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മലയാളം தமிழ் मराठी বাংলা ಕನ್ನಡ తెలుగు ગુજરાતી ਪੰਜਾਬੀ हिन्दी

Hindalco Industries Ltd: ₹1.5 Lakh Crore Metal Giant That Prints Cash in Both Aluminium and Copper

1. At a Glance

Hindalco, the flagship of the Aditya Birla Group, isn’t your friendly neighbourhood rolling mill — it’s a global metals empire. With Novelis (the world’s largest aluminium recycler) as its crown jewel, it controls flat-rolled aluminium, copper cathodes, and packaging foils. At ₹667/share and a ₹1,50,113 Cr market cap, it trades at a humble P/E of 8.67, screaming “undervalued” in metal-speak. Q1 FY26 revenue: ₹64,232 Cr (+13% YoY), PAT: ₹4,004 Cr (+30% YoY).

2. Introduction

Think of Hindalco as the Avengers of metals — except instead of Iron Man, you get actual aluminium man. Born in 1958, it went from domestic aluminium sheets to acquiring Novelis in 2007, instantly becoming a global heavyweight. Today, 59% of revenue comes from Novelis, 41% from India’s aluminium & copper business.

The cyclical nature of commodities means earnings swing harder than a cricket bat in a T20 match. But FY25–26 shows Hindalco’s knack for riding cycles: TTM sales ₹2,45,715 Cr, PAT ₹16,932 Cr, and a solid ROE of 14%.

3. Business Model (WTF Do They Even Do?)

  • Novelis: Flat-rolled aluminium products, recycling, supplying auto, aerospace, and beverage can industries.
  • Aluminium India: Upstream smelting, downstream value-added products, foils, extrusions.
  • Copper India: Cathodes, continuous cast rods, precious metal recovery.
  • Energy: Captive power plants because smelting eats electricity like kids eat candy.

Their strength? Being vertically integrated — from bauxite mines to final foil rolls.

4. Financials Overview

  • TTM Revenue: ₹2,45,715 Cr
  • TTM EBITDA: ₹32,208 Cr (EBITDA margin ~13%)
  • TTM PAT: ₹16,932 Cr (Net margin ~6.9%)
  • Q1 FY26 Revenue: ₹64,232 Cr (+13% YoY)
  • Q1 FY26 PAT: ₹4,004 Cr (+30% YoY)

P/E Recalculation:
Q1 EPS = ₹17.82 ⇒ Annualised EPS ≈ ₹71.28
CMP ₹667 ⇒ Adjusted P/E ≈ 9.36 (still bargain basement for a global metals major).

5. Valuation (Fair Value Range)

MethodCalculationFV (₹)
P/E MethodEPS ₹70–72 × P/E 10–12700–860
EV/EBITDAEBITDA ₹32,208 Cr × 6–7 EV/EBITDA – Net Debt ₹~63,000 Cr720–800
DCF (10% WACC, 3% growth)Based on 5-yr commodity cycle projections680–760

Fair Value Range: ₹680 – ₹820

This FV range is for educational purposes only and is not investment advice.

6. What’s Cooking – News,

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FII & DII Data | Institutional Money Tracker

FII & DII Data

Institutional Money Flow Tracker | by Mr. Chartist
LOCAL ARCHIVE (Mar 13)
Latest Trading Session
Friday, 13 March 2026
Aggressive Selling
FII / FPI NET
-₹10,724 Cr
DII NET
+₹9,977 Cr
FII Aggression: 52% DII Support: 48%
Combined Liquidity -₹747 Cr
Current FII Streak
—
Streak Volume
—
5-Day FII Net Velocity
—
Computing…
FII 5-Yr Cumulative
-₹11.01L Cr
Historical allocation extraction
DII 5-Yr Cumulative
+₹20.45L Cr
The domestic fortress
SIP Monthly Run-Rate
₹26,500 Cr
Retail structural backbone
FII NSE500 Ownership
16.1%
Down from 28% peak

Derivatives Positioning (F&O)

Participant-wise Open Interest Analysis
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FOREIGN INSTITUTIONAL INVESTORS (FII)
Index Futures
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DOMESTIC INSTITUTIONAL INVESTORS (DII)
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