Tipsheet
What matters at India’s listed companies
Notes / Sector

Mining & Minerals

38 recent notes from companies in this sector. 15 companies tracked.

Anchor companies · by market cap
Recent activity
Tue · 28 Jul
6
Mining & Minerals

Deccan Gold signs research MoU to unlock nickel and lithium processing

A non-binding pact with CSIR-CECRI aims to develop downstream tech for its Bhalukona nickel discovery and Mozambique lithium assets, but carries no immediate financial commitment.

DECNGOLD Small cap 4:57 PM
8
Mining & Minerals

Orissa Minerals secures EC nod for Belkundi mine

The Expert Appraisal Committee recommended environmental clearance, the first major regulatory headway since May 2025. The mine dwarfs the company's only active operation, but conditions remain.

ORISSAMINE Small cap 4:07 PM
Mon · 27 Jul
5
Earnings · Mining & Minerals

Coal India Q1 profit flat, dividend unchanged

Revenue rose to ₹46,255 cr but net profit barely budged. The ₹5.50 interim dividend matches last year's first payout, a routine start to FY27.

COALINDIA Mega cap 5:21 PM
Sat · 25 Jul
5
Mining & Minerals

Raghav Productivity wins two patents for quartz processing method

The patents, valid for 20 years, cover a proprietary fines stream production system using cone crushers and vibrating screeners, central to the company's silica ramming mass business.

RPEL Mid cap 10:17 PM
Wed · 15 Jul
6
Earnings · Mining & Minerals

Raghav Productivity's June-quarter PAT surges 86% to ₹12.43 cr

Standalone revenue rose 12% to ₹35.76 cr; consolidated revenue jumped 49% to ₹86.91 cr. Unqualified audit report.

RPEL Mid cap 4:38 PM
5
Mining & Minerals

NMDC gets a new commercial director from Odisha Mining

The government has appointed Vivek Nishant Nath as Director (Commercial) on the NMDC board for a five-year term. The move is standard procedure for a PSU and unlikely to shift strategy.

NMDC Large cap 1:32 PM
Thu · 09 Jul
7
Mining & Minerals

Sandur Manganese jumps into hospitality, education, medical devices

The mid-cap miner adopts 'Royal Sandur Group' name and appoints new CFO, but discloses no investment figures for the dramatic pivot.

SANDUMA Mid cap 4:46 PM
Tue · 07 Jul
6
Tiles & Sanitaryware

Midwest Ltd. signs rare earth MoU with Indonesia's PERMINAS

Midwest Ltd. has signed a non-binding MoU with Indonesia's state-owned PERMINAS for rare earth value chain collaboration. The deal includes partners Midwest Energy and NFTDC, but carries no financial commitment.

MIDWESTLTD Small cap 5:51 PM
Mon · 06 Jul
5
Mining & Minerals

Bharat Coking Coal must deposit ₹39.83 crore after contempt order

The Jharkhand High Court ordered the deposit over a 2000 tribunal award for regularisation of 75 workmen. Total exposure is ₹48.11 crore, but the sum is small for the PSU.

BHARATCOAL Mid cap 6:20 PM
Fri · 03 Jul
5
Mining & Minerals

Coal India's renewable pivot begins with a ₹10 lakh JV in UP

The coal giant signed a JV with UPRVUNL for solar, wind, and pumped storage projects. But the initial paid-up capital is just ₹10 lakh, a rounding error against quarterly net profit of ₹10,792 crore.

COALINDIA Mega cap 9:39 PM
Wed · 01 Jul
6
Order Wins · Mining & Minerals

Coal India's ₹2,831 cr solar win – a 2% revenue blip

Coal India's first major solar project at Jalaun Solar Park will supply power at ₹2.73/unit. For a company of this size, it's a rounding error.

COALINDIA Mega cap 5:42 PM
5
Mining & Minerals

MOIL cuts manganese ore prices 5% for July; one grade down 10%

Monthly price revision is within normal range; EMD prices unchanged.

MOIL Mid cap 12:54 PM
Tue · 30 Jun
5
Mining & Minerals

Coal India bets ₹1,900 cr on clean coal tech by 2030

The state-owned miner's R&D plan is modest relative to its market cap but signals a shift toward sustainability through academic partnerships and global tie-ups.

COALINDIA Mega cap 1:24 PM
Wed · 24 Jun
5
Mining & Minerals

Deccan Gold's Jonnagiri project goes live but the payoff is indirect

CM Naidu inaugurates the Kurnool mine. Initial processing at 1,000 tpd for 400-600 kg gold annually. Yet Deccan Gold holds only an indirect stake through associate Geomysore, and the filing gives no revenue split.

DECNGOLD Small cap 8:38 PM
Fri · 19 Jun
5
Mining & Minerals

Deccan Gold's Bhalukona drill hits nickel-copper-PGE; ASSOCHAM award follows

Five of six holes show potentially economic mineralisation. The company targets India's first Ni-Cu-PGE mine, but the project is still early-stage with no resource estimate.

DECNGOLD Small cap 1:52 PM
Thu · 18 Jun
8
Mining & Minerals

BCCL hands over 2 MTPA Dugda washery to JSW Steel in first-ever monetisation

In a milestone for the coal sector, BCCL transfers its 2 million tonne per annum Dugda Coal Washery to JSW Steel, aligning with Mission Coking Coal to cut import dependence.

BHARATCOAL Mid cap 12:21 PM
Tue · 16 Jun
6
Mining & Minerals

Monolithisch guides FY27 growth of 20-22%, down from 50-60% CAGR

The micro-cap miner targets ₹250-300 cr in FY27 revenue, deliberately slowing to shift customers to premium products and start a greenfield plant. EBITDA margin improvement of 4-4.5 ppt is the offset.

MONOLITH Small cap 12:58 PM
Mon · 15 Jun
6
Order Wins · Mining & Minerals

Supreme Court ruling opens potential path for Deccan Gold's stalled Ganajur project

The Supreme Court clarified that pre-2015 mining lease applicants retain vested rights, which could help Deccan Gold resolve its long-pending dispute over the Ganajur gold project. The company's legal team is studying the implications.

DECNGOLD Small cap 12:41 PM
Tue · 09 Jun
8
Mining & Minerals

Deccan Gold buys 51% of a Spanish tungsten explorer for €1.76M

The Indian gold miner is diversifying into critical minerals in Spain, with an option to own 75% of the target.

DECNGOLD Small cap 9:27 PM
Mon · 08 Jun
5
Earnings · Mining & Minerals

Ashapura's earnings call transcript adds no new numbers to the story.

The full Q4 and FY26 discussion on Guinea, costs, and India operations repeats the same points already disclosed in the results filing.

ASHAPURMIN Mid cap 4:27 PM
Fri · 05 Jun
6
Mining & Minerals

Deccan Gold raises ₹40 cr. The Altyn Tor project still needs ₹20-60 cr.

A one-year loan from Godawari Power & Ispat closes part of the gap, but the Kyrgyzstan gold project remains underfunded.

DECNGOLD Small cap 3:59 PM
5
Mining & Minerals

Coal India offers record 35 mt in linkage auction for non-regulated buyers

The Maharatna is expanding options for commercial consumers with an all-time high auction window and new flexibility on coal sales.

COALINDIA Mega cap 12:56 PM
Thu · 04 Jun
6
Concalls · Mining & Minerals

Ashapura's Guinea port delayed 18 months, iron ore launch indefinite

The company's two key growth bets in Guinea are now behind schedule. The port expansion slips to FY28 and commercial iron ore is undated.

ASHAPURMIN Mid cap 5:24 PM
Tue · 02 Jun
6
Mining & Minerals

GMDC partners with Cambridge for India's first rare-earth tracking platform

A two-year, £600,000 initiative to build an AI-powered observatory for rare earth prices, processing capacity, and geopolitical risks.

GMDCLTD Mid cap 12:02 PM
Mon · 01 Jun
6
Earnings · Mining & Minerals

NMDC clears 53 mt in FY26, reopens two mines for the first time in 50 years

The miner beat its production target and is now doubling capex to restart Deposit 4 and Deposit 13, setting the stage for a push to 100 mt capacity by 2030.

NMDC Large cap 12:23 PM
Sat · 30 May
5
Regulatory · Mining & Minerals

Bharat Coal is fined ₹7.64 lakh. The board breach is the real problem.

SEBI's penalty is a rounding error. The risk is a regulatory escalation path that can freeze promoter shares.

BHARATCOAL Mid cap 2:41 PM
Wed · 27 May
6
Earnings · Mining & Minerals

KIOCL swings to profit as auditor flags governance gaps

The iron ore pellet maker posted a net profit of ₹17 crore for FY26, but the auditor warned of missing independent directors and unresolved mining rights.

KIOCL Large cap 3:19 PM
6
Concalls · Tiles & Sanitaryware

Midwest Ltd. trims quartz outlook as Sri Lanka project hits new delay

Management targets ₹2,000-2,100 cr in revenue within four years, but production hurdles in quartz and heavy minerals are slowing the near-term path.

MIDWESTLTD Small cap 1:36 PM
7
Mining & Minerals

Bharat Coking Coal starts operations at its 2 MTPA Bhojudih washery

The Jharkhand-based facility uses advanced beneficiation technology to supply washed coking coal to steel mills. The plant adds 2 MTPA of capacity.

BHARATCOAL Mid cap 10:41 AM
Tue · 26 May
7
Mining & Minerals

Government of India to sell 2% stake in Coal India at ₹412 per share

The offer for sale, valued at roughly ₹5,100 crore, will take place on May 27 and May 29. The floor price is set at ₹412 per share.

COALINDIA Mega cap 7:37 PM
5
Earnings · Mining & Minerals

Rajdarshan Industries swings to loss as old loans remain unpaid

The company reported a net loss of ₹17.31 lakhs for FY2026, while auditors flagged ₹3.90 crores in long-overdue loans.

ARENTERP Micro cap 7:33 PM
5
Earnings · Mining & Minerals

Rajdarshan Industries swings to a loss as quarterly deficits deepen

The nano-cap firm reported a full-year loss of ₹17.31 lakhs, reversing the prior year's profit of ₹23.45 lakhs.

ARENTERP Micro cap 7:30 PM
6
Earnings · Mining & Minerals

20 Microns outlines ₹100 cr capex but yanks near-term profit guidance

A five-year plan to spend ₹100 crore targets 18% revenue growth by FY30. But management withdrew near-term profit guidance on the same call.

20MICRONS Micro cap 5:12 PM
Mon · 25 May
5
Earnings · Mining & Minerals

RAW Edge's FY26 revenue shrinks 20% despite a narrower loss

Annual revenue fell to ₹35.79 crore, but the net loss narrowed thanks to a one-off gain. The company turned profitable in the final quarter.

RAWEDGE Micro cap 4:02 PM
Fri · 22 May
6
Mining & Minerals

Deccan Gold sets sights on 600 kg output at Jonnagiri by FY27

Management outlines a massive capital expansion plan while navigating a ₹100 crore funding gap for its Kyrgyzstan gold project.

DECNGOLD Small cap 8:51 PM
5
Earnings · Mining & Minerals

Raw Edge Industrial revenue drops to ₹35.79 cr

Annual losses narrowed on a ₹0.51 cr exceptional gain; the firm reported a slim Q4 profit.

RAWEDGE Micro cap 5:07 PM
5
Earnings · Mining & Minerals

20 Microns' cash flow triples to ₹86 cr as profit growth stays flat

Full-year profit grew just 6.9%, but operating cash flow surged on better working capital. The dividend is unchanged.

20MICRONS Micro cap 4:38 PM
5
Earnings · Mining & Minerals

20 Microns' FY26 profit grows 6.9%. The filing says nothing else.

Q4 standalone profit rose 16.9%, a stronger finish to a year of modest growth. No new information was disclosed.

20MICRONS Micro cap 4:15 PM