Q4 2026 National Aluminium Co Ltd Earnings Call Transcript
Key Points
- National Aluminium Co Ltd (BOM:532234) achieved its best-ever physical performance across all areas, including bauxite excavation, alumina hydrate production, and metal production.
- The company reported a significant growth in sales, with alumina sales increasing by 30.74% and aluminium metal sales by 2.8%.
- Financial performance was robust, with revenue from operations growing by 6.28% to 17,843 crores and EBITDA increasing by 8.72% to 8,613 crores.
- Profit before tax rose by 8.86% to 7,767 crores, and profit after tax increased by 9.22% to 5,816 crores.
- The company plans to increase alumina production by 2 lakh tons with the commissioning of a new refinery stream, indicating future growth potential.
- Alumina prices have decreased significantly, impacting revenue, with average realization dropping from $580 to $370.
- The company faces challenges in the Middle East market due to geopolitical tensions, affecting alumina export volumes and spot prices.
- Employee costs have increased sequentially by 26% in the fourth quarter, although year-over-year costs have decreased.
- There is a potential delay in the commissioning of the new alumina refinery, which may affect production targets.
- The company anticipates increased costs in raw materials such as caustic soda and CP coke, which could impact profit margins.
Ladies and Gentlemen, good day and welcome to the Q4 FY26 and FY26 earnings call of National Aluminium Company Limited, Malco conference call hosted by Systematics Group.
As a reminder, all participant lines will be in the listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes.
Should you need assistance during the conference call, please signal an operator by pressing star then say no on a touchtone phone.
I now hand the conference over to Ms. Shweta Dikshit from Systematics Group.
Thank you, and over to you, Mr. Dikshit.
Thank you.
Good evening, everyone.
On behalf of Systematics, we welcome you to the Q4 FY26 and FY26 earnings conference call of National Aluminium Company Limited.
I would like to thank the management for giving us the opportunity to host this call.
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I now hand over to Mr. Bharat Sahu, Company
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