HINDALCONSEMay 24, 2023

Hindalco Industries Limited

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Key numbers — 40 extracted
88%
season study completed for 11 mine sites and four units across Hindalco till FY23. Waste Recycling 88% of total waste got recycled and reused in FY23 (vs 86% in FY22) • 124% of bauxite residue (ex. Utk
86%
across Hindalco till FY23. Waste Recycling 88% of total waste got recycled and reused in FY23 (vs 86% in FY22) • 124% of bauxite residue (ex. Utkal) is recycled and reused in cement Industry 107% of A
124%
till FY23. Waste Recycling 88% of total waste got recycled and reused in FY23 (vs 86% in FY22) • 124% of bauxite residue (ex. Utkal) is recycled and reused in cement Industry 107% of Ash is recycled an
107%
3 (vs 86% in FY22) • 124% of bauxite residue (ex. Utkal) is recycled and reused in cement Industry 107% of Ash is recycled and reused in Cement industry Single use plastic (SUP) free certification comple
109 MW
use plastic (SUP) free certification completed in 13 sites and 4 in progress • • Renewables • • 109 MW already installed till FY23 Projects under Execution – 141 MW of Renewable Hybrid, Wind and Solar A
141 MW
4 in progress • • Renewables • • 109 MW already installed till FY23 Projects under Execution – 141 MW of Renewable Hybrid, Wind and Solar Additional 40 MW of Solar is under feasibility & finalization E
40 MW
nstalled till FY23 Projects under Execution – 141 MW of Renewable Hybrid, Wind and Solar Additional 40 MW of Solar is under feasibility & finalization Enhancing the cofiring of Biomass in all Thermal Power
95%
culcate safety the employees, spouses and children culture among • Occupational Health: More than 95% recommendations emanated out of Qualitative Exposure Assessment (QlEA) and Quantitative Exposure As
23%
.4 403 431 323 8,050 2,192 825 90 2,738 112 152 117 95 11,206 598 - -23% -37% -5% -8% -6% -1% -1% -13% -41% -46% -4% -17% -20% -24% 11% 28% 14% 55% Yearly
37%
03 431 323 8,050 2,192 825 90 2,738 112 152 117 95 11,206 598 - -23% -37% -5% -8% -6% -1% -1% -13% -41% -46% -4% -17% -20% -24% 11% 28% 14% 55% Yearly Finan
5%
31 323 8,050 2,192 825 90 2,738 112 152 117 95 11,206 598 - -23% -37% -5% -8% -6% -1% -1% -13% -41% -46% -4% -17% -20% -24% 11% 28% 14% 55% Yearly Financial
8%
323 8,050 2,192 825 90 2,738 112 152 117 95 11,206 598 - -23% -37% -5% -8% -6% -1% -1% -13% -41% -46% -4% -17% -20% -24% 11% 28% 14% 55% Yearly Financial Perfo
Guidance — 3 items
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It helped to inculcate safety the employees, spouses and children culture among • Occupational Health: More than 95% recommendations emanated out of Qualitative Exposure Assessment (QlEA) and Quantitative Exposure Assessment (QnEA) study are all complied LTIFR for Hindalco is at 0.25 in FY23 which is best amongst the industry • • ZLD & Water Management • Desalination Project at Dahej : Approx.
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Inflation expected to moderate to 5.2%yoy in FY24 from 6.7% in FY23 as per RBI’s latest projections, remain within target range (4+/2%) RBI decided to pause in its April MPC meeting and kept policy rate unchanged at 6.5%.
Domestic Market
opening
▪ Expansion projects on track FY23 Shipments Mix (%) Greenfield rolling & recycling facility Bay Minette, US $2.5 billion Project Name Location Amount(Approx) Automotive recycling center Guthrie, US Recycling expansion Ulsan, S.
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Risks & concerns — 1 flagged
▪ In Q4-FY23, Domestic FRP Demand is estimated to grow by ~4% YoY due to slowdown in consumer durables.
Domestic Market
Speaking time
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Domestic Market
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For Further Queries Please Contact
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Opening remarks
Ref
Investor Presentation of the Board Meeting of Hindalco Industries Limited (“the Company”) a. Regulation 30 (read with schedule III- Part A), 33 of the Securities Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015 (“Listing Regulations”) ISIN: INE038A01020 & INE038A08124 b. c. Our Intimation dated May 12, 2023 & May 24, 2023 __________________________________________________________________________________ Pursuant to the above referred, kindly note that the Board of Directors of the Company at its meeting held today have inter alia considered and approved Audited Standalone & Consolidated Financial Results for the quarter and year ended March 31, 2023 (“Audited Financial Results”). Enclosed is the Investor Presentation in this regard. The above is being made available on the Company’s website i.e. www.hindalco.com Sincerely, for Hindalco Industries Limited Geetika Anand Company Secretary & Compliance Officer Hindalco Industries Limited 6th & 7th
Domestic Market
▪ In Q4-FY23, Domestic FRP Demand is estimated to grow by ~4% YoY due to slowdown in consumer durables. Aerospace ▪ Post pandemic travel increasing ▪ OEM’s forecasting strong ▪ growth in aircraft build rates Sustainability growing in importance in the sector . 14 Global Copper Industry Production 1.9% Consumption 1.6% Metal Balance 4.3% 1.8% CY22 vs. YTD CY21 • China’s production increased by ~3%, and consumption grew by ~2% YoY • World Ex China production increased by 1% on a YoY basis, whereas consumption grew by 1% YoY Q1-CY23 (vs. Q1-CY22) • China’s production increased by 4.8% YoY while consumption grew by 2.3% YoY • World Ex China Production increased by 4%, and consumption decreased by 1.3% on a YoY basis 15 10.310.62.62.713.313.62.72.813.914.13.53.611.211.32.92.924.224.76.06.324.524.95.65.7CY21CY22Q1 CY22Q1 CY23CY21CY22Q1 CY22Q1 CY23ChinaWorld ex-China-3.0-3.0-0.1-0.12.72.80.60.7-0.3-0.20.50.6CY21CY22Q1 CY22Q1 CY23 Domestic Refined Copper Industry Domestic Demand (Kt) 192 99 93
For Further Queries Please Contact
Subir Sen, Investor Relations Telephone +91 22 6662 6666 E mail: hilinvestors@adityabirla.com Website: www.hindalco.com Registered Office Ahura Centre, 1st Floor, B Wing Mahakali Caves Road Andheri (East), Mumbai 400 093 Telephone +91 22 6691 7000 Website: www.hindalco.com E mail: hindalco@adityabirla.com Corporate Identity No. L27020MH1958PLC011238 Annexures Awards & Recognitions : FY 2022-23 ❖ Hindalco is among top 40 of India’s best workplaces in Health and Wellness 2022 by The Great Place to Work® Institute ❖ Hindalco is in the top 1% S&P Global ESG score in the aluminium industry in 2022 (a score of 83/100) ❖ Hindalco continues to be a part of S&P Global Sustainability Yearbook 2023 for the second consecutive year ❖ Hindalco wins award for Environmental & Social Initiatives at KPMG ESG Conclave and Awards '23 ❖ Hindalco's Integrated Annual Report 202122 wins India's best Annual Report Award in the Mining and Metals Sector, by The Free Press Journal & Grant Thornton Bharat LLP ❖ Ma
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Universal Access (India) Primary Number Secondary Number International TollFree Numbers USA UK Singapore Hong Kong ACCESS NUMBER (+) 91 22 6280 1303 (+) 91 22 7115 8204 (+) 1 866 746 2133 (+) 080 810 11573 (+) 800 101 2045 (+) 800 964 448 Online PreRegistration Link Click Here Investor Presentation post announcement of the results (link) Post Earnings Call Recording (link) Reports and Presentations – Hindalco 39
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