| Margins | Strong; Q1 PAT of ₹2,002 Cr on ₹5,302 Cr revenue. |
|---|---|
| Management confidence | High; citing 'Strong Start to FY 2026-27' |
Growth
Q1 FY27 revenue reached ₹5,302 Cr; PAT stood at ₹2,002 Cr. Highest-ever quarterly bauxite excavation and alumina production recorded.
Outlook
Major expansion includes 5th stream alumina refinery (1 MTPA) starting pre-commissioning June 2026 and 1080 MW captive power plant.
Risks
Local agitation cited as a pending issue for Pottangi Bauxite Mine approach road work.
Last quarter's promises, checked
Delivered
- Targeted 4.8 MT captive coal for FY27 → On track with 4.8 MT current run-rate (= BEAT)
- Guided Best Q1 physical performance → Best ever Q1 bauxite & hydrate production (= BEAT)
- Targeted revenue growth vs CPLY → Achieved 39% growth from ₹3,930Cr to ₹5,400Cr (= BEAT)
Partly delivered
- Targeted ₹1,500 Cr FY27 Capex → Q1 spent ₹350 Cr (= PARTIAL)
- Guided Pottangi mine start → Delayed by local resistance/road issues (= PARTIAL)
Missed
- Guided 5th Stream commissioning June 2026 → Delayed to September 2026 (= MISS)
Investor Presentation filed with NSE, NSE: NATIONALUM. Summary written with AI assistance from the document.
National Aluminium Company Ltd: key numbers
- Share price
- ₹323.00
- Market cap
- ₹59,323 Cr
- Revenue (annual)
- ₹17,843 Cr
- Net profit (annual)
- ₹5,797 Cr
- P/E (TTM)
- 8.8×Sector 18.4×
- Promoter holding
- 51.28%+0.00% QoQ
- FII holding
- 21.99%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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