Mumbai, Aug 07: HindalcoIndustriesLimited,theAdityaBirlaGroupmetalsflagship,todayreporteditsstrongest-ever performance for the quarter ended June 30, 2026, achieving new highs in Revenue, EBITDAand PAT, driven by strong India business momentum and Novelis’recovery.
ConsolidatedEBITDAforthefirstquarterstoodat₹14,989crore,up73%fromthesamequarter lastyear.QuarterlyNetProfitwas₹7,013crorecomparedto₹4,004croreinthesamequarter last year, backed by strong performance across all business segments.Aluminium Upstream, Aluminium Downstream, Copper and Novelis delivered their highest-ever quarterly EBITDA.
Hindalco’s milestone performance was driven by favourable macro tailwinds and the Company’s strategic focus on resource security, premium product innovation and relentless operational excellence.
Novelisrecordeda37%improvementinEBITDA, buoyedbythesuccessfulrestartofOswego hot mill and accelerated benefits from its cost optimisation programme.
As per US GAAP
SummaryofConsolidatedFinancialHighlightsfortheQuarterendedJune30, 2026
(₹ Crore)
|
Particulars |
Q1 FY26 |
Q1 FY27 |
Growth % |
|
Revenue from Operations |
64,232 |
84,825 |
32% |
|
EBITDA |
8,673 |
14,989 |
73% |
|
PBDT |
7,919 |
14,023 |
77% |
|
ExceptionalIncome/(Expenses)(Net) |
– |
(2,299) |
– |
|
ProfitBeforeTax(AfterExceptionalItem) |
5,676 |
9,393 |
65% |
|
Profit/ (Loss) After Tax |
4,004 |
7,013 |
75% |
|
EPS (₹/Share) – Basic |
18.03 |
31.58 |
75% |
Commentingontheresults,Mr.SatishPai,ManagingDirector,HindalcoIndustries, said, “Hindalco has started FY27 on a strong note, delivering record Revenue, EBITDA and PAT, with every business segment contributing meaningfully to this performance. Our India business delivered another record quarterly performance while Novelis reported improved profitability supported by the successful restart of Oswego and continued benefits from cost optimisation measures.
Our Aluminium Upstream business reported an all-time high EBITDA, backed by favourable macros and operational efficiencies. Both our Copper and Aluminium Downstream businesses also delivered record quarterly EBITDA reflecting the continued strength of our diversified business model, value added products and operational excellence.
Looking ahead, our pipeline of strategic investments remains robust across upstream and downstream. As we continue to expand upstream capacities in alumina, aluminium and copper, we are scaling up our downstream projects. Projects such as Aditya FRP, battery foil, battery enclosure, Inner Grooved Tube are progressing well while the ramp of Novelis’ Oswego plant and Bay Minette plant will mark another milestone in our downstream growth journey. Together, these investments position Hindalco uniquely as an integrated global metals company with the right balance of upstream strength and downstream value addition to deliver sustainable, long-term growth.”
Advancing Sustainably
- Operationalised a 65 MW round-the-clock renewable energy project atAditya Aluminium,makingHindalcotheonlycompanyinIndiawith anoperationalcaptive round-the-clock renewable energy plant
- Achieved 80% overall waste utilisation in the first quarter, while advancing India’s first bauxiteresidue-basedquarrybackfillinginitiativeatDallastonequarry inUttarPradesh
- Waterrecyclingincreasedto29%acrossoperations,upfrom27%ayearago, supported by advanced tertiary water treatment initiatives
- Planted 80,000 saplings in Q1, taking cumulative plantation to 6.34 million trees; launchedpollinatorconservationinitiativesatBaphlimalimines,anddevelopedavian habitats at the Aditya Aluminium Biodiversity Park
Recognised as the World’s Most Sustainable Aluminium Company in the S&P Global CSA for the sixth consecutive year (2020–2025).
Segment-wisePerformanceforQ1FY27 Novelis
|
Particulars |
UOM |
Q1 FY26 |
Q1 FY27 |
|
Shipments |
Kt |
963 |
916 |
|
Revenue |
$Bn |
4.7 |
5.8 |
|
BusinessSegmentEBITDA |
$Mn |
416 |
516 |
|
EBITDA/ton |
$/ton |
432 |
563 |
- Revenueat$5.8billion,up23%,drivenbyhighermetalprices
- AdjustedEBITDAat$516million,up24%,supportedbystructuralcostreduction initiatives
- OswegohotmillrestartedinJuneandproductionisrampingup
- BayMinetteplantcommissioningisunderway;expecttocommencecommercial shipments in Q1 FY28
As per US GAAP
Aluminium (India)
AluminiumUpstream:
|
Particulars |
UOM |
Q1 FY26 |
Q1 FY27 |
|
Shipments |
Kt |
325 |
335 |
|
Revenue |
₹Cr |
9,331 |
13,403 |
|
BusinessSegmentEBITDA |
₹Cr |
4,080 |
7,390 |
|
EBITDA/ton |
$/ton |
1,467 |
2,331 |
- QuarterlyUpstreamrevenueat₹13,403crore,up44%
- RecordAluminiumquarterlyUpstreamEBITDAat₹7,390crore,up81%,drivenby favourable macros and stronger operational performance
- All-timehigh quarterlyAluminiumUpstreamEBITDApertonneat$2,331,up59%
- AluminiumUpstreamcontinuedtodeliverrobustEBITDAmargins,at55%
- AdityaSmelterPhase2ontracktobeginmetalproductioninFY28
AluminiumDownstream:
- SalesofAluminiumDownstream stoodat104KT,up3%
- Downstreamrevenuewas₹4,889crore,up46%
- All-timehighquarterlyAluminiumDownstreamEBITDAat₹298crore,up30% supported by favourable product mix and higher shipments
- DownstreamEBITDApertonneat$303,up15%,ledbychangeinproductmixand premiumization benefits
- Aluminium Battery foil plant at Aditya and Coated AC Fins plant at Taloja commissioned;FRPplantatAdityascalinguptooptimalproductionlevels
Copper(India)
|
Particulars |
UOM |
Q1 FY26 |
Q1 FY27 |
|
TotalMetalsales |
Kt |
124 |
105 |
|
OfwhichCCRSales |
Kt |
104 |
96 |
|
Revenue |
₹Cr |
14,886 |
17,232 |
|
EBITDA |
₹Cr |
673 |
918 |
- Coppermetal salesat105KT,down16%
- CopperContinuousCastRod(CCR)salesat96KT,down8%
- Revenueat₹17,232crore,up16%
- RecordquarterlyEBITDAat₹918croredespiteaplannedmajorsmeltermaintenance, backed by strong operational performance and higher realisation of by-products like sulphuric acid
- CopperTubesandInnerGroovedTubesplantfullyoperationalandscalingup
- Copperande-wasterecyclingprojecttocommissioninFY27