National Aluminium Company Limited

rs,

6)बंधक/The Manager बीएसई िलिमटेड/BSE Limited, फीरोज जीजीभोय टावस(cid:330)/ Phiroj Jeejeebhoy Towers, दलाल (cid:720)(cid:332) ीट/Dalal Street, मु(cid:638)ई/MUMBAI‐ 400 001 (cid:304)(cid:716)प कोड/Scri

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nment, Government regulations, laws, statutes, judicial pronouncements and/or other incidental factors. 11-02-2025 National Aluminium Co Ltd 2 Agenda Company at a Glance Physical Performance Physical

51.28%

11-02-2025 National Aluminium Co Ltd 3 Company at a Glance Navratna CPSE. Govt of India Holding 51.28% as on 30.09.2024. Integrated Bauxite-Alumina-Aluminium-Power-Coal Complex. Global leader in produ

6.825 mt

d alumina at the lowest cost. Bauxite Refinery Smelter CPP Coal Port Facilities Wind Power 6.825 mtpa 0.46 mtpa 2.1 mtpa Standard Ingots Alumina Hydrate T Ingots Special Hydrates Billets Calcines Al

0.46 mt

the lowest cost. Bauxite Refinery Smelter CPP Coal Port Facilities Wind Power 6.825 mtpa 0.46 mtpa 2.1 mtpa Standard Ingots Alumina Hydrate T Ingots Special Hydrates Billets Calcines Alumina Long

2.1 mt

t cost. Bauxite Refinery Smelter CPP Coal Port Facilities Wind Power 6.825 mtpa 0.46 mtpa 2.1 mtpa Standard Ingots Alumina Hydrate T Ingots Special Hydrates Billets Calcines Alumina Long Term Grow

1200 MW

T Ingots Special Hydrates Billets Calcines Alumina Long Term Growth Plan Wire Rods Rolled Products 1200 MW 4.0 mtpa 198 MW Dedicated Facilities for Storage of Alumina, Caustic Soda, Ship Loading Re

4.0 mt

Special Hydrates Billets Calcines Alumina Long Term Growth Plan Wire Rods Rolled Products 1200 MW 4.0 mtpa 198 MW Dedicated Facilities for Storage of Alumina, Caustic Soda, Ship Loading Responsibl

198 MW

drates Billets Calcines Alumina Long Term Growth Plan Wire Rods Rolled Products 1200 MW 4.0 mtpa 198 MW Dedicated Facilities for Storage of Alumina, Caustic Soda, Ship Loading Responsible Corporat

8%

dia Source: Industry, Export-Import data bank India’s Aluminium consumption is growing at CAGR of 8% in last 5 years. AlCircle Estimates By 2030 Demand, in India, is estimated to be 8.3 million tonn

8.3 million

ng at CAGR of 8% in last 5 years. AlCircle Estimates By 2030 Demand, in India, is estimated to be 8.3 million tonnes. Up from 4.2 million tonnes in 2023. 11-02-2025 Source: Ministry of Statistics & Programme

4.2 million

ears. AlCircle Estimates By 2030 Demand, in India, is estimated to be 8.3 million tonnes. Up from 4.2 million tonnes in 2023. 11-02-2025 Source: Ministry of Statistics & Programme Implementation National Al

“11-02-2025 National Aluminium Co Ltd 8 Industry Outlook – Global Source: IMF WEO, Jan 2025 Source: CRU, Jan 2025 11-02-2025 National Aluminium Co Ltd 9 Industry Outlook - India Source: Industry, Export-Import data bank India’s Aluminium consumption is growing at CAGR of 8% in last 5 years.”

“Capacity: 1,200 MW Capacity: 3.5 MTPA Expected in FY25-26 Capacity: 1 MTPA Expected in FY25-26 Capacity: 0.5 MTPA Expected in FY29-30 Expected in FY29-30 11-02-2025 National Aluminium Co Ltd 12 Responsible & Resilient Minimising environmental harm & Implementing effective risk management strategies.”

Expansion

3

LME Aluminium prices are expected to be impacted by

1

Power requirement

1

LME Aluminium prices are expected to be impacted by

a) The threat of trade action on tariffs b) Continued World manufacturing contraction into Q1 2025, c) US interest rate cuts, d) Anticipated surplus in World’s Primary Aluminum market in 2025, e) Correction in alumina prices, f) China’s economic slow down & issues with housing oversupply, industry overcapacity, & high debt levels. 11-02-2025 National Aluminium Co Ltd 8 Industry Outlook – Global Source: IMF WEO, Jan 2025 Source: CRU, Jan 2025 11-02-2025 National Aluminium Co Ltd 9 Industry Outlook - India Source: Industry, Export-Import data bank India’s Aluminium consumption is growing at CAGR of 8% in last 5 years. AlCircle Estimates By 2030 Demand, in India, is estimated to be 8.3 million tonnes. Up from 4.2 million tonnes in 2023. 11-02-2025 Source: Ministry of Statistics & Programme Implementation National Aluminium Co Ltd 10 Business Highlights Integrated Operations, Located Strategically Zero debt leverage gives strength to balance sheet to fund smelter & power expansion plans Ra

Power requirement

Capacity: 1,200 MW Capacity: 3.5 MTPA Expected in FY25-26 Capacity: 1 MTPA Expected in FY25-26 Capacity: 0.5 MTPA Expected in FY29-30 Expected in FY29-30 11-02-2025 National Aluminium Co Ltd 12 Responsible & Resilient Minimising environmental harm & Implementing effective risk management strategies. Key initiatives & Focus: Afforestation, Waste Utilisation & Waste Reduction, Advanced pollution control technologies. Water Pollution Management, Biodiversity Protection to minimize environmental impact. Efficient Fuel Handling  98% Blast Free Mining.  1,50,717 trees planted in FY23-24. Up 14.3%.  Appx 14.3 Ha mined out areas rehabilitated with plantation.  Biodiversity Conservation Policy for Bauxite Mine.  Fog Cannons & Auto Sprinklers to suppress dust.  Water positive Bauxite Mine.  100.70% ash utilisation in FY23-24.  15,084 trees planted  Red Mud Cake filtration and dry stacking system initiated.  198MW Wind Power (313MU generated in 23-24). 25MW in Pipeline  850 kwp Roof To