio Energy Storage Pipeline Operational
Slide 18: Future Ready Diversification
BUSINESS OVERVIEW | DIVERSIFICATION PROJECTS Future Ready Diversification €t:-A'>") <'~nr, ~ :l V~LCINDIAJ i..Juv-> CREATING WEALTH 70 V11r1 of Enorglzlng tho NIU on with Sustolnlblllty FOR WELLBEING Overburden to ✪ Mine-I washed silica sand plant (1.0 MTPA) commissioned in February 2026, with comme
Slide 19: Tomorrow, in Motion
BUSINESS OVERVIEW | DIVERSIFICATION PROJECTS UNDER EVALUATION Tomorrow, in Motion <'~nr,'> fA~ v NLCINDIA .;J <,(Juv-> CREATING WEALTH 70 Ytlrl DI Entrglzlng tht Ntllon with Susltlnlblllty FOR WELLBEING Each bet sits at a different stage of maturity, charting a path from idea to execution Stage 1 St
Slide 20: Research that Builds the Next Decade
BUSINESS OVERVIEW | R&D INITIATIVES Research that Builds the Next Decade <'~nr,'> fA~ v NLCINDIA .;J <,(Juv-> CREATING WEALTH 70 Ytlrl DI Entrglzlng tht Ntllon with Susltlnlblllty FOR WELLBEING R&D is positioned at the intersection of our strengths and India's emerging energy frontiers, anchored by
Slide 21: Research that Builds the Next Decade
BUSINESS OVERVIEW | R&D INITIATIVES Research that Builds the Next Decade <'~nr,'> fA~ v NLCINDIA .;J <,(Juv-> CREATING WEALTH 70 Ytlrl DI Entrglzlng tht Ntllon with Susltlnlblllty FOR WELLBEING IISc Bangalore NIT Rourkela Alternative materials to tungsten UV-assisted self-cleaning carbide inserts in
Slide 22: Financial Overview
04 Financial Overview l • L
Slide 23: Financial Performance: NLC Group in FY2026
FINANCIAL OVERVIEW Financial Performance: <'~nr,'> fA~ v NLCINDIA .;J <,(Juv-> NLC Group in FY2026 CREATING WEALTH 70 Ytlrl DI Entrglzlng tht Ntllon with Susltlnlblllty FOR WELLBEING ₹18,467 Cr Balance Sheet Overview of Financials Debt-to-Equity Ratio Trend Total Income Assets, Liabilities, and ₹15,
Slide 24: Financial Performance: Robust Consolidated Financials
FINANCIAL OVERVIEW Financial Performance: <'~nr,'> fA~ v NLCINDIA .;J <,(Juv-> Robust Consolidated Financials CREATING WEALTH 70 Ytlrl DI Entrglzlng tht Ntllon with Susltlnlblllty FOR WELLBEING ₹17,490 Cr ₹7,475 Cr 43% ₹3,769 Cr ₹25.4 ₹15,283 Cr (FY25) ₹6,513 Cr (FY25) 43% (FY25) ₹2,714 Cr (FY25) ₹1
Slide 25: Consolidated Financial Performance: Consistently Improving over the Years
FINANCIAL OVERVIEW Consolidated Financial Performance: <'~nr,'> fA~ v NLCINDIA .;J <,(Juv-> Consistently Improving over the Years CREATING WEALTH 70 Ytlrl DI Entrglzlng tht Ntllon with Susltlnlblllty FOR WELLBEING Revenue (₹ in Cr) EBITDA (₹ in Cr) PBT (₹ in Cr) 17,490 | 10.00% 7,475 | 10.00% 3,875
Slide 26: Consolidated Financial Performance: Last 4 Years and FY2026
FINANCIAL OVERVIEW Consolidated Financial Performance: <'~nr,'> fA~ v NLCINDIA .;J <,(Juv-> Last 4 Years and FY2026 CREATING WEALTH 70 Ytlrl DI Entrglzlng tht Ntllon with Susltlnlblllty FOR WELLBEING ROCE (%) Capital Employed (₹ in Cr) 10.30 9.70 8.78 52,559 8.20 7.57 44,931 38,998 40,676 42,472 FY2
Slide 27: Consolidated Financial Performance: Last 4 Years and FY2026
FINANCIAL OVERVIEW Consolidated Financial Performance: <'~nr,'> fA~ v NLCINDIA .;J <,(Juv-> Last 4 Years and FY2026 CREATING WEALTH 70 Ytlrl DI Entrglzlng tht Ntllon with Susltlnlblllty FOR WELLBEING PBT1 & PAT (₹ in Cr) Key Financial Ratios ■ PBT ■ PAT FY2022 FY2023 FY2024 FY2025 FY2026 3,875 OPM2
Slide 28: Financial Performance: Consistent Growth over the Years
FINANCIAL OVERVIEW Financial Performance: <'~nr,'> fA~ v NLCINDIA .;J <,(Juv-> Consistent Growth over the Years CREATING WEALTH 70 Ytlrl DI Entrglzlng tht Ntllon with Susltlnlblllty FOR WELLBEING Consolidated Capex (₹ in Cr) Credit Rating 2026 2025 9,131 7,736 ICRA A MOODY'S INVESTORS SERVICE COM PA
Slide 29: Consolidated Segment Investments and Green Portfolio
FINANCIAL OVERVIEW Consolidated Segment Investments <'~nr,'> fA~ v NLCINDIA .;J <,(Juv-> and Green Portfolio CREATING WEALTH 70 Ytlrl DI Entrglzlng tht Ntllon with Susltlnlblllty FOR WELLBEING Net Book Value of Assets (₹ in Cr) Installed Generation Capacity ■ Mines ■ Thermal ■ Renewable ■ Others 23%
Slide 30: Consolidated Financial Performance: Over the Last 4 Years
FINANCIAL OVERVIEW Consolidated Financial Performance: <'~nr,'> fA~ v NLCINDIA .;J <,(Juv-> Over the Last 4 Years CREATING WEALTH 70 Ytlrl DI Entrglzlng tht Ntllon with Susltlnlblllty FOR WELLBEING Total Income (₹ in Cr) EBITDA (₹ in Cr) ■ Power ■ Mine ■ Other 7,475 6,513 18,467 5,106 5,556 4,881 17
Slide 31: Industry Overview
05 Industry Overview
Slide 32: India's Power Reliability & Mining Landscape
INDUSTRY OVERVIEW | OPERATING CONTEXT India's Power Reliability & Mining Landscape <'~nr,'> fA~ v NLCINDIA .;J <,(Juv-> CREATING WEALTH 70 Ytlrl DI Entrglzlng tht Ntllon with Susltlnlblllty FOR WELLBEING India's power and mining sectors both posted record numbers in FY26. Conventional capacity kept
Slide 33: India's Dual Energy Mandate to 2030
INDUSTRY OVERVIEW | OPERATING CONTEXT India's Dual Energy Mandate to 2030 <'~nr,'> fA~ v NLCINDIA .;J <,(Juv-> CREATING WEALTH 70 Ytlrl DI Entrglzlng tht Ntllon with Susltlnlblllty FOR WELLBEING India is running two tracks at the same time: racing toward 500 GW of non-fossil capacity while continuin
Slide 34: Why Conventional Energy Remains Useful
INDUSTRY OVERVIEW Why Conventional Energy Remains Useful <'~nr,'> fA~ v NLCINDIA .;J <,(Juv-> CREATING WEALTH 70 Ytlrl DI Entrglzlng tht Ntllon with Susltlnlblllty FOR WELLBEING Even with renewables scaling fast, conventional generation is doing the work of keeping India's grid stable today What Con
Slide 35: India's Growth Engine for the Decade Ahead
INDUSTRY OVERVIEW India's Growth Engine for the Decade Ahead <'~nr,'> fA~ v NLCINDIA .;J <,(Juv-> CREATING WEALTH 70 Ytlrl DI Entrglzlng tht Ntllon with Susltlnlblllty FOR WELLBEING Renewables are now the principal engine of new capacity in India. A structured policy stack of bid visibility, demand
Slide 36: Strategic Overview
06 Strategic <-"'nr, e.-4 €~ '>--:, ::l V~LC INOIA .j Overview I.Jul)--> CREAT ING WEALTH FOR WELLBEING ,,J. ......J __J .-. J ~ --' - ~ ~ ..,,.
Slide 37: From a Thermal Generator to a Diversified Energy Platform
STRATEGIC OVERVIEW | THE STRATEGIC PIVOT From a Thermal Generator to <'~nr,'> fA~ v NLCINDIA .;J <,(Juv-> a Diversified Energy Platform CREATING WEALTH 70 Ytlrl DI Entrglzlng tht Ntllon with Susltlnlblllty FOR WELLBEING Why We Are Pivoting: The National Mandate How the Pivot Has Unfolded At COP26, I
Slide 38: From a Thermal Generator to a Diversified Energy Platform
STRATEGIC OVERVIEW | THE STRATEGIC PIVOT From a Thermal Generator to <'~nr,'> fA~ v NLCINDIA .;J <,(Juv-> a Diversified Energy Platform CREATING WEALTH 70 Ytlrl DI Entrglzlng tht Ntllon with Susltlnlblllty FOR WELLBEING Our Capacity Mix NLC India's Renewable Energy Vision in Action ■ Thermal ■ RE Cu
Slide 39: The Pipeline to 2030
STRATEGIC OVERVIEW | NLC OUTLOOK The Pipeline to 2030 <'~nr,'> fA~ v~LCINDIAJ i..Juv-> CREATING WEALTH FOR WELLBEING Mining Ongoing – Project Capacity Cost (₹ Cr) Status South Pachwara coal block 9 MT 2,243 Coal production commenced in March 2026 Upcoming – Project Capacity Cost (₹ Cr) Expected Mini
Slide 40: The Pipeline to 2030
STRATEGIC OVERVIEW | NLC OUTLOOK The Pipeline to 2030 <'~nr,'> fA~ v NLCINDIA .;J <,(Juv-> CREATING WEALTH 70 Ytlrl DI Entrglzlng tht Ntllon with Susltlnlblllty FOR WELLBEING Renewables Ongoing – Project Capacity Cost (₹ Cr) Expected COD Solar 200 MW CPSU 200 MW 1,221 200 MW by Dec 2026 150 MW Wind-
Slide 41: Group Financial Overview of NLCIL Group for the Next 4 Years
STRATEGIC OVERVIEW Group Financial Overview of NLCIL Group <'~nr,'> fA~ v NLCINDIA .;J <,(Juv-> for the Next 4 Years CREATING WEALTH 70 Ytlrl DI Entrglzlng tht Ntllon with Susltlnlblllty FOR WELLBEING Revenue from Operations (₹ in Cr) Profit After Tax (₹ in Cr) Assets (₹ in Cr) 37,713 5,294 4,946 4,
Slide 42: NLCIL @2030: Equity Outlook
STRATEGIC OVERVIEW NLCIL @2030: Equity Outlook <'~nr,'> fA~ v NLCINDIA .;J <,(Juv-> CREATING WEALTH 70 Ytlrl DI Entrglzlng tht Ntllon with Susltlnlblllty FOR WELLBEING ₹19,668 Cr ₹10,487 Cr ₹30,155 Cr 65% Regulated Equity (±) 35% Non-Regulated Equity 100% Overall Equity Regulated Equity (₹ in Cr) No
Slide 43: NLCIL @2030: Capex Plan
STRATEGIC OVERVIEW NLCIL @2030: Capex Plan <'~nr,'> fA~ v NLCINDIA .;J <,(Juv-> CREATING WEALTH 70 Ytlrl DI Entrglzlng tht Ntllon with Susltlnlblllty FOR WELLBEING ₹10,669 Cr ₹33,048 Cr Diversification Green Energy ₹1.01 ₹44,452 Cr ₹12,834 Cr Lakh Crore Thermal Mining Green Energy Mining Thermal Div
Slide 44: The Road Ahead
STRATEGIC OVERVIEW The Road Ahead <'~nr,'> fA~ v NLCINDIA .;J <,(Juv-> CREATING WEALTH 70 Ytlrl DI Entrglzlng tht Ntllon with Susltlnlblllty FOR WELLBEING Our journey has brought us to an inflection point. The next five years are about scale, balance, and the alignment of our portfolio with where th
Slide 45: ESG Overview
07 ,:.<1nr-,'> ESG {&3 V: NLC IN DIA ~ <,<Juvv CREATING WEALTH FOR WEI.I..BflNG Overview
Slide 46: Putting a Number to Our Intent
ESG OVERVIEW | ESG HIGHLIGHTS Putting a Number to Our Intent <'~nr,'> fA~ v NLCINDIA .;J <,(Juv-> CREATING WEALTH 70 Ytlrl DI Entrglzlng tht Ntllon with Susltlnlblllty FOR WELLBEING Independent external assessments have formally affirmed our ESG progress over the year 61.2 CareEdge - ESG 59.0 ICRA -
Slide 47: Greener, Year on Year
ESG OVERVIEW | ENVIRONMENT Greener, Year on Year <'~nr,'> fA~ v NLCINDIA .;J <,(Juv-> CREATING WEALTH 70 Ytlrl DI Entrglzlng tht Ntllon with Susltlnlblllty FOR WELLBEING What We've Delivered Where We Are Heading Next ✦ 7.269 MU energy conserved in FY 2025-26 through ✦ Improved reporting frameworks f
Slide 48: The People Behind the Power
ESG OVERVIEW | SOCIAL: PEOPLE The People Behind the Power <'~nr,'> fA~ v NLCINDIA .;J <,(Juv-> CREATING WEALTH 70 Ytlrl DI Entrglzlng tht Ntllon with Susltlnlblllty FOR WELLBEING A multi-vertical workforce backed by structured training, safety systems and inclusion frameworks 9,735 31,964 Where We A
Slide 49: Investing Where We Operate
ESG OVERVIEW | SOCIAL: COMMUNITIES Investing Where We Operate <'~nr,'> fA~ v NLCINDIA .;J <,(Juv-> CREATING WEALTH 70 Ytlrl DI Entrglzlng tht Ntllon with Susltlnlblllty FOR WELLBEING We consistently invest in the areas surrounding our mines and power stations to drive inclusive growth ₹48.06 Cr Our
Slide 50: Governance
ESG OVERVIEW Governance <'~nr,'> fA~ v NLCINDIA .;J <,(Juv-> CREATING WEALTH 70 Ytlrl DI Entrglzlng tht Ntllon with Susltlnlblllty FOR WELLBEING We boast a total of 16 Committees, with Each committee owns a defined remit; together they form a unified system of oversight aligned to the Board's strate
Slide 51: Safeguarding the Future
ESG OVERVIEW | KEY RISKS Safeguarding the Future <'~nr,'> fA~ v NLCINDIA .;J <,(Juv-> CREATING WEALTH 70 Ytlrl DI Entrglzlng tht Ntllon with Susltlnlblllty FOR WELLBEING A structured risk framework helps us anticipate, monitor, and respond to the most material threats to long-term value External Ris
Slide 52: Disclaimer
Disclaimer <'~nr,'> fA~ v NLCINDIA .;J <,(Juv-> CREATING WEALTH 70 Ytlrl DI Entrglzlng tht Ntllon with Susltlnlblllty FOR WELLBEING This presentation is for distribution only under such circumstances as may be permitted by applicable law. It is published solely for information purposes, it does not
Slide 53: Thank You
<'~nr,'> fA~ v NLCINDIA .;J <,(Juv-> CREATING WEALTH 70 Ytlrl DI Entrglzlng tht Ntllon with Susltlnlblllty FOR WELLBEING Thank You NLCIL Management heartily thanks all the share Holders, Investors, Analysts for their continuous support in the journey of NLCIL. 0 Registered Office: No.135, EVR Periya