Hindalco Industries Limited has submitted to the Exchange, the financial results for the period ended December 31, 2025.
HINDALCO · price
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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.
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Hindalco reported strong Q3 FY26 results on a standalone basis, with revenue rising 23% year-on-year to ₹29,264 crore and profit after tax more than doubling to ₹3,017 crore from ₹1,463 crore a year ago. On a consolidated basis, revenue grew nearly 14% to ₹66,521 crore, but Q3 profit fell sharply to ₹2,049 crore from ₹3,735 crore due to a ₹2,610 crore (US$291 million) exceptional charge linked to a second major fire at Novelis' Oswego plant in New York. For the nine-month period, consolidated PAT was largely flat at ₹10,794 crore versus ₹10,718 crore, while standalone PAT grew 48% to ₹7,146 crore. The company also booked a ₹465 crore deferred tax write-back by opting into the new Section 115BAA tax regime, completed the acquisition of EMIL Mines and Mineral Resources (Bandha coal mines) in December, and drew a US$800 million term loan partly infused into Novelis for capital projects. The auditor's review report flags an emphasis-of-matter on an ongoing CBI chargesheet related to a coal mine deallocated in 2014-15, with financial impact currently not determinable.
The strong standalone performance shows healthy demand and pricing in Hindalco's Indian aluminium and copper businesses, but the Novelis fire is a significant near-term earnings drag that the stock may price in negatively despite being insured. Investors should watch for further updates on the CBI matter and Novelis plant restoration timelines.