National Aluminium Company Limited has informed the Exchange about Investor Presentation
NATIONALUM · price
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NALCO shared its investor presentation for the Q1 FY26 earnings call held on 8th August 2025. The company posted strong Q1 results with revenue from operations rising 33.3% YoY to Rs 3,807 crore and profit after tax jumping 77% YoY to Rs 1,064 crore. EBITDA surged 62.4% YoY to Rs 1,616 crore, driven by higher alumina exports (up 206% YoY) and better realisations. Production of alumina hydrate rose 35% YoY while metal output grew 2.7%. The presentation outlined expansion plans including a 3.5 MTPA Pottangi bauxite mine and 1 MTPA 5th stream alumina refinery targeted for FY26, plus a 0.5 MTPA smelter and 1,080 MW captive power plant expected by FY29-30.
Strong margin expansion and zero-debt balance sheet position NALCO favourably for its growth capex. The long-term capacity roadmap targeting FY29-30 signals sustained volume growth, which should support investor confidence, though near-term sentiment will depend on LME aluminium price trends and global trade developments.