Unlocking Growth: Indian Mining & Minerals Companies in 2025 Part 1

Strong Earnings & Sector Outlook The Indian commodity sector, including mining, is expected to witness 12–15% earnings growth in FY26–27, driven by strong volume demand and pricing stability. Source: Economic Times NMDC’s Diversification Strategy NMDC is expanding from bulk iron ore into gold, lithium, copper, and cobalt mining, especially through its Australian ventures. Source: Times of India NMDC targets 100 MTPA iron ore capacity by 2030, supported by a ₹65,000–70,000 crore capex plan over five years. Source: Times of India Coal India’s Capacity Expansion Coal India is reopening 32 closed mines and adding new opencast projects, aiming for 1.5 billion tonnes production by 2030. Source: Financial Times CMPDI (a Coal India subsidiary) IPO is in progress; the firm is also exploring lithium assets in Australia and Argentina. Source: Business Standard Singareni Collieries Company Ltd (SCCL) is developing 14 new coal blocks with ~52 MTPA capacity. Source: Hindu Business Line