NATIONALUM NSE filing

NALCO Q3 FY26 Net Profit at ₹1,601 Cr, Nine-Month Profit at ₹4,098 Cr

The RealCase readHigh impact Positive

NALCO reported its highest-ever Q3 FY26 net profit of ₹1,601 crore and nine-month profit of ₹4,098 crore. Revenue from operations for nine months grew 11% to ₹12,830 crore. The company achieved record production and sales. NALCO also declared a second interim dividend of ₹4.50 per share.

Why it matters

The record-breaking financial results and significant profit growth are material information that will likely have a high impact on investor sentiment and the company's stock performance. The record production and sales figures also highlight strong business performance.

The market read

The company reported its best-ever quarterly and nine-month financial performance with record profits and revenues, indicating strong operational efficiency and market demand. The announcement of an interim dividend further adds to the positive sentiment.

National Aluminium Company Limited (NALCO) has announced its highest-ever quarterly net profit for the third quarter ended December 2025 (Q3 FY26), reaching ₹1,601 crore. This surpasses the ₹1,583 crore recorded in the corresponding quarter of the previous financial year. The total income for Q3 FY26 was ₹4,925 crore, an increase from ₹4,761 crore in Q3 FY25.

For the nine months ended December 2025, NALCO reported a net profit of ₹4,098 crore and a revenue from operations of ₹12,830 crore. This represents a significant 26% increase in net profit and an 11% growth in revenue compared to the same period in the previous fiscal year. The company achieved its highest-ever revenue from operations and Profit After Tax for both the Q3 and nine-month periods of FY26.

During the cumulative nine months of FY 2025–26, NALCO also achieved record production figures, including 56.60 lakh tonnes of bauxite, 17.27 lakh tonnes of alumina hydrate, and 3.54 lakh tonnes of aluminium cast metal. The company also recorded its highest-ever net power generation and highest-ever sales of alumina and aluminium metal, including domestic sales.

Shri Brijendra Pratap Singh, CMD, NALCO, attributed the strong performance to employee dedication, cost optimization, margin management, and quality enhancement. He highlighted better metal realization, higher volumes, and increased utilization of captive coal as key contributors. Future priorities include timely completion of expansion projects, innovation, Industry 4.0 solutions, R&D, and carbon reduction initiatives.

Additionally, NALCO has announced a second interim dividend of ₹4.50 per share for the financial year 2025-26.

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 quarterly 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.

That call is the part a filing cannot make for you. On RealCase, SEBI-registered research analysts and investment advisers read announcements like this one and turn the ones that matter into actions inside their model portfolios: a change in weight, a hold, or nothing at all. You are not left working out which of the roughly 250 filings published each day needs a response. The portfolio you follow is updated when a filing actually warrants it, with the reason written down.

See the model portfolios
Primary source

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

View original filing