Hindalco Industries Limited — PPTs, 21-11-2025: Investor Presentation

Hindalco reported a strong H1 with ₹8,745 Cr Net Profit and 19.6% ROCE, maintaining a healthy 1.23x Net Debt/EBITDA.

Strategy focuses on expanding less volatile, non-LME based businesses, targeting ~70% of EBITDA. A massive $10 billion growth capex is underway for global downstream and value-added products. Novelis aims for 75% recycled content by 2030 and $600+ EBITDA per tonne.

Recent highlights include Novelis commissioning Guthrie/UAL recycling expansions and its $5 billion Bay Minette project progressing for H2 2026. India is also seeing significant capacity expansions across core segments, including new EV battery enclosures.

Management prioritizes a strong balance sheet, growth investments, and shareholder returns (8-10% of free cash flow), expecting margin expansion and over $300 million in cumulative cost savings by FY28.