National Aluminium Company Limited has informed the Exchange about Investor Presentation
NATIONALUM · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Awaiting price reaction for this filing.
NALCO shared its Q4 FY25 earnings presentation, reporting record-high quarterly and annual revenue and profit. Net sales for FY25 stood at Rs 16,662 Cr (up 27% YoY from Rs 13,070 Cr), with PAT surging 158% to Rs 5,325 Cr from Rs 2,060 Cr in FY24. Q4 FY25 alone delivered Rs 2,078 Cr PAT (more than double YoY) on Rs 5,228 Cr revenue. EBITDA for FY25 nearly 2.5x to Rs 7,922 Cr, achieving the highest-ever EBITDA margin and highest-ever dividend. Production was broadly flat year-on-year across bauxite, alumina hydrate, and metal, but thermal power generation rose to 6,641 MU. The company highlighted zero debt on its balance sheet, giving room to fund expansion. Major projects outlined include Pottangi bauxite mines (3.5 MTPA, FY25-26), a 5th stream alumina refinery (1 MTPA, FY25-26), a 0.5 MTPA aluminium smelter (FY29-30), and a 1,080 MW captive power plant (FY29-30). Indian aluminium demand is projected to grow at 6.3–7.2% CAGR through 2030.
Strongly positive for shareholders — record profits, zero debt, and a clear multi-year expansion roadmap support both growth and dividend prospects. The stock may see positive momentum on the back of best-ever financials, though metal output was flat, indicating the beat was largely price-driven.