India ki steel industry ekdum speed mein hai, target hai 300 million tonnes per annum tak pahunchna by 2030. Lekin iss growth ko fuel karne ke liye jo coking coal chahiye, uska 95% tak hum import karte hain. Matlab, 57.58 million tonnes saalana hum bahar se mangate hain!
Isi dependency ko kam karne ke liye, sarkaar ne January 29, 2026 ko coking coal ko 'critical and strategic mineral' declare kar diya hai. Aur ab, NMDC jaise India ke leaders Canada mein coal reserves khoj rahe hain.
NMDC, jo ki iron ore mein toh king hai, uska market cap lagbhag ₹72,000 crore hai aur P/E ratio 10.20 ke aas-paas. Lekin coal ke liye humara reliance bahari sources par hai. Canada, apni critical minerals strategy aur exploration incentives ke saath, NMDC ke liye ek achha option ho sakta hai.
Yeh move India ko self-reliant banane ke vision 'Aatmanirbhar Bharat' ke saath bhi align karta hai. Investors bhi NMDC ke progress par nazar rakhenge. Company ka board February 3, 2026 ko milega Q3 results review karne aur interim dividend consider karne ke liye. Stock ki baat karein toh, January 29, 2026 ko yeh ₹84.60 ke aas-paas trade kar raha tha, aur iska 52-week range ₹59.53 se ₹86.72 ke beech raha hai.