Natl. Aluminium
Natl. Aluminium Q1 FY26 earnings call: Revenue & Margins
Q1 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
Domestic aluminium demand is expected to grow at 7-9% annually, driven by infrastructure, power sector (45-50% aluminium use), solar panel extrusion, and EV growth (Page 17). - Alumina production volume targeted at 22.5-23 lakh tons in FY26, up from 20.7 lakh tons last year. Domestic aluminium demand expected to grow at 7-9%, driven by power sector (45-50% consumption), solar panels, EVs, and infrastructure due to 5-6% GDP growth.
From Natl. Aluminium's Q1 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Domestic aluminium demand is expected to grow at 7-9% annually, driven by infrastructure, power sector (45-50% aluminium use), solar panel extrusion, and EV growth (Page 17).
- Alumina production volume targeted at 22.5-23 lakh tons in FY26, up from 20.7 lakh tons last year. Exports expected to increase with 41-42 shipments planned, up from 36 last year (Page 12).
- Expanded domestic alumina sales to around 1-1.2 lakh tons in FY26 from 40,000 tons last year (Page 12).
- 5th stream refinery expansion commissioning aimed by June 2026 with 5 lakh tons production in FY27, ramping to 10 lakh tons later (Page 11).
2 more points management made on revenue & sales performance
Profitability & Margins
See what Natl. Aluminium said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Wire Rod Mill: Planned capex of around Rs. 250 to 300 crores for a 1 lakh ton capacity mill, timeline approx. 2 years for commissioning.
- Aluminium Foil Plant: Proposed low capex of Rs. 50 to 60 crores for around 1,000-ton monthly capacity, currently under consultant evaluation for product and market.
- Rolled Product Unit: Investment in an annealing furnace expected by March 2026, increasing production from 2,000 to 3,000 tons per month.
- Alumina Refinery Expansion (5th stream): Mechanical completion targeted by FY end 2025; commissioning planned for June 2026 with 10 lakh ton capacity; initial production approx. 5 lakh tons in FY27.
2 more points management made on capital expenditure plans
Top-ranked in Non - Ferrous Metals
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what Natl. Aluminium said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
2 more points management made on order book & pipeline
Natl. Aluminium — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹5.0K Cr, net profit ₹1.7K Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Natl. Aluminium's management said in earlier quarters
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Frequently Asked Questions
What were Natl. Aluminium Q1 FY26 results?
Domestic aluminium demand is expected to grow at 7-9% annually, driven by infrastructure, power sector (45-50% aluminium use), solar panel extrusion, and EV growth (Page 17). - Alumina production volume targeted at 22.5-23 lakh tons in FY26, up from 20.7 lakh tons last year. Domestic aluminium demand expected to grow at 7-9%, driven by power sector (45-50% consumption), solar panels, EVs, and infrastructure due to 5-6% GDP growth.
What is Natl. Aluminium share price analysis?
Natl. Aluminium currently shows a neutral. The stock trades at a P/E of 10.7 with a market cap of ₹72,446 Cr. Investors should review the full earnings analysis for detailed insights.
Is Natl. Aluminium planning capital expenditure?
Wire Rod Mill: Planned capex of around Rs.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.