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Hindalco Industries
Hindalco Industries (HINDALCO) investor relations material
Hindalco Industries Q2 25/26 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 25/26 earnings summary7 Nov, 2025
Executive summary
Consolidated revenue rose 13% year-on-year to ₹66,058 crore in Q2 FY26, with net profit up 21% to ₹4,741 crore, driven by strong performance in aluminium and downstream businesses.
Novelis achieved adjusted EBITDA of $476 million, up 3% year-on-year, and reported a 27% YoY increase in net income, with cost reduction and U.S. expansion initiatives progressing.
Aluminium upstream and downstream segments delivered robust EBITDA growth, with downstream EBITDA up 69% year-on-year; copper segment EBITDA declined 24% YoY.
Robust cash generation of ₹8,762 crore in H1 FY26, up 45% year-on-year, supported increased capital expenditures for growth.
Board approved unaudited standalone and consolidated financial results for the quarter and half year ended September 30, 2025.
Financial highlights
Consolidated EBITDA increased 6% YoY to ₹9,684 crore; EPS rose to ₹21.35 from ₹17.59 YoY.
India business segment EBITDA up 15% YoY to ₹5,419 crore; net profit up 7% to ₹3,059 crore.
Aluminium upstream EBITDA up 22% YoY; downstream EBITDA up 69% YoY; copper EBITDA down 24% YoY.
Net debt/EBITDA improved to 1.02x as of September 2025.
ROCE stood at 16% for the quarter.
Outlook and guidance
Novelis targets 75% recycled content and sub-3 tCO2e/tonne emissions by 2030; Bay Minette project to add significant U.S. rolling capacity.
Aluminium downstream EBITDA expected to quadruple by FY30; multiple capacity expansion and specialty projects underway.
Committed to maintaining consolidated net leverage below 2x as $10 billion growth CapEx is deployed through FY 2029.
India’s GDP growth projected at 6.8% for FY26, with inflation easing to 2.6%.
Update on CBI chargesheet financial implications
Bay Minette plant: Justify $5B project cost
AluChem acquisition: CFIUS review timeline impact
How will India CapEx be prioritized given Novelis overruns?
Copper TC/RCs: What's the long-term strategy?
What drives Novelis's long-term margin expansion?
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Resale registration for 71,429 shares via warrant, with proceeds only on exercise; financial risks persist.
Next Hindalco Industries earnings date
Q3 25/2612 Feb, 2026
Hindalco Industries
Next Hindalco Industries earnings date
Q3 25/2612 Feb, 2026
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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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