Hindalco Industries Ltd — earnings calls
1 quarter summarised from transcripts filed with the exchange, every statement cited. Newest first.
Hindalco reported consolidated segment EBITDA up 11% year-on-year at INR10,812 crores for Q4 FY26, while consolidated PAT fell 51% due to exceptional items including the Novelis Oswego plant fire, or rose 10% on an adjusted basis. Management detailed strong performance in India upstream aluminium and copper, higher realizations from sulfuric acid byproducts, and continued execution of capacity expansion projects including Aditya Alumina Refinery, aluminium smelters, and captive coal mines. Novelis reported adjusted EBITDA of $498 million for the quarter, impacted by the Oswego fire and tariffs, with management describing progress on the Bay Minette greenfield facility and cost reduction programs.