National Aluminium (NSE: NATIONALUM) has seen a significant 59% increase in earnings per share over the past three years, sparking interest among investors. The company's revenue reached ₹185 billion, marking an 8% growth, while maintaining steady EBIT margins. Notably, the CEO's modest salary of ₹1.6 million reflects a focus on aligning with shareholder interests.

National Aluminium bucked the trend, gaining 0.45% despite the Sensex's 2.6% drop, boosted by a favorable rating upgrade and a surge in technical optimism surrounding the stock.

Amol Athawale of Kotak Securities suggests Bajaj Finserv, National Aluminium, and DCB Bank as potential investments for short-term traders, given the current market conditions. Despite a slight increase in both Sensex and Nifty, the overall market outlook remains cautious due to ongoing volatility.

The unexpected exclusion of Adani Energy from the MSCI review has occurred, while Federal Bank, MCX, and NALCO have been included instead.

DIIs (Domestic Institutional Investors) lowered their shares in Hero MotoCorp, Cummins India, and NALCO during the fiscal year 2026. The data shows a reduction in holdings and reveals the one-year returns for these companies as of the end of FY26.

MSCI has added Federal Bank and MCX to its index, potentially bringing in investments worth between $209 million and $491 million. On the other hand, RVNL and Kalyan Jewellers have been removed, possibly leading to outflows of investments valued between $136 million and $281 million. These changes take effect on May 29, 2026.

Effective May 29, 2023, Federal Bank and MCX will be added to the MSCI Standard Index, joining NALCO and Indian Bank as new members. This inclusion reflects their significant market influence within the Indian economy.

Today's focus is on Bharti Airtel and Cipla, along with PFC, HPCL, and NALCO as they announce their Q4 results. These companies' performance could potentially influence market movements significantly. Keep an eye on these stocks for potential volatility.

Tension in West Asia is causing disruptions to Nalco's alumina exports, making up a significant portion (40-50%) of National Aluminium's shipments, as per CMD Brijendra Pratap Singh. This could impact the company's overall export volume and revenue.

NALCO anticipates continued pressure on alumina prices in the upcoming fiscal year due to global oversupply, while aluminum prices could moderate following geopolitical easing. The company plans a gradual increase in production at its new 1MT refinery, aiming for 2-3 hundred thousand tonnes in FY27, with full capacity expected next year.

NALCO's various segments have shown robust growth, as reported by CMD Brijendra Pratap Singh. The company is aiming to carry this momentum into the next fiscal year (FY27), as revealed in discussions on ET NOW.

NALCO achieved a significant increase in metal sales, reaching 2.74 lakh tonnes in the fiscal year 2026. The company's CEO, Brijendra Singh, has expressed optimism for further growth in the upcoming fiscal year 2027, with focus on alumina prices and smelter production.

NALCO's Q4 FY26 results show no growth compared to previous periods, contrasting with usual positive trends. Despite healthy inventory turnover and substantial cash reserves, the financial performance index has decreased.

National Aluminium's target has been reduced to Rs370 by Emkay Global, following a 7.8% quarter-over-quarter decline in Q4 EBITDA to Rs23.5bn. The concern arises from the company's shift to 100% spot alumina sales amid an oversupply situation, which might increase the FY28E EV/EBITDA ratio to 7.4x versus the average of 6x.

NALCO achieved its best results ever in the fiscal year 2026, both physically and financially. In the coming year, they aim to increase aluminum production by 2 million tons and invest INR 30,000 crores over the next 3-4 years.

Aluminum companies NALCO and Hindalco experienced significant gains (13% and 12% respectively) due to global geopolitical tensions, whereas Ambuja and Shree Cement stocks dropped by 11% and 7%, respectively. The contrasting trends may be attributed to aluminum's sensitivity to energy costs and supply disruptions, compared to cement facing pressure on margins due to rising domestic fuel costs.

Leading companies such as Oracle Financial, NALCO, Hexaware, and UCO Bank have announced significant corporate actions this week. Oracle offers an interim dividend of Rs 270 per share, Alka India goes for a bonus issue (6:1), while Avro India splits its stock to a face value of Rs 1.

Three notable companies - NALCO, L&T Tech, and Havells - are set to pay out dividends in May, making them potential options for income-focused investors.

NALCO has announced an interim dividend of INR 2 per share for the fiscal year 2025-2026, with a total payout of approximately INR 918.32 crore. Shareholders can expect to receive their dividends by May 30, 2026, provided they are on the company's records as of May 8, 2026.

National Aluminium achieved an all-time high net profit of INR 5,816 crores in their fiscal year 2026. Notably, the Q4 earnings showed a 7% increase quarter over quarter, reaching INR 1,718 crores, due to robust operational performance.

NALCO's Q4 profits saw a 17% decrease year-on-year, accompanied by a 4.8% revenue drop. In a positive move, the company announced a dividend payout of INR 2 per share to its shareholders.

Emkay has held onto a 'Reduce' recommendation for NALCO, following a dip in Q4 profits. The new target price for NALCO is given in the report.

National Aluminium's Q4 revenue saw a dip of 4.7%, while the full-year sales rose by 6.4%. The decline in Q4 profit after tax (PAT) by 17.4% was primarily due to the impact of lower LME aluminum prices, but overall PAT for the year showed an increase of 9.2%.

National Aluminum announces a dividend payment of INR 2 per share, delivering returns to its shareholders.

National Aluminium's Q4 profit declined to ₹17 billion, falling short of the estimated ₹18 billion and a drop from last year's ₹20.7 billion.

The shares of companies like Nalco, Hindalco, and Vedanta have risen towards record highs due to tight supply and increased gas costs. However, analysts caution that aluminum prices may decrease as supply expands and geopolitical tensions lessen, with current valuations surpassing historical norms.

Investors are urged to consider short-term investments in Jio Financial, Indian Bank, Laurus Labs, Bharat Dynamics, and Nalco, with predicted price increases for Jio Financial at Rs 258, Indian Bank at Rs 950, Laurus Labs at Rs 1,165, Bharat Dynamics at Rs 1,485, and Nalco at Rs 468.

NALCO's board meeting scheduled for April 30, 2026 will assess the audited Q4 and annual results. The trading window is closed from April 1 to May 2, 2026.

Investment experts suggest stocks like NALCO, Tata Power, ABSLAMC, MCX, BoB, HPL Electric, Gabriel India, and Tilaknagar Industries for intraday trading due to market volatility. The Nifty trades flat at 24,175, while the India VIX remains elevated above 18, indicating ongoing geopolitical tensions and RBI liquidity measures are causing market turbulence.

Kotak Securities has upgraded NALCO and Hindalco stocks, with Vedanta remaining a top pick due to the surge in aluminum prices. The analysts anticipate potential supply disruptions could tighten global aluminum inventory, leading them to revise their price forecasts for FY2027/28.

Investor Sagar Doshi suggests Adani Enterprises, NALCO, and NMDC for possible profits, capitalizing on market optimism. The surge in Nifty 50 (1.49%) and Sensex (1.52%) on April 15 can be attributed to dropping oil prices and positive U.S.-Iran discussions.

HSBC boosts its price target for National Aluminium Co (NALCO) to ₹455, attributing it to Middle Eastern supply disruptions. The London Metal Exchange (LME) has raised its forecast for aluminum prices in the coming years, predicting a 10% increase in 2026 and an 8% rise in 2027, with prices set at $3,524 per tonne in 2026 and $3,500 per tonne in 2027.

Despite market volatility, several key companies such as National Aluminium, Hind Copper, and MCX have seen impressive growth of over 150% in the past year, even though the overall Nifty 50 and Nifty 500 indices only rose by 4% and 7% respectively. Remarkably, 14 stocks from this group posted returns of more than 100%, with 7 achieving extraordinary growth exceeding 150%. [Livemint]

RITES has updated the value of their contract with NALCO, increasing it to INR 118.9 crore following an agreement amendment.

Metal stocks have seen a significant surge of 22% since March, with Lloyds Metals and Nalco driving the growth. Analysts anticipate further gains, predicting an additional 18% upside for Jindal Steel, Nalco, and NMDC due to market momentum.

National Aluminium is on the brink of breaking free from its downtrend, having surged 7% over the past week. With gains of 11% in a month and 25% since March's support test, the stock appears to be regaining momentum.

National Aluminium (NALCO) exceeded production records in bauxite, alumina, aluminum, power, and coal, with impressive sales figures of 14.46 million tonnes of alumina and 4.74 million tonnes of aluminum. The company's strategic focus remains on enhancing efficiency while prioritizing green initiatives to ensure sustainable growth.

NALCO aims to set a new record for alumina sales, expecting to sell 1.4 million tonnes in the fiscal year 2026, marking an increase in both production and sales.

NALCO surpassed its FY26 records with a significant increase in production and sales, notably a 31% jump in alumina sales. The boost was driven by a 6.1% year-on-year rise in bauxite excavation, a record 23L tonnes of alumina hydrate output, and a 2.8% growth in aluminium sales to 4.74L tonnes.

Despite the overall bearish trend in April, the pharmaceutical sector stands out, with stocks like Astral, Aurobindo Pharma, Sun Pharma, Glenmark, NALCO, and Oil India performing well. Conversely, ICICI Prudential Life and BEL exhibit negative trends, suggesting potential challenges ahead. Investors should keep a close eye on the critical support at 21,700 for the Nifty index.