Nalco Stock Skyrockets 8%! Massive Profit Surge & Dividend Surprise - Is This Your Next Big Win?

National Aluminium Company Limited (Nalco) experienced a significant surge in its stock price, climbing nearly 8% on Monday, November 10th, and extending its gains for a second consecutive session. This positive movement followed the company's release of strong financial results for the September quarter of FY26.

Nalco reported a substantial 36.7% year-on-year growth in net profit, reaching ₹1,430 crore compared to ₹1,046 crore in the same period last year. Its revenue also saw a healthy increase of 31.5%, rising to ₹4,292 crore from ₹4,001 crore year-on-year.

The company's operational performance was further highlighted by an EBITDA of ₹1,932.9 crore, marking a 24.8% increase from the previous year. Profit margins also improved significantly, expanding to 45% from 38.7% recorded in the corresponding quarter of the prior fiscal year.

Adding to the positive news, the Nalco board approved an interim dividend of ₹4 per equity share, which amounts to a total payout of ₹734.65 crore for FY26.

**Outlook and Expansion:** Management expressed optimism about the future, forecasting an average London Metal Exchange (LME) aluminium price of approximately $2,670 per tonne for calendar year 2026. Furthermore, the company's ambitious alumina refinery expansion project is progressing as planned. This expansion aims to boost capacity by 1 million tonnes per annum (MTPA), bringing the total capacity to 3.1 MTPA, with commissioning anticipated by June 2026.

**Impact** This news is highly positive for Nalco's stock and the broader aluminium sector in India. The strong financial performance, dividend payout, positive price outlook, and successful expansion plans signal robust operational health and future growth potential, likely boosting investor confidence. The stock's surge indicates immediate positive market sentiment. The rating for impact is 8/10.

**Difficult Terms Explained:** * **EBITDA**: Earnings Before Interest, Taxes, Depreciation, and Amortization. It is a measure of a company's operating performance. * **LME**: London Metal Exchange. It is the world centre for industrial metals trading. * **MTPA**: Million Tonnes Per Annum. This is a unit of measurement for industrial production capacity, commonly used in mining and manufacturing.