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NATIONALUM

Q1 FY27

NATIONALUM Q1 FY27 earnings call: Revenue & Margins

Q1 FY27 earnings call: what management said on revenue, margins and capex.

Price₹366
Market cap₹68.7K Cr
P/E10.2
Updated8 Sept 2026
Read4 min read

NATIONALUM Q1 FY27 key numbers

Revenue
Alumina sales volume is planned to rise from 14 lakh tons last year to 16 lakh tons in FY27.

As stated in NATIONALUM's Q1 FY27 earnings call transcript · published 8 Sept 2026. Reported figures, not investment advice.

The short version

Alumina capacity is expected to increase from current 2.1 million tons to around 3.1 million tons after expansion, targeting 3.2 - 3.3 million tons production by FY27-28. Alumina production capacity is expected to increase from 2.1 million tons to 3.1 million tons by FY28, targeting 3.2-3.3 million tons output, indicating growth in earnings potential (Page 17).

From NATIONALUM's Q1 FY27 earnings-call transcript · updated 8 Sept 2026.

Revenue & Sales Performance

Good growth
  • Alumina capacity is expected to increase from current 2.1 million tons to around 3.1 million tons after expansion, targeting 3.2 - 3.3 million tons production by FY27-28.
  • Alumina sales volume is planned to rise from 14 lakh tons last year to 16 lakh tons in FY27.
  • Aluminum smelter capacity currently at 4.6 lakh tons, with production exceeding capacity (4.72 lakh tons last year, expected 4.75 lakh tons this year).
  • Brownfield growth in aluminum production is possible, slightly above 4.6 lakh tons.
  • Captive coal production targeted at 4.8 million tons for FY27, supporting power and smelter operations.

2 more points from NATIONALUM's call on revenue

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Profitability & Margins

See what NATIONALUM said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

Capex planned
  • Smelter expansion capex planned around INR4,000-5,000 crores per annum starting FY28, peaking in FY29-FY31.
  • Power plant (1080 MW) being developed via 50:50 JV with NLC, total cost ~INR12,000 crores; NALCO equity share ~INR3,500 crores funded through 30:70 debt-equity.
  • New 0.5 million ton smelter plant with associated 1,000 MW power plant targeted for completion by Dec 2030; overall capex ~INR25,000 crores starting FY27-28.
  • Alumina refinery 5th stream expansion (~1 million ton) capex ~INR5,600 crores funded through internal accruals, no interest burden.
  • Regular annual capex around INR1,500-1,800 crores for maintenance and smaller projects in FY27.

2 more points from NATIONALUM's call on capex

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Fundraising & Capital Structure

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Order Book & Pipeline

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What the Q1 FY27 call signalled

3 of 4 strong

RevenueGood growth
MarginMargins steady
CapexCapex planned
FundraiseFundraise planned

NATIONALUM — Quarterly revenue & net profit

Revenue Net profit
Mar 2025Q4 FY25
Jun 2025Q1 FY26
Sep 2025Q2 FY26
Dec 2025Q3 FY26
Mar 2026Q4 FY26
Jun 2026Q1 FY27

Reported quarterly figures (₹ Cr). Latest (Q1 FY27): revenue ₹5.3K Cr, net profit ₹2.0K Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

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What National Aluminium Company Ltd's management said in earlier quarters

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Frequently Asked Questions

What were NATIONALUM Q1 FY27 results?

Alumina capacity is expected to increase from current 2.1 million tons to around 3.1 million tons after expansion, targeting 3.2 - 3.3 million tons production by FY27-28. Alumina production capacity is expected to increase from 2.1 million tons to 3.1 million tons by FY28, targeting 3.2-3.3 million tons output, indicating growth in earnings potential (Page 17).

What is NATIONALUM share price analysis?

NATIONALUM currently shows a moderate growth signal based on ranking data. The stock trades at a P/E of 10.2 with a market cap of ₹68,708 Cr. Investors should review the full earnings analysis for detailed insights.

Is NATIONALUM planning capital expenditure?

Smelter expansion capex planned around INR4,000-5,000 crores per annum starting FY28, peaking in FY29-FY31.

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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.