ALFA Finder| Revenue growth | 39.27% YoY for Q1 FY26-27. |
|---|---|
| Margins | EBITDA margin improved significantly YoY to 54.3% in Q1 FY26-27. |
| Demand visibility | Strong domestic demand projected at 6-8% CAGR through 2030. |
| Management confidence | High, citing global cost leadership in bauxite and alumina production. |
Growth
Revenue grew 39.27% YoY and PAT surged 88.16% YoY compared to Q1 FY25-26. EBITDA increased 78.39% YoY.
Outlook
Ongoing 1 MTPA Alumina Refinery expansion (pre-commissioning started June '26) and 0.5 MTPA Smelter brownfield expansion with 1080MW CPP.
Risks
Exposed to LME price volatility, geopolitical tensions in the Gulf, and local agitation affecting Pottangi Bauxite mine access.
Last quarter's promises, checked
Delivered
- Guided 5th stream refinery commissioning start June '26 → delivered Started June '26 (= BEAT)
- Guided FY26 capex ~₹2,000 Cr → delivered ~₹2,000 Cr (= BEAT)
- Guided alumina production growth → delivered 23 lakh tons vs 20.75 lakh tons YoY (= BEAT)
Partly delivered
- Guided coal production 4.8 MT (FY27) → delivered 4.8 MT target remains pending EC clearance (= PARTIAL)
Investor Presentation filed with NSE, NSE: NATIONALUM. Summary written with AI assistance from the document.
National Aluminium Company Ltd: key numbers
- Share price
- ₹326.00
- Market cap
- ₹59,874 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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- Key figure
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