Hindalco Industries Limited — PPTs, 11-08-2025: Investor Presentation

Here is the summary of the attached file:

**Financial Highlights:**

Novelis's Q1 FY26 saw Net Sales climb to $4.7 billion (+13%) and shipments reach 963 kilotonnes (+1%). Profitability softened: Net Income fell 36% to $96 million and Adjusted EBITDA dropped 17% to $416 million ($432/tonne). Higher scrap costs, product mix, and tariffs weighed on results. Net leverage stands at 3.2x.

**Strategic Initiatives & Growth Drivers:**

A significant cost reduction program targets $100 million+ in run-rate savings this fiscal year, aiming for $300 million+ by FY28 through efficiency actions. Key growth projects, like the 600kt Bay Minette plant, are on track for commissioning.

**Business Developments:**

Robust beverage packaging demand provided a top-line boost, though automotive and specialty shipments were softer. Novelis is expanding its low-carbon, sustainable aluminum solution offerings.

**Market Position & Competitive Advantage:**

As a global leader in aluminum rolling and recycling, Novelis capitalizes on sustainability trends to reinforce its strong market presence, especially in beverage packaging.

**Investor Implications:**

Despite near-term margin pressure from input costs, Novelis's strategic capacity investments and ambitious cost-cutting program signal positive long-term growth potential. Execution of these large-scale initiatives and effective cost management will be key for investors.