Presentation - Earning Call to be held today i.e. 03.08.2026.

संदभ(cid:330)/Ref. : NBC/S/4.5 & 4.5(A)/2026/1136 िदनांक/Dated:03.08.2026 To, To, (cid:366)बंधक/The Manager (cid:366)बंधक/The Manager Phiroj Jeejeebhoy Towers, National Stock Exchange of India Ltd., दलाल (cid:720)(cid:332)ीट/Dalal Street, ए(cid:411)च(cid:336)ज (cid:600)ाजा, बां(cid:363)ा-कु ला(cid:330) क(cid:817)(cid:600)े(cid:411), मु(cid:638)ई/MUMBAI- 400 001 Exchange Plaza, Bandra-Kurla Complex, (cid:304)(cid:716)प कोड/Scrip Code: 532234 बां(cid:363)ा ई(cid:720)/Bandra East, मु(cid:638)ई/MUMBAI-400 051 (cid:366)तीक/Symbol: NATIONALUM Presentation - Earnings Call to be held today i.e. 03.08.2026. (cid:373)ीमान/Dear Sir, In continuation to our letter dated 28.07.2026 and pursuant to Regulation 30 of SEBI (LODR) Regulations, 2015, enclosed please find a copy of presentation proposed to be made during the Earnings Call scheduled to be held today i.e. Monday, the 3rd August, 2026 at 1030 hours for discussions on Company's business and outlook post declaration of Unaudited Financial Results for 1st Quarter ended 30th june, 2026. Please note that, neither any Unpublished Price Sensitive Information (UPSI) is covered in the enclosed presentation nor will be discussed during the aforesaid Earnings Conference Call. This is for your information and record. ध(cid:586)वाद/Thanking you. भवदीय/Yours faithfully, For National Aluminium Co. Ltd. (बी. के . सा(cid:353))/ (B.K. Sahu) Company Secretary and Compliance Officer ACS: 9953 Encl.: As above National Aluminium Company Limited (A Government of India Enterprise) REGD. & CORPORATE OFFICE Nalco Bhawan, Nayapalli, Bhubaneswar–751013,India CIN # L27203OR1981GOI000920 Tel.:0674-2301988-999, Ext.:2265, 2266, 2267, 2585, 2587, E-mail:company_secretary@nalcoindia.co.in,Website:www.nalcoindia.com Earnings Conference Call Q1 FY 2026-27 3rd Aug’ 2026 Disclaimer The information in this document is being provided by the Company and is subject to change without notice. The Company relies on information obtained from sources believed to be reliable but does not guarantee its accuracy or completeness. This document contains statements about future events and expectations that are forward-looking statements. These statements typically contain words such as "expects" and "anticipates" and words of similar import. Any statement in this document that is not a statement of historical fact is a forward-looking statement that involves known and unknown risks, uncertainties and other factors which may cause our actual results, performance or achievements to be materially different from any future results, performance or achievements expressed or implied by such forward-looking statements. None of the future projections, expectations, estimates or prospects in this document should be taken as forecasts or promises nor should they be taken as implying any indication, assurance or guarantee that the assumptions on which such future projections, expectations, estimates or prospects have been prepared are correct or exhaustive or, in the case of the assumptions, fully stated in the document. The Company assumes no obligations to update the forward looking statements contained herein to reflect actual results, changes in assumptions or changes in factors affecting these statements. Important factors that could make a difference to the Company’s operations include, among others, economic conditions affecting demand/supply and price conditions in the domestic and overseas markets in which the Company operates, changes in or due to the environment, Government regulations, laws, statutes, judicial pronouncements and/or other incidental factors. Agenda Company at a Glance PhPyshiycsailc Pale Prfeorrfmoramncaence FiFniannacnicaila Hlsighlights Industry Outlook LBounsgi nTeesrsm H Gigrohwligthh tPslan Responsible & Resilient 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 alumina at the lowest cost. Port Wind Bauxite Refinery Smelter CPP Coal Facilities Power 6.825mtpa 2.1 mtpa 0.46 mtpa 1200 MW 4.0 mtpa Dedicated 198 MW Alumina Hydrate Standard Ingots Facilities for Special Hydrates T Ingots Storage of Calcined Billets Alumina, Caustic L Ao lun mg i nT aerm Growth Pl Wan ire Rods Soda, Ship Rolled Products Loading Responsible Corporate Citizen Physical Performance Production Q1 / 26-27 Q4 / 25-26 Q1 / 25-26 % change FY 25-26 against CPLY Bauxite 1,829 2,047 1,883 -2.87% 7,707 Alumina Hydrate 578 574 578 - 2,300 Metal 116 117 115 0.87% 472 Thermal Power 1,725 1,748 1,686 2.31% 6,953 All figures in ‘000T except Power in MU Sales Q1 / 26-27 Q4 / 25-26 Q1 / 25-26 % change against FY 25-26 CPLY Alumina – Export 304.5 305.1 274.6 10.89% 1,308.1 Alumina – 42.9 38.2 29.1 47.42% 138.0 Domestic Metal – Export 1.01 6.1 - - 13.2 Metal - Domestic 111.9 116.1 113.4 -1.32% 461.0 All figures in ‘000T Financial Performance Particulars Q1 / 26-27 Q4 / 25-26 Q1/ 25-26 % change FY25-26 against CPLY Net Sales 5,269 4,981 3,786 39.17 17,729 Other Op Income 33 32 21 57.14 114 Revenue from Operation 5,302 5,013 3,807 39.27 17,843 Other Non-Op Income 173 197 123 40.65 666 Total Income 5,475 5,210 3,930 39.31 18,509 Operating Expenses 2,594 2,663 2,315 12.05 9,896 EBIDTA (Excl. Exceptional 2,881 2,547 1,615 78.39 8,613 Income Depreciation 182 211 178 2.25 745 Finance Cost 10 24 8 25 100 Exceptional Income / - - - - - (Expense) PBT 2,689 2,311 1,429 88.17 7,767 PAT 2,002 1,718 1,064 88.16 5,816 All figures in Rs Crore LME Price Trend 3,900.00 3,700.00 $3,670 3,500.00 $3,601 $3,459 3,300.00 $3,370 3,100.00 $3,148 $3,154 $3,065 2,900.00 $2,875 2,700.00 $2,786 $2,823 2,500.00 $2,381 $2,442 $2,604 $2,594 $2,653 $2,516 2,300.00 Apr'25 May'25 Jun'25 Jul'25 Aug'25 Sep'25 Oct'25 Nov'25 Dec'25 Jan'26 Feb'26 Mar'26 Apr'26 May'26 Jun'26 Jul'26 LME Aluminium prices are likely to be impacted by: a) Lingering impact ofdisruptions to Middle EastAluminium production and logisticsdue to re-surfaced geopoliticaltensionsin the Gulf b) Moderation in the “war-risk”premiumas productionrecovery commenced at affectedsmelters, c) Policy developments in the United Statesaimed at encouraging domesticAluminium production & Projectsthrough tariffincentives d) Sustained demand fromthe renewable energy, automotive and infrastructuresector. e) Resilient US$ and FED stance on Interest Rate hike f) IncreasedChinese (>222%)& Indonesian exports alleviating supply tightness With Global inventories remaining at historically low levels (0.26 Mln. T) and market still expected to be in deficit during the H2‐2026 before gradually moving towardsamorebalancedpositionin2027. TheLMEAluminiumpriceoutlookforCY2026isexpectedtoaveragebetweenUS$~3200‐3300/T. Analystsremainopinionatedthat“DeclineinOilprices”,“concernsaboutinflation”and“outlookforinterestratesfromCentralbanks(FED,ECBetc.)”arefactors thatshallshowpricedirection. Industry Outlook – Global Global Aluminium Scenario Global GDP Growth (%) 71.40 71.14 72.98 73.23 74.62 74.46 18.14 19.07 18.38 18.94 18.63 19.14 2023 2024 2025 2026 (Projection) FY 2023‐24 FY 2024‐25 FY 2025‐26 Q1' 2026‐27 Q1'2025‐26 Q2' 2026‐27 (F) Production (Global) Consumption (Global) 6202 ’luJ ,URC :ecruoS Global Alumina Scenario 144.1 143.6 143.0 142.0 140.4 139.4 137 136.7 2023 2024 2025 2026 (P) Production (Global) Consumption (Global) 6202 ’yaM ,URC :ecruoS Industry Outlook – India GDP Growth Rate (%) 6.5 6.6 2023‐24 2024‐25 2025‐26 2026‐27 (P) Transportation & Automobile, 15% Electrical, 48% Building & Construction, 13% Indian Aluminium consumption continues to witness +ve growth in past 05 – years with Consumer Power, Transportation and Packaging & Consumer Durables sectors contributing to the Durables, 7% growth. Machinery & “India is expected to remain one of the fastest-growing Aluminium markets globally, with Equipments, 7% domesticAluminiumdemandprojectedtogrowataround6–8%CAGRthrough2030.” Others, 6% Packaging, 4% Source: NITI Aayog, 2026 6202 ’nuJ ,BIP :ecruoS a [Showing first 8,000 characters — download PDF for full document]