Hindalco Industries Limited — PPTs, 07-11-2025: Investor Presentation

Here's a concise, retail-friendly summary:

**Business Performance:** Hindalco posted robust Q2 FY26: Consolidated revenue rose 13% YoY to ₹66,058 Cr, PAT increased 21% to ₹4,741 Cr, and EPS hit ₹21.35. Novelis's revenue grew 10% to $4,744M, with Adj. EBITDA per ton at $506 (ex-tariffs). India's Aluminium Downstream EBITDA jumped 69% to ₹261 Cr, Upstream grew 22% to ₹4,524 Cr. Copper's EBITDA fell 24% to ₹634 Cr.

**Growth Drivers or Strategy:** Novelis focuses on circular solutions (75% recycled content target) and low-carbon operations, aiming for over $300M in cost savings by FY28. Hindalco India targets 4x EBITDA growth by FY30, retaining its first-decile global aluminum cost position.

**Recent Developments:** Aditya FRP is ramping up, Copper IGT commenced commissioning, and Novelis's Oswego hot mill restart is slated for December 2025.

**Key Financial Metrics:** Consolidated Net Debt/EBITDA is 1.23x, and Return on Capital Employed (ROCE) stands at 20%.

**Management Commentary / Outlook:** Management highlighted robust H1 FY26 cash generation (up 45% YoY), underscoring disciplined capital allocation.