Hindalco: Co Expects Q1FY27 Aluminium EBITDA Per Tonne To Improve Over Q4FY26 - CNBC TV18

 25 May 2026 10:50 AM

Hindalco: Co Expects Q1FY27 Aluminium EBITDA Per Tonne To Improve Over Q4FY26 - CNBC TV18

Hindalco: Citi maintains a Neutral on Hindalco with a Target Price of ₹1170, citing strong Q4 EBITDA growth across all divisions and bullish long-term aluminium outlook, though near-term upside may be limited as key triggers like Bay Minette profitability, smelting expansion and captive coal benefits remain back-ended.

 25 May 2026 08:56 AM

Hindalco: Citi maintains a Neutral on Hindalco with a Target Price of ₹1170, citing strong Q4 EBITDA growth across all divisions and bullish long-term aluminium outlook, though near-term upside may be limited as key triggers like Bay Minette profitability, smelting expansion and captive coal benefits remain back-ended.

Hindalco: HSBC maintains a Buy on Hindalco with a Target Price of ₹1430, citing 13% QoQ growth in India aluminium EBITDA, expected earnings improvement across businesses, materially lower debt from FY27-end after one-off FY26 factors, and raised EBITDA estimates by 2–6%.

 25 May 2026 08:57 AM

Hindalco: HSBC maintains a Buy on Hindalco with a Target Price of ₹1430, citing 13% QoQ growth in India aluminium EBITDA, expected earnings improvement across businesses, materially lower debt from FY27-end after one-off FY26 factors, and raised EBITDA estimates by 2–6%.

Hindalco: Kotak Institutional Equities maintains a Reduce on Hindalco with a Target Price of ₹1100, citing strong Q4 EBITDA across copper and aluminium divisions, expected Novelis normalization from 2HFY27, higher aluminium margins from elevated LME prices, while coal mine benefits and major growth drivers remain back-ended.

 25 May 2026 08:57 AM

Hindalco: Kotak Institutional Equities maintains a Reduce on Hindalco with a Target Price of ₹1100, citing strong Q4 EBITDA across copper and aluminium divisions, expected Novelis normalization from 2HFY27, higher aluminium margins from elevated LME prices, while coal mine benefits and major growth drivers remain back-ended.

HINDALCO: Q4 CONS NET PROFIT 26B RUPEES VS 52.8B (YOY) || Q4 REVENUE 781B RUPEES VS 649B (YOY)

 22 May 2026 05:31 PM

HINDALCO: Q4 CONS NET PROFIT 26B RUPEES VS 52.8B (YOY) || Q4 REVENUE 781B RUPEES VS 649B (YOY)

HINDALCO: Q4 EBITDA 100B RUPEES VS 88.36B (YOY) || Q4 EBITDA MARGIN 12.82% VS 13.62% (YOY)

 22 May 2026 05:32 PM

HINDALCO: Q4 EBITDA 100B RUPEES VS 88.36B (YOY) || Q4 EBITDA MARGIN 12.82% VS 13.62% (YOY)

Hindalco: JPMorgan maintains an Overweight on Hindalco with a Target Price of ₹1175, citing Novelis’ strong operational outlook with Oswego restart and Bay Minette expansion on track, healthy automotive and beverage can demand, manageable costs and leverage, expected positive free cash flow by Q4FY27, while key monitorables remain volume ramp-up and scrap price trends.

 20 May 2026 08:55 AM

Hindalco: JPMorgan maintains an Overweight on Hindalco with a Target Price of ₹1175, citing Novelis’ strong operational outlook with Oswego restart and Bay Minette expansion on track, healthy automotive and beverage can demand, manageable costs and leverage, expected positive free cash flow by Q4FY27, while key monitorables remain volume ramp-up and scrap price trends.

Hindalco: CLSA maintains an Outperform on Hindalco with a Target Price of ₹1030, citing better-than-expected adjusted earnings and FY27 outlook driven by Oswego hot mill restart, stronger scrap spreads, cost savings, improving profitability outlook in 2HFY27, and expectations of positive free cash flow generation by end-FY27 reducing leverage.

 20 May 2026 08:55 AM

Hindalco: CLSA maintains an Outperform on Hindalco with a Target Price of ₹1030, citing better-than-expected adjusted earnings and FY27 outlook driven by Oswego hot mill restart, stronger scrap spreads, cost savings, improving profitability outlook in 2HFY27, and expectations of positive free cash flow generation by end-FY27 reducing leverage.

Hindalco: Citi maintains a Neutral on Hindalco with a Target Price of ₹1000, citing Q4 EBITDA beat aided by insurance recovery and better scrap spreads despite Oswego fire and tariff impacts, with Oswego restart and Bay Minette commissioning expected to improve profitability, reduce leverage, and drive positive free cash flow by end-FY27.

 20 May 2026 08:55 AM

Hindalco: Citi maintains a Neutral on Hindalco with a Target Price of ₹1000, citing Q4 EBITDA beat aided by insurance recovery and better scrap spreads despite Oswego fire and tariff impacts, with Oswego restart and Bay Minette commissioning expected to improve profitability, reduce leverage, and drive positive free cash flow by end-FY27.

Hindalco: HSBC maintains a Buy on Hindalco with a Target Price of ₹1310, citing strong Q4 operating performance at Novelis with EBITDA/t of USD544, ahead-of-schedule Oswego restart, Bay Minette expansion staying on track within the USD5 billion capex plan, and expectations of improved underlying earnings in FY27.

 20 May 2026 08:55 AM

Hindalco: HSBC maintains a Buy on Hindalco with a Target Price of ₹1310, citing strong Q4 operating performance at Novelis with EBITDA/t of USD544, ahead-of-schedule Oswego restart, Bay Minette expansion staying on track within the USD5 billion capex plan, and expectations of improved underlying earnings in FY27.

Hindalco: Jefferies maintains a Hold on Hindalco with a Target Price of ₹890, citing weak reported Novelis EBITDA due to fire-related impacts, adjusted EBITDA beating estimates, uncertainty from insurance recovery adjustments clouding core performance, expected restart of the affected plant in coming weeks, and rising net debt.

 20 May 2026 08:56 AM

Hindalco: Jefferies maintains a Hold on Hindalco with a Target Price of ₹890, citing weak reported Novelis EBITDA due to fire-related impacts, adjusted EBITDA beating estimates, uncertainty from insurance recovery adjustments clouding core performance, expected restart of the affected plant in coming weeks, and rising net debt.

Hindalco Industries: Plans $2.1 Billion To $2.4 Billion Capital Spending For FY27, Including About $350 Million For Maintenance Expenditures.

 19 May 2026 04:11 PM

Hindalco Industries: Plans $2.1 Billion To $2.4 Billion Capital Spending For FY27, Including About $350 Million For Maintenance Expenditures.

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