| Revenue growth | FY26 revenue up 6.28% YoY; Q4 revenue down 4.82% YoY. |
|---|---|
| Margins | EBIDTA margin improved to 48.3% for FY26 from 47.2% in FY25. |
| Demand visibility | Positive; 6.3-7.2% CAGR expected in Indian aluminium demand till 2030. |
| Management confidence | High; focusing on unlocking productivity and cost efficiency. |
Growth
FY26 Revenue from Operations up 6.28% to ₹17,843cr; Annual PAT up 9.22% to ₹5,816cr.
Outlook
Major expansions: Pottangi Bauxite (3.5 MTPA) May'26; 5th Stream Alumina (1 MTPA) June'26; Smelter (0.5 MTPA) Aug'30.
Risks
Declining Q4 margins against CPLY; LME price volatility; geopolitical turmoil impacting logistics costs.
Earnings Call filed with BSE, NSE: NATIONALUM. Summary written with AI assistance from the document.
National Aluminium Company Ltd: key numbers
- Share price
- ₹358.70
- Market cap
- ₹65,880 Cr
- Revenue (annual)
- ₹17,843 Cr
- Net profit (annual)
- ₹5,797 Cr
- P/E (TTM)
- 9.8×Sector 19.0×
- Promoter holding
- 51.28%+0.00% QoQ
- FII holding
- 21.99%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from National Aluminium Company Ltd
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National Aluminium Company (NALCO) has promoted five executives, including Shri Srimanta Panda and Shri Siddhartha Das, to the position of Executive Director (Senior Management).
National Aluminium Company Management Change
National Aluminium Company Limited appointed M/s. B M Chatrath & Co. LLP and M/s. SRB & Associates as statutory auditors for a 12-month term.
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National Aluminium Company Annual General Meeting
National Aluminium Company Limited submitted the minutes of its 45th Annual General Meeting held on August 31, 2026. The meeting included shareholder approval of financial statements and dividends.
National Aluminium Company Partnership
NALCO signed a Technology Partnership Agreement with Emirates Global Aluminium for DX+ Ultra smelting technology. The deal supports a 0.5 MTPA brownfield expansion at Anugola, Odisha.
- aluminium production capacity
- 0.5 MTPA