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

51.28%

Resilient National Aluminium Co Ltd 3 Company at a Glance Navratna CPSE. Govt of India Holding 51.28%. Integrated Bauxite-Alumina-Aluminium-Power-Coal Complex. Global leader in producing bauxite and

7.5 mt

d alumina at the lowest cost. Bauxite Refinery Smelter CPP Coal Port Facilities Wind Power 7.5 mtpa 0.46 mtpa 2.1 mtpa Standard Ingots Alumina Hydrate T Ingots Special Hydrates Billets Calcined Al

0.46 mt

at the lowest cost. Bauxite Refinery Smelter CPP Coal Port Facilities Wind Power 7.5 mtpa 0.46 mtpa 2.1 mtpa Standard Ingots Alumina Hydrate T Ingots Special Hydrates Billets Calcined Alumina Long

2.1 mt

est cost. Bauxite Refinery Smelter CPP Coal Port Facilities Wind Power 7.5 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 National A

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 National Aluminium C

117.9 %

t 31.1 - Metal - Domestic 112.3 All figures in ‘000T 274.6 29.1 - 113.4 274.4 10.7 3.1 117.9 % change against CPLY FY 24-25 13% 13% 3% 9% 7262 2076 460 6641 % change against CPLY FY

13%

figures in ‘000T 274.6 29.1 - 113.4 274.4 10.7 3.1 117.9 % change against CPLY FY 24-25 13% 13% 3% 9% 7262 2076 460 6641 % change against CPLY FY 24-25 33% 191% - (-) 5% 1064.6

3%

‘000T 274.6 29.1 - 113.4 274.4 10.7 3.1 117.9 % change against CPLY FY 24-25 13% 13% 3% 9% 7262 2076 460 6641 % change against CPLY FY 24-25 33% 191% - (-) 5% 1064.6 41.4 6

9%

0T 274.6 29.1 - 113.4 274.4 10.7 3.1 117.9 % change against CPLY FY 24-25 13% 13% 3% 9% 7262 2076 460 6641 % change against CPLY FY 24-25 33% 191% - (-) 5% 1064.6 41.4 6.1

“National Aluminium Co Ltd 9 Industry Outlook – Global Global GDP Growth (%) 3.5 3.3 3.2 5 2 0 2 , t c O O E W F M I : e c r u o S 3.1 2023 2024 2025 (Estimate) 2026 (Projection) Global Alumina Scenario 5 .”

“Imports & Scrap Source: Industry, Export-Import data bank Indian Aluminium consumption is growing at CAGR of around 9% in last 05 – years.”

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

Expansion

3

LME Aluminium prices are likely to be impacted by

1

Power requirement

1

Education

1

Indradhanush

1

Women empowerment

1

Puri iconic shrine

1

Healthcare

1

Peripheral development

1

Sanitation

1

LME Aluminium prices are likely to be impacted by

a) Chinese Stimulus to boost demand (15th five-year plan - "Fourth Plenum"). b) Curtailment in supply (due to power issues: Mozal – 0.24 MTPA, San Ciprian – 0.228 MTPAetc., Disruptions: Novelis – to recover by May’2026). c) LME Stocks movements. d) Movement of US$ & FEDs Policy decisions. e) End of the US government shutdown (publish of manufacturing (PMI) and economic data). f) Trade agreements between the US-China & US-Canada. g) US-China Chip war due to Artificial Intelligence(AI) energy requirements. LME prices to average around US$ 2670/MT for CY 2026. National Aluminium Co Ltd 9 Industry Outlook – Global Global GDP Growth (%) 3.5 3.3 3.2 5 2 0 2 , t c O O E W F M I : e c r u o S 3.1 2023 2024 2025 (Estimate) 2026 (Projection) Global Alumina Scenario 5 . 0 4 1 5 . 9 3 1 0 . 7 3 1 7 . 6 3 1 9 . 6 4 1 6 . 6 4 1 5 . 3 4 1 7 . 2 4 1 2023 2024 2025 (P) 2026 (P) Production (Global) Consumption (Global) Figs in Mln. T 5 2 0 2 ’ t c O , U R C : e c r u o S 1 4 . 1 7 7 1 . 1 7 4 0 . 3 7 6

Power requirement

Captive Power Plant Capacity: 1 MTPA Likely Commissioning- June’2026 Capacity: 0.5 MTPA Likely Commissioning- Dec’2030 Capacity: 1,080 MW Likely Commissioning- Jun’2031 National Aluminium Co Ltd 13 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  Eco-friendly Bauxite Transport: • • 14.6 KM long state of the art single flight multi curve belt conveyor 7.9 KM long 2nd conveyor system being installed for transportation from South Block  98% Blast Free Mining.  5- Star Rating to Ba

Indradhanush

to Sponsoring reputed residential schools, more than 1,400 students benefited students • NALCO Ki Ladli: Financial assistance to around 1,100 meritorious girl students of BPL families

Women empowerment

SHG Group • (50 Ragi Beneficiaries), cookies, Ginger products, Mushroom cultivation. – Sakha Jackfruit processing, Foundation

Puri iconic shrine

Sanitation, • beautification, battery operated vehicle upgrade infrastructure, National Aluminium Co Ltd

Healthcare

• Mobile Health Units: 08 nos. of MHUs, around 250 peripheral villages, over 100,000 patients treated annually • OPD facility at Angul: Around 18,000 Patients annually