NALCO Q4 FY26 earnings: Revenue ₹5,013 crore

What the latest NALCO update is about

National Aluminium Company Ltd. (NALCO) has multiple investor-relevant updates in focus: its latest reported quarterly numbers for Q4 FY26, record full-year performance for FY26, and a trading window closure ahead of the next results cycle. The company’s last earnings date referenced in the provided data is April 30, 2026, corresponding to the quarter ended March 2026. Separately, NALCO has commenced a trading window closure from July 1, 2026 for designated insiders, which remains in force until 48 hours after the Q1 results are declared.

A source alert also mentions a results review date of July 31, 2026 for Q1 FY27, but this date is explicitly marked as “not independently verified” and “awaits official confirmation.” Investors typically track such closures as they signal the start of the formal process leading up to board-level consideration of financial results.

Key Q4 FY26 metrics in the dataset

The dataset highlights Q4 FY26 headline numbers with quarter-on-quarter (QoQ) and year-on-year (YoY) changes. Revenue is listed at ₹5,012 crore with a QoQ rise of 5.96% and a YoY decline of 4.84%. Gross profit is shown at ₹2,138 crore, up 7.07% QoQ but down 19.80% YoY. Net profit is stated at ₹1,717 crore, up 7.29% QoQ and down 17.35% YoY.

The same material also carries a more precise “Revenue from Operations” figure of ₹5,012.82 crore for Q4 FY26, reinforcing the ₹5,012 crore rounded headline. This revenue from operations was reported as down 4.84% from ₹5,267.83 crore in Q4 FY25. Taken together, the Q4 picture in the data points to sequential improvement versus the immediately preceding quarter but weaker profitability and revenue compared to the year-ago quarter.

Standalone Q4 FY26 highlights mentioned

The provided Q4 FY26 standalone financial highlights include total income and revenue from operations. Standalone total income is stated at ₹5,209.61 crore, down 3.41% from ₹5,393.44 crore in Q4 FY25. Revenue from operations is stated at ₹5,012.82 crore, down 4.84% from ₹5,267.83 crore.

These figures align with the YoY revenue decline cited in the headline dashboard. The dataset does not provide the detailed cost or segment breakdown for Q4 in the text excerpt, so the analysis here is limited to the reported top-line movement and the headline profitability indicators already listed.

FY26 record annual performance cited

Beyond Q4, the dataset cites record annual numbers for FY26. NALCO recorded its highest-ever annual net profit (PAT) of ₹5,816 crore in FY26, representing 9.22% growth compared to ₹5,325 crore in FY25. It also reported its highest-ever annual revenue from operations of ₹17,843 crore for the fiscal year ended March 31, 2026.

This combination of a record FY26 and a softer YoY Q4 highlights how full-year outcomes can be driven by stronger earlier quarters even if the final quarter normalises. The excerpt does not provide quarterly PAT for all quarters of FY26, but it does provide selected quarter references elsewhere in the text.

Trading window closure and the July 31 reference

The trading window for NALCO’s designated insiders has been officially closed from July 1, 2026, and will remain closed until 48 hours after the Q1 results are declared, as stated in the data. This is a standard compliance practice intended to restrict trading by insiders during sensitive periods.

The same material notes that an upcoming Q1 FY27 results review is “reportedly scheduled” for July 31, 2026, but flags that date as not independently verified and awaiting official confirmation. Readers should treat the July 31 date as indicative rather than final until an official exchange filing or company communication confirms the board meeting schedule.

Quarterly trend snapshot provided

A consolidated quarterly revenue series (₹ crore) is included for multiple quarters from March 2023 to March 2026. This table indicates that revenue moved through different phases across the period, with a peak-like value of ₹5,268 crore in March 2025 and ₹5,013 crore in March 2026.

The same dataset separately mentions Q1 FY26 revenue from operations at ₹3,807 crore and Q2 FY26 total income from operations at ₹4,292 crore. Together, these numbers help contextualise Q4 FY26 revenue at about ₹5,013 crore as the higher point among the stated FY26 quarters.

Summary table of the most-cited figures

Other quarterly references: Q1 FY26 and Q2 FY26

The dataset includes a separate note titled “Q1FY26 Quarterly Result Announced for National Aluminium Company Ltd.” It states revenue from operations of ₹3,807 crore for Q1 FY26 and PAT of ₹1,064 crore, a 77% rise from ₹601 crore in Q1 FY25. It also states the board recommended a final dividend of ₹2.50 per equity share, amounting to ₹459.16 crore for FY25.

For Q2 FY26, the dataset states total income from operations at ₹4,292 crore, registering 7.2% growth over Q2 FY25. It also states net profit for Q2 FY26 at ₹1,433 crore, compared to ₹1,062 crore during Q2 FY25. These references show FY26 had strong profit momentum in earlier quarters, consistent with the record full-year PAT cited.

Market checks cited in the data

The excerpt shows a market snapshot with NALCO on BSE around ₹348 per share, with a decline of roughly 2% in the displayed movement (₹348.20, down ₹7.15 or 2.01%). Another nearby print shows ₹348.55, down ₹6.85 or 1.93%. The dataset does not specify the timestamp or whether the second figure is from another venue, so the key takeaway is limited to the direction and approximate magnitude shown: a near-2% fall in the referenced snapshot.

Why this matters for investors

Three concrete elements stand out from the provided information. First, Q4 FY26 shows a YoY contraction in revenue and profitability metrics even as it improves sequentially QoQ, suggesting quarter-to-quarter variability. Second, the record FY26 revenue from operations (₹17,843 crore) and record PAT (₹5,816 crore) indicate the year as a whole was strong despite the Q4 YoY decline. Third, the trading window closure from July 1, 2026 signals the start of the next results cycle, with the July 31, 2026 board-date reference remaining unconfirmed per the same source.

Conclusion

NALCO’s latest cited quarter, Q4 FY26, reports revenue from operations of ₹5,012.82 crore and net profit of ₹1,717 crore, with YoY declines but QoQ improvement in the dashboard metrics. FY26 is described as a record year on both revenue from operations (₹17,843 crore) and PAT (₹5,816 crore). The company’s trading window is closed from July 1, 2026 until 48 hours after Q1 results are declared, while the reported July 31, 2026 review date remains subject to official confirmation.