Hindalco Industries Ltd

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.

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.

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

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.

Hindalco Industries Production Started

Hindalco Industries commissioned India's first greenfield Superfine PPT ATH plant in Belagavi, Karnataka. The facility has an initial annual production capacity of 30,000 tonnes.

Hindalco Industries Merger & Restructuring Worth ₹0.05 Cr

Hindalco Industries Limited has incorporated UHG Holdings IFSC Private Limited as an associate company. Hindalco invested ₹0.05 Crore to acquire a 50% stake in the entity.

Value

₹0.05 Cr

Hindalco Industries Merger & Restructuring

Hindalco provides an update on the acquisition of AluChem Companies, Inc. The CFIUS review timeline is now extended to September 2, 2026, due to U.S. government shutdowns.

Hindalco Industries Capacity Expansion: ₹768 Cr Investment

Hindalco Industries Limited announced a capacity expansion at its Kuppam unit in Andhra Pradesh. The company will invest ₹768 Crore to add 10 Kilo-Tonnes Per Annum by FY2029.

Value

₹768.0 Cr

Execution

By FY2029

Hindalco Industries Management Change

Hindalco Industries appointed Mr. Kailash Pandey as CEO - Aluminium Upstream. Concurrently, Mr. Sameer Nayak ceased to be Senior Management Personnel following organizational restructuring.

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

Hindalco Industries Results Update

Hindalco's subsidiary, Novelis Inc., released its Q1 FY27 results, reporting net sales of $5.8 billion and a net income of $164 million.

Hindalco Industries Other Announcement

Hindalco Industries Limited received an unsolicited ESG rating of 64 from ESG Risk Assessments and Insights Limited, based on publicly available information.

Hindalco Industries Earnings Call Transcript: Key Takeaways

Hindalco Industries reported a resilient Q4 FY26 despite operational headwinds. Consolidated EBITDA grew 11% YoY, but reported PAT fell 51% due to exceptional insurance-related charges from a facility fire.

Hindalco Industries Debt & Borrowing: ₹4,800 Cr

Hindalco's subsidiary, Novelis Inc., entered into a $500 million short-term unsecured term loan facility. This debt financing supports the subsidiary's operational requirements.

Value

₹4,800 Cr

Hindalco Industries Annual General Meeting

Hindalco Industries held its 67th Annual General Meeting on July 23, 2026. The proceedings covered statutory business, including the adoption of financial statements and dividend declaration.

Hindalco Industries Other Announcement

Hindalco issued a letter to shareholders providing links to the 67th AGM notice. It also provides a link to the FY 2025-26 Integrated Annual Report.

Hindalco Industries Business Update

Hindalco Industries Ltd has published its Business Responsibility and Sustainability Report for FY 2025-26. The report forms part of the Integrated Annual Report.

Hindalco Industries Annual General Meeting

Hindalco Industries has scheduled its 67th Annual General Meeting for July 23, 2026. The agenda includes financial statements adoption and director re-appointments.

Hindalco Industries Board Meeting Date

Hindalco Industries Ltd will hold its board meeting on 7 Aug 2026 to approve unaudited QJune‑30 2026 results. Trading window closes 1 July‑10 Aug 2026.

Hindalco Industries Business Update

Novelis restarted its Oswego hot mill after a fire outage. Operations resume, supporting customer supply continuity.

Hindalco Industries Capacity Expansion

Hindalco launched its flagship Eternia experience centre in New Delhi and a new manufacturing hub in Bilaspur. The expansion supports a ₹1,000 crore revenue target by FY29.

Hindalco Industries Other Announcement

Hindalco Industries submitted its Annual Secretarial Compliance Report for the financial year ended March 31, 2026. The report confirms overall regulatory compliance with noted governance standards.

Hindalco Industries Earnings Call: Key Takeaways

Hindalco delivered solid Q4 FY26 performance with consolidated EBITDA at ₹10,812 Cr (up 11% YoY). Strategy focuses on massive upstream and downstream expansion while maintaining net debt/EBITDA under 2x.

Hindalco Industries Earnings Call: Key Takeaways

Hindalco delivered solid EBITDA growth despite exceptional items from the Oswego fire. Management remains focused on aggressive capex and cost-efficiency as primary growth drivers.

Hindalco Industries Dividend

Hindalco Industries recommended a ₹5 per equity share final dividend for FY2025-26. Shareholders will receive payments starting July 28, 2026, pending AGM approval.