Hindalco Industries Limited has informed the Exchange about Transcript

Hindalco reported Q4 FY26 consolidated EBITDA of INR 10,812 crores (+11% YoY). Adjusted PAT (excluding Novelis Oswego fire impact of ~$53M) was INR 5,796 crores (+10% YoY). India upstream aluminum delivered EBITDA of $1,756/ton with 48% margins, among the best globally. Copper business hit a record INR 907 crores EBITDA (+48% YoY) driven by higher sulfuric acid prices. Novelis posted adjusted EBITDA of $498M ($543/ton). The company raised its cost reduction run rate target from $75M to $200M, aiming for $350-400M by FY28. Management guided FY27 India capex of ~INR 12,000 crores and expects consolidated net debt to peak at INR 80,000-90,000 crores over the next 2 years. Coal mines are progressing with Chakla expected to deliver first coal by Q4 FY28 and Meenakshi volumes in FY29.