NSE மற்றும் BSE-யின் ஒவ்வொரு கார்ப்பரேட் அறிவிப்பும், AI-யால் சில நிமிடங்களில் படிக்கப்பட்டு விளக்கப்படுகிறது — தாக்கம், முக்கிய புள்ளிவிவரங்கள், குறுகிய/நீண்டகாலப் பார்வை, கவனிக்க வேண்டியவை.
நேரலைசமீபத்திய அறிவிப்பு: 2026-11-03 12:27இன்று 0 பகுப்பாய்வு செய்யப்பட்டது
குறிப்பு: இவை NSE பொது அறிக்கைகளின் AI-உருவாக்கிய, கல்வி நோக்கச் சுருக்கங்கள் — ஒவ்வொரு ஆவணத்தையும் ஆதாரமாகக் கொண்டவை, ஆனால் முதலீட்டு ஆலோசனை அல்ல, மேலும் முழுமையற்றதாகவும் இருக்கலாம். அசல் அறிக்கையுடன் சரிபார்க்கவும், செயல்படுவதற்கு முன் SEBI-பதிவு பெற்ற முதலீட்டு ஆலோசகரை அணுகவும்.
MOIL H1 FY27 Net Profit Rises 22.5% to ₹149.39 Cr; Declares ₹2.20/Share Interim Dividend
MOIL reported its H1 FY27 results with revenue from operations growing 8.7% YoY to ₹740.01 crore and Profit After Tax (PAT) increasing 22.5% YoY to ₹149.39 crore. However, for Q2 FY27 standalone, PAT declined 12.3% YoY to ₹61.78 crore despite an 11% increase in revenue to ₹369.13 crore, driven by margin compression. Operational volumes improved in H1, with manganese ore sales increasing 9.67% to 7.78 lakh tonnes and production rising 1.76% to 9.61 lakh tonnes. The Board also approved a first interim dividend of ₹2.20 per equity share (face value ₹10).
உச்சம் நம்பிக்கை
என்ன மாறியதுMOIL released its financial and operational performance for Q2 and H1 FY27 alongside declaring an interim dividend.
ஏன் இது முக்கியம்While H1 demonstrated healthy double-digit earnings growth, Q2 showed declining net profit and margins YoY, indicating rising operating costs or realization pressures.
H1 FY27 Net Profit: Rs 149.39 கோடிQ2 FY27 Net Profit: Rs 61.78 கோடிH1 FY27 Revenue from Operations: Rs 740.01 கோடிInterim Dividend per share: Rs. 2.20H1 FY27 Production: 9.61 Lakh T
📅 குறுகிய காலம்Markets may weigh the strong H1 headline growth (+22.5% PAT) against the quarterly softening in Q2 PBT and PAT.
📈 நீண்ட காலம்Supports MOIL's ongoing ramp-up toward its long-term target of 3.5 million tonnes by 2030, anchored by steady volume expansion.
⚠ அபாய எச்சரிக்கைகள்
Q2 YoY margin contraction (PBT down to ₹77.13 Cr vs ₹89.75 Cr)
Vulnerability of realizations to global manganese ore price movements
👀 கவனிக்க வேண்டியவை
Track the quarterly price realization adjustments across ore grades and watch whether Q3 volumes maintain the run-rate required to meet annual targets.
MOIL Q2 Standalone PAT at ₹61.78 Cr; Declares ₹2.20 Interim Dividend, Sets Up GIFT City Unit
MOIL reported standalone revenue from operations of ₹369.13 crore for Q2 FY27 (quarter ended September 30, 2026), marking a 10.9% increase YoY from ₹332.74 crore. Net profit for the quarter stood at ₹61.78 crore, down 12.3% YoY from ₹70.44 crore due to higher employee benefits and depreciation expenses. The Board declared an interim dividend of ₹2.20 per equity share with a record date of November 6, 2026. Additionally, MOIL approved setting up a wholly owned IFSC subsidiary in GIFT City with an initial proposed equity capital of ₹2.5 crore (25 lakh shares of ₹10 each) to pursue overseas mineral acquisitions.
உச்சம் நம்பிக்கை
என்ன மாறியதுMOIL announced Q2 FY27 financial results showing topline growth but a bottom-line contraction, approved a ₹2.20/share interim dividend, and initiated a new overseas investment vehicle in GIFT City.
ஏன் இது முக்கியம்Operating profitability saw margin pressure from rising depreciation and operational expenses, while the new IFSC subsidiary signals future intent to acquire mineral assets internationally.
Revenue from operations (Q2): ₹369.13 கோடிNet profit (Q2): ₹61.78 கோடிInterim dividend per share: ₹2.20IFSC Subsidiary initial capital: ₹2.50 கோடிDividend record date: 06.11.2026
📅 குறுகிய காலம்The stock will likely trade in reaction to the interim dividend payout and the operational margin compression observed in Q2.
📈 நீண்ட காலம்Long-term performance hinges on executing domestic capacity expansion toward 3.5 million tons by 2030 and potential global asset additions through the GIFT City subsidiary.
⚠ அபாய எச்சரிக்கைகள்
Auditor emphasis of matter on non-compliance with the required number of Independent Directors on the Audit Committee
Volatility in global manganese ore benchmark pricing affecting mining segment margins
👀 கவனிக்க வேண்டியவை
Track manganese ore pricing trends in subsequent quarters and observe regulatory approvals from the Ministry of Steel and DIPAM for the newly planned GIFT City subsidiary.
MOIL Sept 2026 Output Up 19% YoY to 1.81 Lakh MT; H1 Production Reaches 9.61 Lakh MT
MOIL reported its provisional production and sales figures for September 2026. Manganese ore production in September grew 19.1% YoY to 1.81 lakh MT compared to 1.52 lakh MT in September 2025. Cumulative production for H1 FY27 reached 9.61 lakh MT against 9.44 lakh MT in H1 FY26, tracking towards the company's full-year FY27 target of 25.85 lakh MT. September sales rose 15.5% YoY to 1.64 lakh MT, bringing cumulative H1 sales to 7.78 lakh MT compared to 7.10 lakh MT in H1 FY26.
உச்சம் நம்பிக்கை
என்ன மாறியதுRelease of provisional operational volume updates showing double-digit volume growth in manganese ore production and sales for September 2026.
ஏன் இது முக்கியம்Demonstrates consistent operational execution and volume expansion needed to hit long-term volume milestones and support the steel industry's raw material demand.
📅 குறுகிய காலம்Provides positive operational sentiment ahead of Q2 FY27 earnings, reflecting healthy sales volume growth.
📈 நீண்ட காலம்Supports MOIL's trajectory toward its 3.5 million tonne capacity goal by 2030, though second-half seasonality must pick up to hit FY27 targets.
⚠ அபாய எச்சரிக்கைகள்
H1 volume accounts for only ~37% of the FY27 production target, requiring steep ramp-up in H2
Global manganese ore benchmark price volatility impacting realizations
👀 கவனிக்க வேண்டியவை
Monitor whether H2 production ramps up substantially to meet the full-year target of 25.85 lakh tonnes, which requires achieving ~16.24 lakh tonnes in the second half.
MOIL Hikes Manganese Ore Prices Across Grades by 5% Effective October 1, 2026
MOIL has announced a monthly price revision effective from October 1, 2026. The company increased prices of ferro grades with Mn content 44% and above by 5% over September 2026 levels. Prices for ferro grades below Mn-44%, chemical grades, SMGR grades, and fines were also raised by 5%. Meanwhile, basic prices of Electrolytic Manganese Dioxide (EMD) and EMD flakes were maintained unchanged at Rs 1,80,000 PMT and Rs 1,71,000 PMT, respectively.
உச்சம் நம்பிக்கை
என்ன மாறியதுMOIL revised its monthly product pricing, hiking all major manganese ore grades by 5% while holding EMD prices flat.
ஏன் இது முக்கியம்Pricing revisions directly affect MOIL's top-line and operating profit margins, where a 5-10% shift in benchmark prices drives profitability on its mining operations.
📅 குறுகிய காலம்Marginally positive for realisations and EBITDA in Q3 FY27, supporting operating margins provided sales volumes remain stable.
📈 நீண்ட காலம்Limited; price revisions are routine monthly/quarterly adjustments aligned with global and domestic manganese price cycles.
⚠ அபாய எச்சரிக்கைகள்
Global manganese ore benchmark price volatility
Customer resistance or reduced off-take volume following price increases
👀 கவனிக்க வேண்டியவை
Track off-take volumes and manganese realisations in upcoming quarterly results to assess if the 5% price hike translates directly to margin expansion.
70% PAT Growth in Q1 FY27: MOIL Reports Strong Operational Performance
MOIL reported a significant 70% YoY increase in Profit After Tax (PAT) to ₹87.62 crore for Q1 FY27, compared to ₹51.51 crore in the previous year. Revenue from operations grew by 7% to ₹370.88 crore, which accounts for approximately 34.5% of its TTM revenue. While production volume saw a marginal 1% increase to 5.07 lakh MT, sales volume grew by 4% to 3.69 lakh MT. The sharp 75% rise in Profit Before Tax (PBT) indicates substantial margin expansion despite modest top-line growth.
உச்சம் நம்பிக்கை
என்ன மாறியதுMOIL has delivered a sharp recovery in profitability for the first quarter of FY27, with PAT growing 70% on a modest 7% revenue increase.
ஏன் இது முக்கியம்The disproportionate growth in profit relative to revenue suggests either higher realization per ton or significant operational cost efficiencies, which is critical for a commodity-linked PSU with a high P/E of 54.0.
Q1 FY27 PAT: ₹87.62 கோடிQ1 வருவாய் vs TTM வருவாய்: ~34.5%PBT Growth (YoY): 75%Sales Volume: 369,049 MTProduction Volume: 507,605 MT
📅 குறுகிய காலம்The stock is likely to react positively in the short term due to the strong earnings surprise and significant bottom-line growth.
📈 நீண்ட காலம்The long-term outlook depends on MOIL's ability to execute its 2030 plan of doubling production to 3.5 million tons and maintaining cost leadership in the domestic market.
⚠ அபாய எச்சரிக்கைகள்
Global manganese ore price volatility
Dependency on environmental clearances for mine expansion
Labor conflict risks in mining operations
👀 கவனிக்க வேண்டியவை
Investors should monitor the sustainability of these improved margins and track global manganese ore price benchmarks, as the company's profitability is highly sensitive to realization per ton.
📊 கடந்த 7 நாட்கள் — உணர்வு அடிப்படையில் பகுப்பாய்வு செய்யப்பட்ட அறிவிப்புகள்
70% YoY Profit Growth in Q1 FY27; Revenue up 6.5% to ₹370.88 Cr
MOIL reported a strong start to FY27 with net profit surging 70% YoY to ₹87.62 Cr, despite a sequential decline from Q4 FY26. Revenue from operations grew 6.5% YoY to ₹370.88 Cr, driven primarily by the mining segment which saw results jump from ₹32.02 Cr to ₹87.18 Cr YoY. The manufacturing segment faced headwinds as the Electrolytic Manganese Dioxide (EMD) and Ferro Manganese plants remained shut for technology enhancement. A new Joint Venture, MOIL MPSMCL Mining Limited, was incorporated on June 4, 2026, to further expansion goals.
உச்சம் நம்பிக்கை
என்ன மாறியதுMOIL has demonstrated significant margin expansion in its core mining business, leading to a sharp rise in profitability despite moderate revenue growth.
ஏன் இது முக்கியம்The results highlight strong operational leverage in mining; however, the temporary shutdown of value-added manufacturing plants and pending environmental penalties are near-term operational risks.
📅 குறுகிய காலம்The stock may react positively to the substantial YoY bottom-line growth and improved mining margins in the coming weeks.
📈 நீண்ட காலம்Structural growth depends on achieving the 2030 production target of 3.5 million tons and the successful integration of new joint ventures.
⚠ அபாய எச்சரிக்கைகள்
Environmental clearance penalty of ₹17.32 Cr
Temporary shutdown of manufacturing plants
Potential unquantified impact of new Labour Codes
👀 கவனிக்க வேண்டியவை
Monitor the timeline for the resumption of the EMD and Ferro Manganese plants and track the operational commencement of the new JV with Madhya Pradesh State Mining Corporation.
5% Price Cut for Manganese Ore Grades Effective July 2026
MOIL has announced a price reduction across most of its manganese ore categories for July 2026. Prices for ferro grades (both above and below 44% Mn content), chemical grades, SMGR grades, and fines have been decreased by 5% compared to June 2026 levels. One specific ferro grade (BG4584) saw a steeper cut of 10%, while prices for Electrolytic Manganese Dioxide (EMD) remained unchanged at Rs 1,80,000 per MT. This downward revision reflects prevailing market conditions and will directly impact the company's realization per ton for the month.
உச்சம் நம்பிக்கை
என்ன மாறியதுMOIL reduced prices for most manganese ore grades by 5-10% for July 2026, ending the previous month's pricing levels.
ஏன் இது முக்கியம்As a mining-heavy company (91.8% segment revenue), price cuts directly impact the top line and operating margins (currently 19.5%) unless offset by significant volume growth.
📅 குறுகிய காலம்The price cut may lead to negative sentiment in the short term as it suggests softening demand or lower global benchmarks, potentially impacting realizations for the upcoming quarter.
📈 நீண்ட காலம்Limited structural significance as these are routine monthly price adjustments; the long-term outlook remains tied to the company's 2030 production target of 3.5 million tons.
⚠ அபாய எச்சரிக்கைகள்
Global manganese price volatility
Margin compression due to lower realizations
👀 கவனிக்க வேண்டியவை
Monitor monthly production and sales volume data to see if lower prices stimulate higher demand, and track global manganese price trends which dictate MOIL's pricing power.
MOIL Incorporates JV 'MOIL MPSMCL MINING LIMITED' with 51% Stake for Manganese Mining
MOIL Limited has announced the formal incorporation of a Joint Venture (JV) company, MOIL MPSMCL MINING LIMITED, on June 4, 2026. The JV is a partnership with the Madhya Pradesh State Mining Corporation Limited (MPSMCL), where MOIL holds a controlling 51% stake, making it a subsidiary. The entity will focus exclusively on the mining of manganese ore, with initial subscription involving 1,02,000 equity shares at INR 10 each. This move follows necessary approvals from DIPAM and the Ministry of Steel.
முக்கிய அம்சங்கள்
Incorporation of MOIL MPSMCL MINING LIMITED as a subsidiary of MOIL Limited on June 4, 2026.MOIL holds a 51% majority stake, while Madhya Pradesh State Mining Corporation Limited holds 49%.The JV is dedicated to the mining of manganese ore, strengthening MOIL's core business footprint.Initial investment involves the subscription of 1,02,000 equity shares at a face value of INR 10 per share.The formation has already received regulatory clearances from DIPAM and the Ministry of Steel.
👀 கவனிக்க வேண்டியவை
Investors should monitor this development as a strategic expansion of MOIL's mining assets in Madhya Pradesh. While the initial capital is small, the long-term value depends on the quality and scale of manganese reserves allocated to this new JV.
MOIL Announces 5-10% Price Cuts for Manganese Ore Grades for June 2026
MOIL Limited has announced a downward revision in the prices of various manganese ore grades effective June 1, 2026. High-grade ferro ores (Mn >= 44%) have seen a price reduction of 6%, while lower grades, chemical grades, and fines are down by 5%. A specific ferro grade (BG4584) experienced a steeper 10% cut, although Electrolytic Manganese Dioxide (EMD) prices remain stable at Rs. 1,80,000 per metric tonne. These price adjustments are part of the company's monthly pricing cycle and reflect current market conditions.
முக்கிய அம்சங்கள்
Prices for Ferro grades with Manganese content of 44% and above decreased by 6% effective June 2026.Prices for Ferro grades below 44% Mn, Chemical grades, SMGR grades, and Fines reduced by 5%.Specific Ferro grade BG4584 saw a significant price reduction of 10% compared to May 2026 levels.Basic price of Electrolytic Manganese Dioxide (EMD) maintained at Rs. 1,80,000 per metric tonne.EMD Flakes price for June 2026 fixed at Rs. 1,71,000 per metric tonne.
👀 கவனிக்க வேண்டியவை
Investors should anticipate potential pressure on MOIL's realizations and margins in the short term due to these price cuts. Monitor global manganese price trends and the company's sales volume performance to see if increased demand offsets the lower pricing.
MOIL Announces 4% Price Cut Across Most Manganese Ore Grades for May 2026
MOIL Limited has implemented a 4% price reduction across almost all categories of Manganese Ore for the month of May 2026. This decrease applies to Ferro grades, SMGR (Silico Manganese Grade), Fines, and Chemical grades. However, the company has maintained the price of Electrolytic Manganese Dioxide (EMD) at Rs. 1,80,000 per metric tonne. These monthly price revisions are standard practice for MOIL and reflect prevailing market demand and global pricing trends.
முக்கிய அம்சங்கள்
Prices of all Ferro grades (Mn-44% and above) decreased by 4% effective May 1, 2026.Prices for Ferro grades below Mn-44%, SMGR grades, and Fines also reduced by 4%.Chemical grade manganese ore prices saw a similar 4% reduction from previous month levels.Basic price of Electrolytic Manganese Dioxide (EMD) remains unchanged at Rs. 1,80,000 per metric tonne.Price revisions are effective from the midnight of April 30, 2026/May 1, 2026.
👀 கவனிக்க வேண்டியவை
Investors should note that the 4% price cut may impact near-term margins unless offset by higher sales volumes. Monitor global steel demand and manganese price benchmarks to gauge if further price corrections are likely in the coming months.
MOIL Q4 FY26 Net Profit Falls to ₹92.6 Cr; No Dividend Recommended
MOIL Limited reported a significant decline in its annual performance for FY26, with net profit dropping to ₹267.48 crore from ₹381.64 crore in the previous year. For the fourth quarter, while revenue remained relatively stable at ₹444.49 crore, net profit saw a year-on-year decline of approximately 20% to ₹92.61 crore. A key disappointment for shareholders is the Board's decision not to recommend any dividend for the period. The company's core mining segment remains the primary revenue driver, though it faced margin pressure throughout the fiscal year.
முக்கிய அம்சங்கள்
Annual Net Profit for FY26 decreased by 29.9% to ₹267.48 crore compared to ₹381.64 crore in FY25Total Revenue from operations for the full year stood at ₹1,472.84 crore, down from ₹1,584.94 crore in the previous fiscalQ4 FY26 Net Profit came in at ₹92.61 crore, a decline from ₹115.65 crore in the same quarter last yearFull-year Earnings Per Share (EPS) dropped to ₹13.14 from ₹18.76 in the prior yearThe Board of Directors officially recommended no dividend for the financial year ended March 31, 2026
👀 கவனிக்க வேண்டியவை
Investors should exercise caution as the company faces declining profitability and has halted dividend payouts. Monitor manganese ore pricing and the company's ability to control rising operational costs in future quarters.
MOIL Hikes Manganese Ore Prices by 15% to 17.5% for April 2026
MOIL Limited has announced a significant upward revision in the prices of various manganese ore grades effective April 1, 2026. High-grade ferro manganese (Mn 44% and above) prices have been increased by 15%, while lower ferro grades, SMGR, and chemical grades have seen a steeper hike of 17.5%. The price for Electrolytic Manganese Dioxide (EMD) remains unchanged at Rs. 1,80,000 per metric tonne. These aggressive price hikes are expected to positively impact the company's revenue and profit margins for the April-June 2026 quarter.
முக்கிய அம்சங்கள்
Ferro grades with Manganese content of 44% and above increased by 15% over March 2026 prices.Ferro grades below 44% Manganese content and SMGR (30% and 25%) grades increased by 17.5%.Prices for Fines and Chemical grades hiked by 17.5% effective from April 1, 2026.Basic price of Electrolytic Manganese Dioxide (EMD) maintained at Rs. 1,80,000 per metric tonne.
👀 கவனிக்க வேண்டியவை
Investors should consider this a positive catalyst for MOIL's short-term earnings potential due to improved realizations. It is advisable to monitor if these price hikes are supported by sustained demand in the domestic steel sector.
MOIL Targets 3.5 Million Ton Production by 2030; Reports Record FY25 Performance
MOIL achieved its highest-ever production of 1.8 million tons and record revenue of INR 1,696 crores in FY24-25. For the first nine months of FY25-26, production grew to 14.21 lakh tons, although PAT declined to INR 175 crores due to lower Net Sales Realization (NSR) driven by global market factors. The company is executing a massive expansion plan, including INR 664 crores for five new shaft projects and a target to reach 3.5 million tons of production by 2030. Strategic JVs with GMDC and new exploration in Chhattisgarh and Madhya Pradesh are expected to significantly boost reserves.
முக்கிய அம்சங்கள்
Achieved record production of 1.8 million tons and peak revenue of INR 1,696 crores in FY24-25.9M FY25-26 production increased to 14.21 lakh tons from 13.31 lakh tons YoY.Investing INR 664 crores in five major shaft sinking projects to enhance underground mine infrastructure.Targeting a production capacity of 3.5 million tons by 2030, aiming for a 32% market share.Planned Capex of INR 325 crores for FY25-26 focusing on modernization and mechanization.
👀 கவனிக்க வேண்டியவை
Investors should view MOIL as a long-term volume growth story aligned with India's steel production targets, despite short-term margin pressure from global manganese price volatility. Monitor the progress of the GMDC joint venture and shaft sinking projects as key triggers for future capacity.
MOIL Targets 3.5 MT Production by 2030; Reports FY25 PAT of ₹381.64 Crore
MOIL Limited, India's largest manganese ore producer, reported a strong FY 2024-25 with a PAT of ₹381.64 crore and total income of ₹1,696.32 crore. The company has set an ambitious target to increase production to 3.5 million MT by 2030, aiming for a 32% market share in India. While 9M FY 2025-26 production grew to 14.21 lakh MT, profits for the same period saw a decline to ₹174.87 crore compared to the previous year. The company remains focused on beneficiation and expanding into overseas markets to manage low-grade inventory.
முக்கிய அம்சங்கள்
FY 2024-25 PAT increased to ₹381.64 crore from ₹293.34 crore in the previous fiscal.Production target set at 3.5 million MT by 2030 to align with India's 300 MT steel capacity goal.9M FY 2025-26 production rose to 14.21 lakh MT, though PAT dipped to ₹174.87 crore from ₹265.99 crore YoY.MOIL declared two interim dividends totaling ₹5.33 per share for FY 2025-26.Company currently holds a 49% share of domestic manganese production as of FY 2024-25.
👀 கவனிக்க வேண்டியவை
Investors should monitor the company's progress toward its 2030 production targets and the impact of global manganese prices on margins. The healthy dividend payout and dominant market position make it a steady long-term play, though short-term profit volatility in FY26 warrants caution.
MOIL Revises Manganese Ore Prices for March 2026; Most Grades Up by 2% to 10%
MOIL Limited has announced a revision in the prices of various grades of Manganese Ore effective from March 1, 2026. Most Ferro and Chemical grades have seen a price hike of 2%, while specific grades like BGL509 and UKF532 witnessed a significant 10% increase. Conversely, the company has reduced the price of Electrolytic Manganese Dioxide (EMD) by Rs. 10,000 per metric ton. These monthly price adjustments are standard practice for the company to align with market demand and international price benchmarks.
முக்கிய அம்சங்கள்
Prices of all Ferro grades (Mn 44% and above) and Chemical grades increased by 2% effective March 1, 2026.SMGR (Mn 30%) prices hiked by 2%, while SMGR (Mn 25%) and Fines prices remain unchanged.Specific grades BGL509 and UKF532 saw a sharp price increase of 10% compared to February levels.Basic price of Electrolytic Manganese Dioxide (EMD) decreased by Rs. 10,000 per MT to Rs. 1,80,000 per MT.Price revisions are based on the prevailing rates since February 1, 2026, and apply to the Jan-Mar 2026 quarter.
👀 கவனிக்க வேண்டியவை
The upward revision in most ore grades is a positive indicator for MOIL's margins and revenue for the final month of the fiscal year. Investors should monitor global manganese price trends and domestic steel demand as they directly influence MOIL's monthly pricing power.
MOIL Announces 5-10% Price Hike for Various Manganese Ore Grades for February 2026
MOIL Limited has announced a price revision for various grades of Manganese Ore effective from February 1, 2026. Most Ferro grades, SMGR (30%), Fines, and Chemical grades have seen a price increase of 5% over January 2026 levels. Notably, the UKF532 grade saw a higher increase of 10%, while the price for Electrolytic Manganese Dioxide (EMD) remained steady at Rs. 1,90,000 per metric tonne. These price hikes are expected to positively impact the company's realizations and profit margins for the final quarter of the fiscal year.
முக்கிய அம்சங்கள்
Prices of all Ferro grades with Manganese content of 44% and above increased by 5%.SMGR (Mn-30%), Fines, and all Chemical grades saw a price hike of 5%.Metal Mandi Fines grade UKF532 received a significant price increase of 10%.Basic price of Electrolytic Manganese Dioxide (EMD) maintained at Rs. 1,90,000 per metric tonne.Prices for SMGR (Mn 25% and 20%) and specific Ferro grade BG4584 remained unchanged from January levels.
👀 கவனிக்க வேண்டியவை
Investors should monitor these price hikes as they directly contribute to improved revenue and margins for MOIL. The upward revision suggests healthy demand in the steel and alloy sectors, making the stock a positive watch for the upcoming quarter.
MOIL Limited has received a favorable ruling from the Commissioner (Appeals), CGST & Central Excise, Bhopal, regarding a significant tax dispute. The appellate authority set aside a previous order that demanded GST under the reverse charge mechanism on payments made to the Madhya Pradesh Mining Department. This ruling effectively quashes a total risk exposure of approximately Rs. 55 to 58 Crore, which included tax, penalties, and interest. As of now, no liability remains for the company in this matter, providing significant financial relief.
முக்கிய அம்சங்கள்
Appellate authority quashed a GST demand of Rs. 20.29 Crore.An equivalent penalty of Rs. 20.29 Crore has also been set aside by the authority.Estimated interest of Rs. 15-18 Crore is no longer payable, totaling a relief of Rs. 55-58 Crore.The dispute related to GST on MPGATSVA under the reverse charge mechanism (RCM) for the Mining Department of MP.No liability survives as on date, though the decision is subject to further appeal by the Department.
👀 கவனிக்க வேண்டியவை
This is a positive development as it eliminates a significant contingent liability from MOIL's books. Investors should maintain their positions while keeping an eye on whether the tax department files a further appeal in higher tribunals.
MOIL Hikes Manganese Ore Prices by 5% to 10% for February 2026
MOIL Limited has announced a price hike for various grades of Manganese Ore effective February 1, 2026. Most major categories, including high-grade Ferro, Chemical, and SMGR (30%) grades, have seen a price increase of 5% compared to January 2026 levels. Additionally, a significant 10% hike was implemented for the UKF532 grade of Metal Mandi Fines. Prices for Electrolytic Manganese Dioxide (EMD) remain stable at Rs. 1,90,000 per metric tonne, while some lower-grade ores saw no price change.
முக்கிய அம்சங்கள்
5% price increase for Ferro grades (Mn-44% and above) and all Chemical grades.SMGR (Mn-30%) and Fines grades prices hiked by 5% effective February 1, 2026.UKF532 Metal Mandi Fines witnessed a sharp price increase of 10%.EMD basic price maintained at Rs. 1,90,000 per metric tonne for the month.Prices for SMGR (Mn-25% and Mn-20%) remain unchanged from January levels.
👀 கவனிக்க வேண்டியவை
Investors should view these price hikes as a positive driver for MOIL's margins and revenue realization in the final quarter of FY26. The stock remains a key play on manganese demand and global commodity pricing trends.
MOIL Receives Ministry Approval for JV with MPSMCL for Manganese Mining in Madhya Pradesh
MOIL Limited has received formal approval from the Ministry of Steel to establish a Joint Venture (JV) with the Madhya Pradesh State Mining Corporation Limited (MPSMCL). This approval follows clearance from the Department of Investment and Public Asset Management (DIPAM), marking a significant step in formalizing the partnership. The JV is dedicated to manganese ore mining within the state of Madhya Pradesh, a core operational area for MOIL. This move is expected to strengthen MOIL's resource pipeline and long-term production capacity through strategic state-level collaboration.
முக்கிய அம்சங்கள்
Ministry of Steel approved the JV formation via letter dated January 29, 2026.The JV is a partnership between MOIL Ltd. and Madhya Pradesh State Mining Corporation Limited (MPSMCL).Clearance for the JV agreement was obtained from the Department of Investment and Public Asset Management (DIPAM).The primary focus of the new entity will be manganese ore mining in Madhya Pradesh.This follows preliminary board approvals previously recorded in December 2023 and October 2024.
👀 கவனிக்க வேண்டியவை
Investors should view this as a positive development for MOIL's long-term volume growth and resource security. Monitor upcoming disclosures for details on the JV's equity structure and specific mining lease allocations.
MOIL Declares ₹3.53 Interim Dividend; Q3 Net Profit Declines 17% YoY to ₹52.9 Crore
MOIL Limited has declared a second interim dividend of ₹3.53 per equity share for FY 2025-26, with a record date of February 5, 2026. The company's Q3 FY26 net profit fell 16.9% year-on-year to ₹52.92 crore, down from ₹63.68 crore in the previous year. Revenue from operations also saw a marginal decline of 1.9% YoY to ₹359.91 crore. For the nine-month period ending December 2025, the net profit witnessed a significant drop to ₹174.87 crore from ₹265.99 crore in the corresponding period last year.
முக்கிய அம்சங்கள்
Declared 2nd Interim Dividend of ₹3.53 per share with a record date of February 5, 2026.Q3 FY26 Net Profit stood at ₹52.92 crore, a 16.9% decline compared to ₹63.68 crore in Q3 FY25.Revenue from operations for the quarter was ₹359.91 crore versus ₹366.82 crore YoY.Nine-month FY26 net profit dropped 34.2% to ₹174.87 crore from ₹265.99 crore.Mining products segment contributed the bulk of revenue at ₹341.34 crore for the quarter.
👀 கவனிக்க வேண்டியவை
While the dividend provides a steady yield, the declining profitability over the nine-month period is a concern. Investors should monitor manganese ore price trends and the company's cost management in upcoming quarters.
⚠️இந்தத் தளம் எவ்வாறு உருவாக்கப்படுகிறது: சந்தைத் தரவுப் பக்கங்கள் NSE/BSE வெளியீடுகள் மற்றும் நிறுவனங்களின் தாக்கல்களிலிருந்து தானாகக் கணக்கிடப்படுகின்றன; செய்திக் கட்டுரைகளும் அறிவிப்புப் பகுப்பாய்வுகளும் AI உதவியுடன் எழுதப்படுகின்றன, மனித மேற்பார்வையுடன்: AI உருவாக்குவதை எங்கள் ஆசிரியர்கள் மதிப்பாய்வு செய்கின்றனர். இரண்டிலும் பிழைகள் இருக்கலாம். எந்தவொரு முதலீட்டு முடிவுக்கு முன்பும் அசல் மூலங்களில் சரிபார்க்கவும். முதலீட்டு ஆலோசனை அல்ல; Flash Finance SEBI-பதிவு பெற்றது அல்ல. நாங்கள் AI-ஐ எவ்வாறு பயன்படுத்துகிறோம்
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எங்கள் AI பங்குச் சந்தை பகுப்பாய்வு: டெலிகிராம், வாட்ஸ்அப்பில் இலவசம்
⚡ 3500+ நிறுவனங்களை நாங்கள் உடனுக்குடன் கண்காணிக்கிறோம். NSE-யில் ஒரு நிறுவன அறிவிப்பு வெளியானதுமே, எங்கள் AI அதைப் படித்து, சுருக்கி, அதன் தாக்கத்தைச் சில நொடிகளில் உங்களுக்குச் சொல்கிறது.
இதுபோன்ற AI பகுப்பாய்வுக்குக் கட்டணத் தளங்கள் ஆண்டுக்கு ₹1,00,000-க்கும் மேல் வசூலிக்கின்றன. எங்கள் சேனல்களில் இது இலவசம்.
