"Why NALCO Remains a Strong Buy Amid Rising Aluminium Demand"?

ANTIQUE on NALCO 🔆

Investment Recommendation

• Maintain Buy with a target price of ₹262
• Domestic aluminium demand expected to grow at ~7.6% CAGR till 2030, driven by infrastructure development and increasing auto adoption
• Guinea revokes mining concession to GAC, affecting ~2-3% of global bauxite supply
• China’s 45 mtpa aluminium production cap supports alumina & aluminium prices
• Additional 1 mtpa alumina capacity, captive coal mining, and lower employee costs likely to boost profits
• Valuation based on 5.5x 1HFY28E EV/EBITDA

About NALCO

National Aluminium Company Limited (NALCO) is a government-owned enterprise engaged in mining, refining, and producing aluminium. With strong domestic demand and strategic expansions, NALCO is positioned to benefit from rising global aluminium prices and cost efficiencies.

Investor Takeaway

NALCO offers a strong buy opportunity due to favourable aluminium demand, global supply constraints, and efficient operations. Strategic capacity additions and cost management are expected to enhance profitability and long-term shareholder value.

Nifty Tip at Indian-Share-Tips.com

SEBI Disclaimer: The information provided in this post is for informational purposes only and should not be construed as investment advice. Readers must perform their own due diligence and consult a registered investment advisor before making any investment decisions. The views expressed are general in nature and may not suit individual investment objectives or financial situations.

Written by Indian-Share-Tips.com, which is a SEBI Registered Advisory Services

Tags: NALCO, Aluminium, Bauxite, Aluminium Prices, Indian Stock Market, EV/EBITDA, Infrastructure, Auto Industry, Investment Tips