Alcoa publishes investor presentation outlining bauxite, alumina and aluminum market outlook, 2026 sensitivities

Alcoa Corporation

Alcoa Corporation

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  • Alcoa outlined 2026 market conditions marked by weak alumina pricing, margin pressure from higher energy and freight costs, rising Middle East disruption risks.
  • 2Q26 sequential Adjusted EBITDA outlook: Alumina about USD 60 million unfavorable; Aluminum about USD 55 million favorable; Section 232 tariff costs up about USD 35 million.
  • 1Q26 results: revenue USD 3.19 billion; net income attributable to Alcoa USD 425 million; Adjusted EBITDA excluding special items USD 595 million.
  • Quarter-end financial position: cash balance USD 1.4 billion; free cash flow plus net NCI contributions negative USD 298 million; adjusted net debt USD 1.8 billion.
  • FY26 outlook includes alumina production 10 million; aluminum production 2 million; sustaining capital expenditures about USD 675 million; environmental and ARO payments about USD 360 million.


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