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Investor Relations14 Oct 2025
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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.Q1 25/26 earnings summary12 Aug, 2025
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.
Novelis tariff mitigation actions
Downstream aluminum EBITDA/tonne outlook
Copper business strategy for low TC/RCs
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Next Hindalco Industries earnings date
Q2 25/2611 Nov, 2025
Next Hindalco Industries earnings date
Q2 25/2611 Nov, 2025
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Frequently asked questions
Hindalco Industries Limited is engaged in the production and sale of aluminum and copper products. The company operates through six segments: Power , Primary Metals , Engineering and Projects, Chemicals, Shipping, and Financial Services. Hindalco's customers include manufacturers of different industries such as automotive, building and construction, household appliances, electronics. Hindalco Industries Limited was incorporated in 1958 and is based in Mumbai, India.
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