Hindalco Industries Limited
3,954words
4turns
0analyst exchanges
0executives
Key numbers — 40 extracted
98%
97%
1.12 lakh
76,000 MT
3.92 lakh
1.76 lakh
135%
138%
127%
106%
107%
136%
Guidance — 7 items
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opening
“In Q1 FY26, 3.92 lakh MT of phosphogypsum was co-processed by cement plants vs 1.76 lakh MT in Q1 FY25.”
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“% Recycling of Bauxite Residue (Excluding Utkal Refinery) % Recycling of Ash % Recycling of Copper Slag W A S T E R E C Y C L I N G Q1 FY26 Q1 FY25 Q1 FY24 Q1 FY23 135% Q1 FY26 138% Q1 FY25 127% Q1 FY24 98% 106% 107% 136% Q1 FY23 123% Q1 FY26 Q1 FY25 Q1 FY24 Q1 FY23 113% 164% 203% 182% 6 Our focus on conservation of precious water resources Sustainability updates Hindalco Sustainability Initiatives”
Water Recycling
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“Risks Elevated tariffs, policy unpredictability, and geopolitical tensions key downside risks 13 Indian Economy Economy & Industry Updates Domestic GDP GDP Growth (% YoY) 7.9 8.5 5.2 5.5 7.4 6.4 8.0 8.3 6.8 6.5 3.9 9.7 9.2 7.6 6.5 6.5 GDP growth to remain stable at 6.5% in FY26.”
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“(RBI) FY10 FY11 FY12 FY13 FY14 FY15 FY16 FY17 FY18 FY19 FY20 FY21 FY22 FY23 FY24 FY25E FY26F -5.8 Outlook RBI projects FY26 growth at 6.5%, same as FY25 Growth expected to be supported by increased investments, sustained demand and robust services sector.”
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“CPI inflation to remain benign, expected to ease to 3.7% in FY26 from 4.6% in FY25 (RBI).”
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“Scrap Scrap 1 (Figures In Kilo Tons) 356 147 54 155 380 137 82 161 364 156 50 158 377 187 37 153 423 170 81 172 Q1 FY25 Q2 FY25 Q3 FY25 Q4 FY25 Q1 FY26E Key Macro Drivers (Q1 FY26 vs Q1 FY25) TC/RC2 S.”
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“➢ Based on actions taken this quarter, FY26 exit savings are now expected to be higher at $100 million, while maintaining the $300 million target for FY28 ➢ Mitigation actions to begin offsetting tariff impacts in H2 FY26 ➢ 600 Kt greenfield rolling and recycling plant (Bay Minette) in the US is on track and expected to be commissioned in H2-CY2026.”
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Risks & concerns — 1 flagged
• Uncertain tariff implications in Europe • • and North America Slower growth in China due to vehicle mix Favorable vehicle mix in N America (trucks, SUVs) that use higher share of aluminium • Domestic light gauge market may benefit from favorable trade rulings.
— Water Recycling
Speaking time
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Opening remarks
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Ref: a. Regulation 30 (read with Schedule III- Part A) of the Securities Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015; ISIN: INE038A01020 and b. c. Our Intimation dated August 5, 2025. Pursuant to the above referred, kindly note that the Board of Directors of the Company at its meeting held today has inter alia considered and approved the Unaudited Standalone and Consolidated Financial Results for the quarter ended June 30, 2025. 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 and 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.: L27020MH1
Water Recycling
In Q1 FY26, 26.4% of 19.37 million m³ water consumed was recycled and reused, up from 25% of 18.25 million m³ in Q1 FY25 A 100 KLD Tertiary Water Recycling Unit is being installed at Hirakud to reduce freshwater use and enhance water circularity Belagavi is building an 80,000 m³ rainwater harvesting system, designed to meet nearly 13% of its total freshwater demand W A T E R M A N A G E M E N T Specific freshwater Consumption (m3/T metal) Q1 FY26 52.80 Q1 FY25 54.11 Q1 FY24 54.47 Q1 FY23 57.20 Q1 FY26 8.86 * Q1 FY25 8.22 Q1 FY24 Q1 FY23 19.50 19.80 Aluminium Copper *Desalination project and Tertiary Water Recycling units at Dahej (started in Q2 FY24) enabled significant drop in freshwater consumption 7 Our unwavering commitment to protect biodiversity Sustainability updates Hindalco Sustainability Initiatives G R E E N B E L T A N D B I O D I V E R S I T Y BMPs have been implemented across 39 locations out of 41 locations The inaugural TNFD* report has been published, marking the adopt
For Further Queries Please Contact
Registered Office Subir Sen, Investor Relations Telephone +91 22 6662 6666 E mail: hilinvestors@adityabirla.com Website: www.hindalco.com 21st Floor, One Unity Centre, Senapati Bapat Marg, Prabhadevi, Mumbai – 400013 Telephone:- 91 22 6947 7000 Website: www.hindalco.com E mail: hindalco@adityabirla.com 36 Q 1 F Y 2 6 E A R N I N G S Annexures 37 Consolidated : Key Financials (₹ Crore) Financial Analysis Novelis, Aluminium and Copper Businesses * As per the US GAAP 38 ParticularsQ1 FY25Q4 FY25Q1 FY26Change YoY %QoQ Change %Revenue from Operations57,013 64,890 64,232 13%-1%Earning Before Interest, Tax, Depreciation & Amortisation (EBITDA)Novelis*4,170 4,103 3,557 -15%-13%Aluminium Upstream3,493 4,838 4,080 17%-16%Aluminium Downstream110 219 229 108%5%Copper 805 614 673 -16%10%Business Segment EBITDA8,578 9,774 8,539 0%-13%Inter Segment Profit/ (Loss) Elimination (Net)(230) 15 (11) Unallocable Income/ (Expense) - (Net) & GAAP Adjustments(356) 507 145 EBITDA7,992 10,296 8,673 9%-16%Finance
Location
Universal Access (India) Primary Number Secondary Number International Toll Free 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 Pre-Registration Link Click Here Investor Presentation post announcement of the results (link) Post Earnings Call Recording (link) Reports and Presentations – Hindalco 43
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