National Aluminium Company Limited — Investor Meet, 14-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

NALCO reported strong Q1 FY26 financial results with Revenue up 33% and PAT up 77%, also announcing a ₹2.50 per share final dividend. Production of bauxite, alumina, and metal saw significant growth, supported by captive coal mines providing 4 million tons. The 1 million-ton alumina refinery expansion is on track for mechanical completion by FY26 end, targeting June 2026 production. Further expansion plans include new bauxite mines and a 0.5 million-ton brownfield smelter. Management is focused on increasing volumes, improving techno-economics, and cost reduction through integrated operations, maintaining a confident outlook.