NATIONALUM NSE filing

NALCO Achieves Record FY25 Revenue & Profit, Declares 210% Dividend, Outlines Ambitious Growth

The RealCase readHigh impact Positive

Why it matters

The announcement details record financial results, substantial dividend payout, and significant strategic investments in capacity expansion and raw material security, which are expected to drive future growth and enhance shareholder value, making the impact high.

The market read

The company reported its highest-ever revenue and net profit for FY2024-25, alongside record operational achievements and a significant 210% dividend. Future strategies include substantial CAPEX and expansion projects, indicating strong growth prospects.

The Chairman's speech at National Aluminium Company Limited's (NALCO) 44th Annual General Meeting on 26 September 2025 highlighted a record-breaking performance for FY2024-25 and outlined future growth strategies.

* Financial Performance (FY2024-25): The company achieved its highest-ever revenue from operations at ₹16,788 crore, marking a 28% growth over the previous year. Net profit soared to a record ₹5,325 crore, a significant 158% increase. Earnings per Share (EPS) rose to ₹28.99 from ₹11.22 in FY2023-24. Shareholders were rewarded with a 210% dividend, totaling ₹1,928.47 crore, up from ₹918.32 crore in FY2023-24. The fourth quarter alone saw a net profit of ₹2,078 crore, a 105% increase year-on-year.

* Operational Excellence (FY2024-25): NALCO recorded its highest-ever Bauxite excavation at 76.48 lakh tonnes. Alumina hydrate production reached 20.76 lakh tonnes, and Aluminium production stood at 4.60 lakh tonnes. Domestic metal sales achieved an all-time high of 4,54,600 MT. The Captive Power Plant also delivered its highest-ever net generation of 6,641 MU.

* Projects and Growth Initiatives: The company is advancing several key projects, including the 5th Stream (1 MTPA) expansion, which is 75% complete and expected to be commissioned in early FY2026-27. The Pottangi Bauxite Mines have secured all necessary clearances, with operations targeted for FY2026-27. CAPEX investment for FY2024-25 was ₹1,396 crore, underscoring a focus on modernization and growth. Other initiatives include brownfield expansions (1 MTPA refinery and 0.5 MTPA smelter at Angul), commissioning of the Dahej caustic soda plant, and developing the Angul Aluminium Park. Internationally, NALCO, through KABIL, is actively securing critical minerals like lithium and cobalt in Argentina and Australia.

* Sustainability and CSR: NALCO spent ₹61.30 crore on CSR activities, exceeding statutory requirements, with programs supporting education and healthcare.

* Future Outlook and Management Comment: India's aluminium market is projected to grow at 7.6% annually through 2030, with NALCO well-positioned to leverage this growth. The Chairman stated, "With clarity of purpose and a forward-looking strategy, I am confident that NALCO shall not only consolidate its leadership in the aluminium sector but also play a defining role in shaping India’s industrial destiny, while continuing to create enduring value for all stakeholders."

Filing to action

What to do with a filing like this

National Aluminium Company Limited filed this with the NSE as a statutory disclosure, categorised under results. It is a primary document, not a recommendation, and the desk marks it high impact, which is the band that most often changes something.

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Primary source

A plain-language summary of a public exchange filing by National Aluminium Company Limited. Read the original for the full detail.

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