ALFA Finder| Management target | Revenue 39.0% FY27 |
|---|
| Revenue growth | 39% YoY in Q1 FY27. |
|---|---|
| Margins | Higher input costs offset by improved alumina spot realizations (~$370/ton). |
| Demand visibility | Strong alumina demand from Middle East; global metal deficit projected. |
| Management confidence | High; achieving peak volumes across most production segments. |
Growth
Revenue grew from INR 3,930Cr to INR 5,400Cr (39% YoY). EBITDA increased by 78%.
Outlook
Commissioning 5th Stream refinery by Sep-2024; targeting 1.6MT alumina sales and 4.8MT captive coal production in FY27.
Risks
Rising raw material costs (Caustic Soda, CP Coke, HFO) and monsoon-related coal inventory logistics at refineries.
Last quarter's promises, checked
Delivered
- Targeted 25 lakh tons alumina production → delivered 25 lakh tons (= BEAT)
- Targeted 4.8MT captive coal production → delivered 4.8MT (= BEAT)
- Guidance for Rs.1,500Cr-2,000Cr FY27 capex → delivered INR 1,500Cr (= BEAT)
Partly delivered
- Alumina spot price guidance $300-$310 → actual ~$370 (= BEAT/PARTIAL on accuracy)
Missed
- 5th Stream refinery commissioning June 2026 → delayed to Sep 2024 (= MISS)
Earnings Call Transcript filed with BSE, 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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