National Aluminium Company Q4 Results 2026: Date, Revenue, PAT and Analyst Outlook

Fri Apr 17 2026

National Aluminium Company (NSE: NATIONALUM) is scheduled to declare its Q4 FY26 (January–March 2026) results on May 10, 2026. The stock trades at Rs 185 as of April 2026 — down -40% from its 52-week high of Rs 310 — entering the most consequential quarterly results event of FY26. Q4 FY26 delivers the complete annual FY26 performance and the first formal FY27 management guidance.

This Q4 FY26 results preview covers the confirmed date, analyst consensus estimates, five key performance factors, five risks, analyst ratings, and the complete share price outlook for National Aluminium Company.

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Table of Contents

National Aluminium Company Q4 Results 2026 Date

The National Aluminium Company Q4 FY26 results date is May 10, 2026. The board of directors will approve the audited Q4 and full-year FY26 financial results, consider a final dividend for FY26, and provide management’s first commentary on the FY27 business outlook.

Company	Q4 Results Date	Key Metric to Watch
TCS	April 9, 2026 (Declared)	FY27 CC guidance + deal TCV
Infosys	April 23, 2026	CC revenue growth range
HCL Technologies	April 22, 2026	EBIT margin + services growth
Narayana Hrudayalaya	May 10, 2026	ARPOB + occupancy rate
National Aluminium Company	May 10, 2026	See estimates below

Why Q4 FY26 Matters

Q4 FY26 is the final quarter of FY2025–26 and delivers the full-year annual results alongside the first FY27 business outlook from management. For National Aluminium Company in the PSU Aluminium / Alumina sector, Q4 captures peak-season demand dynamics that typically determine whether the full-year performance meets, beats, or misses analyst expectations.

The National Aluminium Company board’s dividend recommendation on May 10, 2026 will also be closely watched as it signals confidence in FY26 cash flow quality and FY27 business trajectory.

National Aluminium Company Q4 FY26 Earnings Estimates

National Aluminium Company Q4 FY26 analyst estimates — Revenue Rs 4,200 Cr, PAT Rs 520 Cr

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Metric	Q4 FY26 Estimate	Q3 FY26 Actual	Trend
Revenue	Rs 4,200 Cr	Rs 3,818 Cr	Sequential improvement expected
Net Profit (PAT)	Rs 520 Cr	Rs 473 Cr	Normalisation in progress
Operating Margin	EBITDA 22%	Q3 FY26 level	Stable to improving
Volume / Revenue Growth	+8% production YoY	Prior quarter	YoY improvement expected
Final Dividend (Expected)	Rs 5	FY26 interim dividends	Board decision on May 10, 2026

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5 Key Factors Driving National Aluminium Company Q4 FY26 Performance

1. Global LME Aluminium Price

Aluminium price on LME directly determines NALCO’s revenue and margin. Current elevated prices support strong Q4.

2. Bauxite and Power Cost

NALCO’s captive bauxite mine and 1,200 MW captive power plant provide structural cost advantage.

3. Volume — Smelter Utilisation

Smelter capacity utilisation at 95%+ maximises fixed cost absorption and EBITDA margin.

4. Alumina Export Revenue

Alumina export to global smelters provides additional revenue stream beyond domestic aluminium sales.

5. PSU Dividend Mandate

NALCO’s PSU status and strong cash generation supports consistent dividend — yield above 4%.

5 Risks to Watch in National Aluminium Company Q4 FY26

Risk 1: Input Cost Volatility

Raw material and input cost changes can compress margins unexpectedly within a quarter.

Risk 2: Revenue Concentration Risk

Customer or geographic concentration creates quarterly revenue variance.

Risk 3: Competitive Pressure

Intensified sector competition may require price or volume concessions.

Risk 4: Regulatory Environment

Policy and regulatory changes can create compliance cost or revenue risks.

Risk 5: Macroeconomic Sensitivity

Global and domestic conditions — tariffs, interest rates, consumption — affect demand.

National Aluminium Company Share Price and Analyst Ratings

Parameter	Value
CMP (April 2026)	Rs 185
52-Week High	Rs 310
52-Week Low	Rs 158
1-Year Return	-40%
Market Capitalisation	Rs 34,000 Cr
Sector	PSU Aluminium / Alumina
NSE Ticker	NATIONALUM
Q4 Results Date	May 10, 2026

Brokerage	Rating	Thesis Summary
Motilal Oswal	BUY	Q4 recovery potential; sector tailwinds intact
YES Securities	ADD	Earnings inflection expected; FY27 guidance key
Kotak Institutional	NEUTRAL	Fair valued at current levels; execution key

Conclusion

National Aluminium Company Q4 FY26 results on May 10, 2026 will be the most important quarterly event of FY26. At Rs 185 — down -40% from its 52-week high of Rs 310 — the stock has already priced in significant headwinds. Revenue above Rs 4,200 Cr with EBITDA 22% would constitute a beat against current analyst consensus. Management’s FY27 guidance is the primary re-rating catalyst.

Disclaimer: Investment in the share market is subject to risk. This article is for informational and educational purposes only and does not constitute investment advice. All financial data and analyst estimates are sourced from publicly available information. Verify all numbers before investing. Consult a SEBI-registered financial advisor before making investment decisions.

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Frequently Asked Questions

Q: When is National Aluminium Company Q4 results 2026 date?

National Aluminium Company Q4 FY26 results date is May 10, 2026. The board will approve the audited Q4 and full-year FY26 financial results, consider a final dividend, and provide FY27 guidance.

Q: What is National Aluminium Company Q4 FY26 revenue estimate?

Analyst consensus Q4 FY26 revenue estimate for National Aluminium Company is Rs 4,200 Cr. Q3 FY26 actual revenue was Rs 3,818 Cr. Actual results may differ based on operating conditions.

Q: What is National Aluminium Company share price ahead of Q4 results?

National Aluminium Company trades at Rs 185 as of April 2026. 52-week high is Rs 310 and 52-week low is Rs 158. The 1-year return is -40%. Market cap is Rs 34,000 Cr.

Q: Will National Aluminium Company declare a dividend in Q4 FY26?

National Aluminium Company is expected to declare a final dividend of Rs 5 for FY26, subject to board approval on May 10, 2026 and AGM shareholder ratification. Verify the actual announcement before investing.

Q: What is National Aluminium Company Q4 FY26 PAT estimate?

Analyst consensus Q4 FY26 PAT estimate for National Aluminium Company is Rs 520 Cr. Q3 FY26 actual PAT was Rs 473 Cr. These are analyst estimates and subject to quarterly variance.

Q: What were National Aluminium Company Q3 FY26 results?

National Aluminium Company reported Q3 FY26 revenue of Rs 3,818 Cr and PAT of Rs 473 Cr. The Q4 FY26 results on May 10, 2026 provide the full-year FY26 comparison and first FY27 guidance.

Q: When do TCS and Infosys announce Q4 results 2026?

TCS declared Q4 FY26 results on April 9, 2026. Infosys Q4 FY26 results are scheduled for April 23, 2026. HCL Technologies declared on April 22. See the earnings calendar table above for other result dates.

Q: Is National Aluminium Company a good investment ahead of Q4 results?

This article does not constitute investment advice. National Aluminium Company at Rs 185 is -40% below its 52-week peak of Rs 310. Review the five growth factors and five risks above. Consult a SEBI-registered financial advisor before making any investment decision.