Q3 2025 National Aluminium Co Ltd Earnings Call Transcript
Key Points
- National Aluminium Co Ltd (BOM:532234) reported its highest-ever quarterly and nine-month cumulative turnover, profit after tax, and EBITDA since inception.
- The company declared a second interim dividend of INR4 per share, making it the highest ever dividend declared by the company.
- Cumulative PAT for the nine months of FY25 increased by 211% compared to the previous year.
- The company achieved a 20% increase in turnover during the nine months period compared to the previous year.
- All production facilities are operating at 100% capacity, with significant improvements in production volumes across bauxite, alumina, metal, and thermal power.
- The company faces challenges due to fluctuating aluminum prices influenced by geopolitical factors and global market conditions.
- There are concerns about potential delays in the commissioning of the new refinery expansion, which has faced previous delays.
- The cost of production for alumina has increased over the years, impacting overall profitability.
- The company will need to take on debt for its upcoming smelter and power plant expansions, altering its historically zero-debt position.
- There is uncertainty regarding the impact of new U.S. tariffs on aluminum, which could affect global market dynamics and pricing.
Good morning, everyone. Good morning, and welcome to the 3Q and FY25 conference call of NALCO Limited. On behalf of Systematix, we welcome you all today. We are joined by Mr. Shri Brijendra Pratap Singh, Chairman and Managing Director; Shri Ramesh Chandra Joshi, Director, Finance; Shri Srimanta Panda, EPO ED, Finance; and Mr. Bharat Kumar Sahu, Company Secretary, representing NALCO Limited today with us to discuss the 3Q FY25 financial results.
Sir, thank you so much for joining us today to discuss your results and performance for third quarter and nine months of FY25. We can -- I hand over to you, sir, for your opening remarks. And then subsequently, we can open the floor for a Q&A session.
Thank you, Seta. A very good morning to all our esteemed stakeholders to this earning conference call.
I'm happy to share with all our valued investors that during the third quarter of FY25, NALCO has registered its highest-ever quarterly as well as nine months cumulative turnover, profit after tax and EBITDA since inception.
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