NALCO Chairman's Speech at 45th AGM Highlights Record FY26 Performance
NALCO's Chairman addressed the 45th AGM on Aug 31, 2026, reporting record FY26 performance. Revenue hit ₹17,843 crore, PAT ₹5,816 crore. Operations saw highest-ever bauxite excavation, alumina, and aluminium production. The company paid ₹2,112.12 crore in dividends and detailed expansion plans and ESG initiatives.
The announcement provides a comprehensive overview of the company's record-breaking financial and operational performance for the fiscal year, along with details on strategic expansion plans, diversification into critical minerals, and ESG initiatives. This level of detail and positive performance significantly impacts investor perception and company valuation.
The announcement details record-breaking operational and financial performance for FY2025-26, including highest-ever revenue, EBITDA, and profit after tax. It also highlights significant operational achievements and substantial dividend payouts, all contributing to a positive outlook.
National Aluminium Company Limited (NALCO) presented its Chairman's speech at the 45th Annual General Meeting (AGM) held on August 31, 2026. The speech highlighted a landmark financial year 2025-26, marked by the company's highest-ever operational and financial performance.
Operationally, NALCO achieved record figures including Bauxite Excavation (77.01 lakh tonnes), Bauxite Transportation (77.07 lakh tonnes), Alumina Hydrate Production (23.00 lakh tonnes), Calcined Alumina Production (22.75 lakh tonnes), Aluminium Cast Metal Production (4.72 lakh tonnes), Coal Production (40.00 lakh tonnes), and Net Power Generation (6,953 million units). Sales also reached new highs in several segments, with Total Alumina Sales at 14.46 lakh tonnes and Aluminium Metal Sales at 4.74 lakh tonnes.
Financially, the company reported its highest-ever Revenue from Operations at ₹17,843 crore (6% YoY growth), EBITDA of ₹8,613 crore (9% YoY growth), Profit Before Tax of ₹7,767 crore (9% YoY growth), and Profit After Tax of ₹5,816 crore (9% YoY growth). NALCO also continued its shareholder rewards with a total dividend payment of ₹2,112.12 crore for FY 2025-26, representing 230% of paid-up share capital.
The company detailed its strategic initiatives, including expansion projects like the 5th Stream Alumina Refinery and Pottangi Bauxite Mines, and plans for a brownfield expansion of the Aluminium Smelter. NALCO is also diversifying into critical minerals through joint ventures and advancing technological innovations, including AI and Machine Learning applications. Sustainability and ESG remain integral, with focus on renewable energy, water conservation, and waste utilization. The company also reported strong CSR spending of ₹80.77 crore for FY 2025-26.
The Chairman expressed gratitude to the Government of India, the Government of Odisha, shareholders, and the entire NALCO team for their contributions to the record performance and for supporting the vision of an Atmanirbhar Bharat.
A plain-language summary of a public exchange filing by National Aluminium Company Limited. Read the original for the full detail.