शुभ दीपावलीDiwali offer: 3 months free on yearly plans · ends 11 NovSee plans
HINDALCONSEHindalco Industries Limited· Non - Ferrous MetalsHighNeutral
Announced Thu, 12 Feb, 2026 · 17:10 IST

Hindalco Industries Limited has informed the Exchange regarding a press release dated February 12, 2026, titled "Hindalco Reports Q3 FY26 Results".

Exceptional itemEBITDA margin compressionResults View source PDFExplain this filing

HINDALCO · price

Loading chart…

▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reactionminutes from the announcement price · days from the prior close
-6.2%Reaction day
₹965.30
prior close
₹923.55
announcement price
After-mkt
timing
Nifty 100market · index membership as recorded later (tracked since Jun 2026)-1.3%-4.8% vs market
Aluminium peers, median of 12sector-2.4%-3.7% vs sector

On the reaction day the stock moved 4.8 pts less than Nifty 100 and 3.7 pts less than its Aluminium peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.

Minutes after the announcementfrom the announcement price · no benchmark
Stock
5m
+0.1
10m
-0.0
15m
-0.9
30m
-1.5
Sessions after the filingfrom the prior close
StockMarketvs marketSectorvs sector
Reaction day
-6.2-1.3-4.8-2.4-3.7
Next day
-6.0-0.5-5.5-3.5-2.5
2d
-7.7-0.3-7.5-3.7-4.1
3d
-6.9+0.1-7.0-2.8-4.1
4d
-6.3-1.4-4.9-2.9-3.4
5d
-3.2-0.9-2.3-4.2+1.1
1w
-4.1-1.3-2.9-6.0+1.8
15d
-2.1-6.7+4.6-12.8+10.7
1m
-5.6-9.8+4.2-16.7+11.1
2m
+1.1-7.0+8.1-4.3+5.5
3m
+11.8-7.9+19.6+10.6+1.2
UpDownMarket · Nifty 100Sector · Aluminium peers, median of 12Pending

Minute windows have no benchmark: there is no intraday index history to compare against.

AI summary

Hindalco reported Q3 FY26 consolidated revenue of ₹66,521 crore, up 14% year-on-year, driven by record India business performance. Consolidated EBITDA grew 5% to ₹8,543 crore, while India business PAT hit an all-time high of ₹3,581 crore, up 24%. However, reported consolidated PAT fell 45% to ₹2,049 crore, weighed down by a ₹2,610 crore exceptional expense linked to fire-related disruptions at the Novelis Oswego plant in the US. Copper segment revenue surged 33% to ₹18,233 crore on higher prices, though copper EBITDA dipped to ₹595 crore. The company also highlighted capacity expansion plans — aluminium capacity rising from 1.3 MT to 1.7 MT and copper smelting from 400 KT to 700 KT — and noted that the Bay Minette project remains on track for H2 FY27 commissioning.

Likely market impact

Short-term shareholders face a sharp drop in reported earnings due to one-off Oswego fire costs, but underlying operations remain healthy with strong India business growth and steady EBITDA. The rise in net debt-to-EBITDA from 1.33x to 1.73x warrants monitoring, though it remains comfortable. Stock may see pressure on headline PAT miss but could be supported by strong India segment momentum and clear growth roadmap.