Metals and Mining - Q2FY27E: Result Preview
Following a soft Q1FY27, we expect a sequential (QoQ) recovery in steel earnings in Q2FY27, while non-ferrous earnings to moderate.
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National Aluminium Co Ltd (NALCO) - Q1: Strong All-Round Performance
Alumina Refinery Expansion: Trial runs are underway at the 1.0 mtpa 5th stream Alumina refinery, following mechanical completion across 50+ packages.
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India Rare Earths Monitor - September 2026
IREL opened seven indigenous rare-earth technologies (incl. NdPr recovery) to industry, targeting India's core processing gap. Prices consolidated;...
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National Aluminium Co Ltd (NALCO) - Largely Inline Q4; Rich Valuation Caps Material Upside
EBITDA Inline with Our Estimate: EBITDA stood at Rs 2,349 Cr (down 15% YoY, up 8% QoQ), inline with our estimate, a marginal 3% miss vs. consensus.
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Primer: National Aluminium (NACL IN) - May 2026
National Aluminium Company Limited (NALCO) is a dominant, vertically integrated producer in the aluminium sector, benefiting from significant...
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