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Earnings Call

Hindalco Industries Earnings Call: Key Takeaways

Hindalco reported consolidated Q4FY26 revenue of ₹78,133 Cr (up 20% YoY) and EBITDA of ₹10,812 Cr. Strategy focuses on high circularity and lower carbon footprint via renewable energy transition.

Highlights
Revenue growth20% YoY consolidated; India business up 34% YoY.
MarginsAluminium Upstream margins at 48% vs 47% YoY.
Demand visibilityStrong domestic demand in Auto and Electricals; global deficit widening.
Management confidenceHigh; maintaining long-term $600+/ton EBITDA guidance for Novelis.

Growth

Consolidated Revenue grew 20% YoY. India Business EBITDA rose 17% to ₹6,610 Cr, while Copper EBITDA surged 48% YoY.

Outlook

Capex of ₹31,619 Cr for growth projects; 600 Kt Bay Minette plant commissioning on track for H2 CY26.

Risks

Global geopolitical risks, West Asia conflict causing supply shocks, and temporary inflation upticks in energy and food prices.

Source

Earnings Call filed with NSE, NSE: HINDALCO. Summary written with AI assistance from the document.

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Hindalco Industries Ltd: key numbers

Share price
₹977.00
Market cap
₹2,19,554 Cr
Revenue (annual)
₹2,74,944 Cr
Net profit (annual)
₹13,391 Cr
P/E (TTM)
13.4×Sector 19.0×
Promoter holding
34.66%+0.02% QoQ
FII holding
31.41%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

More from Hindalco Industries Ltd

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15:20 IST BSE
Board Meeting Date

Hindalco Industries Board Meeting Date

Hindalco Industries scheduled a board meeting on November 6, 2026, to approve its Q2 FY27 unaudited financial results. The trading window remains closed starting October 1, 2026.

17:37 IST BSE
Capital Structure Change

Hindalco Industries Capital Structure Change

LIC reduced its shareholding in Hindalco Industries by 45.35 million shares through market sales. This divestment lowers the institutional investor's stake to 4.33%.

Execution
16.01.2024-21.09.2026
14:46 IST NSE
Other Announcement

Hindalco Industries Other Announcement

Hindalco disclosed an independent ESG rating of 67 by Niche Ninety Nine. The score reflects the company's environmental, social and governance performance.

14:39 IST BSE
Financial Results

Hindalco Industries Q1 FY27 Results: Net Profit ₹7,013 Cr, Up 75.1% YoY

Hindalco Industries Ltd reported revenue from operations of ₹84,825 Cr (+32.1% YoY) and net profit of ₹7,013 Cr (+75.1% YoY) for Q1 FY27.

Key figure
Net profit ₹7,013 Cr · +75.1% YoY