Hindalco Industries Limited

BSE:500440 株式レポート

時価総額:₹2.2t

Hindalco Industries 将来の成長

Future 基準チェック /36

Hindalco Industries利益と収益がそれぞれ年間20.9%と10.4%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に13.9% 20.3%なると予測されています。

主要情報

20.9%

収益成長率

20.33%

EPS成長率

Metals and Mining 収益成長16.9%
収益成長率10.4%
将来の株主資本利益率13.88%
アナリストカバレッジ

Good

最終更新日18 Jun 2026

今後の成長に関する最新情報

Recent updates

ナラティブの更新 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.
ナラティブの更新 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).
ナラティブの更新 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).
ナラティブの更新 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).
ナラティブの更新 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.
ナラティブの更新 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).
ナラティブの更新 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.
ナラティブの更新 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).
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?
ナラティブの更新 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).
ナラティブの更新 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.
ナラティブの更新 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).
ナラティブの更新 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).
ナラティブの更新 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).
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
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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.

業績と収益の成長予測

BSE:500440 - アナリストの将来予測と過去の財務データ ( )INR Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
3/31/20293,859,854268,093111,121403,90911
3/31/20283,445,541238,89291,041385,52228
3/31/20273,290,653229,12223,852352,10728
3/31/20262,749,440133,910-198,460102,500N/A
12/31/20252,617,010160,770N/AN/AN/A
9/30/20252,535,700177,63026,230250,180N/A
6/30/20252,457,150169,310N/AN/AN/A
3/31/20252,384,960160,01037,610244,100N/A
12/31/20242,296,000138,920N/AN/AN/A
9/30/20242,240,180124,88085,430262,550N/A
6/30/20242,199,840107,750N/AN/AN/A
3/31/20242,159,620101,55083,280240,560N/A
12/31/20232,158,25093,920N/AN/AN/A
9/30/20232,161,68084,23078,240209,790N/A
6/30/20232,181,75084,320N/AN/AN/A
3/31/20232,232,020100,97094,710192,080N/A
12/31/20222,231,090115,460N/AN/AN/A
9/30/20222,202,300138,440101,220167,530N/A
6/30/20222,117,190150,660N/AN/AN/A
3/31/20221,950,590142,010114,120168,380N/A
12/31/20211,798,020122,860N/AN/AN/A
9/30/20211,644,880106,470114,840168,290N/A
6/30/20211,480,60090,050N/AN/AN/A
3/31/20211,320,08051,820116,670172,320N/A
12/31/20201,207,96039,060N/AN/AN/A
9/30/20201,150,35029,46065,140128,430N/A
6/30/20201,134,55021,350N/AN/AN/A
3/31/20201,181,44037,67058,280127,450N/A
12/31/20191,225,71342,757N/AN/AN/A
9/30/20191,265,87346,097N/A117,405N/A
6/30/20191,294,36950,839N/AN/AN/A
3/31/20191,305,42054,960N/A119,770N/A
3/31/20181,151,82860,829N/A108,977N/A
3/31/20171,001,83818,997N/A126,875N/A
3/31/2016987,589-7,725N/A116,877N/A

アナリストによる今後の成長予測

収入対貯蓄率: 500440の予測収益成長率 (年間20.9% ) は 貯蓄率 ( 6.9% ) を上回っています。

収益対市場: 500440の収益 ( 20.9% ) はIndian市場 ( 16.1% ) よりも速いペースで成長すると予測されています。

高成長収益: 500440の収益は今後 3 年間で 大幅に 増加すると予想されています。

収益対市場: 500440の収益 ( 10.4% ) Indian市場 ( 10.9% ) よりも低い成長が予測されています。

高い収益成長: 500440の収益 ( 10.4% ) 20%よりも低い成長が予測されています。


一株当たり利益成長率予想


将来の株主資本利益率

将来のROE: 500440の 自己資本利益率 は、3年後には低くなると予測されています ( 13.9 %)。


成長企業の発掘

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2026/06/18 18:35
終値2026/06/18 00:00
収益2026/03/31
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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

本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、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

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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 28 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。65

アナリスト機関
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Satyadeep JainAmbit Capital
Rajesh ZawarAnand Rathi Shares and Stock Brokers Limited