National Aluminium Company Limited (NALCO) has announced its Earnings Call for the first quarter of FY 2026-27, scheduled for August 3, 2026. The call will discuss the company’s unaudited financial results for the quarter ended June 30, 2026, along with its business performance and future outlook. NALCO has confirmed that no Unpublished Price Sensitive Information (UPSI) will be disclosed during this conference.
NALCO Announces Earnings Call for Q1 FY2026-27
National Aluminium Company Limited (NALCO) has formally notified stakeholders regarding its upcoming Earnings Call. This event is scheduled to take place on Monday, August 3, 2026, commencing at 10:30 AM. The purpose of this call is to present and discuss the company’s unaudited financial results for the first quarter of the financial year 2026-27, which concluded on June 30, 2026.
Discussion Points and Disclosure Confirmation
During the conference call, NALCO management will provide insights into the company’s operational performance, financial highlights, and its outlook on the business landscape. Importantly, NALCO has emphasized that the presentation and discussion will not include any Unpublished Price Sensitive Information (UPSI), ensuring compliance with disclosure norms. This communication serves as a formal update to both the Bombay Stock Exchange (BSE) and the National Stock Exchange (NSE) of India.
Company Performance at a Glance (Q1 FY2026-27)
As per the presented information, NALCO is a Navratna CPSE with the Government of India holding a 51.28% stake. The company operates an integrated Bauxite-Alumina-Aluminium-Power-Coal Complex and is recognized as a global leader in producing bauxite and alumina at the lowest cost.
Physical Performance Highlights:
- Bauxite Production: 1,829 ‘000T in Q1/26-27, a -2.87% change against the previous year (Q1/25-26).
- Alumina Hydrate Production: 578 ‘000T.
- Metal Production: 116 ‘000T, a 0.87% increase against the previous year.
- Thermal Power Production: 1,725 MU, a 2.31% increase against the previous year.
- Alumina Export Sales: 304.5 ‘000T, a 10.89% increase against the previous year.
- Alumina Domestic Sales: 42.9 ‘000T, a significant 47.42% increase against the previous year.
- Metal Domestic Sales: 111.9 ‘000T, a -1.32% change against the previous year.
Financial Performance Highlights (Q1 FY2026-27):
- Net Sales: ₹5,269 Crore, a 39.17% increase compared to the previous year.
- Revenue from Operations: ₹5,302 Crore, up 39.27% year-on-year.
- EBIDTA (Excl. Exceptional Income): ₹2,881 Crore, a substantial 78.39% increase.
- Profit After Tax (PAT): ₹2,002 Crore, showing an impressive 88.16% increase.
Industry Outlook:
The global aluminium market is influenced by factors such as geopolitical tensions, policy developments, demand from key sectors like renewable energy and automotive, and currency fluctuations. The LME Aluminium price outlook for CY 2026 is projected to average between US$ 3200 – 3300/T.
In India, the aluminium sector is expected to witness robust growth, driven by increasing consumption in sectors like electrical, transportation, building & construction, and consumer durables. NITI Aayog projects domestic aluminium demand to grow at an approximate 6-8% CAGR through 2030.
Business Highlights and Major Projects
NALCO’s strategic initiatives focus on enhancing productivity, driving cost efficiency, building sustainable competitive advantage through raw material linkages, and strengthening operational efficiency. Key expansion projects include:
- Pottangi Bauxite Mines: Reserve of 111 million tonnes, capacity of 3.5 MTPA.
- 5th Stream Alumina Refinery: Capacity of 1 MTPA, with pre-commissioning started from June’26.
- Aluminium Smelter Expansion (Brownfield): Capacity of 0.5 MTPA in Angul, with pre-project activities underway.
- Captive Power Plant for New Smelter: Capacity of 4X270 MW = 1080 MW in Angul, with pre-project activities in progress.
Responsible & Resilient Initiatives
The company is committed to minimizing environmental harm and implementing effective risk management strategies. Key initiatives include afforestation, waste utilization, advanced pollution control, water management, and biodiversity protection. NALCO also highlights its eco-friendly bauxite transport systems, 98% blast-free mining, a 5-Star rating for its bauxite mines, extensive plantation drives, and significant contributions to water positivity.
Furthermore, NALCO’s CSR activities are extensive, covering education, healthcare, women empowerment, peripheral development, and sanitation projects, managed by the NALCO Foundation. The company also reports a strong adherence to corporate governance principles and holds several ISO certifications.
Source: BSE
