National Aluminium Co. Ltd.
NATIONALUMCommodities filings
We hold this company’s filings and have not read the financial statements out of them yet. Every filing on record is listed under filings, and each one opens.
Earnings calls
6 transcript(s)/analyst meet(s) served; 0 document(s) on file are not transcripts (cover letters, duplicates, unresolved) and are excluded. Speaker attribution is shown only where the segmenter attributes ≥ 95% of sentences to management or analysts (0 of 6 documents here); elsewhere sentences render unattributed.
NATIONALUM
files the standard Schedule III statements. Every figure below opens to the filing it was read from; where a figure is not shown, the reason is printed in its place.
Identity
| Statement division | general |
| Scope served | consolidated |
| Panels on this page | 4 |
Market
No split, bonus or consolidation is on record for this company inside the period this price series covers, so the closes need no adjustment.
| Last close | 358.40 |
| 52-week range | 200.58 – 441.5 |
| Return 1M | -9.9% |
| Return 3M | 7.9% |
| Return 1Y | 73.9% |
| Return 3Y | 284.34% |
| Return 5Y | 304.97% |
| Market capitalisation | not shown — we could not confirm it |
| Shares outstanding | not shown — we could not confirm it |
| P/E | not shown — we could not confirm it |
| P/B | not shown — we could not confirm it |
| EV/EBITDA | not shown — we could not confirm it |
Latest quarter filed — period ending 2026-06-30
In INR crore except per-share figures. `period_id` is the period the filing names for the number; the date beside each cell is when it was filed.
| Revenue from operations | 5,302.00 |
| Other income | 173.00 |
| Total income | 5,476.00 |
| Cost of materials consumed | 729.00 |
| Purchases of stock-in-trade | 0.00 |
| Changes in inventories | -148.00 |
| Employee benefit expense | 395.00 |
| Finance costs | 10.00 |
Ownership — 2026-06-30, and the change from 2026-03-31
| Holder | Per cent | Change |
|---|---|---|
| promoter and promoter group | 0.51 | 0.00 |
| institutions foreign | 0.22 | -0.00 |
| institutions domestic | 0.11 | 0.00 |
| mutual funds | 0.07 | 0.00 |
| public | 0.49 | 0.00 |
Financial statements
Filed results, consolidated, in INR crore except per-share figures. Every figure opens to the filing it was read from. Quarterly and annual columns are the periods the filing itself names, never a document date.
Quarterly results, as filed
| Line | 2022-09-30 | 2022-12-31 | 2023-03-31 | 2023-06-30 | 2023-09-30 | 2023-12-31 | 2024-03-31 | 2024-06-30 | 2024-09-30 | 2024-12-31 | 2025-03-31 | 2025-06-30 | 2025-09-30 | 2025-12-31 | 2026-03-31 | 2026-06-30 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue from operations | 3,490.00 | 3,290.00 | 3,671.00 | 3,178.00 | 3,043.00 | 3,347.00 | 3,579.00 | 2,856.00 | 4,001.00 | 4,662.00 | 5,268.00 | 3,807.00 | 4,292.00 | 4,731.00 | 5,013.00 | 5,302.00 |
| Other income | 69.00 | 66.00 | 56.00 | 49.00 | 69.00 | 51.00 | 84.00 | 61.00 | 72.00 | 99.00 | 126.00 | 124.00 | 151.00 | 194.00 | 197.00 | 173.00 |
| Total income | 3,559.00 | 3,356.00 | 3,727.00 | 3,227.00 | 3,112.00 | 3,398.00 | 3,663.00 | 2,917.00 | 4,073.00 | 4,761.00 | 5,393.00 | 3,930.00 | 4,444.00 | 4,925.00 | 5,210.00 | 5,476.00 |
| Cost of materials consumed | 707.00 | 876.00 | 864.00 | 740.00 | 722.00 | 649.00 | 681.00 | 487.00 | 491.00 | 506.00 | 579.00 | 552.00 | 565.00 | 605.00 | 666.00 | 729.00 |
| Purchases of stock-in-trade | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Changes in inventories | 163.00 | -122.00 | 84.00 | -149.00 | -75.00 | 59.00 | 18.00 | -293.00 | 154.00 | 20.00 | 29.00 | -118.00 | 24.00 | 192.00 | 76.00 | -148.00 |
| Employee benefit expense | 391.00 | 469.00 | 466.00 | 629.00 | 453.00 | 439.00 | 512.00 | 467.00 | 476.00 | 430.00 | 413.00 | 445.00 | 440.00 | 369.00 | 466.00 | 395.00 |
| Finance costs | 4.00 | 4.00 | 1.00 | 2.00 | 4.00 | 2.00 | 9.00 | 3.00 | 4.00 | 19.00 | 32.00 | 8.00 | 8.00 | 60.00 | 24.00 | 10.00 |
| Depreciation and amortisation | 154.00 | 157.00 | 255.00 | 170.00 | 186.00 | 154.00 | 240.00 | 174.00 | 180.00 | 286.00 | 88.00 | 178.00 | 174.00 | 182.00 | 211.00 | 182.00 |
| Other expenses | 1,894.00 | 1,606.00 | 1,491.00 | 1,363.00 | 1,548.00 | 1,426.00 | 1,260.00 | 1,261.00 | 1,331.00 | 1,379.00 | 1,493.00 | 1,436.00 | 1,337.00 | 1,386.00 | 1,455.00 | 1,619.00 |
| Total expenses | 3,313.00 | 2,992.00 | 3,160.00 | 2,756.00 | 2,837.00 | 2,730.00 | 2,720.00 | 2,100.00 | 2,637.00 | 2,639.00 | 2,634.00 | 2,501.00 | 2,549.00 | 2,793.00 | 2,898.00 | 2,787.00 |
| Profit before exceptional items and tax | 246.00 | 365.00 | 566.00 | 471.00 | 275.00 | 668.00 | 943.00 | 817.00 | 1,437.00 | 2,122.00 | 2,760.00 | 1,429.00 | 1,895.00 | 2,132.00 | 2,311.00 | 2,689.00 |
| Exceptional items | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 427.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Profit before tax | 246.00 | 365.00 | 566.00 | 471.00 | 275.00 | 668.00 | 1,369.00 | 817.00 | 1,437.00 | 2,122.00 | 2,760.00 | 1,429.00 | 1,895.00 | 2,132.00 | 2,311.00 | 2,689.00 |
| Current tax | -11.00 | 86.00 | 8.00 | 127.00 | 146.00 | 222.00 | 345.00 | 212.00 | 369.00 | 560.00 | 720.00 | 377.00 | 490.00 | 543.00 | 607.00 | 668.00 |
| Deferred tax | 87.00 | 5.00 | 37.00 | -6.00 | -77.00 | -42.00 | 9.00 | 4.00 | 5.00 | -20.00 | -39.00 | -12.00 | -28.00 | -13.00 | -13.00 | 18.00 |
| Tax expense | 76.00 | 91.00 | 44.00 | 122.00 | 69.00 | 180.00 | 354.00 | 216.00 | 374.00 | 539.00 | 681.00 | 365.00 | 462.00 | 531.00 | 594.00 | 687.00 |
| Profit for the period | 125.00 | 256.00 | 495.00 | 334.00 | 187.00 | 471.00 | 997.00 | 588.00 | 1,046.00 | 1,566.00 | 2,067.00 | 1,049.00 | 1,430.00 | 1,595.00 | 1,722.00 | 2,003.00 |
| Profit attributable to owners | — | — | — | 0.00 | — | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Profit attributable to non-controlling interests | — | — | — | 0.00 | — | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Other comprehensive income | 24.00 | 49.00 | -14.00 | 8.00 | -9.00 | -1.00 | 11.00 | 2.00 | -14.00 | -6.00 | 4.00 | -3.00 | 14.00 | 5.00 | 6.00 | 5.00 |
| Total comprehensive income | 150.00 | 306.00 | 481.00 | 341.00 | 178.00 | 470.00 | 1,007.00 | 590.00 | 1,032.00 | 1,560.00 | 2,071.00 | 1,046.00 | 1,444.00 | 1,600.00 | 1,728.00 | 2,009.00 |
| Earnings per share, basic | 0.68 | 1.40 | 2.70 | 1.82 | 1.02 | 2.56 | 5.43 | 3.20 | 5.70 | 8.53 | 11.26 | 5.71 | 7.79 | 8.69 | 9.38 | 10.91 |
| Earnings per share, diluted | 0.68 | 1.40 | 2.70 | 1.82 | 1.02 | 2.56 | 5.43 | 3.20 | 5.70 | 8.53 | 11.26 | 5.71 | 7.79 | 8.69 | 9.38 | 10.91 |
Annual results, as filed
| Line | 2020-03-31 | 2021-03-31 | 2022-03-31 | 2023-03-31 | 2024-03-31 | 2025-03-31 | 2026-03-31 |
|---|---|---|---|---|---|---|---|
| Revenue from operations | 8,472.00 | 8,956.00 | 14,181.00 | 14,255.00 | 13,149.00 | 16,788.00 | 17,843.00 |
| Other income | 273.00 | 147.00 | 297.00 | 236.00 | 251.00 | 357.00 | 666.00 |
| Total income | 8,744.00 | 9,102.00 | 14,478.00 | 14,490.00 | 13,400.00 | 17,145.00 | 18,509.00 |
| Cost of materials consumed | 1,702.00 | 1,315.00 | 1,971.00 | 3,172.00 | 2,792.00 | 2,063.00 | 2,388.00 |
| Purchases of stock-in-trade | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Changes in inventories | -365.00 | -6.00 | -117.00 | -17.00 | -146.00 | -90.00 | 174.00 |
| Employee benefit expense | 1,994.00 | 1,930.00 | 2,356.00 | 1,832.00 | 2,034.00 | 1,786.00 | 1,721.00 |
| Finance costs | 6.00 | 7.00 | 23.00 | 13.00 | 17.00 | 59.00 | 100.00 |
| Depreciation and amortisation | 530.00 | 606.00 | 837.00 | 716.00 | 750.00 | 728.00 | 745.00 |
| Other expenses | 4,651.00 | 3,933.00 | 5,454.00 | 6,819.00 | 5,596.00 | 5,463.00 | 5,614.00 |
| Total expenses | 8,518.00 | 7,786.00 | 10,523.00 | 12,536.00 | 11,043.00 | 10,010.00 | 10,741.00 |
| Profit before exceptional items and tax | 226.00 | 1,317.00 | 3,955.00 | 1,955.00 | 2,357.00 | 7,135.00 | 7,767.00 |
| Exceptional items | 0.00 | 0.00 | 0.00 | 0.00 | 427.00 | 0.00 | 0.00 |
| Profit before tax | 226.00 | 1,317.00 | 3,955.00 | 1,955.00 | 2,784.00 | 7,135.00 | 7,767.00 |
| Current tax | 151.00 | 178.00 | 1,052.00 | 294.00 | 840.00 | 1,861.00 | 2,018.00 |
| Deferred tax | -63.00 | -161.00 | -49.00 | 116.00 | -116.00 | -50.00 | -66.00 |
| Tax expense | 88.00 | 17.00 | 1,003.00 | 410.00 | 724.00 | 1,810.00 | 1,952.00 |
| Profit for the period | 136.00 | 1,299.00 | 2,951.00 | 1,435.00 | 1,988.00 | 5,268.00 | 5,797.00 |
| Profit attributable to owners | — | 0.00 | — | — | 0.00 | 0.00 | 0.00 |
| Profit attributable to non-controlling interests | — | 0.00 | — | — | 0.00 | 0.00 | 0.00 |
| Other comprehensive income | -16.00 | 24.00 | 24.00 | 58.00 | 8.00 | -14.00 | 22.00 |
| Total comprehensive income | 120.00 | 1,323.00 | 2,975.00 | 1,492.00 | 1,996.00 | 5,254.00 | 5,819.00 |
| Earnings per share, basic | 0.73 | 6.97 | 16.07 | 7.81 | 10.83 | 28.68 | 31.56 |
| Earnings per share, diluted | 0.73 | 6.97 | 16.07 | 7.81 | 10.83 | 28.68 | 31.56 |
Balance sheet, as filed
| Line | 2022-09-30 | 2023-03-31 | 2023-09-30 | 2024-03-31 | 2024-09-30 | 2025-03-31 | 2025-09-30 | 2026-03-31 |
|---|---|---|---|---|---|---|---|---|
| Total assets | 17,601.00 | 17,627.00 | 18,253.00 | 19,235.00 | 20,525.00 | 22,882.00 | 25,005.00 | 26,544.00 |
| Non-current assets | 11,358.00 | 12,330.00 | 12,815.00 | 13,104.00 | 13,074.00 | 13,743.00 | 14,158.00 | 14,924.00 |
| Current assets | 6,243.00 | 5,296.00 | 5,437.00 | 6,130.00 | 7,450.00 | 9,139.00 | 10,847.00 | 11,620.00 |
| Property, plant and equipment | 6,938.00 | 6,916.00 | 7,093.00 | 7,020.00 | 6,811.00 | 6,799.00 | 6,667.00 | 6,750.00 |
| Capital work-in-progress | 2,319.00 | 2,745.00 | 3,191.00 | 3,961.00 | 4,232.00 | 4,935.00 | 5,374.00 | 6,296.00 |
| Goodwill | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Other intangible assets | 328.00 | 386.00 | 378.00 | 362.00 | 968.00 | 949.00 | 923.00 | 898.00 |
| Inventories | 1,737.00 | 1,840.00 | 2,018.00 | 1,830.00 | 1,873.00 | 1,909.00 | 2,022.00 | 1,835.00 |
| Trade receivables | 127.00 | 91.00 | 108.00 | 154.00 | 358.00 | 186.00 | 28.00 | 215.00 |
| Cash and cash equivalents | 32.00 | 63.00 | 152.00 | 43.00 | 92.00 | 121.00 | 95.00 | 153.00 |
| Total equity and liabilities | 17,601.00 | 17,627.00 | 18,253.00 | 19,235.00 | 20,525.00 | 22,882.00 | 25,005.00 | 26,544.00 |
| Equity | 12,983.00 | 13,126.00 | 13,462.00 | 14,388.00 | 15,643.00 | 17,805.00 | 19,836.00 | 21,604.00 |
| Equity share capital | 918.00 | 918.00 | 918.00 | 918.00 | 918.00 | 918.00 | 918.00 | 918.00 |
| Other equity | 12,064.00 | 12,208.00 | 12,544.00 | 13,470.00 | 14,725.00 | 16,887.00 | 18,918.00 | 20,685.00 |
| Total liabilities | 4,619.00 | 4,500.00 | 4,791.00 | 4,847.00 | 4,882.00 | 5,077.00 | 5,168.00 | 4,941.00 |
| Non-current liabilities | 1,554.00 | 1,615.00 | 1,592.00 | 1,669.00 | 1,636.00 | 1,579.00 | 1,489.00 | 1,716.00 |
| Current liabilities | 3,065.00 | 2,886.00 | 3,198.00 | 3,178.00 | 3,246.00 | 3,498.00 | 3,679.00 | 3,224.00 |
| Borrowings, non-current | 0.00 | 0.00 | 0.00 | 0.00 | 49.00 | 0.00 | 0.00 | 0.00 |
| Borrowings, current | 70.00 | 48.00 | 40.00 | 39.00 | 42.00 | 124.00 | 0.00 | 0.00 |
| Trade payables | 1,169.00 | 1,263.00 | 1,467.00 | 1,496.00 | 1,362.00 | 738.00 | 783.00 | 797.00 |
Cash flow, as filed
| Line | 2022-09-30 | 2023-03-31 | 2023-09-30 | 2024-03-31 | 2024-09-30 | 2025-03-31 | 2025-09-30 | 2026-03-31 |
|---|---|---|---|---|---|---|---|---|
| Net cash from operating activities | -289.00 | 908.00 | 576.00 | 2,719.00 | 1,722.00 | 5,806.00 | 2,721.00 | 6,438.00 |
| Net cash from investing activities | -135.00 | -334.00 | -483.00 | -2,000.00 | -1,668.00 | -3,971.00 | -2,618.00 | -4,200.00 |
| Net cash from financing activities | 42.00 | -924.00 | -4.00 | -739.00 | -5.00 | -1,758.00 | -129.00 | -2,206.00 |
| Purchase of property, plant and equipment | 623.00 | 1,305.00 | 659.00 | 1,561.00 | 511.00 | 1,176.00 | 896.00 | 2,035.00 |
| Net increase in cash | -381.00 | -350.00 | 89.00 | -20.00 | 49.00 | 78.00 | -26.00 | 32.00 |
| con:CFO.BEFORE_TAX | 158.00 | 1,655.00 | 828.00 | 3,354.00 | 2,148.00 | 7,525.00 | 3,359.00 | 8,360.00 |
| con:INTEREST_RECEIVED.OPERATING | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| con:INTEREST_PAID.OPERATING | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| con:DIVIDENDS_RECEIVED.OPERATING | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| con:TAX_PAID.OPERATING | 447.00 | 747.00 | 253.00 | 635.00 | 427.00 | 1,719.00 | 638.00 | 1,922.00 |
| con:CF_OTHER.OPERATING | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| con:INVESTMENTS_PURCHASED | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| con:INVESTMENTS_SOLD | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| con:PPE_DISPOSALS | 7.00 | 9.00 | 7.00 | 12.00 | 5.00 | 36.00 | 7.00 | 14.00 |
| con:CF_INVESTING.SUBSIDIARIES_SOLD | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| con:CF_INVESTING.SUBSIDIARIES_ACQUIRED | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| con:CF_INVESTING.JV_SOLD | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| con:CF_INVESTING.JV_ACQUIRED | 12.00 | 12.00 | 27.00 | 27.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Who owns it
The shareholding pattern filed with the exchange every quarter, as a series. Percentages are of total shares. Each figure names the filing it was read from and the date it was filed.
| Holder | 2023-03-31 | 2023-06-30 | 2023-09-30 | 2023-12-31 | 2024-03-31 | 2024-06-30 | 2024-09-30 | 2024-12-31 | 2025-03-31 | 2025-06-30 | 2025-09-30 | 2025-12-31 | 2026-03-31 | 2026-06-30 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Promoter and promoter group | 51.28 | 51.28 | 51.28 | 51.28 | 51.28 | 51.28 | 51.28 | 51.28 | 51.28 | 51.28 | 0.51 | 0.51 | 0.51 | 0.51 |
| Domestic institutions | 13.30 | 15.39 | 17.47 | 18.80 | 18.82 | 19.12 | 19.29 | 18.00 | 15.71 | 15.76 | 0.15 | 0.12 | 0.11 | 0.11 |
| Mutual funds | — | — | — | — | — | — | — | — | — | 9.23 | 0.09 | 0.07 | 0.06 | 0.07 |
| Insurance companies | 4.75 | 5.81 | 5.89 | 5.37 | 5.08 | 5.81 | 6.24 | 5.91 | 6.28 | 6.50 | 0.06 | 0.05 | 0.04 | 0.04 |
| Foreign institutions | 15.95 | 14.96 | 13.68 | 11.55 | 8.98 | 10.43 | 12.08 | 14.12 | 15.81 | 15.06 | 0.16 | 0.20 | 0.22 | 0.22 |
| Government | — | — | — | — | — | — | — | — | — | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Public | 48.72 | 48.72 | 48.72 | 48.72 | 48.72 | 48.72 | 48.72 | 48.72 | 48.72 | 48.72 | 0.49 | 0.49 | 0.49 | 0.49 |
| Non-institutional | 19.47 | 18.38 | 17.57 | 18.37 | 20.92 | 19.17 | 17.35 | 16.60 | 17.21 | 17.90 | 0.17 | 0.17 | 0.16 | 0.16 |
| Shares outstanding | 1836631787 | 1836631787 | 1836631787 | 1836631787 | 1836631787 | 1836631787 | 1836631787 | 1836631787 | 1836631787 | 1836631787 | 1836631787 | 1836631787 | 1836631787 | 1836631787 |
Related parties
Transactions with related parties as disclosed to the exchange for the period ending 2024-09-30, by counterparty, largest first. Amounts are as filed. Each row names the filing and the date it was filed.
| Counterparty | Relationship | Type | Amount in the period | Transactions |
|---|---|---|---|---|
| National Small Industries Corp | CPSE/Govt. Undertaking | Sale of goods or services | 12,987,390,000.00 | 2 |
| Mahanadi Coal Fields Ltd | CPSE/Govt. Undertaking | Purchase of goods or services | 7,430,200,000.00 | 2 |
| Steel Authority Of India Ltd | CPSE/Govt. Undertaking | Sale of goods or services | 6,792,200,000.00 | 2 |
| Hindustan Petroleum Corporation Ltd. | CPSE/Govt. Undertaking | Purchase of goods or services | 3,823,000,000.00 | 2 |
| Nalco Employees Provident Fund Trust | Trust | Any other transaction | 3,155,380,000.00 | 2 |
| Indian Oil Corporation Ltd | CPSE/Govt. Undertaking | Purchase of goods or services | 3,036,800,000.00 | 2 |
| Bharat Petroleum Corporation Ltd. | CPSE/Govt. Undertaking | Purchase of goods or services | 3,029,600,000.00 | 2 |
| Nalco Employees' Leave Rule Benefit Trust | Trust | Any other transaction | 2,583,160,000.00 | 2 |
| Bridge & Roof Co.(India) Ltd. | CPSE/Govt. Undertaking | Purchase of goods or services | 2,327,600,000.00 | 2 |
| GACL NALCO Alkalis & Chemicals Ltd. | JV Company | Investment, Purchase of goods or services | 2,062,190,000.00 | 4 |
| East Coast Railways | CPSE/Govt. Undertaking | Purchase of goods or services | 1,988,000,000.00 | 2 |
| NMDC Steel Ltd. | CPSE/Govt. Undertaking | Sale of goods or services | 1,886,850,000.00 | 2 |
| Mecon Limited. | CPSE/Govt. Undertaking | Purchase of goods or services | 1,518,200,000.00 | 2 |
| Rashtriya Ispat Nigam Ltd | CPSE/Govt. Undertaking | Sale of goods or services | 1,407,400,000.00 | 2 |
| Southern Railway | CPSE/Govt. Undertaking | Purchase of goods or services | 885,400,000.00 | 2 |
What management said
Every earnings call we hold for this company, read in full. Prepared remarks are separated from the question-and-answer session and every paragraph names who said it and on which page. These are management’s own words, not filed figures.
| Date | Quarter | Who spoke | |
|---|---|---|---|
| 2026-05-04 | Q4FY26 | Read the call | |
| 2026-02-05 | Q3FY26 | Read the call | |
| 2025-11-10 | Q2FY26 | Read the call | |
| 2025-05-29 | Q4FY25 | Read the call |
Some earlier announcements under this heading are covering letters only — no transcript was attached.
What they said about it, quarter by quarter
| Topic | Q2FY26 | Q3FY26 | Q4FY25 | Q4FY26 |
|---|---|---|---|---|
| Capex | So, basically our capex for that smelter will start, will kick start from ‘27 onwards, right? | And sir, lastly, on our overall capex for this year and next year and also what kind of employee cost addition we are expecting from next year due to … | And, on the same similar lines, what is the remaining CAPEX on that, and how much of the project is completed as of now? | And how should we take a look at the capex number going ahead for the next two, three years now? |
| Costs | Also, you know, on the cost part, are we seeing any inflation in, cost for, you know, CP coke or CT pitch on the aluminum or caustic soda and the alum… | With respect to the carbon cost, CP coke, CT pitch, etcetera, what is the inflation we are seeing and when is it likely to hit? | Its integrated raw materials are secured. | And what would it be today in 1Q given the cost inflation that we are seeing? |
| Debt and cash | — | — | That is basically infuse, not only to provide working capital, but to particularly return the 100 million around which was contributing to exchange va… | — |
| Demand | Metal sales were lower due to less demand from the market. | That's why there is a price reduction and the prices of alumina solely depend on demand supply. | The Aluminium demand is rising at about 9 to 10% and it is likely to grow more. | But somewhere around 3,000 because already the demand-supply gap will be there. |
| Guidance | So, is that number intact and can we expect a full ramp up in FY '28? | So are we going to raise this guidance of sales volume for alumina? | Brijendra Pratap Singh, CMD, NALCO : As far as the cost is concerned, our present alumina cost is around 22000, we expect the cost will be in the same… | So just wanted to understand on alumina front, if you can throw any guidance on FY '27 production and sales volume, both on alumina and aluminium? |
| Margin | Also, you mentioned about that they will earn minimum margin of around 10,000 per ton on this project. | But is there any, apart from the decline in alumina sales realization, is there any inflation from the cost side, especially with respect to caustic s… | We’ve achieved the highest ever revenue, highest ever profit as well as margin for the year and for the quarter. | Any impact on margin front for this will come down because… |
| People | — | Can we operate at more than 100% utilization? | The key initiatives we take are: Afforestation, waste utilisation, advanced pollution control technologies for water pollution and air pollution. | Earlier, we were targeting 50% utilization, then we had got it down to 30%. |
| Pricing | So it's much more pricing led rather than on the cost of production side? | I'd like to look it as on the basis of LME because our pricing, whatever we are doing is on the basis of LME. | In our pricing mechanism, we capture the Asian premium, so that will also be added, apart from what LME…infact in last 2 quarters we didn’t have any e… | So once this smelters of the Middle East, the production curtailment is there till they reach to the fullest capacity, there will be effect on the alu… |
| Revenue growth | So sir, for the segment results for the aluminum segment, we have a number of INR1189.37 crores and the top line of INR2,880 crores that's roughly 41%… | — | And volume is also there but our top line for the 14 | P a g e aluminium segment has done significantly. | — |