The shares of an Indian Aluminium involved in manufacturing and selling Alumina and Aluminium are up by 5.6 percent from its previous closing price. The company’s financial results show robust Revenue growth of 47 percent Y-O-Y, and the Net profits are up by 107 percent
The shares of National Aluminium Company Ltd, with a market capitalization of Rs.34,135.64 crores on Thursday. Its shares are trading at a CMP of Rs 185.86, against the previous closing price of Rs 181.75. The stock has hit an intraday high of 5.6 percent, reaching Rs 192.00.
What Happened
National Aluminium Company Ltd (NALCO), a company involved in the business of manufacturing and selling Alumina and Aluminium, announced its results for the Financial year ‘25. Its Revenue grew by 47 percent YoY from Rs 3,579 Crores in Q4FY24 to Rs 5,268 Crores in Q4FY25, and it has increased by close to 13 percent QoQ from Rs 4,662 Crores in Q3FY25 to Rs 5.268 Crores in Q4FY25.
Its Net Profit grew by 107 percent YoY from Rs. 997 Crores in Q4FY24 to Rs. 2067 Crores in Q4FY25. The Net profits have grown by 32 percent QoQ from Rs. 1,566 Crores in Q3FY25 to Rs. 2,067 Crores in Q4FY25.
The company’s Earnings Before Interest, Depreciation, and Taxes (EBIDT) has also grown by 152 percent YOY from Rs 1,088 crores in Q4FY24 to Rs 2,743 crores in Q4FY25. Its EPS has also grown by 107 percent YOY from Rs. 5.43 in Q4FY24 to Rs. 11.26 in Q4FY25.
Performance
NALCO’s physical performance for FY25 shows varied trends across its production segments. Bauxite production experienced a decline, moving from 7,527 thousand tonnes in FY24 to 7,262 thousand tonnes in FY25. Alumina Hydrate production also saw a decrease, falling from 2,124 thousand tonnes to 2,076 thousand tonnes over the same period. While Metal production remained stable at around 460 thousand tonnes. In contrast, Thermal Power generation demonstrated growth, increasing from 6,386 MU in FY24 to 6,641 MU in FY25.
Regarding sales, NALCO observed shifts in its market performance for FY25. Alumina sales, both export and domestic, decreased, with export sales dropping from 1,111 thousand tonnes to 1,064.6 thousand tonnes, and domestic sales declining from 56.7 thousand tonnes to 41.4 thousand tonnes. A significant change was noted in Metal sales, where exports decreased from 51.2 thousand tonnes in FY24 to just 6.1 thousand tonnes in FY25, with no exports recorded in Q425. Conversely, domestic Metal sales showed a positive trend, increasing from 419 thousand tonnes in FY24 to 454.6 thousand tonnes in FY25
Capex
India’s aluminium consumption has grown at a 10 percent CAGR over the past 5 years, and is expected to grow at a CAGR of 6.3 percent to 7.2 percent until 2030. NALCO’s latest investor presentation highlights an ambitious, integrated expansion strategy across its core operations, aiming to significantly boost production capacities and enhance self-sufficiency. Key projects include the expansion of Pottangi Bauxite mines to 3.5 MTPA by FY26, the 5th Stream Alumina Refinery to 1 MTPA by FY25- 26, and the Aluminium Smelter to 0.5 MTPA by FY29- 30. Complementing these, a new Captive Power Plant with 1,080 MW capacity is also expected by FY29-30.
This strategic initiative is designed to secure raw material and energy inputs, reduce operational costs, and increase NALCO’s market share. The phased completion ensures a synchronized supply chain, with earlier projects feeding into later ones, ultimately positioning NALCO as a more robust, cost-efficient, and larger-scale integrated aluminium producer by the end of the decade.
About the company
Nalco (National Aluminium Company Ltd), a Navratna PSU under the Ministry of Mines, Government of India (51.28 percent stake), is a leading player in the aluminium industry. Established in 1981 and headquartered in Bhubaneswar, Odisha, Nalco has fully integrated operations covering bauxite mining, alumina refining, aluminium smelting, and power generation. Its key facilities include the Panchpatmali Bauxite Mines, Koraput Alumina Refinery, and the Angul Smelter and Captive Power Plant.
Written By Likesh Babu S
Disclaimer
The views and investment tips expressed by investment experts/broking houses/rating agencies on tradebrains.in are their own, and not that of the website or its management. Investing in equities poses a risk of financial losses. Investors must therefore exercise due caution while investing or trading in stocks. Dailyraven Technologies or the author are not liable for any losses caused as a result of the decision based on this article. Please consult your investment advisor before investing.
