NATIONALUM

- NSE imposed a fine of ₹14,31,340/- on National Aluminium Company Ltd. for non-compliance with SEBI LODR Regulations (multiple sections) for the quarter ended June 30, 2026. The company received the notice on August 25, 2026, and is representing its position.

- NALCO received a notice from BSE regarding non-compliance with SEBI LODR Regulations for the quarter ended June 30, 2026. - A fine of ₹14,31,340 (including GST) has been imposed by BSE for these non-compliances.

- Shri Neeraj (DIN:11893986) appointed as Part-time Non-official (Independent) Director on the Board of NALCO. - Appointment effective from 14.08.2026 for a period of three years.

- NALCO announced the appointment of Shri Neeraj as a Part-time Non-official (Independent) Director on its Board. - The appointment, made by the Ministry of Mines, Govt. of India, is effective from August 14, 2026.

- NALCO observed significant share price movement on August 12, 2026. - The company states there is no undisclosed material information requiring disclosure under Regulation 30 of SEBI (LODR). - They speculate external news regarding Norsk Hydro's refinery curtailment might have triggered the movement. - This is a voluntary disclosure for transparency.

- NALCO filed its Business Responsibility and Sustainability Report for FY 2025-26. - Achieved 100% compliance with all statutory requirements and reported zero fatalities across operations. - Ash utilisation exceeded targets (108.78% & 100.89%). - CSR expenditure for the year was 31.7% higher YoY, amounting to ₹80.77 Cr against an obligation of ₹79.13 Cr.

- The Q1 FY27 earnings call highlighted a robust performance with total income growing ~39% YoY to ₹5,400 crores. - PBT grew ~88% YoY and EBITDA grew ~78% YoY, achieving the best Q1 profitability for the company. - Best ever production in bauxite, hydrate, and wind power for Q1 FY27 was achieved. - **5th Stream Alumina Refinery Expansion**: Mechanical completion is targeted by September-end, with production expected to start November-December 2026, contributing ~2 lakh tons of alumina this fiscal year. Full 1 million ton capacity will be added by FY27-28, taking total capacity to 3.1-3.3 million tons. The cost of production for the new refinery is expected to be similar to existing plants due to new technology. - **Smelter & Power Plant Expansion**: A 0.5 million ton smelter and 1,000 MW power plant project is targeted for completion by December 2030, with a total capex of ~₹24,000 crores by FY30-31. Major capex will commence from FY28. The power plant will be a JV with Neyveli Lignite. - **Raw Material Costs & Pricing Outlook**: Raw material costs (caustic soda, CP coke, HFO) increased by ₹15,000-16,000 per ton of metal in Q1. This is being offset by higher alumina spot prices, currently at ~$370/ton (vs Q1 average ~$323/ton) due to global supply restrictions. Aluminum LME prices have cooled to ~$3,200/ton from ~$3,500-3,700/ton in Q1. - **Sales & Production Guidance**: Targeting 1.6 million tons of alumina sales in FY27 (up from 1.4 million tons in FY26). Captive coal production is targeted at 4.8 million tons for FY27. - **Financial Strength**: The company maintains a zero-debt status with a net cash balance of ~₹10,500 crores as of June 30, 2026, expecting to add over ₹3,500 crores to cash annually from projected PAT of ₹6,000+ crores. - **FY27 Capex**: Expected to be around ₹1,500-1,800 crores.

- Audio recording of the Earnings Conference Call held on August 03, 2026, is available for discussion on business and outlook post Q1FY27 unaudited financial results. - No Unpublished Price Sensitive Information (UPSI) was shared during the call. - Link: https://nalcoindia.com/wp-content/uploads/2026/08/Audio-recording-of-the-Earnings-Conference-Call-held-on-03.08.2026.mp3

- Consolidated Revenue ₹5,302 Cr vs ₹3,807 Cr (▲39.27% YoY) - EBITDA ₹2,881 Cr vs ₹1,615 Cr (▲78.39% YoY) - PAT ₹2,002 Cr vs ₹1,064 Cr (▲88.16% YoY) - EBITDA Margin 54.34% vs 42.42% (▲1192 bps)

- Consolidated Revenue ₹5302.38Cr vs ₹3814.66Cr (▲39% YoY) - PAT ₹2002.38Cr vs ₹1063.86Cr (▲88% YoY) - Company set new Q1 records in Bauxite Excavation, Calcined Alumina Production, and Alumina/Hydrate Sales. - Board recommended a final dividend of Re.1/- per equity share for FY 2025-26.

- Consolidated Revenue ₹5,302.38Cr vs ₹3,806.94Cr (▲39.28% YoY) - EBITDA ₹2,708.26Cr vs ₹1,477.76Cr (▲83.28% YoY) - PAT ₹2,003.14Cr vs ₹1,049.48Cr (▲90.87% YoY) - EBITDA Margin 51.08% vs 38.82% (▲1226bps) - Board recommended a final dividend of ₹1.00 per share (20% on face value of ₹5/-) for FY 2025-26. - The 45th Annual General Meeting (AGM) will be held on Monday, August 31, 2026, at 1100 hours. - M/s. Tanmaya S. Pradhan & Co and M/s. S Dhal & Co appointed as Cost Auditors for FY 2026-27.

- Consolidated Revenue ₹5,302.38 Cr vs ₹3,806.94 Cr (▲39.28% YoY) - EBITDA ₹2,708.26 Cr vs ₹1,477.76 Cr (▲83.27% YoY) - PAT ₹2,003.14 Cr vs ₹1,049.48 Cr (▲90.87% YoY) - EBITDA Margin 51.08% vs 38.82% (▲1226 bps) - Board recommended a final dividend of ₹1.00/- per share for FY 2025-26, in addition to ₹10.50/- interim dividends already paid. - The 45th Annual General Meeting (AGM) will be held on Monday, August 31, 2026. - Appointed M/s. Tanmaya S. Pradhan & Co and M/s. S Dhal & Co as Cost Auditors for FY 2026-27.

- Consolidated Revenue ₹5,302.38 Cr vs ₹3,806.94 Cr (▲39.3% YoY) - EBITDA ₹2,880.80 Cr vs ₹1,615.65 Cr (▲78.3% YoY) - PAT ₹2,003.14 Cr vs ₹1,049.48 Cr (▲90.9% YoY) - EBITDA Margin 54.3% vs 42.4% (▲1189bps) - Board recommended a final dividend of ₹1.00 per share for FY 2025-26, bringing the total dividend for FY 2025-26 to ₹11.50 per share. - The 45th Annual General Meeting (AGM) will be held on Monday, August 31, 2026. - M/s. Tanmaya S. Pradhan & Co and M/s. S Dhal & Co were appointed as Cost Auditors for FY 2026-27.

- Consolidated Revenue ₹5,302.38 Cr vs ₹3,806.94 Cr (▲39.28% YoY) - EBITDA ₹2,708.26 Cr vs ₹1,477.76 Cr (▲83.27% YoY) - PAT ₹2,003.14 Cr vs ₹1,049.48 Cr (▲90.87% YoY) - EBITDA Margin 51.08% vs 38.82% (▲1226 bps)

- Fine of ₹5,31,000 (including GST) each from BSE and NSE for non-compliance with SEBI (LODR) Regulation 17(1) due to absence of requisite Independent Directors for the quarter ended 31.03.2026. - NALCO, a CPSE, states that the appointment of Directors is vested with the President of India, and the company has no control over it. - The Board, in its 369th meeting on 14.07.2026, advised requesting a waiver of the fine and seeking early appointment of Independent Directors from the Administrative Ministry.

- Concall Schedule - Concall Date: August 3, 2026 - Concall Time: 10:30 AM (IST) - Purpose: Discussion on the Company's business and outlook following the declaration of Unaudited Financial Results for the quarter ended June 30, 2026 (Q1FY27).

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- NALCO signed a Joint Venture Agreement with NLC India Limited (NLCIL) on 08.07.2026. - The JV is for the development of a 1,080 MW (4x270 MW) Thermal Captive Power Plant in Angul, Odisha, on a 50:50 equity basis. - The plant will meet NALCO's captive power requirement for its Aluminium Smelter Expansion Project and secure long-term coal/RE supply.

- Trading window for dealing in company securities will close from July 1, 2026. The closure is in pursuance of SEBI (PIT) Regulations, 2015. It will remain closed until 48 hours after the declaration of Q1 FY27 unaudited financial results (for the quarter ended June 30, 2026).

- Investor Meet Schedule - Event: Systematix Promoters & Founders Forum 2026 - Date: 16th June, 2026 - Place: Mumbai

National Aluminium Co. Ltd. (NALCO) informed about the superannuation of Shri Sachidananda Jena, Executive Director (S&P), effective May 31, 2026. This is a routine change in senior management, one level below the Board of Directors.

National Aluminium Company Limited (NALCO) received notices from BSE and NSE regarding non-compliance with Regulation 17(1) of SEBI LODR for the quarter ended March 31, 2026. As a result, BSE and NSE have each imposed a fine of ₹5,31,000, leading to a total financial implication of ₹10,62,000 (including 18% GST) on the company. NALCO is in the process of representing its position to the exchanges.

Management guided for FY27 alumina production/sales of approximately 25 lakh tons (▲2 lakh tons YoY) driven by the commissioning of the 5th stream refinery starting in June. Metal production is targeted at around 4.73 lakh tons. The average alumina pricing for FY27 is expected to be $300-$310/ton, while aluminium prices are anticipated to average around $3,000/ton. Overall margins are projected to increase, supported by better aluminium margins. A new aluminium smelter and power plant (total investment ~INR30,000 crores) is planned with commissioning by Dec 2030/early 2031, with INR4,000-5,000 crores capex in FY27-28 and peaking at INR8,000-10,000 crores in FY28-29/FY29-30, partly through a JV. Employee costs per ton are expected to decrease. The company plans a new wire rod mill for value-added products.

NALCO announced the appointment of Dr. Veena Kumari Dermal, IPoS (DIN: 08890469), Additional Secretary, Ministry of Mines, as a Part-time Official Director on its Board, effective May 4, 2026. She replaces Shri Sanjay Lohiya, IAS. Her brief profile and the updated list of Board of Directors are also provided.

National Aluminium Co. Ltd. announced the audio recording of its Earnings Conference Call held on April 30, 2026, is available online. The call discussed the company's business and outlook post Q4 and FY26 audited financial results. No Unpublished Price Sensitive Information was shared during the call. The transcript will be intimated separately.

National Aluminium Co. Ltd. announced that two Senior Executives, Shri Vedula Surendra Sai Anand (Executive Director - Projects) and Shri Satyabadi Mishra (Executive Director - CPP), have superannuated from their positions effective April 30, 2026. This change in senior management is in compliance with SEBI (LODR) Regulations, 2015.

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NALCO announced an Earnings Conference Call on April 30, 2026, at 6:00 PM (IST) to discuss its Audited Financial Results for the quarter and year ended March 31, 2026.

NALCO announced historic FY26 performance, setting new benchmarks in production and sales. The company achieved highest-ever Bauxite Excavation (77.01 Lakh Tonne), Alumina Hydrate (23.00 Lakh Tonne), and Cast Metal (4.72 Lakh Tonne). Total alumina sales grew 30.74% and total aluminium sales grew 2.82% year-on-year.

Shri Sanjay Lohiya, IAS, ceases to be a Part-time Official Director on NALCO's Board, effective April 1, 2026. This follows his reassignment from the Ministry of Mines to Special Secretary, Department of Financial Services, Ministry of Finance.

National Aluminium Co. Ltd. announced the cessation of tenure for three Independent Directors: Ms. Trupti Kamlesh Patel, Dr. Ajay Narang, and Shri Patel Sanjaykumar. Their terms concluded, and they ceased to be Independent Directors of the company effective March 31, 2026.

National Aluminium Co. Ltd. announced the closure of its trading window from April 1, 2026, until 48 hours after the declaration of Q4 and FY26 audited financial results, as per SEBI Insider Trading Regulations.

National Aluminium Co. Ltd. (NALCO) received notices dated 27.02.2026 from BSE and NSE imposing a fine of Rs. 5,42,800/- each for non-compliance with SEBI (LODR) Regulation 17(1) regarding the inadequate number of Independent Directors for the quarter ended 31.12.2025. NALCO, a CPSE, is requesting a waiver as director appointments are by the President of India.

NALCO announced on March 7, 2026, the promotion of nine executives to Executive Director (Senior Management) positions, in compliance with SEBI (LODR) Regulations, 2015.

NALCO announced the promotion of nine executives, including Shri Satyabadi Mishra, Shri Gautam Harichandan Mahapatra, and others, to the position of Executive Director (Senior Management) on March 7, 2026. This strengthens the company's leadership team.

NALCO was fined Rs. 10,85,600/- by BSE & NSE on 27.02.2026 for non-compliance with SEBI LODR Regulation 17(1) during the quarter ended Dec 31, 2025. The company is representing its position to the exchanges.

NALCO launched a new high-performance IA91 Grade Aluminium Alloy Ingot on Feb 25, 2026. This silicon-based casting alloy offers optimal castability, mechanical strength, and corrosion resistance, suitable for automotive, electrical, and industrial sectors.

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National Aluminium Company Limited management will physically meet institutional investors on February 10, 2026, for one-on-one/group meetings in Mumbai. These meetings are part of MANTHAN - Systematix India Annual Conference 2026. No Unpublished Price Sensitive Information will be shared.