ALFA Finder| Revenue growth | Consolidated EBITDA +52% YoY to ₹13,869 Cr; India aluminium upstream revenue +33%. |
|---|---|
| Margins | India upstream EBITDA/t ₹2,125; margin 52%, aided by premiums and VAP. |
| Demand visibility | India aluminium demand ~1.7 Mt in Q2, +6% YoY; global deficit ~0.5 Mt. |
| Management confidence | Upbeat and record-focused, with headwinds acknowledged when pressed. |
Growth
India EBITDA +66% to ₹9,011 Cr; upstream lifted by export premiums and VAP pricing while shipments rose only 1%.
Outlook
Capex ~₹12,000 Cr in FY27, 'substantially higher' in FY28; Novelis leverage ~4x by Q4 FY27; Novelis EBITDA/t target $600 unchanged.
Risks
Coal costs expected up ~5% QoQ again in Q3; MJP premium down over $100/t; Novelis tariffs and Yongju strike ($20M) persist into Q3.
Earnings Call Transcript filed with NSE, NSE: HINDALCO. Summary written with AI assistance from the document.
Hindalco Industries Ltd: key numbers
- Share price
- ₹958.40
- Market cap
- ₹2,15,374 Cr
- Revenue (annual)
- ₹2,74,944 Cr
- Net profit (annual)
- ₹13,391 Cr
- P/E (TTM)
- 11.2×Sector 17.0×
- 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 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.
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.