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NALCO Launches High-Performance IA91 Grade Aluminium Alloy Ingot for Automotive & Industrial Use
National Aluminium Company Limited (NALCO) has launched a new IA91 Grade Aluminium alloy ingot, a silicon-based casting alloy designed for high-performance applications. This product is engineered to provide a balance of castability, mechanical strength, and corrosion resistance, targeting the automotive, electrical, and power equipment sectors. The launch represents a strategic move to expand NALCO's value-added product portfolio, which typically commands higher margins than standard primary aluminium. The product was formally introduced at the Kolkata Stockyard on February 24, 2026.
Key Highlights
Introduction of IA91 Grade Aluminium alloy ingot, a high-performance silicon-based casting alloy.
Targeted at high-growth sectors including automotive, electrical, power equipment, and industrial foundries.
Optimized for advanced casting applications such as gravity die casting and low-pressure die casting.
Strategic focus on increasing the share of value-added products in the company's overall sales mix.
Product launch overseen by Director (Commercial) and CMD, highlighting its importance to the company's growth strategy.
💼 Action for Investors
Investors should view this as a positive step toward margin expansion through value-added products. Monitor future earnings reports for the contribution of specialized alloys to the overall revenue mix.
NALCO Q3 FY26: Record Performance with 25% PBT Growth and 45% Alumina Sales Volume Surge
National Aluminium Company (NALCO) reported landmark results for Q3 and 9M FY26, with 9-month PBT increasing by 25% and income growing by 13%. The performance was driven by a massive 45% surge in alumina sales volumes and a 20% increase in alumina production, which helped offset a sharp decline in average alumina prices from $562 to $385. Metal realizations provided a cushion, rising from $2,538 to $2,867 per ton. The company also demonstrated strong cost control, with expenditure rising only 6% against a 13% revenue jump, aided by significant improvements in caustic soda consumption efficiency.
Key Highlights
9-month PBT increased by 25% YoY while total income grew by 13% (approx. Rs. 2,000 crore).
Alumina sales volume jumped 45% and production rose 20% in the 9-month period.
Metal realizations improved to $2,867 per ton from $2,538 in the previous year.
Operational efficiency improved with caustic soda consumption falling from 121 kg to 99 kg per ton.
New refinery commissioning is scheduled for June 2026, targeting 3 lakh tons of production in its first year.
💼 Action for Investors
Investors should maintain a positive outlook given the strong volume growth and operational efficiencies that are protecting margins against price volatility. The upcoming refinery expansion in June 2026 provides a clear catalyst for further capacity-led growth.
NALCO Declares ₹4.50 Second Interim Dividend; Q3 Net Profit Rises to ₹1,601 Crore
National Aluminium Company (NALCO) has declared a second interim dividend of ₹4.50 per share for FY 2025-26, following an earlier interim dividend of ₹4.00. The company reported a strong financial performance for Q3 FY26, with standalone net profit rising to ₹1,601.02 crore from ₹1,433.17 crore in the previous quarter. Revenue from operations also saw a sequential increase of 10.2%, reaching ₹4,730.95 crore. The record date for the dividend eligibility is set for February 6, 2026.
Key Highlights
Second interim dividend declared at ₹4.50 per share (90% of face value)
Standalone Net Profit increased 11.7% sequentially to ₹1,601.02 crore
Revenue from operations grew to ₹4,730.95 crore in Q3 FY26 vs ₹4,292.34 crore in Q2 FY26
Record date for dividend payment fixed as February 6, 2026
Total interim dividend for FY 2025-26 now stands at ₹8.50 per share
💼 Action for Investors
Investors seeking dividend income should ensure they hold shares before the February 6 record date. The company's improving sequential margins and steady revenue growth support a positive outlook for long-term holders.
NALCO Q3 PAT Rises to ₹1,601 Cr; Declares ₹4.50 Per Share Second Interim Dividend
National Aluminium Company (NALCO) reported a strong Q3 FY26 performance with a net profit of ₹1,601.02 crore, reflecting an 11.7% sequential growth from Q2 FY26. Revenue from operations reached ₹4,730.95 crore, supported by a significant increase in Aluminium segment profitability which rose to ₹1,582.41 crore. The Board has also rewarded shareholders with a second interim dividend of ₹4.50 per share, following a ₹4.00 dividend earlier this fiscal. For the nine-month period, PAT has surged by 26% year-on-year to ₹4,098.05 crore.
Key Highlights
Net profit for Q3 FY26 stood at ₹1,601.02 crore vs ₹1,433.17 crore in Q2 FY26.
Revenue from operations grew to ₹4,730.95 crore from ₹4,292.34 crore in the previous quarter.
Declared 2nd interim dividend of ₹4.50 per share (90% of FV) with a record date of Feb 6, 2026.
Aluminium segment profit before tax jumped to ₹1,582.41 crore from ₹1,189.37 crore sequentially.
Cost of power and fuel decreased to ₹663.61 crore from ₹827.27 crore in the year-ago quarter.
💼 Action for Investors
Investors should maintain a positive outlook given the strong sequential margin expansion in the aluminium segment and the high dividend yield. The stock remains attractive for those seeking a combination of commodity growth and consistent income.
NALCO Awards Rs 5,032 Cr MDO Contract to Dilip Buildcon for Pottangi Bauxite Mines
National Aluminium Company Limited (NALCO) has finalized a major Mine Developer and Operator (MDO) contract worth Rs 5,032 crore with Dilip Buildcon Limited. The contract involves the development and operation of the Pottangi Bauxite Mines, including an Overland Conveyor Corridor and allied facilities. This agreement spans a long-term duration of 25 years with base mining charges set at Rs 423.00 per ton. This move is strategic for NALCO as it secures long-term raw material supply for its aluminium production chain.
Key Highlights
Awarded a 25-year MDO contract worth Rs 5,032 crore to Dilip Buildcon Limited.
Base mining charges fixed at Rs 423.00 per ton for the duration of the contract.
Project includes development of Pottangi Bauxite Mines and an Overland Conveyor Corridor (OLCC).
Dilip Buildcon emerged as the L-1 bidder for this domestic contract.
💼 Action for Investors
This is a positive development for NALCO's long-term operational stability and raw material security. Investors should monitor the commencement of mining operations as it will directly impact the company's cost of production for alumina.
NATIONALUM awards Pottangi Bauxite Mines contract to Dilip Buildcon
National Aluminium Company Limited (NATIONALUM) has approved the award of the MDO Contract for Development and Operation of Pottangi Bauxite Mines to M/s. Dilip Buildcon Limited. The contract includes an Overland Conveyor Corridor (OLCC) and allied facilities. The base mining charges are set at ₹423.00 per ton. The contract period is for 25 years, ensuring a long-term operational commitment.
Key Highlights
Awarded MDO Contract for Pottangi Bauxite Mines
Base Mining Charges @ ₹423.00 per ton
Contract period of 25 years
Contract awarded to M/s. Dilip Buildcon Limited
💼 Action for Investors
Investors should monitor Dilip Buildcon's execution of the project and its impact on NATIONALUM's bauxite production. Keep an eye on any updates regarding the operational efficiency and cost management of the Pottangi Bauxite Mines.