Hindalco Industries Limited

3.74 MT

us Metals* HINDALCO Aluminium: Fully integrated Aluminium operations with first-quartile cost 3.74 MT Total Alumina1 1.34 MT Primary Metal 430 KT Downstream VAP (FRP and Extrusions) 460 KT Specialty

1.34 MT

luminium: Fully integrated Aluminium operations with first-quartile cost 3.74 MT Total Alumina1 1.34 MT Primary Metal 430 KT Downstream VAP (FRP and Extrusions) 460 KT Specialty Alumina Operational ex

4.2 MT

k for completion by H2 CY26 *Ex China Investor Day 2025 Aluminium Flat Rolled Products (FRP) ~4.2 MT Rolling Capacity Global Presence Focused on premium segments Global leader in Automotive, Be

2.5 million

025 7 Strong Foundation India’s First Integrated Aluminium Facility A legacy built at Renukoot 2.5 million+ lives touched with deep community impact 65 years of industrial experience in Aluminium Top 1%

1%

on+ lives touched with deep community impact 65 years of industrial experience in Aluminium Top 1% in the S&P Global Sustainability Yearbook 2025 for ESG excellence Shri G.D. Birla discussing with

12%

uperior performance enabling accelerated growth EBITDA (₹ crore) EPS (₹ per share) FY14 9,303 12% CAGR FY14 10.9 17% CAGR ROE (%) 5.7 FY14 6.2 PTS Net Debt to EBITDA (Times) Investor Day

17%

abling accelerated growth EBITDA (₹ crore) EPS (₹ per share) FY14 9,303 12% CAGR FY14 10.9 17% CAGR ROE (%) 5.7 FY14 6.2 PTS Net Debt to EBITDA (Times) Investor Day 2025 1.3 FY25 TTM 3

30%

‘Great Place To Work’ Certified Organization Hiring 1,000+ Young Professionals annually with >30% gender diversity in new joinees 11 Strategic Imperatives 1 2 Upstream Aluminium Copper Double

4x

Upstream Aluminium Copper Double Down Downstream Aluminium Copper Specialty Alumina Recycling 4x by FY30 Advancing Aluminium as the material of choice with circular solutions 1 2 3 Highly

75%

cing Aluminium as the material of choice with circular solutions 1 2 3 Highly Circular Reach 75% average recycled content across our products Low Carbon Reduce emissions to less than 3 tonnes o

16.6 billion

cts and Figures (1) LTM December 31, 2024 Large Scale with Global Presence LTM December 31, 2024 $16.6 billion Net Sales $1.8 billion Adjusted EBITDA 3,751 KT Flat Rolled Products (FRP) Shipments Novelis S

1.8 billion

ecember 31, 2024 Large Scale with Global Presence LTM December 31, 2024 $16.6 billion Net Sales $1.8 billion Adjusted EBITDA 3,751 KT Flat Rolled Products (FRP) Shipments Novelis Shipments by Region 3,7

“Consumption expected to double in 10 years Domestic Demand (KT) 11,373 5,416 5,957 8,205 3,760 4,445 FY30 FY35 Primary Secondary(Castings) 5,501 2,476 3,025 FY25 Downstream Demand (KT) 1,718 955 763 FY25 2,572 1,319 1,253 FY30 Extrusion Rolled 3,908 1,859 2,049 FY35 All Figures in KT Building and Construction CAGR: 8% Transport / Automotive CAGR: 7% 994 460 FY25 FY35 Applications Engine castings, Auto Fin / Clad, Cylinder Blocks, Alloy Wheels, Steering Wheels, CMS, etc.”

“3,747 1,831 FY25 FY35 Applications Façade, Formwork, Roofing, Hardware, etc.”

“Packaging CAGR: 7% Others CAGR: 8% Applications Foils (Flexible, Pharmaceutical, Household Foils, Semi- Rigid Containers), Closures / Caps and Beverage Cans 806 420 FY25 FY35 Applications Wire, Frames and Mounting Structures for Solar Modules, Cables / Conductors, Lugs, Heat Sinks, Transformers, Consumer Durable, etc.”

Aluminium

2

Planned Capacity

2

India Business

2

Sub

1

Copper

1

Specialties portfolio

1

Policy tailwinds

1

Global Primary Aluminium

1

LME Outlook

1

India Aluminium Industry

1

Sub

Ref: a. Regulation 30 (read with schedule III- Part A) of the Securities Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015 [“Listing Regulations”]; ISIN: INE038A01020 and b. c. Our Intimation dated March 22, 2025 Pursuant to the above referred, please find enclosed herewith the investor presentation of Hindalco’s Investor Day, 2025. The event is scheduled to be held today i.e. April 1, 2025, at 4:00 p.m. (IST) at Four Seasons Hotel, Mumbai. The above is being made available on the Company’s website i.e., www.hindalco.com This is for your information and record. Sincerely, for Hindalco Industries Limited Geetika Anand Company Secretary & Compliance Officer Encl: a/a Hindalco Industries Limited Registered Office: 21st Floor, One Unity Center, Senapati Bapat Marg, Prabhadevi, Mumbai – 400013, India |T: +91 22 69477000 / 69477150 I F: +91 2269477001/69477090 W: www.hindalco.com |E: hilinvestors@adityabirla.com | Corporate ID No.: L27020MH1958PLC011

Aluminium

Fully integrated Aluminium operations with first-quartile cost 3.74 MT Total Alumina1 1.34 MT Primary Metal 430 KT Downstream VAP (FRP and Extrusions) 460 KT Specialty Alumina Operational excellence driven by state-of-the-art technology FY24 Production Capacity

Copper

421 KT Copper Cathode 540 KT Copper Rods FY24 Production Capacity Proven track record of industry-leading margins High-value downstream portfolio across Aluminum, Copper and Specialty Alumina S S E N I S U B A I D N I Investor Day 2025 5 *Ex China 1 Includes Speciality Alumina Hindalco Established Global Leader in Non–Ferrous Metals* World’s largest aluminium roller and recycler NOVELIS Diversified Portfolio in beverage packaging, automotive, aerospace and specialties market Premium quality ensured advanced rolling capabilities Steady Growth Bay Minette on track for completion by H2 CY26 *Ex China Investor Day 2025 Aluminium Flat Rolled Products (FRP) ~4.2 MT Rolling Capacity Global Presence Focused on premium segments Global leader in Automotive, Beverage Packaging and Aerospace L A N O I T A N R E T N I 6 Our DNA Strong Foundation Performance Driven Future Ready Investor Day 2025 7 Strong Foundation India’s First Integrated Aluminium Facility A legacy built at Renukoot 2.5 million+ l

Specialties portfolio

Diverse, high-end, sustainability-focused Some cyclicality, but fundamentals support GDP + Demand Growth Trade protections provide potential demand tailwinds Flexible capabilities enable optimized capacity utilization and portfolio agility Leveraging our strengths in product quality and innovative high-recycled-content alloy offerings Optimizing our portfolio in North American specialties (exit automotive fin stock) Building and Construction benefits from structurally undersupplied U.S. single-family housing market; remodel market also continues to grow Transportation / Commercial Truck conversion to lightweight aluminum Commercial and Consumer growth supported by electronics demand and growth in lithium-ion batteries Food and Foil Packaging demand due to consumer sustainability demands in coffee capsule and container packaging products Investor Day 2025 20 Significant and growing backlog for aircraft constrained only by OEM supply chain Aerospace aluminum FRP demand is estimated to gr

Policy tailwinds

EVs, sustainable packaging, recycling, PLI 4x indirect job creation, driving hinterland development 1. Industrial GDP accounts for 27% of India’s GDP. Investor Day 2025 Hindalco India Aluminium Copper Specialty Alumina Investor Day 2025 36

Global Primary Aluminium

Demand Supply Balance Global Demand and Supply Balance (million tonnes) Production Consumption Metal Balance 1% 1% 72.7 80.2 72.8 80.0 (0.0) 0.2 43.1 29.6 CY24 43.4 36.8 CY34 45.0 27.8 CY24 43.7 36.3 CY34 China World excluding China Source: Company estimates Investor Day 2025 1.9 (1.9) CY24 0.5 (0.3) CY34 Steady Global Growth 10-year CAGR at 3%, with similar momentum expected for next decade (World excluding China) China Supply Cap Capacity capped at 45 MTPA Resilient Positioning Trade barriers shifting flows and premiums, but no material impact on Hindalco’s business (Primarily Southeast Asia-focused) 37