Sector Alpha Week of 2026-07-24
Sector Alpha — machine-written from the numbers · Data as of 2026-07-24

National Aluminium Company Ltd

NATIONALUM
Aluminium

National Aluminium Company Ltd is cheap for a reason. The P/E sits at the 33rd percentile of its own range, and the quarters are still getting worse.

The sharpest disagreement: the price moved +80.8% in a year while annual EPS moved +10.0% — the difference is re-rating, and re-rating has to be repaid with earnings.

The price is in a confirmed uptrend (52 weeks in) while the P/E sits at the 33rd percentile of its own 10-year range. Underneath, the last four quarters read deteriorating — profit −16.7% year on year, and 115% of the last 3 years' profit arrived as cash. What settles it: whether earnings grow into a price that has already moved.

Stage
Mixed
fundamental trajectory, 12 quarters
Price
₹340
+80.8% 1Y
P/E
10.9×
33rd pctile
of its own 10-year range
Revenue (Mar 26)
₹5,013 Cr
−4.8% YoY
Profit (Mar 26)
₹1,722 Cr
−16.7% YoY
Operating margin
47.0%
−5.0 pp YoY
ROCE
40%
FY26
ROIC
43.2%
vs WACC 12.0% → +31.2 pp
Cash conversion
115%
of profit, last 3 FY
01 · Price story

Price story Before the numbers, the tape. A stock price moves through four repeating seasons: a flat base (stage 1), an advance (2), a top (3), a decline (4). Where the price sits in that cycle frames everything below.

National Aluminium Company Ltd trades at ₹340, in a confirmed uptrend and 52 weeks into that stage. That is +0.2% against its own 200-day average. It sits at 61% of a 52-week range of ₹186 to ₹439. On relative strength it is currently behind the NIFTY 500 on a trailing-13-week view (11 weeks and counting).

Today the stock is in a confirmed uptrend — week 52 of stage 2, confirmed. At ₹340 it trades +0.2% versus its 200-day average and sits at 61% of its 52-week range (₹186–₹439).

Jul 26: ₹340 Weekly closing price (₹) with 50- and 200-day averages; shaded bands mark the price stage (grey base, green advance, amber top, red decline). 3-year window.
+0.2% versus the 200-day line, week 52 of stage 2
Price50-day avg200-day avg
S2S4S2₹467₹364₹260₹157₹53.6₹340₹339Jul 23Apr 24Feb 25Nov 25Jul 26
S2S4S2₹467₹364₹260₹157₹53.6₹340₹339Jul 23Feb 25Jul 26
Beating or trailing, week by week since 2016 Each cell is one week from 2016 to now (547 weeks): the stock's trailing 13-week return minus the NIFTY 500's, green ahead / red behind (±25% ramp). Grey cells are the 13-week warm-up or weeks where the NIFTY 500 reading is not held.
trailing 13-week return vs the NIFTY 500
Mar 16Jul 26

Against the market, two honest reads. Cumulative: over the last 10.4 years the stock moved +804% while the NIFTY 500 moved +272% — ahead of the index over the full window. Recent form: on a trailing-13-week view the stock is currently behind (11 weeks and counting; last ahead the week of 2026-06-04) — the ribbon below is that same metric, week by week.

What would end the trend, mechanically: two Friday closes in a row below the 200-day line. That is the exit rule — no debates.

→ The trend is one thing; the bill is another. Are you paying up for it? Next: the P/E sits at the 33rd percentile of its own range.

02 · Valuation

Valuation P/E is the price of ₹1 of annual profit: how many rupees the market pays for each rupee the company earns in a year.

National Aluminium Company Ltd trades at 10.9× P/E, near the bottom of its own range — cheaper only 33% of the time. Its long-run median P/E is 14.6×, measured across 10.4 years of weekly readings. This places the multiple against the stock’s own record, and says nothing about what the business is worth.

Today's P/E of 10.9× is near the bottom of its own range — cheaper only 33% of the time, against a long-run median of 14.6× measured over 10.4 years of weekly readings. This is a comparison against the stock's own history — not a claim about what it is worth.

P/E 10.9× vs a 14.6× long-run median P/E, weekly (left axis); earnings per share, trailing twelve months, weekly (right axis). 10.4-year window; loss-period spikes above 44× shown pinned at the top. The eps (ttm) bars are red where the reading is lower than the quarter before.
near the bottom of its own range — cheaper only 33% of the time
P/EMedianEPS (TTM) (quarterly)
47.0×₹36.135.4×₹27.123.9×₹18.012.4×₹9.00.8×₹0.0×10.90×₹32Feb 16Feb 19Sep 21Apr 24Jul 26
47.0×₹36.135.4×₹27.123.9×₹18.012.4×₹9.00.8×₹0.0×10.90×₹32Feb 16Sep 21Jul 26
PEG 1.47 PEG ratio per quarter — the P/E divided by the earnings-growth rate. The dashed line marks 1.0: below it the growth is cheap against the multiple, above it the price already prices the growth in. Last 20 quarters.
above 1.0, the multiple already banks the growth
PEGPEG = 1.0
1.5×1.4×1.2×1.1×1.0××1.47×Q1 FY22Q1 FY23Q2 FY24Q3 FY25Q4 FY26
1.5×1.4×1.2×1.1×1.0××1.47×Q1 FY22Q2 FY24Q4 FY26
P/E
10.9×
33rd percentile of 10y
PEG
1.00
derived from 3-year earnings growth

🚨 Why the multiple sits where it does: over the past year annual EPS moved +10.0% against a +80.8% price move — the price outran earnings, pushing the multiple UP its own range.

The price move, decomposed: over 5y, of the +30.9%/yr price move, ~+34.9%/yr came from earnings growth and ~−4.0 pp from the multiple (compressing); over 10y, of the +21.6%/yr price move, ~+26.9%/yr came from earnings growth and ~−5.3 pp from the multiple (compressing). The split is the honest approximate (price return minus earnings growth); it makes the rally itself visible instead of hiding it behind the percentile.

Put together: the multiple is low against its own past, so the story rests on the earnings line underneath it, not the multiple.

→ Cheap or dear rides on the earnings. Are they actually growing? Next: the fundamental stage — where the business sits in its arc, and how growth has compounded.

03 · Stage: Mixed

Stage: Mixed Every business sits somewhere on a fundamental arc, and this page names the spot before anything else. The last twelve quarters of revenue, profit and EPS growth — plus the return the business earns on its capital — are read as curves: Deteriorating (the curves are falling), Turning around (a trough has just formed and the last few quarters lift off it), Improving (the climb off the trough is sustained), Consistent (steadily positive with healthy returns), Topping out (still high but decelerating from the peak). When the curves genuinely disagree the read is Mixed; too little history is No read. CAGR (compound annual growth rate) is the smooth yearly pace that turns the starting value into the latest one — the fairest way to compare growth across different time spans. Read the columns together: if the 1-year number towers over the 10-year, recent growth is running hotter than the long-run trend. A dash means that window is not held, or the base year was a loss (where a growth rate is not meaningful).

National Aluminium Company Ltd reads as mixed on its fundamental arc. Mixed — growth is normalizing off a hyper-growth base: profit growth has eased from +164.8% at its peak to +10.0% but is still expanding, ROCE lifting at 36.8%. The read is built from 12 quarters across 4 curves, on full evidence.

Three growth curves, twelve quarters Year-on-year growth of trailing-twelve-month revenue (left axis), profit and EPS (right axis — they swing far wider), % at each quarter-end. A missing point means that reading is not held for the quarter.
the trajectory the stage is read from
RevenueProfitEPS
43%202%27%131%12%60%−3.4%−10%−19%−81%%%6.3%10%10%Jun 23Sep 24Mar 26
43%202%27%131%12%60%−3.4%−10%−19%−81%%%6.3%10%10%Jun 23Sep 24Mar 26
ROCE Trailing-twelve-month operating profit (before interest and tax) as a share of average capital employed — total assets minus current liabilities, the standard textbook basis, %.
the return curve, computed quarterly
ROCE
45%36%27%17%8.1%%36.8%Jun 23Sep 24Mar 26
45%36%27%17%8.1%%36.8%Jun 23Sep 24Mar 26
Revenue growth
Rolling over
latest +6.3% · span −14.5% to +38.3%
Profit growth
Rolling over
latest +10.0% · span −61.7% to +182.2%
EPS growth
Rolling over
latest +10.0% · span −61.7% to +182.2%
ROCE
Rising
latest 36.8% · span 10.7%–42.9%

Why it matters: when the curves disagree, the per-curve reads above matter more than any single verdict.

Growth, year by year: revenue +6.3% in FY26, profit +10.0% Year-over-year growth per fiscal year, %: revenue (left axis); net profit and EPS (right axis — profit growth swings far wider). Zero line drawn. Turnaround-year spikes shown pinned (▲).
Revenue YoYProfit YoYEPS YoY
65%331%41%218%16%104%−8.5%−9.8%−33%−124%%%6.3%10%FY16FY21FY26
65%331%41%218%16%104%−8.5%−9.8%−33%−124%%%6.3%10%FY16FY21FY26
TTM growth by quarter Trailing-twelve-month growth versus the year-ago TTM, per quarter, %: revenue (left axis); profit and EPS (right axis). The acceleration read compares the last 4 quarters (+6.3%) with the last 8 annualized (+16.5%).
revenue rolling over, profit rolling over
Revenue TTM YoYProfit TTM YoYEPS TTM YoY
43%202%27%131%12%60%−3.4%−10%−19%−81%%%6.3%10%Jun 23Sep 24Mar 26
43%202%27%131%12%60%−3.4%−10%−19%−81%%%6.3%10%Jun 23Sep 24Mar 26
Compound annual growth rate (%) Compound annual growth rate over each window, %. Revenue, profit and EPS from fiscal-year figures; share price is the price CAGR over the same spans. A dash = that window is not held, or the base was a loss.
1yr3yr5yr10yr
Revenue+6.3%+7.8%+14.8%+10.1%
Profit+10.0%+59.3%+34.9%+22.1%
EPS+10.0%+59.3%+34.9%+26.3%
Share price+80.8%+56.1%+30.9%+21.6%
Revenue YoY (Mar 26)
−4.8%
latest quarter vs a year ago
Profit YoY (Mar 26)
−16.7%
latest quarter vs a year ago
Revenue 10y
10.1%
long-run compound pace

→ The stage names the trajectory. Next: the revenue line that produces it, quarter by quarter.

04 · 4-Factor Sector Score

4-Factor Sector Score

64.2/100 — rank 1 of 5 in Aluminium · 97% evidence confidence

National Aluminium Company Ltd scores 64.2 out of 100 against the 5 companies it is compared with in Aluminium, ranking 1. Price leads the evidence: RS versus the benchmark is 7.6%, but earnings trajectory is weak. Wait for revenue and profit confirmation.

The four contributions add to the total exactly: 7.7 + 22.9 + 16 + 17.6 = 64.2. This is the SAME number shown on the sector comparison — it is computed once, for the whole peer set, and read here.

What would change it: The read weakens if profit growth turns negative or margin improvement reverses while sector-relative strength deteriorates.

05 · Revenue

Revenue Revenue is the top line: everything the company billed its customers in the period.

National Aluminium Company Ltd reported ₹5,013 Cr of revenue in the Mar 26 quarter, −4.8% year on year. Over 10 years it has compounded at 10.1% a year. The last full year, FY26, came in at ₹17,843 Cr. The last four reported quarters add to ₹17,843 Cr.

National Aluminium Company Ltd reported ₹5,013 Cr of revenue in the Mar 26 quarter, −4.8% year on year. Over 10 years it has compounded at 10.1% a year. The last full year, FY26, came in at ₹17,843 Cr. The last four reported quarters add to ₹17,843 Cr.

FY26 revenue came in at ₹17,843 Cr (+6.3% on the year), capping 10 years at 10.1% compound. The latest quarter (Mar 26) printed ₹5,013 Cr, −4.8% year on year.

FY26 revenue ₹17,843 Cr (+6.3% YoY) Revenue bars, ₹ Cr (left); YoY growth-% line (right). 11-year window. A bar is red when it is lower than the year before.
10.1% a year over 10 years
RevenueYoY growth
19.3k65%14.5k41%9.6k16%4.8k−8.5%0−33%₹ Cr%₹17,8436.3%FY16FY21FY26
19.3k65%14.5k41%9.6k16%4.8k−8.5%0−33%₹ Cr%₹17,8436.3%FY16FY21FY26
Mar 26: ₹5,013 Cr (−4.8% YoY) Quarterly revenue bars, ₹ Cr (left); YoY growth-% line (right). Last 12 quarters. A bar is red when it is lower than the quarter before.
Revenue (quarterly)YoY growth
5.7k52%4.3k34%2.8k16%1.4k−2.7%0−21%₹ Cr%₹5,013−4.8%Jun 23Sep 24Mar 26
5.7k52%4.3k34%2.8k16%1.4k−2.7%0−21%₹ Cr%₹5,013−4.8%Jun 23Sep 24Mar 26

Pace check: the last four quarters averaged +9.3% growth against the decade's 10.1% — the current year is running in line with its own long-run rate.

Acceleration check: trailing-twelve-month revenue grew +6.3% over the last 4 quarters against +16.5%/yr over the last 8 — rolling over; TTM profit +10.0% vs +70.7%/yr — rolling over.

→ Revenue slipped — did margins hold as it scaled? Next: 47.0% this quarter (−5.0 pp YoY).

06 · Operating margin

Operating margin Operating margin is what is left of every ₹100 of sales after running the business, before interest and tax. It is the cleanest read on pricing power and cost control.

National Aluminium Company Ltd's operating margin is 47.0% in the Mar 26 quarter, −5.0 percentage points against the same quarter a year ago. Across 13 fiscal years the operating margin has ranged 6.0% to 45.0%. The current quarter is running above every full year in that window.

National Aluminium Company Ltd's operating margin is 47.0% in the Mar 26 quarter, −5.0 percentage points against the same quarter a year ago. Across 13 fiscal years the operating margin has ranged 6.0% to 45.0%. The current quarter is running above every full year in that window.

The latest quarter's operating margin is 47.0%, −5.0 pp against the same quarter a year ago. Across 13 fiscal years the operating margin has ranged 6.0%–45.0%.

🚨 Why the margin moved: operating margin went −5.2 pp year on year while gross margin went +0.7 pp — the loss came mostly below the gross line: operating leverage, with costs spread over a bigger revenue base.

FY26: 44.0% Operating margin by fiscal year, %, line (left); year-on-year change in the margin, in percentage points, line (right). 13-year window.
within a 6.0–45.0% band over 13 years
operating marginYoY change (pp)
48%27%37%15%26%2.5%14%−10.0%2.9%−22%%%44%−1%FY14FY20FY26
48%27%37%15%26%2.5%14%−10.0%2.9%−22%%%44%−1%FY14FY20FY26
Mar 26: 47.0% operating margin (−5.0 pp YoY) Quarterly operating margin, %, line (left); year-on-year change in the margin, in percentage points, line (right). Last 12 quarters. Operating profit as a share of revenue, per quarter.
Operating marginYoY change (pp)
55%30%44%20%32%11%20%1.7%8.8%−7.6%%%47%−5%Jun 23Sep 24Mar 26
55%30%44%20%32%11%20%1.7%8.8%−7.6%%%47%−5%Jun 23Sep 24Mar 26

→ Margins slipped — did that reach the bottom line? Next: profit −16.7% in the latest quarter.

07 · Net profit

Net profit Net profit is what survives every cost, interest and tax — the number EPS, dividends and book value all grow from.

National Aluminium Company Ltd earned ₹1,722 Cr of net profit in the Mar 26 quarter, −16.7% year on year. Full-year FY26 profit was ₹5,797 Cr. The 10-year compound rate is 22.1%. That is 34.4% of the quarter's revenue. The same quarter a year earlier earned ₹2,067 Cr.

National Aluminium Company Ltd earned ₹1,722 Cr of net profit in the Mar 26 quarter, −16.7% year on year. Full-year FY26 profit was ₹5,797 Cr. The 10-year compound rate is 22.1%. That is 34.4% of the quarter's revenue. The same quarter a year earlier earned ₹2,067 Cr.

Mar 26 profit was ₹1,722 Cr, −16.7% year on year. On the full year, FY26 printed ₹5,797 Cr (+10.0%), and the 10-year compound rate is 22.1%.

FY26 profit ₹5,797 Cr (+10.0% YoY) Net profit bars, ₹ Cr (left); YoY growth-% line (right). 11-year window. A bar is red when it is lower than the year before.
22.1% a year over 10 years
Net profitYoY growth
6.3k931%4.7k656%3.1k381%1.6k107%0−168%₹ Cr%₹5,79710%FY16FY21FY26
6.3k931%4.7k656%3.1k381%1.6k107%0−168%₹ Cr%₹5,79710%FY16FY21FY26
Mar 26: ₹1,722 Cr (−16.7% YoY) Quarterly net profit bars, ₹ Cr (left); YoY growth-% line (right). Last 12 quarters. A bar is red when it is lower than the quarter before.
Net profit (quarterly)YoY growth
2.2k499%1.7k355%1.1k210%55865%0−80%₹ Cr%₹1,722−16.7%Jun 23Sep 24Mar 26
2.2k499%1.7k355%1.1k210%55865%0−80%₹ Cr%₹1,722−16.7%Jun 23Sep 24Mar 26

🚨 Why profit moved: revenue contributed −4.8% and the margin −5.0 pp — the quarter was revenue-led despite a thinner margin.

Pace comparison, last four quarters: profit +25.1% vs revenue +9.3%. Profit is growing faster than sales — fixed costs are being spread over a bigger base, and each extra rupee of revenue drops more to the bottom line.

→ Profit rose — but did the cash follow? Next: 115% of the last 3 years' profit arrived as cash.

08 · Cash flow — the router

Cash flow — the router The P&L says what was earned; the cash-flow statement says what actually arrived. Operating cash flow (CFO) against profit is the cleanest lie detector in the accounts.

Over the last 3 fiscal years 115% of National Aluminium Company Ltd's reported profit arrived as operating cash — the cash follows the profit. In FY26 that was ₹6,438 Cr of operating cash against ₹5,797 Cr of profit. After ₹2,007 Cr of capital spending, ₹4,431 Cr was left as free cash.

FY26: operating cash of ₹6,438 Cr against reported profit of ₹5,797 Cr, leaving free cash of ₹4,431 Cr after ₹2,007 Cr of capital spending. Across the last 3 fiscal years the conversion rate is 115% of profit.

Cash-flow readings here are annual — that is the resolution our series carries, so this section moves once a year.

FY26: CFO ₹6,438 Cr vs profit ₹5,797 Cr Operating cash flow and net profit by fiscal year, ₹ Cr; the line is free cash flow (CFO minus capital spending). 11-year window, annual resolution. FY20 reflects an acquisition year — point shown clipped.
115% of 3-year profit arrived as cash
Operating cashNet profitFree cash
7.0k4.9k2.8k718−1.4k₹ Cr₹6,438₹5,797₹4,431FY16FY21FY26
7.0k4.9k2.8k718−1.4k₹ Cr₹6,438₹5,797₹4,431FY16FY21FY26
FY26: CFO = 111% of profit (three-year rate 115%) Operating cash as a share of net profit, per fiscal year, % (line). Dashed line = 100% — every unit of profit arriving as cash.
Conversion100%
253%116%−21%−158%−295%%111%FY16FY21FY26
253%116%−21%−158%−295%%111%FY16FY21FY26

Why conversion sits at 115%: the cash cycle held roughly steady between FY21 and FY26 — so conversion tracks profitability rather than the cycle.

Router verdict: the bigger cash user is investment — capital spending ran 2.5× depreciation over three years, so the next section's job is to check what that build-out is buying.

→ So follow the cash to where it goes. Next: ₹5,597 Cr of building over 3 years.

09 · Where the cash goes

Where the cash goes Working capital is the cash tied up between paying suppliers and getting paid: debtor days (customers owe), inventory days (stock waits), and the cash conversion cycle (the whole loop, in days of sales).

National Aluminium Company Ltd's cash conversion cycle runs 152 days in FY26, down from 156 days in FY21. Capital spending ran ₹5,597 Cr over the last 3 years. At FY26 sales of ₹17,843 Cr each day of that cycle holds about ₹48.9 Cr, so roughly ₹7,431 Cr sits inside the business at any moment.

FY26: debtors at 4 days, inventory at 261 days — roughly 8.6 months of stock waiting to sell; that is where the cash sits while it waits — for a full cycle of 152 days, tighter than FY21's 156.

The full loop: cash goes out to suppliers and production on day 0; stock waits 261 days to sell; customers pay about 4 days after that; and suppliers themselves are paid at 114 days — netting out to the 152-day cycle.

In money terms: at FY26 sales of ₹17,843 Cr, each day of the cycle holds about ₹48.9 Cr — so the 152-day loop keeps roughly ₹7,431 Cr sitting inside the business at any moment.

FY26: a 152-day cash cycle Debtor days, inventory days, payable days and the cash conversion cycle by fiscal year. 13-year window.
−4 days vs FY21
Cash cycleInventory daysDebtor daysPayable days
50136422892−45days152d261d4d114dFY14FY17FY20FY23FY26
50136422892−45days152d261d4d114dFY14FY20FY26

On the investment side: capital spending of ₹5,597 Cr over the last 3 fiscal years against ₹2,223 Cr of depreciation — the company is building well ahead of wear-and-tear. Capital work-in-progress stands at ₹6,296 Cr (FY26) — capacity paid for but not yet earning.

FY26: capex ₹2,007 Cr, work-in-progress ₹6,296 Cr Capital spending per fiscal year, ₹ Cr (bars); capital work-in-progress, ₹ Cr (line). Quarterly capital-spending history is not held for India — annual is the honest resolution.
a build-out
CapexWork-in-progress
6.8k5.1k3.4k1.7k0₹ Cr₹2,007₹6,296FY16FY18FY21FY23FY26
6.8k5.1k3.4k1.7k0₹ Cr₹2,007₹6,296FY16FY21FY26

The synthesis: the cash is going into capacity, not disappearing into the cycle — the question becomes whether the new capacity earns.

→ Does all this activity actually earn its cost of capital? Next: ROCE is 40% and the ROIC − WACC spread is +31.2 pp.

10 · Return on capital

Return on capital Return on capital employed (ROCE) is the profit the whole business earns on all the money in it — equity and debt together. It is the single best test of whether growth creates value or just size.

National Aluminium Company Ltd earns a ROCE of 40% in FY26. That is up from a trough of 2% in FY20. Return on invested capital clears the cost of that capital by +31.2 percentage points, so growth here adds value rather than only size. The wiring behind it is 32.5% net margin on 0.67× asset turns.

FY26 ROCE is 40%, recovered from a FY20 trough of 2% — the full ladder below shows the fall and the climb, undoctored.

Why the return is what it is — the wiring (FY26): 32.5% net margin × 0.67× asset turns × 1.23× balance-sheet leverage ≈ 26.8% on equity. Margin is doing the heavy lifting; leverage is modest — this is an earned return, not a borrowed one.

The capstone test — ROIC − WACC: 43.2% − 12.0% = a +31.2 pp spread. The 12.0% is a standing assumption for the cost of capital in India, not a per-stock estimate — read the sign and the size of the spread, not the decimals. A spread this wide means every rupee reinvested creates more than a rupee of value — the engine compounds.

FY26: ROCE 40% Return on capital employed by fiscal year, % (line); ROIC by fiscal year, % (line). 13-year window, dips included. Dashed line = the 12.0% cost of capital used on this page.
the climb back from FY20's 2%
ROCEROIC (annual)WACC
47%35%23%11%−1.4%%40%42.8%FY14FY20FY26
47%35%23%11%−1.4%%40%42.8%FY14FY20FY26
Q4 FY26: ROCE 30.9% (TTM) vs WACC 12.0% Trailing-twelve-month ROCE and ROIC, per quarter, %; dashed line = the cost of capital. Last 12 quarters, put on a trailing-twelve-month basis and anchored to the annual figure.
ROCE (TTM)ROIC (TTM)WACC
52%41%30%19%7.4%%30.9%48.5%Q1 FY24Q2 FY25Q4 FY26
52%41%30%19%7.4%%30.9%48.5%Q1 FY24Q2 FY25Q4 FY26

→ Returns like these — is the balance sheet borrowing to make them? Next: debt-to-equity is 0.00.

11 · Debt

Debt Debt-to-equity says how much of the business is funded by borrowings. Low is the safe corner; the trend matters as much as the level.

National Aluminium Company Ltd carries total debt of ₹60.0 Cr against shareholder equity of ₹21,604 Cr as of Mar 26, a debt-to-equity of 0.00 — effectively unlevered. On the annual view that ratio went from 0.01 in FY22 to 0.00 in FY26. The returns elsewhere on this page are therefore earned rather than borrowed.

Mar 26: total debt of ₹60.0 Cr against shareholder equity of ₹21,604 Cr — a debt-to-equity of 0.00. On the annual view, debt-to-equity went from 0.01 (FY22) to 0.00 (FY26). The returns on this page are earned, not borrowed.

FY26: debt ₹60.0 Cr at 0.00× equity Total debt by fiscal year, ₹ Cr (bars); debt-to-equity, × (line). 5-year window.
Total debtDebt-to-equity
1970.011×1470.008×980.005×490.002×0−0.001×₹ Cr×₹600.00×FY22FY24FY26
1970.011×1470.008×980.005×490.002×0−0.001×₹ Cr×₹600.00×FY22FY24FY26
Mar 26: debt ₹60.0 Cr, debt-to-equity 0.00 Total debt per quarter, ₹ Cr (bars); debt-to-equity, × (line). Last 12 quarters. India reports the full balance sheet half-yearly, so the intervening quarter carries the prior reading forward.
Total debt (quarterly)Debt-to-equity
1970.011×1470.008×980.005×490.002×0−0.001×₹ Cr×₹600.00×Jun 23Sep 24Mar 26
1970.011×1470.008×980.005×490.002×0−0.001×₹ Cr×₹600.00×Jun 23Sep 24Mar 26

→ Who owns this, and are they adding or leaving? Next: Foreign institutions added 11.6 points over 8 quarters.

12 · Ownership

Ownership Who owns the stock, quarter by quarter: promoters (the controlling owners), foreign and domestic institutions, and the public. Steady accumulation by people close to the numbers is a signal; a quiet register is also an answer.

Foreign institutions added 11.6 points of National Aluminium Company Ltd over 8 quarters, the biggest move on the register. That takes foreign institutions to 22.0% of the company. Domestic institutions moved −7.9 points over the same window, to 11.2%. The register is read on the four disclosed classes only; nothing is inferred between filings.

The register over the last two years — Foreign institutions: +11.6 points over 8 quarters to 22.0%; Domestic institutions: −7.9 points over 8 quarters to 11.2%; Promoters: +0.0 points over 8 quarters to 51.3%.

Why the register moved: rotation — foreign institutions +11.6 points against domestic institutions −7.9 points over 8 quarters, with promoters holding steady — one class of institutions handing the register to the other, not a verdict change by the people closest to the numbers.

Fiscal-year ends: promoters +0.0 pts from Mar 24 to Mar 26 Shareholding at each fiscal-year end (March quarter), % of the company. 3 year-ends held.
PromotersForeign inst.Domestic inst.Public
55%42%30%18%5.6%%51.3%22.3%10.8%15.7%Mar 24Mar 25Mar 26
55%42%30%18%5.6%%51.3%22.3%10.8%15.7%Mar 24Mar 25Mar 26
Foreign institutions added 11.6 points over 8 quarters Shareholding by holder class, % of the company, quarterly, last 13 quarters.
PromotersForeign inst.Domestic inst.Public
55%42%30%18%5.6%%51.3%22.0%11.2%15.5%Jun 23Dec 24Jun 26
55%42%30%18%5.6%%51.3%22.0%11.2%15.5%Jun 23Dec 24Jun 26

→ One last check: does the safety math agree? Next: the balance-sheet safety line.

13 · Safety line

Safety line The Z-score estimates how far a company sits from balance-sheet distress — above roughly 3 is safe, below roughly 1.8 is the danger zone. It was built for manufacturers, so it is not applied to banks and lenders.

National Aluminium Company Ltd: the Z-score is not available for this stock, so we say so rather than invent one. It is a distance-to-distress estimate from the balance sheet, not a forecast of failure. The debt, cash-flow and return sections above carry the balance-sheet evidence this page does hold, and each of them states its own reporting date.

The safety line in one sentence: the Z-score is not available for this stock, so we say so rather than invent one.

Related companies · same sector · Aluminium Every company is compared on the shape of its own curves, not static ratios. The Revenue, EPS and ROCE columns each draw that company's last 12 quarters as a mini line of the ACTUAL level (trailing-twelve-month revenue and EPS, and the ROCE itself) — so a line that climbs is a business getting bigger, a line that sinks is one shrinking. The colour tracks the same line: green when it is rising or steadily healthy, amber when it is rolling over from a high (still elevated but turning down), red when it is falling, grey when flat or stuck. Colour and direction always agree — a green line never points down. The ROCE curve is the return on capital (annual readings for peers, so a slightly coarser line than the quarterly one at the top of this page). The Stage column then runs the same 12-quarter trajectory classifier used at the top of the page on each company and names where it sits. What lands a company in each bucket: CONSISTENT — growth stays positive across the window and returns are healthy (ROCE ≥ 15%, or ROE ≥ 12% for lenders); IMPROVING — profit or EPS fell into real decline, bottomed a few quarters back, and has climbed back to positive and held there; TURNING AROUND — the same kind of trough but more recent, with the latest quarters just lifting off it (an early, unconfirmed turn); TOPPING OUT — growth is still positive but decelerating hard from its own peak while returns have stopped rising; DETERIORATING — two or more growth curves are shrinking (latest below zero) and staying there, not one soft quarter; MIXED — the curves genuinely disagree, or no clean majority, so no single word fits; NO READ — fewer than eight usable quarters. It is a like-for-like read of every company against its own past, not a ranking against the group.
CompanyP/EMkt capRevenueEPSROCEStage
National Aluminium Company Ltd this page10.9×₹63,162 CrTopping out
Hindalco Industries Ltd12.6×₹2.1L CrMixed
Synthiko Foils Ltd10,347.0×₹2,483 Cr
Belding India Ltd₹1,447 CrMixed
ANB Metal Cast Ltd20.6×₹443 Cr
12 · Frequently asked questions

Frequently asked questions

What is National Aluminium Company Ltd's share price today?

National Aluminium Company Ltd trades at ₹340, +80.8% over the past year. The company is valued at ₹63,162 Cr. The stock sits at 61% of its 52-week range of ₹186–₹439, +0.2% versus its 200-day average. On the tape, the price is in a confirmed uptrend, 52 weeks in. — as of 24 July 2026.

What were National Aluminium Company Ltd's latest quarterly results?

National Aluminium Company Ltd reported revenue of ₹5,013 Cr and net profit of ₹1,722 Cr for the Mar 26 quarter. Revenue fell 4.8% and profit fell 16.7% year on year. Earnings per share were ₹9.38. The operating margin was 47.0%, 5.0 pp lower than a year earlier. — as of 24 July 2026.

What is National Aluminium Company Ltd's revenue?

National Aluminium Company Ltd reported revenue of ₹5,013 Cr in the Mar 26 quarter, −4.8% year on year. For the full FY26 fiscal year, revenue was ₹17,843 Cr (+6.3%). Over the last 10 years revenue compounded at 10.1% a year. — as of 24 July 2026.

What is National Aluminium Company Ltd's profit?

National Aluminium Company Ltd earned ₹1,722 Cr of net profit in the Mar 26 quarter, −16.7% year on year. Full-year FY26 profit was ₹5,797 Cr. The operating margin ran 47.0% in the latest quarter. — as of 24 July 2026.

What is National Aluminium Company Ltd's market cap?

National Aluminium Company Ltd's market capitalisation is ₹63,162 Cr at a share price of ₹340. Market cap is the share price multiplied by shares outstanding, so it is restated whenever the price moves. — as of 24 July 2026.

What is National Aluminium Company Ltd's P/E ratio?

National Aluminium Company Ltd trades at a P/E of 10.9×, at the 33rd percentile of its own 10-year range, against a long-run median of 14.6×. This is a comparison with the stock's own history, not a value call — as of 24 July 2026.

Does National Aluminium Company Ltd pay a dividend?

Yes — National Aluminium Company Ltd's dividend payout was 33% of profit in FY26, and it recorded a payout in each of its last 13 reported fiscal years. This page holds the payout ratio, not a per-share amount. — as of 24 July 2026.

Is National Aluminium Company Ltd overvalued?

On its own history, National Aluminium Company Ltd looks cheap against its own history: its P/E of 10.9× has been cheaper only 33% of the time in 10 years (long-run median 14.6×). That is a percentile read against the stock's own past, not a price opinion or a direction call. — as of 24 July 2026.

Is National Aluminium Company Ltd growing?

Not right now — National Aluminium Company Ltd's latest numbers are shrinking: latest-quarter revenue −4.8% year on year, profit −16.7%, and the margin −5.0 pp at 47.0%. The 10-year compound rates are 10.1% (revenue) and 22.1% (profit). The earnings engine currently reads: deteriorating — as of 24 July 2026.

How is National Aluminium Company Ltd performing?

National Aluminium Company Ltd is in a confirmed uptrend, 52 weeks in. Its latest quarter's revenue fell 4.8% and profit fell 16.7% year on year. Against the NIFTY 500 it has been behind on a trailing-13-week view for 11 weeks. This describes what the data did, not a rating. — as of 24 July 2026.

What stage is National Aluminium Company Ltd in?

Mixed — growth is normalizing off a hyper-growth base: profit growth has eased from +164.8% at its peak to +10.0% but is still expanding, ROCE lifting at 36.8%. The read comes from the last 12 quarters of growth (revenue growth +6.3% latest, profit growth +10.0% latest, eps growth +10.0% latest) plus the ROCE curve, classified by deterministic rules — a trajectory read, not a buy or sell call — as of 24 July 2026.

Is National Aluminium Company Ltd in an uptrend?

Yes — the price is in a confirmed uptrend (week 52 of stage 2), trading +0.2% versus its 200-day average and at 61% of its 52-week range. Price stages cycle base → advance → top → decline, and the stage names where this stock sits in that cycle — as of 24 July 2026.

Is National Aluminium Company Ltd beating the market?

Not lately — on a trailing-13-week view National Aluminium Company Ltd is currently behind the NIFTY 500 (11 weeks and counting; last ahead the week of 2026-06-04), the same metric the week-by-week ribbon on this page draws. Separately, on the cumulative view: over the last 10.4 years the stock moved +804% against the NIFTY 500's +272% — ahead of the index over the full window. — as of 24 July 2026.

Will National Aluminium Company Ltd's share price go up?

This page publishes no price forecast for National Aluminium Company Ltd. What it measures instead: the share price is ₹340, the price is in a confirmed uptrend 52 weeks in. Its P/E of 10.9× sits at the 33rd percentile of its own 10-year range. — as of 24 July 2026.

Who owns National Aluminium Company Ltd?

Promoters hold 51.3% of National Aluminium Company Ltd, foreign institutions 22.0%, domestic institutions 11.2% and the public 15.5% (latest quarter). The biggest move on the register over the last two years: Foreign institutions added 11.6 points over 8 quarters. — as of 24 July 2026.

Does National Aluminium Company Ltd have too much debt?

No — National Aluminium Company Ltd's debt-to-equity is 0.00, and operating profit covers the interest bill 79×. FY26 borrowings were ₹60.0 Cr against equity of ₹21,603 Cr. The returns on this page are earned, not borrowed — as of 24 July 2026.

What is National Aluminium Company Ltd's capex?

National Aluminium Company Ltd spent ₹5,597 Cr on capital expenditure over the last 3 fiscal years, a figure derived from the change in fixed assets plus depreciation. In FY26 alone that was ₹2,007 Cr, with ₹6,296 Cr in capital work-in-progress — capacity paid for but not yet earning. — as of 24 July 2026.

What is National Aluminium Company Ltd's cash flow?

National Aluminium Company Ltd generated ₹6,438 Cr of operating cash flow in FY26 and ₹4,431 Cr of free cash flow after ₹2,007 Cr of capital spending. Reported profit that year was ₹5,797 Cr, so operating cash ran ahead of profit. Cash-flow resolution for India is annual. — as of 24 July 2026.

Is National Aluminium Company Ltd's profit real cash?

Yes — over the last 3 fiscal years, 115% of National Aluminium Company Ltd's reported profit arrived as operating cash. In FY26, operating cash was ₹6,438 Cr against reported profit of ₹5,797 Cr. The cash then goes mostly into building capacity. Cash-flow resolution is annual — as of 24 July 2026.

Where is National Aluminium Company Ltd in its business cycle?

National Aluminium Company Ltd's FY26 operating margin was 44.0%, against a 13-year band of 6.0%–45.0%: mid-band by its own history — neither the peak that precedes mean-reversion nor the trough that precedes recovery. The latest quarter ran 47.0%. Profitability versus a company's own long band is the cleanest cycle clock this page holds — as of 24 July 2026.

What could break the National Aluminium Company Ltd story?

The sharpest disagreement: the price moved +80.8% in a year while annual EPS moved +10.0% — the difference is re-rating, and re-rating has to be repaid with earnings. Mechanically, two Friday closes in a row below the 200-day average would end the price trend — that is the exit rule this page tracks — as of 24 July 2026.

Is National Aluminium Company Ltd a stock worth studying right now?

This is not investment advice. The machine read: National Aluminium Company Ltd is cheap for a reason. The P/E sits at the 33rd percentile of its own range, and the quarters are still getting worse. The sharpest open question: whether earnings grow into a price that has already moved. Every number on this page is drawn deterministically from the raw series, with no forecasts and no price opinions — as of 24 July 2026.

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