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Hindalco Industries LimitedBSE:500440 株式レポート

時価総額 ₹2.2t
1日前に更新
株価
n/a
1Y30.8%
7D-1.0%
1D-1.2%
ポートフォリオ価値
​
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Hindalco Industries Limited

BSE:500440 株式レポート

時価総額:₹2.2t

  • 会社概要
    • 評価
    • 将来の成長
    • 過去の実績
    • 財務の健全性
    • 配当金
  • マネジメント
  • 所有権
  • その他の情報
  • 株式コミュニティ

Hindalco Industries(500440)株式概要

ヒンダルコ・インダストリーズ社(Hindalco Industries Limited)は、その子会社とともに、インド国内および海外でアルミ・銅製品を生産・販売している。 詳細

500440 ファンダメンタル分析
スノーフレーク・スコア
評価3/6
将来の成長1/6
過去の実績1/6
財務の健全性4/6
配当金3/6

報酬

株価収益率( 13.2 x) Indian市場( 22.4 x)を下回っています。

収益は年間15.39%増加すると予測されています

同業他社や業界と比較して、良好な取引価格

リスク分析

負債は営業キャッシュフローで十分にカバーされていない

財務結果に影響を与える大きな一時的項目

0.51%の配当はフリーキャッシュフローで十分にカバーされていない


500440 Community Fair Values

Create Narrative

See what 31 others think this stock is worth. Follow their fair value or set your own to get alerts.

Analyst Price Targets

AN
AnalystConsensusTarget
16.3% 割安 内在価値ディスカウント
AnalystConsensusTarget
•15d ago

Net Profit Margin And Revenue Expectations Will Slightly Improve Financial Outlook

310
0
21
AN
AnalystLowTarget
1.9% 割高 内在価値ディスカウント
AnalystLowTarget
•29d ago

Large CapEx Plans And Copper Margin Pressures Will Restrain Long Term Earnings Potential

32
0
0
AN
AnalystHighTarget
27.6% 割安 内在価値ディスカウント
AnalystHighTarget
•1mo ago

Long Term Aluminium Expansion And Recycling Will Reshape Earnings Quality And Risk Profile

20
0
0

Top Analyst Narratives

AN
AnalystConsensusTarget
16.3% 割安 内在価値ディスカウント
AnalystConsensusTarget
•15d ago

Net Profit Margin And Revenue Expectations Will Slightly Improve Financial Outlook

310
0
21
AN
AnalystLowTarget
1.9% 割高 内在価値ディスカウント
AnalystLowTarget
•29d ago

Large CapEx Plans And Copper Margin Pressures Will Restrain Long Term Earnings Potential

32
0
0
AN
AnalystHighTarget
27.6% 割安 内在価値ディスカウント
AnalystHighTarget
•1mo ago

Long Term Aluminium Expansion And Recycling Will Reshape Earnings Quality And Risk Profile

20
0
0
View all narratives

Hindalco Industries Limited 競合他社

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Market cap: ₹643.7b

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Symbol: BSE:500188
Market cap: ₹2.5t

CMR Green Technologies

Symbol: NSEI:CMRGREEN
Market cap: ₹50.8b

価格と性能

株価の高値、安値、推移の概要Hindalco Industries
過去の株価
現在の株価₹972.00
52週高値₹1,179.35
52週安値₹731.85
ベータ0.92
1ヶ月の変化-6.29%
3ヶ月変化-4.18%
1年変化30.79%
3年間の変化103.11%
5年間の変化103.18%
IPOからの変化1,400.00%

最新ニュース

User avatar
ナラティブ更新 • Sep 06

500440: Renewable Specialty Alumina Expansion Will Support Long Term Upside

Analysts have raised their price target for Hindalco Industries from ₹1,135.38 to ₹1,161.55, based on updated assumptions that include a revised discount rate, an adjusted revenue growth outlook, slightly higher profit margin expectations, and a lower future P/E. What’s in the News for Hindalco Industries Hindalco Industries has commissioned a greenfield Superfine PPT ATH specialty alumina plant in Belagavi, Karnataka, with a Phase 1 capacity of 30,000 tonnes per year.
User avatar
ナラティブ更新 • Aug 22

500440: North India Expansion And New Facilities Will Face Balanced Margin Outlook

Analysts have lifted their price target for Hindalco Industries from ₹907.04 to ₹953.52, citing updated assumptions on fair value, discount rate, revenue growth, profit margin and future P/E as key drivers of the revision. What’s in the News for Hindalco Industries Hindalco Industries has scheduled a board meeting on Aug 7, 2026 to consider and approve the unaudited standalone and consolidated financial results for the quarter ended Jun 30, 2026.
User avatar
ナラティブ更新 • Aug 08

500440: North India Expansion Will Face Margin Pressures And Tepid Earnings Potential

Analysts have lifted their price target for Hindalco Industries from about ₹883.80 to roughly ₹907.04, citing updated assumptions for fair value, discount rate, revenue growth, profit margins and future P/E as the key drivers of this change. What’s in the News for Hindalco Industries Hindalco Industries has scheduled a board meeting on August 7, 2026 to consider and approve the unaudited standalone and consolidated financial results for the quarter ended June 30, 2026.
User avatar
ナラティブ更新 • Jul 23

500440: New North India Capacity Expansion Will Support Stronger Future Profitability

Analysts have lifted their 12 month price target for Hindalco Industries from ₹1,070 to about ₹1,342, citing updated assumptions for higher revenue, improved profit margins and a lower future P/E multiple in their models. What’s in the News for Hindalco Industries Hindalco Industries has scheduled a board meeting on August 7, 2026 to consider and approve the unaudited standalone and consolidated financial results for the quarter ended June 30, 2026.
User avatar
ナラティブ更新 • Jul 09

500440: Future Expansion In North India Will Shape Balanced Earnings Outlook

Analysts have raised their price target for Hindalco Industries from ₹695 to about ₹883.80. They cite updated assumptions for fair value, discount rate, revenue growth, profit margins, and future P/E as the key drivers behind the change.

Recent updates

User avatar
ナラティブ更新 • Sep 06

500440: Renewable Specialty Alumina Expansion Will Support Long Term Upside

Analysts have raised their price target for Hindalco Industries from ₹1,135.38 to ₹1,161.55, based on updated assumptions that include a revised discount rate, an adjusted revenue growth outlook, slightly higher profit margin expectations, and a lower future P/E. What’s in the News for Hindalco Industries Hindalco Industries has commissioned a greenfield Superfine PPT ATH specialty alumina plant in Belagavi, Karnataka, with a Phase 1 capacity of 30,000 tonnes per year.
User avatar
ナラティブ更新 • Aug 22

500440: North India Expansion And New Facilities Will Face Balanced Margin Outlook

Analysts have lifted their price target for Hindalco Industries from ₹907.04 to ₹953.52, citing updated assumptions on fair value, discount rate, revenue growth, profit margin and future P/E as key drivers of the revision. What’s in the News for Hindalco Industries Hindalco Industries has scheduled a board meeting on Aug 7, 2026 to consider and approve the unaudited standalone and consolidated financial results for the quarter ended Jun 30, 2026.
User avatar
ナラティブ更新 • Aug 08

500440: North India Expansion Will Face Margin Pressures And Tepid Earnings Potential

Analysts have lifted their price target for Hindalco Industries from about ₹883.80 to roughly ₹907.04, citing updated assumptions for fair value, discount rate, revenue growth, profit margins and future P/E as the key drivers of this change. What’s in the News for Hindalco Industries Hindalco Industries has scheduled a board meeting on August 7, 2026 to consider and approve the unaudited standalone and consolidated financial results for the quarter ended June 30, 2026.
User avatar
ナラティブ更新 • Jul 23

500440: New North India Capacity Expansion Will Support Stronger Future Profitability

Analysts have lifted their 12 month price target for Hindalco Industries from ₹1,070 to about ₹1,342, citing updated assumptions for higher revenue, improved profit margins and a lower future P/E multiple in their models. What’s in the News for Hindalco Industries Hindalco Industries has scheduled a board meeting on August 7, 2026 to consider and approve the unaudited standalone and consolidated financial results for the quarter ended June 30, 2026.
User avatar
ナラティブ更新 • Jul 09

500440: Future Expansion In North India Will Shape Balanced Earnings Outlook

Analysts have raised their price target for Hindalco Industries from ₹695 to about ₹883.80. They cite updated assumptions for fair value, discount rate, revenue growth, profit margins, and future P/E as the key drivers behind the change.
User avatar
ナラティブ更新 • Jun 25

500440: Domestic Manufacturing Expansion And ABB Agreement Will Support Long Term Upside

Analysts have adjusted their price target for Hindalco Industries to ₹1,135 from ₹1,129, reflecting updated assumptions for revenue growth, profit margins, and future P/E while applying a slightly higher discount rate. What's in the News for Hindalco Industries Hindalco Industries launched its Eternia experience centre in Lajpat Nagar, New Delhi, giving consumers and developers an in-person view of its premium aluminium windows and doors portfolio.
User avatar
ナラティブ更新 • Jun 07

500440: ABB Partnership And Aerospace Collaborations Will Support Balanced Long Term Outlook

Analysts have raised their fair value estimate for Hindalco Industries from about ₹1,003 to roughly ₹1,129, pointing to updated assumptions around discount rates, revenue growth, profit margins and future P/E expectations as key drivers of the change. What's in the News Hindalco Industries and ABB India signed a Master Sales Agreement aimed at streamlining domestic business processes and reinforcing their existing partnership across multiple ABB business areas.
User avatar
ナラティブ更新 • May 13

500440: Aerospace Collaborations And ABB Partnership Will Support Balanced Long Term Outlook

Analysts have nudged their price target on Hindalco Industries higher from ₹986.17 to ₹1,002.59, as small adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions lead to a slightly richer valuation outlook. What's in the News ABB India and Hindalco Industries signed a Master Sales Agreement aimed at streamlining domestic business processes and reinforcing their long-standing partnership across multiple ABB business areas (Key Developments).
User avatar
ナラティブ更新 • Apr 23

500440: Odisha Aluminium Expansion And Aerospace Partnerships Will Support Balanced Long Term Outlook

Analysts have lifted their price target for Hindalco Industries from ₹953.62 to ₹986.17, reflecting tweaks to assumptions on revenue growth, profit margins, discount rate and future P/E expectations. What's in the News ABB India and Hindalco signed a Master Sales Agreement to streamline domestic business processes and extend collaboration across multiple ABB business areas, pointing to closer alignment with a key industrial partner (Client announcement).
User avatar
ナラティブ更新 • Apr 07

500440: Odisha Aluminium Expansion And Aerospace Partnership Will Shape Balanced Long Term Outlook

Analysts have lifted their price target for Hindalco Industries slightly, with fair value moving from about ₹945 to around ₹954 as they factor in updated assumptions on discount rate, revenue growth, profit margins and future P/E. What's in the News Board meeting scheduled for May 22, 2026, to consider audited standalone and consolidated financial results for the quarter and year ending March 31, 2026, and to decide on any dividend recommendation for that financial year (Key Developments).
User avatar
ナラティブ更新 • Mar 23

500440: Odisha Aluminium Expansion Will Drive Future Returns And Margin Resilience

Analysts have nudged their price target for Hindalco Industries slightly higher, from ₹940.18 to ₹945.00. They cited refreshed assumptions on discount rate, revenue growth, profit margin and future P/E multiples.
User avatar
ナラティブ更新 • Mar 08

500440: Future Returns Will Balance Odisha Aluminium Capex With Margin Resilience

Analysts have inched up their price target for Hindalco Industries to ₹940 from ₹936, pointing to refreshed assumptions around fair value, discount rate, revenue growth, profit margin and expected future P/E multiples. What's in the News Embraer SA signed a second memorandum of understanding with Hindalco Industries to identify local partners and suppliers, highlighting ongoing engagement between the two companies (Client Announcements).
User avatar
ナラティブ更新 • Feb 21

500440: Future Returns Will Reflect Odisha Aluminium Capex And Margin Trade Off

Analysts have lifted their price target on Hindalco Industries by about ₹39, reflecting updated assumptions that include a higher revenue growth outlook, a slightly higher discount rate, a lower profit margin and a reduced future P/E multiple. What's in the News Hindalco Industries announced a major expansion of its aluminium operations in Odisha, including a ₹210b, 3.6 million-tonne-per-annum smelter expansion at the Aditya Aluminium complex in Sambalpur.
User avatar
ナラティブ更新 • Feb 06

500440: Future Returns Will Likely Reflect Odisha Capex Opportunities And Margin Risks

Analysts have nudged their price target on Hindalco Industries slightly higher to ₹897.11 from about ₹894.61, citing refreshed assumptions around discount rates, revenue growth, profit margins and future P/E that modestly adjust their valuation framework. What's in the News Hindalco announced a major aluminium smelter expansion at its Aditya Aluminium complex in Sambalpur, Odisha, with planned capacity of 3.6 million tonnes per annum and an indicated investment of ₹210,000 million (Key Developments).
User avatar
新しいナラティブ • Jan 28

Large CapEx Plans And Copper Margin Pressures Will Restrain Long Term Earnings Potential

Catalysts About Hindalco Industries Hindalco Industries is a diversified metals company focused on aluminium and copper, with significant upstream and downstream operations in India and through its subsidiary Novelis. What are the underlying business or industry changes driving this perspective?
User avatar
ナラティブ更新 • Jan 21

500440: Future Returns Will Likely Reflect Balanced Growth Assumptions And Margin Risks

Analysts have lifted their fair value estimate for Hindalco Industries from ₹850.14 to about ₹894.61 per share, citing updated assumptions on revenue growth, profit margins and future P/E expectations. What's in the News A board meeting is scheduled for February 12, 2026, to consider and approve the unaudited standalone and consolidated financial results for the quarter and nine months ending December 31, 2025 (Key Developments).
User avatar
ナラティブ更新 • Jan 07

500440: Future Returns Will Likely Lag Slightly Improved Fundamentals

Analysts have raised their fair value estimate for Hindalco Industries from ₹838.29 to ₹850.14 as they account for updated assumptions around revenue growth, profit margins and future P/E expectations, along with a slightly lower discount rate. What's in the News A board meeting is scheduled for February 12, 2026, to consider and approve unaudited standalone and consolidated financial results for the quarter ending December 31, 2025.
User avatar
ナラティブ更新 • Dec 23

500440: Fair Value Will Be Maintained Amid Slightly Improved Long Term Outlook

Narrative Update on Hindalco Industries Analysts have nudged their fair value estimate for Hindalco Industries slightly higher to ₹838.29 from ₹836.86, citing marginal improvements in long term revenue growth assumptions, profit margin expectations, and a modestly lower discount rate that together support a marginally richer future valuation multiple. What's in the News A board meeting is scheduled for November 7, 2025, to consider and approve unaudited standalone and consolidated financial results for the quarter and half year ending September 30, 2025 (company filing).
User avatar
ナラティブ更新 • Dec 09

500440: Fair Value Will Be Sustained Amid Slightly Firmer Long Term Outlook

Analysts have raised their price target for Hindalco Industries slightly, reflecting a modest uptick in fair value to approximately ₹837 from about ₹832 as they factor in marginally stronger long term revenue growth and valuation multiples, despite a largely stable profit margin outlook. What's in the News A board meeting is scheduled for November 7, 2025, to review and approve unaudited standalone and consolidated financial results for the quarter and half year ending September 30, 2025 (company filing).
User avatar
ナラティブ更新 • Nov 25

500440: Fair Value Will Be Maintained Amid Modest Outlook Improvement

Analysts have raised their price target for Hindalco Industries from ₹792.19 to ₹831.50, citing expectations of slightly higher revenue growth and updated valuations. What's in the News The Board of Directors is scheduled to meet on November 7, 2025 to consider and approve the unaudited standalone and consolidated financial results for the quarter and half-year ending September 30, 2025 (Board Meeting announcement).
User avatar
ナラティブ更新 • Nov 07

500440: Fair Value To Be Maintained As Margins And Outlook Improve

Analysts have raised their price target for Hindalco Industries by approximately ₹10, citing improved outlooks for revenue growth and profit margins. What's in the News Hindalco Industries has scheduled a board meeting on November 7, 2025.
User avatar
ナラティブ更新 • Oct 24

Net Profit Margin And Revenue Expectations Will Slightly Improve Financial Outlook

Analysts have raised their price target for Hindalco Industries from ₹773.26 to ₹781.88. This reflects expectations of slightly improved revenue growth and profit margins.
User avatar
ナラティブ更新 • Oct 10

Rising Regulatory And Cost Pressures Will Diminish Valuation

Analysts have raised their fair value estimate for Hindalco Industries from ₹760.81 to ₹773.26. They cite modest improvements in forecasted revenue growth and profit margins, as well as updated discount rates and future P/E expectations.
User avatar
ナラティブ更新 • Sep 25

Rising Regulatory And Cost Pressures Will Diminish Valuation

The modest uplift in Hindalco Industries' consensus price target to ₹760.81 is primarily driven by a slight increase in revenue growth forecasts, while other valuation metrics have remained largely stable. What's in the News Board meeting scheduled on Aug 12, 2025, to consider and approve unaudited standalone and consolidated financial results for the quarter ended June 30, 2025.
User avatar
新しいナラティブ • Nov 24

Capitalizing On Downstream Growth And Sustainability Drives Revenue Expansion

Strategic investments in downstream capabilities and sustainability initiatives are set to enhance revenue growth and improve margins across key segments.

株主還元

500440IN Metals and MiningIN 市場
7D-1.0%-0.2%-0.3%
1Y30.8%14.5%-3.0%

業界別リターン: 500440過去 1 年間で14.5 % の収益を上げたIndian Metals and Mining業界を上回りました。

リターン対市場: 500440過去 1 年間で-3 % の収益を上げたIndian市場を上回りました。

価格変動

Is 500440's price volatile compared to industry and market?
500440 volatility
500440 Average Weekly Movement3.4%
Metals and Mining Industry Average Movement5.6%
Market Average Movement5.7%
10% most volatile stocks in IN Market8.9%
10% least volatile stocks in IN Market3.4%

安定した株価: 500440 、 Indian市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。

時間の経過による変動: 500440の 週次ボラティリティ ( 3% ) は過去 1 年間安定しています。

会社概要

設立従業員CEO(最高経営責任者ウェブサイト
195885,107Satish Paiwww.hindalco.com

ヒンダルコ・インダストリーズ社(Hindalco Industries Limited)は、その子会社とともに、インド国内外においてアルミ・銅製品を生産・販売している。同社はノベリス、アルミ上流、アルミ下流、銅の各セグメントを通じて事業を展開している。微粉アルミナ、反応性アルミナ、インゴット、ビレット、線材などの一次アルミ、板、ストック、プレート、コイル、円形などのアルミ平板圧延製品(FRP)、アルミ押出材、自動車・輸送、建築・建設、航空宇宙・防衛、電気・電子、医薬品・包装、耐久消費財・台所用品、白物家電などの産業用途向けのアルミ箔・包装ソリューションを提供している。また、ミョウバン、ポリ塩化アルミニウム、ゼオライト、フッ化アルミニウム、アルミン酸ナトリウム、ガラス、触媒、水酸化アルミニウムゲルなどに使用される粗アルミナ水和物、セラミック、耐火物、研磨、難燃剤などに使用される微アルミナ水和物、焼成アルミナも提供している。さらに、農薬、自動車・輸送、耐久消費財、電気機器、鉄道、電線・ケーブル、電気自動車、再生可能エネルギー産業で使用される銅陰極や連続鋳造銅棒などの銅製品、金や銀の延べ棒、セレン粉末などの貴金属も提供している。また、インド西海岸のカンバット湾で全天候型桟橋を運営し、リン酸二アンモニウムと窒素リンカリウム錯体を生産し、リン酸、リン石膏、硫酸、銅スラグ、フッ化アルミニウムを提供している。アルミ押出製品はヒンダルコ押出、マックスローダー、エターニア、トタリスのブランドで、アルミFRPはエバーラストのブランドで、アルミ箔はフレッシュラップ、スーパーラップのブランドで、銅製品はビルラ・バルワンのブランドで提供している。同社は1958年に設立され、インドのムンバイを拠点としている。

Hindalco Industries Limited 基礎のまとめ

Hindalco Industries の収益と売上を時価総額と比較するとどうか。
500440 基礎統計学
時価総額₹2.16t
収益(TTM)₹164.00b
売上高(TTM)₹2.96t
13.2x
PER(株価収益率
0.7x
P/Sレシオ

500440 は割高か?

公正価値と評価分析を参照

収益と収入

最新の決算報告書(TTM)に基づく主な収益性統計
500440 損益計算書(TTM)
収益₹2.96t
売上原価₹2.03t
売上総利益₹925.43b
その他の費用₹761.43b
収益₹164.00b

直近の収益報告

Jun 30, 2026

次回決算日

該当なし

一株当たり利益(EPS)73.88
グロス・マージン31.31%
純利益率5.55%
有利子負債/自己資本比率72.6%

500440 の長期的なパフォーマンスは?

過去の実績と比較を見る

配当金

0.5%
現在の配当利回り
8%
配当性向

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/09/20 06:29
終値2026/09/18 00:00
収益2026/06/30
年間収益2026/03/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
  • SECフォーム10-K
  • SECフォーム10-Q
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
  • アナリストリサーチレポート
  • Blue Matrix
市場価格30年
  • 株価
  • 配当、分割、措置
  • ICEマーケットデータ
  • SECフォームS-1
所有権10年
  • トップ株主
  • インサイダー取引
  • SECフォーム4
  • SECフォーム13D
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
  • SECフォーム10-K
  • SECフォームDEF 14A
主な進展10年
  • 会社からのお知らせ
  • SECフォーム8-K

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した ご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Hindalco Industries Limited 29 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。67

アナリスト機関
Rajesh Majumdar360 ONE Capital Market Private Limited
null null360 ONE Capital Market Private Limited
Satyadeep JainAmbit Capital

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Financial Data provided by S&P Global Market Intelligence LLC, analysis provided by Simply Wall Street Pty Ltd. Copyright © 2026, S&P Global Market Intelligence LLC. All rights reserved.
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