Record breaking performance of Hindustan Copper and NALCO, huge jump in production and profits:

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State-run mining giants Hindustan Copper Limited (HCL) and National Aluminum Company Limited (NALCO) have announced strong operational results for the financial year 2025-26. According to the data released on Thursday, April 2, both the Navratna companies have set new records in terms of production and sales.

Hindustan Copper (HCL): More than 100% increase in profit

The provisional data of Hindustan Copper has left investors giddy. The company’s mining assets have performed well this year:

Speed ​​up production: Metal in Concentrate (MIC) production increased by 9% 27,421 tons Remained. At the same time, Ore production also reached 3.67 million tonnes with an annual growth of 6%.

Great Q3 results: The company’s net profit in the December quarter doubled from last year’s ₹63 crore. ₹156 crore But reached.

Revenue and Margin: Company’s revenue increased from ₹ 327.8 crore ₹687.3 crore Done. EBITDA margin also improved 35.6% It is done.

Management Guidance: The company is very excited about the future. Management for financial year 2026 20% volume growth And More than 40% margin The target has been set. The company is directly benefiting from the strengthening global copper prices.

NALCO: Best performance till date

NALCO has informed in its exchange filing that financial year 2026 has been the best year in the history of the company. Record production and sales have been recorded in key segments:

Bauxite and Alumina: bauxite mining 77.01 lakh tonnes While the production of Alumina Hydrate was recorded at 23 lakh tonnes. In the output of calcined alumina 11.16% There has been a spectacular increase.

Power and Coal: Along with the production of 40 lakh tonnes of coal, the company 6,953 million units Highest ever net power generation has been reported.

Sales Records: Total Alumina Cells 30.74% There has been a huge surge. Domestic aluminum sales also record 4.61 lakh tonnes But has reached.

CMD statement: NALCO Chairman Brijendra Pratap Singh said that this performance reflects the company’s operational discipline and commitment towards sustained growth.

Market reaction and stock situation

After these results, investors’ eyes are fixed on these two PSU shares. The situation as of market close on Thursday, April 2 was as follows:

company Closing Price (NSE) shift (%)
Hindustan Copper ₹495.15 0.17% (decline)
NALCO ₹401.55 0.53% (growth)

What is special for investors?

The balance sheets of these two mining sector companies now look stronger than ever. Production cost of Hindustan Copper $5,500 per ton Which makes it competitive in the global market. At the same time, NALCO’s integrated operation model is providing it protection from fluctuations in raw material prices.