NALCO Stock Price - ₹374.00 | Metals & Mining

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Company insights, generated from the most recent coverage.

NALCO's zero-debt balance sheet and government backing provide financial flexibility to withstand price wars, unlike leveraged new entrants like Adani (3.9x Net Debt/EBITDA).
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Stock gains supported by firm global aluminium prices and tailwinds from increased customs duties on metal imports.
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NALCO operates at 103% aluminium smelter capacity with no spare capacity, limiting near-term volume growth; however, a +1.0 MTPA alumina refinery expansion is nearing completion by June 2026, boosting export surplus.
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The Quarter story

The two most recent quarterly results, compared side-by-side.

National Aluminium posts strong profit growth and stable production as global metal prices rise.

Consolidated profit after tax grew from ₹1,064 Cr in Q1 FY26 to ₹2,002 Cr in Q1 FY27, demonstrating strong bottom-line resilience.

Domestic aluminium sales fell from 113.4 MT in Q1 FY26 to 111.9 MT in Q1 FY27, showing weakening local orders.

Consolidated revenue from operations climbed from ₹3,807 Cr in Q1 FY26 to ₹5,302 Cr in Q1 FY27, reflecting consistent top-line expansion.

Export aluminium sales dropped from 7.1 MT in Q3 FY26 to 1.01 MT in Q1 FY27, indicating fading overseas interest.

Domestic alumina sales rose from 29.1 MT in Q1 FY26 to 42.9 MT in Q1 FY27, indicating steady local market uptake.

Bauxite production eased from 2,047 MT in Q4 FY26 to 1,829 MT in Q1 FY27, reflecting planned output adjustments.

Power production increased from 1,686 MU in Q1 FY26 to 1,725 MU in Q1 FY27, maintaining reliable energy output.

Consolidated EBITDA settled at ₹2,881 Cr in Q1 FY27 after peaking at ₹6,066 Cr in Q3 FY26, signaling a return to normal profit levels.

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In the news

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