FY26 Business Update: Record breaking performance of Hindustan Copper and NALCO, huge jump in production and profits.

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 profits. The provisional data of Hindustan Copper has made investors giddy. The company’s mining assets have performed well this year: Increase in production: Metal in concentrate (MIC) production increased by 9% to 27,421 tonnes. At the same time, Ore production also reached 3.67 million tonnes with an annual growth of 6%. Excellent Q3 results: The company’s net profit in the December quarter doubled to ₹ 156 crore from ₹ 63 crore last year. Revenue and Margin: The company’s revenue increased from ₹ 327.8 crore to ₹ 687.3 crore. EBITDA margin has also improved to 35.6%. Management Guidance: The company is quite bullish about the future. Management is targeting 20% ​​volume growth and over 40% margins for FY26. The company is directly benefiting from the strengthening of global copper prices. NALCO: Best performance till date. NALCO has informed in its exchange filing that the financial year 2026 has been the best year in the history of the company. Record production and sales recorded in key segments: Bauxite and Alumina: Exploration of Bauxite stood at 77.01 lakh tonnes, while production of Alumina Hydrate was recorded at 23 lakh tonnes. Calcined Alumina output has registered a massive growth of 11.16%. Power & Coal: The company has reported highest ever Net Power Generation of 6,953 Million Units along with coal production of 40 Lakh Tonnes. Sales Records: There has been a huge jump of 30.74% in total Alumina Sales. Domestic aluminum sales have also reached a record of 4.61 lakh tonnes. CMD’s statement: NALCO Chairman Brijendra Pratap Singh said that this performance reflects the company’s operational discipline and commitment towards continuous growth. Market reaction and share condition. After these results, investors’ eyes are fixed on these two PSU shares. The situation till the market closed on Thursday, April 2 was as follows:CompanyClosing Price (NSE)Change (%)Hindustan Copper₹495.150.17% (Fall)NALCO₹401.550.53% (Increase)What is special for investors?The balance sheets of these two companies of the mining sector now look stronger than ever. Hindustan Copper’s production cost is around $5,500 per tonne, making 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.