| Revenue growth | India Upstream revenue up 6% YoY. |
|---|---|
| Margins | Upstream aluminum EBITDA margins at 45%; Novelis cost reduction on track. |
| Demand visibility | Strong Indian aluminum demand (9% growth); resilient domestic copper demand. |
| Management confidence | Confident in 2.0x leverage target and Q4 copper strength. |
Growth
India Upstream EBITDA up 14% YoY; Downstream EBITDA up 55%. Novelis shipments declined 3% due to Oswego fire.
Outlook
Consolidated net debt to EBITDA target below 2x; Bay Minette facility completion in FY26; ₹10k-12k crore India capex.
Risks
Oswego plant fire impacts on volumes/EBITDA; rising CP Coke prices; high LME prices impacting working capital.
Earnings Call filed with NSE, NSE: HINDALCO. Summary written with AI assistance from the document.
Hindalco Industries Ltd: key numbers
- Share price
- ₹962.30
- Market cap
- ₹2,16,251 Cr
- Revenue (annual)
- ₹2,74,944 Cr
- Net profit (annual)
- ₹13,391 Cr
- P/E (TTM)
- 11.3×Sector 17.1×
- Promoter holding
- 34.66%+0.00% QoQ
- FII holding
- 30.17%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Hindalco Industries Ltd
All →Hindalco Industries Earnings Call Transcript: Key Takeaways
Consolidated EBITDA ₹13,869 Cr (+52%) and PAT ₹7,534 Cr (+59%) led by India aluminium; copper includes ~₹350-400 Cr one-offs.
Hindalco Industries Q2 FY27 Results: Net Profit ₹7,533 Cr, Up 58.9% YoY
Hindalco Industries Ltd reported revenue from operations of ₹91,708 Cr (+38.8% YoY) and net profit of ₹7,533 Cr (+58.9% YoY) for Q2 FY27.
- Key figure
- Net profit ₹7,533 Cr · +58.9% YoY
Hindalco Industries Results Update
Hindalco filed Novelis's Q2 FY27 news release and earnings presentation, released on the subsidiary's website. The release highlights net sales up 25% year-on-year.
Hindalco Industries Other Announcement
SES ESG Research assigned Hindalco an ESG rating of 68. The company clarified it did not engage the rating agency; the report was independently prepared.
Hindalco Industries Other Announcement
NSE Sustainability Ratings & Analytics Limited has assigned an ESG rating of 68 to Hindalco Industries Ltd, based on independently prepared information.
Hindalco Industries Merger & Restructuring
Hindalco Industries Ltd has terminated the Equity Purchase Agreement for the acquisition of AluChem Companies, Inc. due to extended closure delays.