Hindalco Records Highest Ever Consolidated Revenue, Targets Major Global Growth via Mega-Investment

<h1>Hindalco Records Highest Ever Consolidated Revenue, Targets Major Global Growth via Mega-Investment</h1>

Hindalco Industries Limited reported landmark financial achievements for the fiscal year ended March 31, 2026, noting historic highs in consolidated revenue and EBITDA. The company affirmed its aggressive strategy focused on capacity expansion, high-value downstream integration, and industry leadership in sustainability during the review of business matters.

The conglomerate recorded a consolidated revenue of ₹2,74,944 crore. Furthermore, businesses delivered an all-time high consolidated EBITDA of ₹38,097 crore. The Board of Directors also recommended a dividend of ₹5 per equity share for the fiscal year 2025-26.

The Chairman’s address highlighted Hindalco's critical role in India’s industrial transformation, driven by massive growth prospects in aluminium and copper sectors spurred by infrastructure development, renewable energy adoption, and EV mobility expansion. The company noted that while per-capita aluminium consumption in India stands at around 4 Kilograms, the potential for demand remains substantial, with domestic consumption projected to rise fivefold from 6.1 million tonnes (FY26) to nearly 28 million tonnes by FY47.

Strategic Expansion and Global Positioning​

Hindalco is executing a significant capital expenditure program across its value chain to strengthen resource security and scale. Projects include the phased expansion of the Aditya smelter, which will add 374,000 tonnes, alongside a similar capacity increase at Mahan, collectively aiming for over 2 million tonnes of aluminium smelting capacity.

In the copper business, Hindalco is building an integrated, downstream-led operation, with plans including a 50,000 tonnes copper e-waste recycling facility and a 300,000 tonnes copper smelter expansion at Dahej scheduled for FY29. The company has earmarked ₹50,000 crore for strategic growth projects across the value chain, with an additional ₹50,000 crore in opportunities currently under evaluation, forming a potential investment pipeline of ₹1 lakh crore.

This focus on sophisticated manufacturing processes is translating into high-value market penetration. Hindalco solutions are being used by leading two, three, and four-wheeler brands for safety-critical applications such as battery enclosures and crash management systems. The company reported achieving the highest downstream EBITDA at nearly ₹1,000 crore.

Financial Health and ESG Milestones​

The consolidated Net Debt-to-EBITDA ratio was maintained at 1.83x, remaining within committed limits for stakeholders. In addition to core operations, Novelis showed a 10% improvement in EBITDA per tonne despite lower volumes, reporting $200 million in run-rate cost savings during FY26 and anticipating total savings of $350-$400 million by FY28 exit.

Sustainability remains a critical focus for Hindalco. The company was recognized as the World's Most Sustainable Aluminium Company for the sixth consecutive year, achieving an 89 out of 100 score in the S&P Global Corporate Sustainability Assessment 2025. Hindalco is noted as the only aluminium producer in India with operational round-the-clock renewable power.

The commitment to innovation and digitalization was also highlighted. The company developed an industry first digital import trade platform, integrating its ERP systems directly with banking partners.

Key governance items presented for shareholders included the adoption of the Audited Standalone Financial Statements and the Consolidated Financial Statements for FY ended March 31, 2026, along with the declaration of dividends. Resolutions concerning the re-appointment of Directors Kumar Mangalam Birla and Ananyashree Birla were also addressed.

HINDALCO Stock Price Movement​

Hindalco Industries Limited saw its stock climb today, settling at ₹955.65 after gaining 0.63%. The equity traded with a volume of 4.72 million shares during the session, reflecting positive sentiment in the metal sector.