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

rs. 22

nment, Government regulations, laws, statutes, judicial pronouncements and/or other incidental factors. 22‐May‐25 National Aluminium Co Ltd 2 Agenda Company at a Glance Physical Performance Physical P

51.28%

22‐May‐25 National Aluminium Co Ltd 3 Company at a Glance Navratna CPSE. Govt of India Holding 51.28% as on 31.03.2025. 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 Calcined 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 Calcined 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 Calcined Alumina Long Term Grow

1200 MW

T Ingots Special Hydrates Billets Calcined Alumina Long Term Growth Plan Wire Rods Rolled Products 1200 MW Responsible Corporate Citizen 4.0 mtpa 198 MW Dedicated Facilities for Storage of Alumina, C

4.0 mt

ed Alumina Long Term Growth Plan Wire Rods Rolled Products 1200 MW Responsible Corporate Citizen 4.0 mtpa 198 MW Dedicated Facilities for Storage of Alumina, Caustic Soda, Ship Loading 22‐May‐25

198 MW

Long Term Growth Plan Wire Rods Rolled Products 1200 MW Responsible Corporate Citizen 4.0 mtpa 198 MW Dedicated Facilities for Storage of Alumina, Caustic Soda, Ship Loading 22‐May‐25 National

15%

26‐27 (P) ‐5.8 Source: RBI & MoSPI Aluminium Consumption Pattern Transportation & Automobile, 15% Electrical, 48% Building & Construction, 13% Consumer Durables, 7% Machinery & Equipments,

48%

Source: RBI & MoSPI Aluminium Consumption Pattern Transportation & Automobile, 15% Electrical, 48% Building & Construction, 13% Consumer Durables, 7% Machinery & Equipments, 7% Others, 6%

13%

onsumption Pattern Transportation & Automobile, 15% Electrical, 48% Building & Construction, 13% Consumer Durables, 7% Machinery & Equipments, 7% Others, 6% Packaging, 4% Source: MoM, GoI

“7 1 5 2 0 2 ’ r p A , U R C : e c r u o S 5 2 0 2 , l i r p A O E W F M I : e c r u o S 2023 2024 2025 (Estimate) 2026 (Projection) FY' 23‐24 Q1'24‐25 Q2'24‐25 Q3'24‐25 Q4'24‐25 FY' 24‐25 FY' 25‐26 (F) Production (Global) Consumption (Global) Figs in Mln.”

“Imports & Scrap Source: Industry, Export-Import data bank Indian Aluminium consumption is growing at CAGR of 10% in last 05 – years.”

“Indian Aluminium demand is expected to grow at a CAGR range of 6.3 - 7.2 per cent till 2030.”

“Captive Power Plant Capacity: 3.5 MTPA Expected in FY25-26 Capacity: 1 MTPA Mechanical completion by FY 25-26 Capacity: 0.5 MTPA Expected in FY29-30 Capacity: 1,080 MW Expected in FY29-30 22‐May‐25 National Aluminium Co Ltd 12 Responsible & Resilient Minimising environmental harm & Implementing effective risk management strategies.”

Expansion

3

LME Aluminium prices are likely to be impacted by

1

Power requirement

1

LME Aluminium prices are likely to be impacted by

a) Uncertainty around US Section 232 tariffs, reciprocal tariffs & timelines b) Smelter restarts (especially in US (post tariff) and Europe) c) Re-configuration of European ban on Russian Aluminium aftermath of Russian-Ukraine peace debate d) US Fed interest rate cuts & inflation distresses e) Correction in alumina prices (cost support) f) Flattening of Chinese Aluminium demand (from Building & Construction & Solar sector) due to policy changes. 22‐May‐25 National Aluminium Co Ltd 8 Industry Outlook – Global Global GDP Growth (%) 3.5 3.3 2.8 3 4 . 1 7 2 . 1 7 Global Aluminium Scenario 1 . 3 7 2 . 3 7 1 . 4 7 9 . 3 7 0 . 8 1 4 . 8 1 5 . 8 1 6 . 8 1 5 . 8 1 5 . 8 1 1 . 8 1 7 . 7 1 5 2 0 2 ’ r p A , U R C : e c r u o S 5 2 0 2 , l i r p A O E W F M I : e c r u o S 2023 2024 2025 (Estimate) 2026 (Projection) FY' 23‐24 Q1'24‐25 Q2'24‐25 Q3'24‐25 Q4'24‐25 FY' 24‐25 FY' 25‐26 (F) Production (Global) Consumption (Global) Figs in Mln. T 9 . 5 4 1 5 . 5 4 1 1 . 3 4 1 4 . 2 4 1 5 . 0 4 1 5 . 9 3

Power requirement

Captive Power Plant Capacity: 3.5 MTPA Expected in FY25-26 Capacity: 1 MTPA Mechanical completion by FY 25-26 Capacity: 0.5 MTPA Expected in FY29-30 Capacity: 1,080 MW Expected in FY29-30 22‐May‐25 National Aluminium Co Ltd 12 Responsible & Resilient Minimising environmental harm & Implementing effective risk management strategies. Key initiatives & Focus: Key initiatives & Focus: Afforestation, Afforestation, Waste Utilisation & Waste Reduction, Waste Utilisation & Waste Reduction, Advanced pollution control technologies. Advanced pollution control technologies. Water Pollution Management, Water Pollution Management, Biodiversity Protection to minimize environmental impact. Biodiversity Protection to minimize environmental impact. Efficient Fuel Handling Efficient Fuel Handling  Mining operation employs environment friendly belt conveying transportation system: • • 14.6 KM long state of the art single flight multi curve belt conveyor. 7.9 KM long 2nd conveyor system being installed f