National Aluminium Company Limited — PPTs, 08-08-2025: Investor Presentation

Here's a summary of the Q1 FY25-26 financial results:

**Financial Highlights:**

Q1 FY25-26 Revenue from Operations grew 33.3% YoY to Rs 3,807 Cr. EBIDTA surged 62.4% to Rs 1,616 Cr, and PAT rose 77.0% to Rs 1,064 Cr. This solid performance indicates strong margin expansion for the quarter.

**Strategic Initiatives & Growth Drivers:**

The company is aggressively expanding capacities: Pottangi Bauxite (3.5 MTPA, by FY26), Alumina Refinery (1 MTPA, by FY26), Aluminium Smelter (0.5 MTPA, by FY30), and Captive Power Plant (1,080 MW, by FY30). These are core to its future growth trajectory.

**Business Developments:**

With a zero-debt balance sheet, NALCO is securing raw materials and expanding refinery capacity to mitigate LME price volatility. Smelter expansion aims to boost value-added product offerings, leveraging its integrated operations.

**Market Position & Competitive Advantage:**

NALCO maintains its global leadership in low-cost bauxite and alumina production through integrated operations. Its financial strength and the robust Indian aluminium demand (projected 6.3-7.2% CAGR till 2030) provide a strong competitive edge.

**Investor Implications:**

The strong Q1 performance, coupled with significant capacity expansions, signals positive long-term growth potential. NALCO's integrated, low-cost model and zero-debt position provide resilience, enabling it to capture future market opportunities.