External broker reports(aggregated public sources), Axis Direct

Axis Direct

External broker reports(aggregated public sources)

Axis Direct is the flagship brand under Axis Securities Limited, a subsidiary of Axis Bank in India. 

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Equity Bottom-Up

<ul><li>Q4FY25 PAT ahead of estimates: NLCIL’s PAT, after considering the regulatory deferral movement, stood at Rs 468 Cr, up 311% YoY but down 33% QoQ, surpassing consensus estimates by 45%.</li><li>Consolidated net sales stood at Rs 3,836 Cr, up 8% YoY but down 13% QoQ, missing the consensus estimates marginally by 2% due to slightly lower blended tariff.</li><li>EBITDA came in at Rs 861 Cr, up 43% YoY but down 53% QoQ, missing the consensus estimates by 20% due to higher employee benefit expenses.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Q4FY25 PAT ahead of estimates: NLCIL’s PAT, after considering the regulatory deferral movement, stood at Rs 468 Cr, up 311% YoY but down 33% QoQ, surpassing consensus estimates by 45%.Consolidated net sales stood at Rs 3,836 Cr, up 8% YoY but down 13% QoQ, missing the consensus estimates marginally by 2% due to slightly lower blended tariff.EBITDA came in at Rs 861 Cr, up 43% YoY but down 53% QoQ, missing the consensus estimates by 20% due to higher employee benefit expenses.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

NLC India Limited  - Q4FY25 – PAT Beats Consensus

<ul><li>Thermal &amp; Lignite Power Plants Status: The company commissioned its 1st unit of the Coalbased Ghatampur power plant (3*660 MW) in Dec’24 and generated 215 MU in Q3FY25 with more than 98% availability.</li><li>The targeted CODs for Units II and III are May’25 and Oct’25. The company expects to float tenders for the 2*500 MW TPS-II Lignite-based expansion plant by Mar’25 and the Talabira Phase II thermal plant by Jun’25.</li><li>The 3*125 MW Lignite-based thermal power plant, along with a captive Lignite mine in Rajasthan as per the agreement with RVUNL, is expected to be completed in the next 36 to 40 months.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Thermal &amp; Lignite Power Plants Status: The company commissioned its 1st unit of the Coalbased Ghatampur power plant (3*660 MW) in Dec’24 and generated 215 MU in Q3FY25 with more than 98% availability.The targeted CODs for Units II and III are May’25 and Oct’25. The company expects to float tenders for the 2*500 MW TPS-II Lignite-based expansion plant by Mar’25 and the Talabira Phase II thermal plant by Jun’25.The 3*125 MW Lignite-based thermal power plant, along with a captive Lignite mine in Rajasthan as per the agreement with RVUNL, is expected to be completed in the next 36 to 40 months.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

NLC India Limited  - Q3FY25 Conference Call Highlights: Capacity Expansion in Focus

<ul><li>PAT ahead of estimates: NLCIL’s PAT, after considering the regulatory deferral movement, stood at Rs 696 Cr, up 174% YoY but down 29% QoQ, surpassing consensus estimates by 185%.</li><li>Consolidated net sales stood at Rs 4,411 Cr, up 39% YoY and 21% QoQ, beating consensus estimates by 45%.</li><li>EBITDA came in at Rs 1,827 Cr, up 102% YoY and 70% QoQ, exceeding consensus estimates by 150%.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

PAT ahead of estimates: NLCIL’s PAT, after considering the regulatory deferral movement, stood at Rs 696 Cr, up 174% YoY but down 29% QoQ, surpassing consensus estimates by 185%.Consolidated net sales stood at Rs 4,411 Cr, up 39% YoY and 21% QoQ, beating consensus estimates by 45%.EBITDA came in at Rs 1,827 Cr, up 102% YoY and 70% QoQ, exceeding consensus estimates by 150%.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

NLC India Limited  - Decent Q3; Despite Seasonally Weak Quarter

<ul><li>Expected reduction in under-recovery: In H1FY25, the group’s under-recovery stood at Rs 292 Cr (Rs 152 Cr in Q2FY25) due to the boiler issues at the TPS-II expansion Plant.</li><li>The modification of the plant’s boiler at unit 1 is in progress and is expected to be completed by Dec’24.</li><li>The Management will observe the performance improvement of the unit and follow it with performance improvement for Unit 2. </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Expected reduction in under-recovery: In H1FY25, the group’s under-recovery stood at Rs 292 Cr (Rs 152 Cr in Q2FY25) due to the boiler issues at the TPS-II expansion Plant.The modification of the plant’s boiler at unit 1 is in progress and is expected to be completed by Dec’24.The Management will observe the performance improvement of the unit and follow it with performance improvement for Unit 2. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

NLC India Limited  - Q2FY25 Investors’ Meet: Growth Outlook Intact

<ul><li>Robust Q2 with allround beat: NLCIL reported robust numbers despite Q2 being a seasonally weak quarter.</li><li>Revenue at Rs 3,657 Cr (up 23%/8% YoY/QoQ) beat our estimates by 15%.</li><li>EBITDA stood robust at Rs 1,076 Cr (up 29%, flat QoQ), a 26% beat vs. our estimates. </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Robust Q2 with allround beat: NLCIL reported robust numbers despite Q2 being a seasonally weak quarter.Revenue at Rs 3,657 Cr (up 23%/8% YoY/QoQ) beat our estimates by 15%.EBITDA stood robust at Rs 1,076 Cr (up 29%, flat QoQ), a 26% beat vs. our estimates. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

NLC India Limited - Robust Q2, Despite Seasonally Weak Quarter

India

NLC India Limited is a Navratna Central Public Sector Enterprise engaged in lignite and coal mining, thermal power generation, and renewable energy development, including solar and wind power. The company supplies electricity to state utilities and distribution companies. It was founded in 1956 and is headquartered in Neyveli, Tamil Nadu, India.

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NLC India (NLC IN)

NLC India Limited - Q4FY25 – PAT Beats Consensus

Q4FY25 PAT ahead of estimates: NLCIL’s PAT, after considering the regulatory deferral movement, stood at Rs 468 Cr, up 311% YoY but down 33% QoQ,...

Axis Direct

NLC India Limited - Q3FY25 Conference Call Highlights: Capacity Expansion in Focus

The company commissioned its 1st unit of the Coalbased Ghatampur power plant (3*660 MW) in Dec’24 and generated 215 MU in Q3FY25 with more than 98%...

Axis Direct

NLC India Limited - Decent Q3; Despite Seasonally Weak Quarter

PAT ahead of estimates: NLCIL’s PAT, after considering the regulatory deferral movement, stood at Rs 696 Cr, up 174% YoY but down 29% QoQ,...

Axis Direct

NLC India Limited - Q2FY25 Investors’ Meet: Growth Outlook Intact

Expected reduction in under-recovery: In H1FY25, the group’s under-recovery stood at Rs 292 Cr (Rs 152 Cr in Q2FY25) due to the boiler issues at...

Axis Direct

NLC India Limited - Robust Q2, Despite Seasonally Weak Quarter

Robust Q2 with allround beat: NLCIL reported robust numbers despite Q2 being a seasonally weak quarter. Revenue at Rs 3,657 Cr (up 23%/8% YoY/QoQ)...

Axis Direct

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