National Aluminium Co. Ltd. · NSE:NATIONALUM
National Aluminium — Investors' Meet 2026 hosted by Antique Stock Broking
24 slides from National Aluminium's conference presentation, Sep 14, 2026
Slide 1: Exchange cover letter for Analyst/Institutional Investors Meet presentation
संदभ/Ref. : NBC/S/4.5 & 4.5(A)/2026/1341 िदनांक/Dated:14.09.2026 To, To, बंधक/The Manager बंधक/The Manager बीएसई िलिमटे ड/BSE Limited, अनुसूचन िवभाग/Listing Department फीरोज जीजीभोय टावस/ नेशनल ॉक ए चज ऑफ इं िडया िल., Phiroj Jeejeebhoy Towers, National Stock Exchange of India Ltd., दलाल ीट/Dalal Str
Slide 2: NALCO Updates
NALCO UPDATES A Navratna CPSE 1
Slide 3: Index
INDEX A Navratna CPSE 1 Overview 2 Highlights of FY 2025-26 3 Highlights of Q1 FY2026-27 4 Future Outlook 5 Joint Ventures 6 ESG 2
Slide 4: Overview
errr auerat (3) NALCO Ministry of Mines ‘Urea BRET Gout otra
Slide 5: Vision & Mission
VISION & MISSION A Navratna CPSE Vision Mission Core Values To sustainably grow multi-fold in To be a Premier and Integrated Mining, Alumina and Aluminium Benefitting Stakeholders company in the Aluminium business along with select diversification in Minerals, Metals and Excellence and quality value
Slide 6: Company Profile
COMPANY PROFILE A Navratna CPSE • Navratna CPSE under Ministry of Mines. • One of the largest integrated Bauxite - Alumina - Aluminium - Power Complex in India. • Incorporated on 7th Jan 1981, with the Foundation stone laid in March 1981. • Metal Products Registered with London Metal Exchange (LME)
Slide 7: Integrated Operations
INTEGRATED OPERATIONS A Navratna CPSE Largest integrated Bauxite–Alumina–Aluminium–Captive Power complex with dedicated port facility, strategic coal asset and backward integration for Caustic Soda through a JV. Alumina Export 11.8 lakh TPA Alumina Refinery Visakhapatnam Port Panchpatmali Bauxite Al
Slide 8: Product Profile
PRODUCT PROFILE A Navratna CPSE Refinery Alumina Hydrate Calcined Alumina Special Grade Hydrate Smelter Ingots – Standard & Alloy T Ingots Sows Billets Wire Rods Rolled Products 7 7
Slide 9: Highlights of FY 2025-26
A Navratna CPSE Highlights of FY 2025-26 8
Slide 10: Physical Performance FY 2025-26
PHYSICAL PERFORMANCE A Navratna CPSE FY 2025-26 Highest ever Production Achieved Previous Best Bauxite Excavation: 77.01 LT 76.48 LT in FY 2024-25 Bauxite Transportation: 77.07 LT 75.27 LT in FY 2023-24 Alumina Hydrate: 23.00 LT 21.61 LT in FY 2019-20 Calcined Alumina: 22.75 LT 21.11 LT in FY 2017-1
Slide 11: Financial Performance FY 2025-26
FINANCIAL PERFORMANCE A Navratna CPSE FY 2025-26 Highest ever Financials Achieved Revenue: ₹ 17,843 crore vs ₹ 16,788 crore in FY25 (+6 % YoY growth) Profit After Tax (PAT): ₹ 5,816 crore vs ₹ 5,325 crore in FY25 (+9 % YoY growth) EBIDTA: ₹ 8,613 crore vs ₹ 7,922 crore in FY25 (+9 % YoY growth) Divi
Slide 12: Highlights of Q1 FY2026-27
HIGHLIGHTS OF Q1 FY2026-27 A Navratna CPSE 11
Slide 13: LME & Share Price Movement
LME & SHARE PRICE MOVEMENT A Navratna CPSE LME Price Trend ($/MT) 3,601 3,670 3,459 3,370 3,250 3,148 3,156 3,065 2,875 2,786 2,823 2,442 2,653 2,381 2,604 2,594 2,516 Apr'25 May'25 Jun'25 Jul'25 Aug'25 Sep'25 Oct'25 Nov'25 Dec'25 Jan'26 Feb'26 Mar'26 Apr'26 May'26 Jun'26 Jul'26 Aug'26 Closing Share
Slide 14: Future Outlook
A Navratna CPSE Future Outlook 13
Slide 15: Expansion Plans
EXPANSION PLANS A Navratna CPSE Bauxite Mines, Alumina Refinery, Aluminium Captive Power Damanjodi Damanjodi Smelter, Angul Plant, Angul Pottangi Bauxite mines: 5th Stream Alumina Brownfield expansion Captive Power Plant for (111 million tonne Refinery of Aluminium Smelter new Smelter reserve) Capac
Slide 16: Others
OTHERS A Navratna CPSE Pottangi Bauxite Mine: MDO engaged in Dec’25 to operationalise the Mine (Capacity - 3.5 MTPA) Procurement : • GeM procurement of ₹4,200 Cr is 100% procurement of all eligible items under GeM. • Highest-ever procurement from MSEs : ₹1,446 Cr. (62% of total eligible MSE procurem
Slide 17: Joint Venture Companies
JOINT VENTURE COMPANIES A Navratna CPSE GNAL (with GACL) Project Completed KABIL (with HCL & MECL) Active Exploration • Formed Dec 2015 • Location: Dahej, Gujarat • Formed in Aug 2019 • Equity: GACL 60% | NALCO 40% • Equity: NALCO 40%, HCL 30%, MECL 30% • Capacity: 2.7 Lakh TPA Caustic Soda • NALCO
Slide 18: ESG
arse aUeret (Q) NALCO Ministry of Mines ‘Tee BT Gout of nia ANavratna CPSE
Slide 19: Environment: Committed to Environmental Stewardship
ENVIRONMENT A Navratna CPSE Minimising environmental harm & Implementing effective risk management strategies. Key initiatives & Focus: Afforestation, Waste Utilisation & Waste Reduction, Committed to Environmental Stewardship Advanced pollution control technologies. Water Pollution Manageme
Slide 20: Corporate Social Responsibility: CSR Expenditure
CORPORATE SOCIAL RESPONSIBILITY A Navratna CPSE CSR Expenditure 79.13 80.77 ₹ in Cr. 61.30 57.93 50.54 48.15 39.54 36.64 2022-23 2023-24 2024-25 2025-26 Obligation Actual 19
Slide 21: CSR Expenditure FY 2025-26 by Theme
CORPORATE SOCIAL RESPONSIBILITY A Navratna CPSE CSR Expenditure FY: 2025-26 Sl. Expenditure Major Heads/Theme No. (₹ in Crore) 1 Healthcare 17.07 2 Education 5.85 FY 2025-26 3 Skill Development & Livelihood 4.52 Obligation - ₹ 79.13 Crore Rural Development, Drinking Water Expenditure - ₹ 80.77 Crore
Slide 22: Governance: Responsible & Resilient
GOVERNANCE A Navratna CPSE Responsible & Resilient 17 Core Policies & Guidelines Excellent Rating in FY 25-26 self-appraisal reports to the DPE, adherence to Good Corporate Governance. Fair treatment of investors, dividend policies, and reporting transparency Regular Risk Assessments & Evalu
Slide 23: Capital Structure
CAPITAL STRUCTURE A Navratna CPSE Share Capital (in Rs. Crore) Shareholding Pattern (As on 30.06.2026) 3000 FII 21.99% Govt. of DII India 11.22% 51.28% 918.32 Non- Institutions 15.51% Auhorised Share Capital Paid Up Capital Total No. of Share: 183.66 crore. Face value :Rs. 5 each 22
Slide 24: National Aluminum Company Limited
A Navratna CPSE National Aluminum Company Limited (A Govt. of India Enterprise) NALCO Bhawan, P/1, Nayapalli, Bhubaneswar- 751 013, Odisha CIN: L27203OR1981GOI000920
National Aluminium Company — Investors' Meet 2026 hosted by Antique Stock Broking on 6ix