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Hindalco Industries (HINDALCO) investor relations material
Hindalco Industries Q1 25/26 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Executive summary
Consolidated net profit after tax rose 30% year-over-year to INR 4,004 crores, with strong India business and record downstream aluminum results.
Net sales increased 13% year-over-year to $4.7 billion, driven by beverage packaging demand, though Novelis' adjusted EBITDA declined 17% due to higher scrap prices and tariffs.
Strategic expansion projects, cost reduction initiatives, and major acquisitions—including AlluChem and EMIL Mines—are progressing, supporting long-term growth.
Board approved unaudited financial results for the quarter ended June 30, 2025, and announced key board changes.
The Bay Minette, Alabama greenfield plant remains on track, with $1.8 billion in capex spent and commissioning expected in 2H CY2026.
Financial highlights
Consolidated revenue from operations reached ₹64,232 crore, up from ₹57,013 crore year-over-year; consolidated net profit was ₹4,004 crore, up from ₹3,074 crore.
Novelis quarterly EBITDA declined 17% year-over-year to $416 million, with EBITDA per ton down 18% to $432.
Standalone revenue from operations was ₹24,264 crore, up from ₹22,155 crore; standalone net profit was ₹1,862 crore, up from ₹1,471 crore.
Adjusted free cash flow was negative $295 million, with net leverage at 3.2x and liquidity of $3.0 billion as of June 30, 2025.
Net debt to EBITDA at consolidated level improved to 1.02x as of June 2025.
Outlook and guidance
RBI projects India's GDP growth at 6.5% for FY 2026, with inflation expected to moderate to 3.7%.
Novelis expects margin improvement in the second half of the year, supported by cost reductions and strong demand; mitigation actions are expected to offset tariff impacts.
CapEx guidance for India is INR 7,500–8,000 crores for FY 2026, peaking at INR 15,000 crores next year; Novelis FY26 capex projected at $1.9–2.2 billion.
Aluminum downstream EBITDA per ton targeted to reach $300, with volumes expected to rise as new capacity ramps up.
Novelis will exclude non-capitalizable start-up costs for Bay Minette from Adjusted EBITDA until normal production is achieved.
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