Hindalco Industries Limited — Investor Meet, 18-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Hindalco's Q1 FY26 saw consolidated net profit surge 30% to INR 4,004 Cr, with India operations leading, up 45% to INR 2,847 Cr. Strong balance sheet with net debt-to-EBITDA at 1.02x. Novelis' EBITDA was down 17% to $416 million due to tariffs and scrap costs, but cost savings targets were raised to over $100 million. India's upstream aluminum EBITDA jumped 17% to INR 4,080 Cr on lower costs. Downstream aluminum hit a record INR 229 Cr EBITDA, up 108%, driven by high-value products like EV battery enclosures. Copper business maintains INR 600 Cr quarterly EBITDA guidance. Management expresses confidence in future growth and operational efficiency.