| Margins | Strong; Q1 PAT of ₹2,002 Cr on ₹5,302 Cr revenue. |
|---|---|
| Management confidence | High; citing 'Strong Start to FY 2026-27' |
Growth
Q1 FY27 revenue reached ₹5,302 Cr; PAT stood at ₹2,002 Cr. Highest-ever quarterly bauxite excavation and alumina production recorded.
Outlook
Major expansion includes 5th stream alumina refinery (1 MTPA) starting pre-commissioning June 2026 and 1080 MW captive power plant.
Risks
Local agitation cited as a pending issue for Pottangi Bauxite Mine approach road work.
Last quarter's promises, checked
Delivered
- Targeted 4.8 MT captive coal for FY27 → On track with 4.8 MT current run-rate (= BEAT)
- Guided Best Q1 physical performance → Best ever Q1 bauxite & hydrate production (= BEAT)
- Targeted revenue growth vs CPLY → Achieved 39% growth from ₹3,930Cr to ₹5,400Cr (= BEAT)
Partly delivered
- Targeted ₹1,500 Cr FY27 Capex → Q1 spent ₹350 Cr (= PARTIAL)
- Guided Pottangi mine start → Delayed by local resistance/road issues (= PARTIAL)
Missed
- Guided 5th Stream commissioning June 2026 → Delayed to September 2026 (= MISS)
Investor Presentation filed with NSE, 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
All →National Aluminium Company Management Change
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.
National Aluminium Company Other Announcement
National Aluminium Company Limited has appointed M/s. B M Chatrath & Co. LLP and M/s. SRB & Associates as Joint Statutory Auditors for the financial year 2026-27.
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
National Aluminium Company Earnings Call Transcript: Key Takeaways
NALCO reported a robust Q1 FY27 with 39% revenue growth and 88% PBT growth. The company is debt-free with a focus on refinery expansion and captive coal ramp-up.
- Call
- Guides 39% growth