Hindalco Industries Limited — Investor Meet, 26-05-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Hindalco’s consolidated EBITDA rose 24% YoY to Rs 9,774 Cr, with PAT up 66% at Rs 5,284 Cr in Q4 FY25. Upstream aluminum EBITDA surged 79% to Rs 4,838 Cr on lower costs and strong demand, hitting a record 47% margin. Downstream aluminum EBITDA grew 52% to Rs 219 Cr, led by value-added products. Copper EBITDA declined 21% to Rs 614 Cr due to lower TcRc. Novelis shipments rose 1% YoY to 957 KT, but EBITDA fell 8% to $473 million amid higher scrap and costs. Key upstream expansions and renewable capacity ramp-up continue. Management is confident on growth, cost discipline, and sustainability amid global uncertainties and strong domestic demand.