NALCO Achieves Record FY26 Production and Profit

NALCO achieved record operational performance across all key parameters:

The Company recorded its highest-ever sales across segments:

NALCO achieved record financial performance with significant year-on-year growth:

The Company maintained its tradition of rewarding shareholders:

Interim dividend: ₹10.50 per equity share, amounting to ₹1,928.46 crore (paid in three tranches)
Final dividend: ₹1.00 per equity share, amounting to ₹183.66 crore (recommended for shareholder approval)
Total dividend payment for FY 2025-26: ₹2,112.12 crore (230% of paid-up share capital)
Total dividend payout on cash basis: ₹2,020.29 crore (+10% YoY growth)

Utkal-D&E captive coal mines operated at peak capacity of 40 lakh tonnes, with entire production supplied to Captive Power Plant at Angul
Company progressing to enhance coal production capacity from 40 lakh tonnes to 48 lakh tonnes per annum (subject to approvals)
Joint venture with Gujarat Alkalies and Chemicals Limited (GNAL) ensuring long-term caustic soda supply

Panchpatmali South Block crushing and conveying system with 3.15 million tonne per annum capacity
93% physical progress achieved as of July 2026
Scheduled for operationalization by October 2026

Proposed 0.5 million tonnes per annum brownfield expansion of Aluminium Smelter at Angul
Additional 1,080 MW Captive Power Plant planned
Agreement with NLC India Limited for 50:50 Joint Venture for development of 4×270 MW thermal captive power plant at Angul
Exploration of long-term arrangements for firm renewable energy

Pilot plant for recovery of Gallium from Bayer liquor in collaboration with BARC and Heavy Water Board
Recovery initiatives for valuable resources from red mud including rare earth elements, titanium and scandium
Pilot plant for production of ferrotitanium alloys and rare earth elements from red mud
Demonstration plant for manufacturing construction bricks from red mud

Ministry of Mines-approved pilot plant project at NRTC, Bhubaneswar in collaboration with CSIR-IMMT and KIIT
India's first indigenous 50 kg/day fly-ash processing pilot plant inaugurated on 18 August, 2026

Fully integrated SAP ERP platform implemented
Centralised Data Centre and geographically separate Disaster Recovery facility established
Cybersecurity systems aligned with ISO 27001:2022 standards
Artificial Intelligence and Machine Learning applications deployed for data-driven automation
Digital twins of critical plant assets under development
45 patents filed since inception (33 granted, 8 commercialized)
Collaborative projects with IIT Bhubaneswar, CSIR-IMMT, JNARDDC and CSIR-CECRI
Successful completion of 4N High Purity Alumina development project

198.40 MW of wind power capacity operational
Expanding renewable energy integration through grid-based power and rooftop solar
All production units achieved zero-discharge status for waste-water
Rainwater harvesting systems implemented
Approximately 110 lakh plants planted across operational areas
Increased ash utilization and water recycling initiatives
Kalinga Environment Excellence Award received by multiple production units

Total manpower: 4,864 employees as of 31st March 2026 (including 342 women employees)
Regular employees training: 16,850 training man-days in FY 2025-26
1,052 executives participated in management development programmes
In-house skill development programmes for 5,858 contract workers, security personnel and trainees
925 apprentice trainees engaged during the year
1,459 students underwent summer internships
Zero man-days lost due to labour disputes in FY 2025-26
All production units and Corporate Office certified under SA 8000:2014

CSR expenditure: ₹80.77 crore against statutory obligation of ₹79.13 crore
Initiatives covering healthcare, education, drinking water, environmental sustainability, rural development, skill development
NALCO Ki Ladli and Indradhanush programmes for education and empowerment
Mobile Health Units served over 1.30 lakh people across 250+ villages
Industry-oriented skill development for youth from peripheral communities

Procurement from MSE units: ₹1,447.94 crore (61.56% of total eligible procurement)
Significantly exceeded mandated target of 25%
Special emphasis on women-owned and SC/ST-owned MSEs
NAMASYA application facilitating MSE participation in procurement ecosystem

'Best PSU of the Year' at Equipments Times Mining & Mineral Excellence Awards 2025
Recognition for quality, safety, energy conservation, sustainability and exports
Quality Circle teams secured awards at national and international platforms

Global aluminium market expected to remain in deficit of ~0.35 million tonnes in 2026
LME aluminium price forecast: US$ 3,200–3,300 per tonne
Alumina market projected surplus: ~1.6 million tonnes in 2026
Average global Alumina price (API) forecast: $327 per tonne
India demand outlook favorable with supply-demand gap (production: 1.08 million tonnes, consumption: 1.32 million tonnes in Q1 FY27)
Growth driven by infrastructure, renewable energy, power transmission, transportation, construction and manufacturing