Hindalco Industries Reports Strong Q2 FY26 Performance with Rs 660.58 Billion Consolidated Revenue and Rs 47.41 Billion Net Profit

Key Highlights

• Q2 consolidated revenue grew 13.6% YoY to Rs 660.58 billion, beating analyst estimates
• Net profit rose 21.3% YoY to Rs 47.41 billion, outperforming expectations
• EBITDA increased 11.7% to Rs 89.67 billion, with a margin of 13.6%
• Aluminum upstream business EBITDA surged 22%; downstream EBITDA rose 69%
• Copper segment revenue increased 11%, aided by strong domestic demand
• Expansion plans announced: Rs 10,225 crore investment to increase capacity at Aditya Aluminium unit in Odisha
• Company navigated U.S. tariff challenges and elevated input costs with steady demand in automotive and aerospace sectors
• Improved operational efficiency and cost management underpin financial resilience

Detailed Report
Hindalco Industries, India’s leading aluminum and copper producer under the Aditya Birla Group, announced strong financial results for Q2 FY26, reflecting solid demand and efficient execution amid global market volatility. The company posted consolidated revenue from operations at Rs 660.58 billion, a 13.6% rise over the prior year, outpacing analyst expectations of Rs 643.12 billion.

Net profit climbed 21.3% to Rs 47.41 billion, fueled by operational improvements, better commodity prices, and focused cost management. EBITDA stood at Rs 89.67 billion with a robust 13.6% margin. Aluminum upstream and downstream segments demonstrated strong EBITDA growth of 22% and 69%, respectively, while the copper division witnessed an 11% revenue rise.

Despite tariff-related pressures on the U.S. Novelis unit and higher raw material costs, sustained demand from automotive and aerospace sectors helped maintain growth momentum. The company also unveiled a significant expansion plan to boost capacity at its Odisha aluminum facility with an investment of Rs 10,225 crore.

Hindalco’s financial resilience and strategic expansion position the company well for future growth and market leadership.

Sources: Hindalco Official Releases, Economic Times, Moneycontrol, ScanX