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National Aluminium Company (NATIONALUM) Fair Value & Analysis

Basic Materials · IN · Market cap ₹652B

NA National Aluminium Company NATIONALUM · NSE
Price₹381.00
Fair Value₹478.13
Upside+25.5%
Quality71/100
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Healthy Growth
Highly profitable · 32.5% net margin
Low debt · generates free cash flow
3.00% dividend yield
Ranks above peers (10/14)
Wide moat 91/100
Evidence: High Range ₹369.96 – ₹586.31 Share as image

Fair value as of: Jul 11, 2026

From 26 valuation models · updated 29 days ago

Share price +8.9% over the past month.

A solid business, screening 25% undervalued on our models.

What matters now

  • The rarer combination: high quality (71/100) AND below fair value. That earns a closer look rather than a quick verdict.
  • Our model range runs from ₹369.96 (bear) to ₹586.31 (bull), base ₹478.13. The closer the price sits to the lower half, the larger the margin of safety.
  • Quality 71/100 (solid quality) with high evidence: the data supports the verdict.
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Price vs Fair Value (5 years)

₹441.50 ₹43.76 Fair Value ₹478.13 Apr 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 11, 2026.

How to read this chart

60‑month range ₹43.76 – ₹441.50 · fair‑value band ₹369.96 – ₹586.31 · the ₹381.00 price screens below the ₹478.13 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 11, 2026.

Full chart & analysis →

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Analysis

National Aluminium Company (NATIONALUM) currently trades at ₹381.00, while our model-based Fair Value estimate is ₹478.13, implying the stock looks roughly 25.5% undervalued today. The Quality Score stands at 71/100 (solid quality), in the Basic Materials sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high), always confirm before acting.

Over the trailing twelve months, National Aluminium Company generated revenue of ₹185B at a net margin of 31.3%. Revenue grew 1.0% year over year. It earns a return on equity of 29.4%. The balance sheet holds a net cash position of ₹83.5B. Fundamentals as of Jul 11, 2026

Our scenario range runs from ₹369.96 (bear case) to ₹586.31 (bull case); at ₹381.00, the current price sits within that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 14% below its 52-week high and 121% above its 52-week low, currently above its 200-day average. For context, the median of 10 Basic Materials peers we cover trades at 19% fair-value upside, at 25%, NATIONALUM screens cheaper than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Model BearBaseBull Evidence
Highest evidence
Growth DCF ₹377.42 ₹565.86 ₹856.79 80
Residual Income ₹217.51 ₹291.92 ₹1,727 76
Rev-Margin DCF ₹218.45 ₹297.40 ₹392.60 74
All 26 models by family
DCF Models
FCF DCF ₹372.64 ₹588.81 ₹947.06 38
Owner Earnings ₹349.35 ₹550.15 ₹882.93 31
5Y Revenue Exit ₹218.45 ₹294.04 ₹387.33 39
5Y EBITDA Exit ₹348.75 ₹544.22 ₹775.46 41
5Y P/E Exit ₹395.92 ₹634.81 ₹891.28 38
10Y Revenue Exit ₹264.95 ₹349.46 ₹459.36 36
10Y EBITDA Exit ₹354.15 ₹529.71 ₹769.97 37
10Y P/E Exit ₹385.23 ₹594.98 ₹862.65 35
Earnings-Based
Graham-Dodd ₹214.63 ₹753.03 ₹1,013 54
Lynch FV ₹175.65 ₹250.93 ₹326.21 50
PEG = 1.0 ₹175.65 ₹250.93 ₹326.21 46
EPV ₹330.60 ₹380.98 ₹425.77 59
Dividend Discount
Gordon GGM ₹105.81 ₹231.00 ₹388.67 70
DDM Multi-Stage ₹105.81 ₹188.84 ₹240.74 61
Multiples
P/E Multiple ₹402.43 ₹536.58 ₹670.72 63
P/S Multiple ₹109.29 ₹145.73 ₹182.16 58
P/B Multiple ₹264.66 ₹352.88 ₹441.10 55
EV/EBIT ₹456.45 ₹593.58 ₹730.70 53
EV/EBITDA ₹369.59 ₹477.76 ₹585.93 54
EV/Revenue ₹147.08 ₹190.80 ₹234.52 43
Asset-Based
NCAV (Graham) ₹58.81 ₹78.81 ₹117.63 50
Growth DCF
Growth DCF ₹377.42 ₹565.86 ₹856.79 80
Rev-Margin DCF ₹218.45 ₹297.40 ₹392.60 74
Economic Profit
Residual Income ₹217.51 ₹291.92 ₹1,727 76
ROIC Compounder ₹350.68 ₹429.97 ₹519.15 72
Growth Earnings
Growth-Adj P/E ₹357.42 ₹510.60 ₹663.78 68

Widest divergence: DCF Models (₹544.22) versus Asset-Based (₹78.81). Highest evidence: Growth DCF (80).

Key figures & financial health

Revenue (TTM) ₹178B
Revenue growth (YoY) -4.8%
Net margin 32.5%
Return on equity 29.4%
Free cash flow ₹48.6B FY2026
P/E ratio 10.6
More key figures
Operating margin 42.8%
EPS (TTM) ₹33.45
Dividend yield 3.0%
EPS growth (YoY) -16.7%
Net cash ₹83.5B FY2026

Figures from reported company fundamentals · as of Jul 11, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 71/100

Of which business quality 72 · Market factors (momentum, volatility) 70

Profitability 81
Margins and returns on capital today
Quality Growth 36
Are margins and returns improving?
Cashflow 76
Earnings quality: real cash, not paper profit
Fin. Strength 100
Balance sheet, leverage, solvency risk
Investment 28
Disciplined investing over empire-building
Low Volatility 67
Calm price path (market factor)
Momentum 62
Price trend over the last 3–12 months (market factor)
52W Momentum 88
Distance to the 52-week high (market factor)
Net Issuance 82
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

About the company

National Aluminium Company Limited engages in the manufacture and sale of alumina and aluminum products in India and internationally. The company operates through Chemical and Aluminum segments.

Full company description

National Aluminium Company Limited engages in the manufacture and sale of alumina and aluminum products in India and internationally. The company operates through Chemical and Aluminum segments. It offers aluminum metal products, such as ingots, alloy ingots, T-ingots, sows, billets, and wire rods; alumina and hydrate products, including calcined alumina and alumina hydrate; zeolite-A products; specialty alumina and hydrate products; and aluminum rolled and aluminum chequered sheets products. The company also owns and operates Coal Mine covering an area of 824.316 hectors situated in Chhendipada Tehsil of Angul District; an opencast mine covering an area of 16 square kilometers on Panchpatmali hills of Koraput district in Odisha; a wind power plant with 50.4 MW of generation capacity in Gandikota, Andhra Pradesh; a wind power plant with 47.6 MW of generation capacity at Jaisalmer, Rajasthan; a wind power plant with 50 MW of generation capacity at Devikot, Rajasthan; a wind power plant with 50.4 MW of generation capacity at Sangli, Maharashtra; and a solar power plant in Bhubaneswar, as well as alumina refinery and aluminum smelter plants and captive power plant. In addition, it owns and operates mechanized storage and ship handling facilities for exporting alumina and importing caustic soda. National Aluminium Company Limited was incorporated in 1981 and is based in Bhubaneswar, India.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2022 – FY2026 · reported fiscal years

National Aluminium Company reported revenue of ₹178B in FY2026 versus ₹142B in FY2022, a compound +5.8%/yr. Reported net income was ₹58.0B in FY2026, compounding +18.4%/yr from FY2022.

Growth Quality 100/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Latest Revenue (FY 2026)
₹178B
Latest YoY
+6.3%
Avg. growth/yr (3Y)
+7.8%
Avg. growth/yr (5Y)
+14.8%
Avg. growth/yr (22Y)
+8.2%
Revenue +5.8%/yr
FY22 ₹142B
FY23 ₹143B
FY24 ₹131B
FY25 ₹168B
FY26 ₹178B
Net income +18.4%/yr
FY22 ₹29.5B
FY23 ₹14.3B
FY24 ₹19.9B
FY25 ₹52.7B
FY26 ₹58.0B

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Cite: Fair Value Calculator (2026). "National Aluminium Company Fair Value". https://www.fairvalue-calculator.com/stock/NATIONALUM

Peer Group

Aluminum · 83 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 71 · Top 25%
Fair Value upside +26% · Top 25%
Return on equity (TTM) 29% · Top 25%
Return on assets 18% · Top 25%
Net margin (TTM) 32% · Top 25%
Operating margin (TTM) 43% · Top 25%
Revenue growth -5% · Bottom 25%
Dividend yield (TTM) 3.0% · Top 25%
Debt / equity 0.01× · Lower than 75% of peers

Valuation Multiples vs Aluminum median · lower = cheaper

P/E (TTM) 10.6× · Cheaper than median
P/B 3.02× · Pricier than 75% of peers
P/S (TTM) 3.65× · Pricier than 75% of peers
P/FCF 0.1× · Cheaper than 75% of peers
EV/EBITDA 7.2× · Pricier than median

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUE 67 · sector 15
FUTURE 0 · sector 26
PAST 100 · sector 30
HEALTH 100 · sector 91
DIVIDEND 60 · sector 33

Insider activity: 40/100

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Aluminum stocks, each showing price versus our Fair Value estimate (as of Jul 11, 2026).

Stock Price Fair Value vs Fair Value
Shandong Hongqiao Aluminum Industry Holding 002379 ¥18.54 ¥26.70 +44%
China Hongqiao Group 1378 HK$24.54 HK$45.53 +86%
Hindalco Industries Limited HINDALCO ₹955.80 ₹1,026 +7%
Aluminum Corporation 601600 ¥8.11 ¥12.58 +55%
Norsk Hydro ASA NHY kr 84.96 kr 58.10 -32%
Press Metal Aluminium Holdings 8869 8.02 MYR 3.88 MYR -52%
Alcoa Corporation AAI A$70.60 A$49.53 -30%
Yunnan Aluminium Co 000807 ¥25.12 ¥29.68 +18%
Henan Shenhuo Coal Industry and Electricity Power Co 000933 ¥25.51 ¥30.28 +19%
Tianshan Aluminum Group 002532 ¥11.99 ¥21.86 +82%

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Frequently asked questions

Is National Aluminium Company (NATIONALUM) overvalued or undervalued?
As of Jul 11, 2026, our model estimates a fair value of ₹478.13 versus a price of ₹381.00, about +25% (undervalued).
What is the fair value of NATIONALUM?
Our model-based fair value for National Aluminium Company is ₹478.13 (as of Jul 11, 2026), built from audited fundamentals. The current price is ₹381.00.
What is the quality score of NATIONALUM?
National Aluminium Company has a Quality Score of 71/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of National Aluminium Company (NATIONALUM)?
National Aluminium Company reported trailing-twelve-month revenue of about ₹185B (latest available figure, as of Jul 11, 2026).
What is the net profit margin of NATIONALUM?
The net profit margin of National Aluminium Company is about 31.3%, meaning it keeps roughly 31.3% of revenue as net income. Based on the latest reported figures.
Does National Aluminium Company pay a dividend?
National Aluminium Company currently shows a dividend yield of about 2.54% relative to its recent price (as of Jul 11, 2026).

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.

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