National Aluminium Co Ltd (NSE:NATIONALUM)
₹ 387.55 +11.55 (+3.07%) Market Cap: 714.63 Bil Enterprise Value: 631.83 Bil PE Ratio: 10.54 PB Ratio: 3.30 GF Score: 82/100

Q4 2025 National Aluminium Co Ltd Earnings Call Transcript

May 22, 2025 / 05:30 AM GMT
Release Date Price: ₹184.95 (+1.76%)

Key Points

Positve
  • National Aluminium Co Ltd (BOM:532234) achieved record financial performance with the highest revenue and margins in its history.
  • The company is one of the lowest-cost producers of bauxite and aluminum globally, benefiting from its integrated operations.
  • Significant progress in coal production with the start of gold production from coal mines and securing licenses for additional coal mines.
  • The company is focusing on sustainability with initiatives like reforestation, pollution control technologies, and wind power generation.
  • Employee costs have been reduced by 12% due to retirements and efficient management, contributing to overall cost savings.
Negative
  • Aluminum prices have been volatile, with recent declines impacting revenue and market stability.
  • There are delays in the alumina capacity expansion project, pushing the timeline for commercial production to mid-2026.
  • The global aluminum market faces uncertainties due to geopolitical issues and fluctuating demand-supply dynamics.
  • The company faces challenges in the export market due to increasing aluminum availability and competition.
  • There are concerns about potential further delays in project timelines due to local issues and resource allocation challenges.


Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

NALU.NS - National Aluminium Co Ltd
Q4 2025 National Aluminium Co Ltd Earnings Call
May 22, 2025 / 05:30AM GMT

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Presentation
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Unidentified_1 [1]
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Good morning, everyone. On behalf of Systematics Group, we welcome you to the 4QFI 25 earnings conference call of Nalco Limited.

We are joined today by Shri Vijendra Pratap Singh, Chairman com managing director and director of finance, and other financial, functional directors of the company, along with Mr. Bharat Sahu, company secretary, to discuss the company's financial and operational performance for foFI 25 and Fo YFI 25.

I would like to thank the management for giving us the, an opportunity to host this call. At the end of the presentation, we will open the floor for questions and participants can raise their hands if they wish to ask a question.

Now I request Mr. Bharat Sahu for his
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