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Informist, Friday, Nov. 7, 2025

 

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--Hindalco Jul-Sept consol net profit INR 47.41 bln
--Analysts saw Hindalco Jul-Sept consol net profit at INR 45.37 bln
--Hindalco Jul-Sept consol revenue INR 660.58 bln
--Analysts saw Hindalco Jul-Sept consol revenue at INR 664.23 bln
--Hindalco Jul-Sept consol net profit INR 47.41 bln vs INR 39.09 bln year ago
--Hindalco Jul-Sept consol revenue INR 660.58 bln vs INR 582.03 bln year ago
--Hindalco Jul-Sept consol net profit includes one-time cost INR 1.82 bln
--Hindalco Apr-Sept consol net profit INR 87.45 bln vs INR 69.83 bln year ago
--Hindalco Apr-Sept consol revenue INR 1.30 tln vs INR 1.15 tln year ago
--Hindalco Jul-Sept consol copper revenue INR 145.63 bln vs INR 131.14 bln
--Hindalco Q2 consol aluminium upstream sales INR 100.78 bln vs INR 91.25 bln
--Hindalco Q2 consol aluminium downstream sale INR 38.09 bln vs INR 31.61 bln
--Hindalco Jul-Sept consol EBITDA INR 96.84 bln vs INR 91.00 bln year ago
--Hindalco Jul-Sept aluminium upstream EBITDA INR 45.24 bln, up 22% on year
--Hindalco Q2 aluminium downstream EBITDA INR 2.61 bln, up 69% on year
--Hindalco Jul-Sept aluminium upstream EBITDA/tn $1,521 vs $1,349 year ago
--Hindalco Q2 aluminium downstream EBITDA/tn $265, up 49% on year
--Hindalco Q2 aluminium upstream EBITDA up on higher volumes, realisations
--Hindalco:Q2 aluminium downstream EBITDA rose on year on favourable pdt mix
--Hindalco: Q2 aluminium downstream EBITDA rose on year on higher shipments
--Hindalco Jul-Sept copper EBITDA INR 6.34 bln vs INR 8.29 bln year ago
--Hindalco: Copper tubes project progresses to commissioning phase
--Hindalco: Capacity expansion undertaken at Aditya Aluminium unit in Odisha
--Hindalco: To invest INR 102.25 bln to add capacity at Odisha aluminium unit

 

By Sunil Raghu

 

MUMBAI – Hindalco Industries Ltd.'s consolidated net profit for the September quarter jumped over 21% on year, its eighth successive quarter of on-year profit growth. Its revenue from operations for Jul-Sept rose 13.5% on year, its seventh successive quarter of on-year rise in the metric. The rise in revenue came on the back of strong performance of its India business as well as its US-based subsidiary Novelis Inc.

 

The company on Friday reported a consolidated net profit of INR 47.41 billion for Jul-Sept, compared to INR 39.09 billion a year ago, while revenue for the quarter came in at INR 660.58 billion. While the net profit beat analysts' view, the September quarter revenue fell short of Street estimates. Analysts had expected Hindalco to post a consolidated net profit of INR 45.4 billion and a revenue of INR 664.2 billion for the September quarter. Sequentially, the company's consolidated net profit rose over 18% while revenue was up nearly 3%.

 

"Hindalco continued its growth momentum amid global volatility, delivering strong performance in both volumes and profitability," Satish Pai, managing director, Hindalco, said in a statement. "This performance was driven by robust contribution from India business, disciplined cost management and operational efficiencies across segments."

 

The Aditya Birla group's flagship metals company's robust Jul-Sept performance was led by better pricing and rising volumes in its India operations. Similarly, its US-based subsidiary Novelis witnessed a 10% year-on-year rise in its revenue to $4.7 billion due to higher average aluminium prices. Novelis contributes about 60% of Hindalco Industries' consolidated sales.

 

Novelis posted earnings before interest, tax, depreciation and amortisation, or EBITDA, of $422 million in Jul-Sept, down 9% on year, while EBITDA per tonne stood at $448, down from $489 a year ago, due to the impact of US tariffs. Analysts had expected the arm's EBITDA to fall 10.3% and EBITDA per tonne to fall 12%. Hindalco's consolidated EBITDA was at INR 96.84 billion in Jul-Sept, against INR 91 billion a year ago and higher than analysts' estimate of INR 86 billion.

 

In the September quarter, Hindalco's aluminium downstream revenue rose 20% on year to INR 38.09 billion. The downstream EBITDA jumped 69% to INR 2.61 billion on the back of a favourable product mix and higher shipments. Its EBITDA per tonne jumped 49% to $265.

 

In the aluminium upstream business, the EBITDA per tonne increased 13% to $1,521 from $1,349 a year ago, driven by higher volumes and realisation. Upstream EBITDA rose 22% to INR 45.24 billion, while sales were up 10% on year at INR 100.78 billion. The company said the expansion of its 193,000-tonne Aditya Aluminium unit in Odisha at the cost of INR 102.25 billion is expected to be commissioned in 2028-29 (Apr-Mar). 

 

Hindalco reported an 11% on-year rise in its copper revenue to INR 145.63 billion for the September quarter, while this segment's EBITDA witnessed a fall of nearly 24% on year to INR 6.34 billion. The copper sales volumes fell 3% on year to 113,000 tonnes for the quarter. The company said its copper tubes project had progressed to the commissioning phase and construction of the copper recycling project is progressing as per schedule.

 

Hindalco's total expenses for the quarter increased 13% on year to INR 600.50 billion. Input costs for the quarter were up nearly 18% on year at INR 427.54 billion. The company's finance cost for the quarter fell nearly 8% on year to INR 8.03 billion.

 

For Apr-Sept, Hindalco recorded a consolidated net profit of INR 87.45 billion, compared to INR 69.83 billion a year ago. The company's consolidated revenue for the first half of FY26 stood at INR 1.30 trillion, up from INR 1.15 trillion in Apr-Sept of 2024.

 

On Friday, shares of Hindalco Industries ended at INR 790.40 on the National Stock Exchange, up 0.3% from the previous close. The company announced its earnings withi market hours.  End 

 

US$1 = INR 88.66

 

Edited by Tanima Banerjee

 

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