)
National Aluminium Company (NATIONALUM) investor relations material
National Aluminium Company Q4 25/26 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Achieved record operational and financial performance in FY 2025-26, surpassing previous bests in production, sales, and profitability across bauxite, alumina, aluminum, coal, and power generation.
Maintained integrated operations and global cost leadership in bauxite and alumina, focusing on operational efficiency, cost reduction, and sustainable competitive advantage.
Audited standalone and consolidated financial results for FY 2025-26 were approved with unmodified audit opinions.
Financial highlights
Revenue from operations for FY 2025-26 grew to ₹17,843.05 crore, up from ₹16,787.63 crore in FY 2024-25.
EBITDA increased 8.72% to ₹8,613 crore; PAT rose 9.22% to ₹5,816 crore year-over-year.
CapEx for FY 2025-26 was ₹2,008 crore, exceeding the target by ₹400 crore.
Employee costs declined 2% year-over-year, now 16% of total expenditure.
Standalone net cash from operating activities for FY 2025-26 was ₹6,437.97 crore.
Outlook and guidance
Alumina production and sales targeted at 2 lakh tons higher, aiming for 25 lakh tons in FY 2027.
Aluminum metal production planned at 4.73 lakh tons, slightly above FY 2026 levels.
CapEx to rise to ₹4,000 crore in FY 2027-28, peaking at ₹8,000-10,000 crore in subsequent years for smelter and power plant expansion.
LME aluminium prices expected to average around $3,125/MT in CY 2026, influenced by geopolitical factors.
Pay commission impact expected from January 2027, with a 10-15% increase in employee costs.
- Record profit and production, ₹4.50 interim dividend, and major expansions underway.NATIONALUM
Q3 25/2612 Apr 2026 - Record profits and expansion plans amid robust demand and ongoing legal risks.NATIONALUM
Q3 24/258 Jan 2026 - Record FY25 revenue, profit, and dividend; expansion and risks shape outlook.NATIONALUM
Q4 24/256 Jan 2026 - Q1 profit up 77%, ₹10.50/share total dividend, zero debt, and major expansions underway.NATIONALUM
Q1 25/266 Jan 2026 - Record H1 output, strong profit, major expansions, and interim dividend declared.NATIONALUM
Q2 25/267 Nov 2025 - Q1 FY25 saw lower profits and revenue, a ₹2/share final dividend, and key mining asset capitalization.NATIONALUM
Q1 24/251 Sep 2025 - Q2 FY25 delivered strong revenue and profit growth, with a ₹4/share interim dividend recommended.NATIONALUM
Q2 24/251 Sep 2025
Next National Aluminium Company earnings date
Next National Aluminium Company earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
Frequently asked questions
Explore our global coverage
)
)