Hindalco Industries (HINDALCO) Q4 24/25 earnings summary

Executive summary

• Achieved record consolidated EBITDA of INR 9,774 crore, up 24% year-on-year, and net profit of INR 5,284 crore, up 66% year-on-year for Q4 FY25.

• India business segment EBITDA rose 56% year-on-year to INR 5,671 crore, with net profit up 63% to INR 3,208 crore.

• Recognized as the world's most sustainable aluminum company for the fifth consecutive year, with top ESG scores.

• No fatalities reported in Indian operations; strong progress in waste recycling, water conservation, and biodiversity initiatives.

• Board approved audited standalone and consolidated financial results for FY25, with a recommended final dividend of ₹5 per share, subject to shareholder approval.

Financial highlights

• Consolidated revenue from operations for FY25 was ₹238,496 crore, up from ₹215,962 crore in FY24.

• Consolidated net profit attributable to owners for FY25 was ₹16,001 crore, up from ₹10,155 crore in FY24.

• Novelis shipments increased 1% year-on-year to 957 KT; EBITDA declined 8% to $473 million due to higher scrap prices and costs.

• Q4FY25 net sales rose 13% YoY to $4.6B; total FRP shipments up 1% YoY to 957kt.

• Basic EPS (consolidated) for FY25 was ₹72.05, compared to ₹45.71 in FY24.

Outlook and guidance

• Downstream EBITDA expected to steadily increase, targeting $250–$300 per ton in FY26.

• Copper EBITDA guided at INR 600 crore per quarter, reflecting new TCRC benchmarks.

• CapEx guidance for FY26 is INR 7,500–8,000 crore, with funding from internal cash flows.

• FY26 capital expenditures expected between $1.9B and $2.2B, reflecting ongoing investment in growth projects.

• Board recommended a final dividend of ₹5 per share for FY25, subject to shareholder approval.