Hindalco: JPM upgrades Hindalco Industries to Overweight with Target Price ₹1,125 (from ₹875) citing strong earnings upside from higher LME aluminium prices, INR depreciation, Middle East-led supply disruptions and smelter outages, improving Novelis outlook with Oswego restart and better scrap spreads, copper earnings boost from higher sulphuric acid prices, and attractive valuations with commodity tailwinds easing debt concerns.

 07 Apr 2026 08:51 AM

Hindalco: JPM upgrades Hindalco Industries to Overweight with Target Price ₹1,125 (from ₹875) citing strong earnings upside from higher LME aluminium prices, INR depreciation, Middle East-led supply disruptions and smelter outages, improving Novelis outlook with Oswego restart and better scrap spreads, copper earnings boost from higher sulphuric acid prices, and attractive valuations with commodity tailwinds easing debt concerns.

Hindalco Industries: Kotak Inst Eqt on Hindalco Industries Sell, Target Price Rs 800 as US scrap spreads rise (scrap ~47% of P1020 vs 70% LY), Novelis gains limited by plant outages/diverted lines, margins bottomed 3QFY26 with production normalization only 2HFY27E, India business benefits from commodity tailwinds, but rich valuations keep SELL rating.

 18 Mar 2026 09:07 AM

Hindalco Industries: Kotak Inst Eqt on Hindalco Industries Sell, Target Price Rs 800 as US scrap spreads rise (scrap ~47% of P1020 vs 70% LY), Novelis gains limited by plant outages/diverted lines, margins bottomed 3QFY26 with production normalization only 2HFY27E, India business benefits from commodity tailwinds, but rich valuations keep SELL rating.

Hindalco: Motilal Oswal Says Fire at Novelis Oswego Plant in U.S. Disrupts Operations, Weakens Near-Term Earnings Outlook. Concerns Over Novelis’ Performance Expected to Affect Overall Earnings Soon.

 17 Mar 2026 09:24 AM

Hindalco: Motilal Oswal Says Fire at Novelis Oswego Plant in U.S. Disrupts Operations, Weakens Near-Term Earnings Outlook. Concerns Over Novelis’ Performance Expected to Affect Overall Earnings Soon.

Hindalco: Energy Costs May Rise Due To Increased Coal E-Auction Prices, Says Motilal Oswal.

 17 Mar 2026 09:25 AM

Hindalco: Energy Costs May Rise Due To Increased Coal E-Auction Prices, Says Motilal Oswal.

Hindalco: MOSL maintains Buy on Hindalco Industries with TP ₹1,110, citing robust Asia/domestic demand from renewables, EVs, infra and packaging, manageable Middle East impact mainly via coal costs, plans for 100% captive coal by FY33 for ~$200/t savings, and expansion in value-added aluminium/copper products with new facilities ramping up to support margins.

 17 Mar 2026 09:11 AM

Hindalco: MOSL maintains Buy on Hindalco Industries with TP ₹1,110, citing robust Asia/domestic demand from renewables, EVs, infra and packaging, manageable Middle East impact mainly via coal costs, plans for 100% captive coal by FY33 for ~$200/t savings, and expansion in value-added aluminium/copper products with new facilities ramping up to support margins.

Hindalco: Company Refutes Claims of Stopping Aluminum Sales, Assures Operations Are Running Smoothly.

 16 Mar 2026 08:00 AM

Hindalco: Company Refutes Claims of Stopping Aluminum Sales, Assures Operations Are Running Smoothly.

Hindalco Industries: Novelis Inc. Reveals $225 Million Municipal Bond Offering; SEC Files Material Definitive Agreement.

 12 Mar 2026 03:06 PM

Hindalco Industries: Novelis Inc. Reveals $225 Million Municipal Bond Offering; SEC Files Material Definitive Agreement.

BoFA Sec on Hindalco Buy, TP Rs 1050

 25 Feb 2026 09:13 AM

BoFA Sec on Hindalco Buy, TP Rs 1050

Hindalco: Novelis Signs Deal With AV Minerals To Sell 1.3 Million Shares For $200 Million

 24 Feb 2026 06:15 PM

Hindalco: Novelis Signs Deal With AV Minerals To Sell 1.3 Million Shares For $200 Million

Hindalco: Embraer Partners With Hindalco To Explore Business Ventures In India, Focusing On Aluminum Opportunities In The Aerospace Sector

 20 Feb 2026 09:05 AM

Hindalco: Embraer Partners With Hindalco To Explore Business Ventures In India, Focusing On Aluminum Opportunities In The Aerospace Sector

HSBC maintains 'buy' on Hindalco with a target price of Rs 1,210

 18 Feb 2026 07:43 AM

HSBC maintains 'buy' on Hindalco with a target price of Rs 1,210

Hindalco: Expects Aluminium Prices To Stay Near $3000 Per Ton - CNBC Tv18

 13 Feb 2026 10:51 AM

Hindalco: Expects Aluminium Prices To Stay Near $3000 Per Ton - CNBC Tv18

Hindalco: Company Plans 70% Aluminium Sales for Domestic Market and 30% for Exports - CNBC TV18

 13 Feb 2026 10:53 AM

Hindalco: Company Plans 70% Aluminium Sales for Domestic Market and 30% for Exports - CNBC TV18

Hindalco: Reports Ongoing High Demand And Low Supply For Aluminium And Copper, Helping To Keep Prices Up - CNBC Tv18

 13 Feb 2026 10:52 AM

Hindalco: Reports Ongoing High Demand And Low Supply For Aluminium And Copper, Helping To Keep Prices Up - CNBC Tv18

Hindalco: Expects Copper EBITDA To Remain Between ₹600 - ₹650 Crore Per Quarter - CNBC TV18

 13 Feb 2026 10:54 AM

Hindalco: Expects Copper EBITDA To Remain Between ₹600 - ₹650 Crore Per Quarter - CNBC TV18

Hindalco: Guidance - Novelis's Oswego hot mill is expected to restart in late Q1 FY27, and the Bay Minnette 600kt greenfield facility is scheduled for completion this year. - Concall Update

 13 Feb 2026 09:03 AM

Hindalco: Guidance - Novelis's Oswego hot mill is expected to restart in late Q1 FY27, and the Bay Minnette 600kt greenfield facility is scheduled for completion this year. - Concall Update

Hindalco: Guidance - Co's capital expenditure for FY26 is projected to be around INR10,000 crores (including the Bandha mine), with a similar range of INR10,000-12,000 crores for FY27. - Concall Update

 13 Feb 2026 09:03 AM

Hindalco: Guidance - Co's capital expenditure for FY26 is projected to be around INR10,000 crores (including the Bandha mine), with a similar range of INR10,000-12,000 crores for FY27. - Concall Update

Hindalco: Guidance - For Q4 FY26, Hindalco's aluminum hedging stands at 64% of commodity at $2,807 per ton and 26% of currency at INR88.18 per dollar; for FY27, 21% is hedged at $2,925 per ton, with plans to reach 25% at $3,000 per ton by March end. - Concall Update

 13 Feb 2026 09:03 AM

Hindalco: Guidance - For Q4 FY26, Hindalco's aluminum hedging stands at 64% of commodity at $2,807 per ton and 26% of currency at INR88.18 per dollar; for FY27, 21% is hedged at $2,925 per ton, with plans to reach 25% at $3,000 per ton by March end. - Concall Update

Hindalco: Guidance - Co expects Q4 FY26 cost of production to be about 1% higher due to CP Coke prices, and Q4 alumina sales are projected at 170kt to 180kt. - Concall Update

 13 Feb 2026 09:03 AM

Hindalco: Guidance - Co expects Q4 FY26 cost of production to be about 1% higher due to CP Coke prices, and Q4 alumina sales are projected at 170kt to 180kt. - Concall Update

Citi downgrades Hindalco to 'Neutral' ratings, hikes target price to Rs 1,000.

 13 Feb 2026 09:04 AM

Citi downgrades Hindalco to 'Neutral' ratings, hikes target price to Rs 1,000.