HINDALCONSEQ4 FY26May 22, 2026

Hindalco Industries Limited

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Key numbers — 40 extracted
1%
Global Yearbook 2026 Safety & Sustainability Updates Strengthened leadership position; in top 1% in the S&P Global Yearbook 2026 INDUSTRY RANKINGS 2026 S&P Global Sustainability Yearbook relea
0.6 million
Hindalco (India) Business Developed 295 safety SMEs, improving effectiveness of risk controls 0.6 million+ line-management safety interventions sustained an ALARP risk environment and strengthened overa
88%
on 6 Driving circularity through responsible waste recycling Total waste utilization was at 88% in FY26 vs 85% in FY25 Safety & Sustainability Updates Hindalco (India) Business % Recycling of
85%
circularity through responsible waste recycling Total waste utilization was at 88% in FY26 vs 85% in FY25 Safety & Sustainability Updates Hindalco (India) Business % Recycling of Ash 109 108
26 %
ty Updates Hindalco (India) Business % Recycling of Ash 109 108 106 102 FY23 FY24 FY25 FY26 % Recycling of Bauxite Residue (Excluding Utkal) 124 109 111 131 FY23 FY24 FY25 FY26 % Recyc
19.86 Million
tives like ZLD adoption, cooling tower optimization and others Aluminium 51.5 50.7 50.0 47.9 19.86 Million m3 water was recycled and reused in the process vs 17.05 Million m3 in FY25 FY23 FY24 FY25 FY
17.05 Million
luminium 51.5 50.7 50.0 47.9 19.86 Million m3 water was recycled and reused in the process vs 17.05 Million m3 in FY25 FY23 FY24 FY25 FY26 Copper 17.2 9.5 9.4 9.4 1.92 Million m3 water was recycle
1.92 Million
d in the process vs 17.05 Million m3 in FY25 FY23 FY24 FY25 FY26 Copper 17.2 9.5 9.4 9.4 1.92 Million m3 water was recycled and reused in the process vs 2.03 million m3 in FY25 Hindalco Q4 FY26 – Ear
2.03 million
FY26 Copper 17.2 9.5 9.4 9.4 1.92 Million m3 water was recycled and reused in the process vs 2.03 million m3 in FY25 Hindalco Q4 FY26 – Earnings Presentation 8 FY23 FY24 FY25 FY26 Driving conservat
1.3 lakh
y & Sustainability Updates Hindalco (India) Business No Net Loss Biodiversity Offsite Projects ~1.3 lakh mangrove saplings planted for coastal protection near Birla Copper Dahej 0.2 lakh saplings planted
0.2 lakh
fsite Projects ~1.3 lakh mangrove saplings planted for coastal protection near Birla Copper Dahej 0.2 lakh saplings planted in 11 ha offsite Aditya Aluminium 8.7 lakh saplings planted across mines and pla
8.7 lakh
l protection near Birla Copper Dahej 0.2 lakh saplings planted in 11 ha offsite Aditya Aluminium 8.7 lakh saplings planted across mines and plant locations vs 5.3 lakh in FY25 Biodiversity Management Plan
Guidance — 6 items
Governance
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Hindalco Q4 FY26 – Earnings Presentation 5
Zero Harm
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Our commitment to health & safety Lost Time Injury Frequency Rate (LTIFR) 0.25 0.22 0.26 0.23 FY23 FY24 FY25 FY26 Fatality Periods Employee Contractor FY23 FY24 FY25 FY26 0 0 0 1 2 1 2 2 Safety & Sustainability Updates Hindalco (India) Business Developed 295 safety SMEs, improving effectiveness of risk controls 0.6 million+ line-management safety interventions sustained an ALARP risk environment and strengthened overall operational safety resilience.
Zero Harm
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India’s GDP growth is estimated at 7.6% in FY26, .
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with the RBI projecting growth in FY27 at 6.9%.
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is expected to remain within the RBI’s Inflation tolerance band, while rising from 2% in FY26 to 4.6% in FY27, although recent spikes in energy prices and weather-related disruptions continue to pose upside risks.
Impact of Conflict
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Despite demand weakness, global deficit is likely to widen to ~1.5 mt in CY26 (pre-conflict: deficit of 0.3 million) Medium Term: Higher prices supports ramp up of Indonesia, GCC, Angola and Vietnam capacities.
Risks & concerns — 2 flagged
Achieved 100 percentile on Transparency & Reporting, Risk and Crisis Management, Business Ethics, Policy Influence, Materiality, Supply Chain Management, and Information Security.
Governance
Our commitment to health & safety Lost Time Injury Frequency Rate (LTIFR) 0.25 0.22 0.26 0.23 FY23 FY24 FY25 FY26 Fatality Periods Employee Contractor FY23 FY24 FY25 FY26 0 0 0 1 2 1 2 2 Safety & Sustainability Updates Hindalco (India) Business Developed 295 safety SMEs, improving effectiveness of risk controls 0.6 million+ line-management safety interventions sustained an ALARP risk environment and strengthened overall operational safety resilience.
Zero Harm
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1
Environmental
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Social
1
Governance
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Zero Harm
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Impact of Conflict
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For Further Queries Please Contact
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Location
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Opening remarks
Sub
Investor Presentation - Standalone and Consolidated Audited Financial results for quarter and year ended March 31, 2026. Ref: a. Regulation 30 (read with Schedule III- Part A) of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015; ISIN: INE038A01020 and b. c. Our Intimation dated May 13, 2026. 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 Audited Standalone and Consolidated Financial Results for the quarter and year ended March 31, 2026. 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
Environmental
Achieved 100 percentile on Environmental Policy & Management, Waste & Pollutants, Water, and Biodiversity.
Governance
Achieved 100 percentile on Transparency & Reporting, Risk and Crisis Management, Business Ethics, Policy Influence, Materiality, Supply Chain Management, and Information Security. Hindalco Q4 FY26 – Earnings Presentation 5
Zero Harm
Our commitment to health & safety Lost Time Injury Frequency Rate (LTIFR) 0.25 0.22 0.26 0.23 FY23 FY24 FY25 FY26 Fatality Periods Employee Contractor FY23 FY24 FY25 FY26 0 0 0 1 2 1 2 2 Safety & Sustainability Updates Hindalco (India) Business Developed 295 safety SMEs, improving effectiveness of risk controls 0.6 million+ line-management safety interventions sustained an ALARP risk environment and strengthened overall operational safety resilience. Driving real-time experiential learning through safety theme parks across multiple units Hindalco Q4 FY26 – Earnings Presentation 6 Driving circularity through responsible waste recycling Total waste utilization was at 88% in FY26 vs 85% in FY25 Safety & Sustainability Updates Hindalco (India) Business % Recycling of Ash 109 108 106 102 FY23 FY24 FY25 FY26 % Recycling of Bauxite Residue (Excluding Utkal) 124 109 111 131 FY23 FY24 FY25 FY26 % Recycling of Copper Slag 114 119 110 126 FY23 FY24 FY25 FY26 Ash utilization increased at Aditya, R
Impact of Conflict
Largest ever supply shock driving up LME. Despite demand weakness, global deficit is likely to widen to ~1.5 mt in CY26 (pre-conflict: deficit of 0.3 million) Medium Term: Higher prices supports ramp up of Indonesia, GCC, Angola and Vietnam capacities. Hindalco Q4 FY26 – Earnings Presentation 13 Domestic aluminium demand & supply 1,426 1,442 322 327 419 445 1,643 447 527 1,555 1,561 439 473 505 394 Economy & Industry Updates All figures in Kilo Tons 6,201 1686 5,538 1254 1790 1872 4,968 1006 1733 684 669 669 612 694 2230 2494 2644 Q4 FY25 Q1 FY26 Q2 FY26 Q3 FY26 Q4 FY26E FY24 FY25 FY26 In Q4 FY26, the total Indian demand is likely to reach 1,561 Kt (up 9%) primarily led by strong demand in Auto & Electricals Strong demand growth led by electrical, packaging, and Auto Hindalco Q4 FY26 – Earnings Presentation 14 Domestic copper demand & supply 364 113 37 187 377 423 423 402 145 81 170 161 80 157 152 76 152 145 54 184 Economy & Industry Updates All figures in Kilo Tons 1,555 603 290 1,299
For Further Queries Please Contact
Subir Sen, Head - Investor Relations Telephone +91 22 6662 6666 E mail: hilinvestors@adityabirla.com Website: www.hindalco.com Registered Office 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 O C L A D N H I 32 Annexures 30 Hindalco Q4 FY26 – Earnings Presentation (₹ Crore) Consolidated : Key Financials Novelis, Aluminium and Copper Businesses Note: In Q4FY26 PAT before the impact of the Novelis Oswego plant fires & Sierre recoveries classified in exceptional items is ₹5,796 crore up 10% YoY. *All the figures mentioned are as per the US GAAP 34 ParticularsQ4 FY25Q3 FY26Q4 FY26Change YoY %QoQ Change %FY25FY26Change YoY %Revenue from Operations64,890 66,521 78,133 20%17%238,496 274,944 15%Earning Before Interest, Tax, Depreciation & Amortisation (EBITDA)Novelis*4,103 3,102 4,202 2%35%15,242 14,546 -5%Aluminium Upstream4,838 4,832 5,448 13%13%16,262 18,884 16%Aluminium Do
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