ALFA Finder| Revenue growth | 6.28% YoY growth in FY26. |
|---|---|
| Margins | Higher metal margins compensating for lower alumina realizations. |
| Demand visibility | Strong domestic demand; looking for long-term global smelter relationships. |
| Management confidence | High, citing record physical performance and operational efficiencies. |
Growth
Revenue grew 6.28% to ₹17,843cr; EBITDA rose 8.72% to ₹8,613cr; PAT increased 9.22% to ₹5,816cr.
Outlook
Commissioning 5th stream refinery (June 2026), adding 2 lakh tons alumina. Major ₹30,000cr capex planned for new smelter and power JV.
Risks
Softening alumina spot prices ($300-$310 range), rising input costs (caustic soda, CP coke), and geopolitical disruptions in Middle East exports.
Earnings Call filed with NSE, NSE: NATIONALUM. Summary written with AI assistance from the document.
National Aluminium Company Ltd: key numbers
- Share price
- ₹328.40
- Market cap
- ₹60,315 Cr
- Revenue (annual)
- ₹17,843 Cr
- Net profit (annual)
- ₹5,797 Cr
- P/E (TTM)
- 8.4×Sector 17.1×
- Promoter holding
- 51.28%+0.00% QoQ
- FII holding
- 21.98%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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