Hindalco Industries(HINDALCO)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HINDALCO 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5/6財務の健全性6/6配当金4/6報酬株価収益率( 15.3 x) Indian市場( 23.3 x)を下回っています。収益は年間12.04%増加すると予測されています 過去1年間で収益は15.7%増加しました 同業他社や業界と比較して、良好な取引価格 リスク分析不安定な配当実績 すべてのリスクチェックを見るHINDALCO Community Fair Values Create NarrativeSee what 25 others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value₹Current Price₹1.11k33.0% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture04t2016201920222025202620282031Revenue ₹4.1tEarnings ₹251.7bAdvancedSet Fair ValueView all narrativesHindalco Industries Limited 競合他社National AluminiumSymbol: NSEI:NATIONALUMMarket cap: ₹751.6bHindustan ZincSymbol: BSE:500188Market cap: ₹2.7tTata SteelSymbol: BSE:500470Market cap: ₹2.6tJSW SteelSymbol: BSE:500228Market cap: ₹3.1t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₹1,109.2052週高値₹1,115.0052週安値₹618.00ベータ0.821ヶ月の変化6.66%3ヶ月変化18.54%1年変化70.62%3年間の変化168.21%5年間の変化186.06%IPOからの変化1,753.61%最新ニュースお知らせ • Mar 23Hindalco Industries Limited to Report Q4, 2026 Results on May 22, 2026Hindalco Industries Limited announced that they will report Q4, 2026 results on May 22, 2026分析記事 • Feb 15Hindalco Industries Limited Just Missed EPS By 50%: Here's What Analysts Think Will Happen NextShareholders might have noticed that Hindalco Industries Limited ( NSE:HINDALCO ) filed its quarterly result this time...Reported Earnings • Feb 13Third quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2026 results: EPS: ₹9.23 (down from ₹16.82 in 3Q 2025). Revenue: ₹665.2b (up 14% from 3Q 2025). Net income: ₹20.5b (down 45% from 3Q 2025). Profit margin: 3.1% (down from 6.4% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) missed analyst estimates by 50%. Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Metals and Mining industry in India. Over the last 3 years on average, earnings per share has increased by 24% per year whereas the company’s share price has increased by 28% per year.分析記事 • Jan 12Hindalco Industries (NSE:HINDALCO) Has A Pretty Healthy Balance SheetWarren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...お知らせ • Dec 29Hindalco Industries Limited to Report Q3, 2026 Results on Feb 12, 2026Hindalco Industries Limited announced that they will report Q3, 2026 results on Feb 12, 2026分析記事 • Dec 12Do Hindalco Industries' (NSE:HINDALCO) Earnings Warrant Your Attention?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...最新情報をもっと見るRecent updatesお知らせ • Mar 23Hindalco Industries Limited to Report Q4, 2026 Results on May 22, 2026Hindalco Industries Limited announced that they will report Q4, 2026 results on May 22, 2026分析記事 • Feb 15Hindalco Industries Limited Just Missed EPS By 50%: Here's What Analysts Think Will Happen NextShareholders might have noticed that Hindalco Industries Limited ( NSE:HINDALCO ) filed its quarterly result this time...Reported Earnings • Feb 13Third quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2026 results: EPS: ₹9.23 (down from ₹16.82 in 3Q 2025). Revenue: ₹665.2b (up 14% from 3Q 2025). Net income: ₹20.5b (down 45% from 3Q 2025). Profit margin: 3.1% (down from 6.4% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) missed analyst estimates by 50%. Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Metals and Mining industry in India. Over the last 3 years on average, earnings per share has increased by 24% per year whereas the company’s share price has increased by 28% per year.分析記事 • Jan 12Hindalco Industries (NSE:HINDALCO) Has A Pretty Healthy Balance SheetWarren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...お知らせ • Dec 29Hindalco Industries Limited to Report Q3, 2026 Results on Feb 12, 2026Hindalco Industries Limited announced that they will report Q3, 2026 results on Feb 12, 2026分析記事 • Dec 12Do Hindalco Industries' (NSE:HINDALCO) Earnings Warrant Your Attention?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...分析記事 • Nov 27Earnings Working Against Hindalco Industries Limited's (NSE:HINDALCO) Share PriceWhen close to half the companies in India have price-to-earnings ratios (or "P/E's") above 26x, you may consider...分析記事 • Nov 12Hindalco Industries Limited (NSE:HINDALCO) Second-Quarter Results Just Came Out: Here's What Analysts Are Forecasting For This YearLast week, you might have seen that Hindalco Industries Limited ( NSE:HINDALCO ) released its quarterly result to the...New Risk • Nov 11New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.009% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.009% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Reported Earnings • Nov 11Second quarter 2026 earnings: EPS in line with expectations, revenues disappointSecond quarter 2026 results: EPS: ₹21.35 (up from ₹17.59 in 2Q 2025). Revenue: ₹660.6b (up 14% from 2Q 2025). Net income: ₹47.4b (up 21% from 2Q 2025). Profit margin: 7.2% (up from 6.7% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Metals and Mining industry in India. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 20% per year.お知らせ • Oct 20Hindalco Industries Limited Announces Change in ManagementThe Board of Directors of Hindalco Industries Limited, based on the recommendation of the Nomination and Remuneration Committee, considered the following changes to the `Senior Management Personnel' of the Company: Resignation of Mr. Nilesh Koul, CEO Aluminium Downstream (effective from the closing of business hours on October 31, 2025); Appointment of Ms. Kopal Agrawal as CEO Aluminium Downstream [from Chief Procurement Officer] (effective November 1, 2025) and Appointment of Mr. Abhishek Mohla as Chief Procurement Officer (effective November 1, 2025). Nilesh Koul: Resigned from the services of the Company to pursue opportunities outside Aditya Birla Group. Kopal Agrawal: Currently Chief Procurement Officer at Hindalco, will move in the role of CEO Aluminium Downstream. Ms. Agrawal has over 20 years of experience in Operations, Strategy & Planning and Procurement. Prior to joining the Aditya Birla Group, Ms. Agrawal worked with Schlumberger Ltd., where her 15- year tenure was marked by a steady progression across a variety of roles in India and abroad. She is a Chemical Engineer and has completed Masters in Management Studies from BITS Pilani in 2003. Abhishek Mohla: Currently, Chief Sales and Marketing Officer - Copper Business, will assume the role of Chief Procurement Officer. Mr. Mohla joined the Aditya Birla Group at Birla Copper as Area Sales Manager in 2006 and has subsequently taken over various roles in Sales & Marketing in the Copper Business. In his current role, Mr. Mohla spearheads policy advocacy for copper and has been driving downstream expansion across emerging segments like Railways & Metro, Power Transformers, Solar Modules, E-mobility etc. Abhishek completed his Mechanical Engineering degree from MD University.分析記事 • Oct 15Hindalco Industries (NSE:HINDALCO) Is Experiencing Growth In Returns On CapitalIf you're looking for a multi-bagger, there's a few things to keep an eye out for. In a perfect world, we'd like to see...分析記事 • Sep 30Is Hindalco Industries (NSE:HINDALCO) A Risky Investment?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...お知らせ • Sep 26Hindalco Industries Limited to Report Q2, 2026 Results on Nov 07, 2025Hindalco Industries Limited announced that they will report Q2, 2026 results on Nov 07, 2025分析記事 • Aug 15Hindalco Industries Limited Just Missed Earnings - But Analysts Have Updated Their ModelsHindalco Industries Limited ( NSE:HINDALCO ) came out with its quarterly results last week, and we wanted to see how...New Risk • Aug 14New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.3% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.3% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Reported Earnings • Jul 30Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: ₹72.05 (up from ₹45.71 in FY 2024). Revenue: ₹2.38t (up 10% from FY 2024). Net income: ₹160.0b (up 58% from FY 2024). Profit margin: 6.7% (up from 4.7% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 6.4%. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Metals and Mining industry in India. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.分析記事 • Jul 25Hindalco Industries' (NSE:HINDALCO) Shareholders Will Receive A Bigger Dividend Than Last YearThe board of Hindalco Industries Limited ( NSE:HINDALCO ) has announced that it will be paying its dividend of ₹5.00 on...Declared Dividend • Jul 24Dividend increased to ₹5.00Dividend of ₹5.00 is 43% higher than last year. Ex-date: 8th August 2025 Payment date: 20th September 2025 Dividend yield will be 0.7%, which is lower than the industry average of 6.1%. Sustainability & Growth Dividend is well covered by both earnings (7% earnings payout ratio) and cash flows (30% cash payout ratio). The dividend has increased by an average of 17% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 6.3% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jul 23Hindalco Industries Limited, Annual General Meeting, Aug 21, 2025Hindalco Industries Limited, Annual General Meeting, Aug 21, 2025, at 15:00 Indian Standard Time.お知らせ • Jun 27Hindalco Industries Limited to Report Q1, 2026 Results on Aug 12, 2025Hindalco Industries Limited announced that they will report Q1, 2026 results on Aug 12, 2025Buy Or Sell Opportunity • Jun 27Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 2.2% to ₹697. The fair value is estimated to be ₹578, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.4% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 3.9% per annum. Earnings are also forecast to grow by 1.6% per annum over the same time period.分析記事 • Jun 25There's Been No Shortage Of Growth Recently For Hindalco Industries' (NSE:HINDALCO) Returns On CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Ideally, a...分析記事 • Jun 10Hindalco Industries (NSE:HINDALCO) Seems To Use Debt Quite SensiblyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Reported Earnings • May 21Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: ₹72.05 (up from ₹45.71 in FY 2024). Revenue: ₹2.38t (up 10% from FY 2024). Net income: ₹160.0b (up 58% from FY 2024). Profit margin: 6.7% (up from 4.7% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 6.4%. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Metals and Mining industry in India. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to ₹562, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 16x in the Metals and Mining industry in India. Negligible returns to shareholders over past three years.お知らせ • Mar 28Hindalco Industries Limited to Report Q4, 2025 Results on May 20, 2025Hindalco Industries Limited announced that they will report Q4, 2025 results on May 20, 2025お知らせ • Feb 14Hindalco Industries Limited to Report Q3, 2025 Results on Feb 13, 2025Hindalco Industries Limited announced that they will report Q3, 2025 results on Feb 13, 2025Reported Earnings • Feb 14Third quarter 2025 earnings: EPS misses analyst expectationsThird quarter 2025 results: EPS: ₹16.82 (up from ₹10.50 in 3Q 2024). Revenue: ₹583.9b (up 11% from 3Q 2024). Net income: ₹37.4b (up 60% from 3Q 2024). Profit margin: 6.4% (up from 4.4% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.6%. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Metals and Mining industry in India. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.お知らせ • Feb 14Hindalco Industries Limited Announces CFO ChangesHindalco Industries Limited announced that Mr. Praveen Kumar Maheshwari shall relinquish his position as the CFO with effect from closing of business hours on March 31, 2025. The Board at its Meeting held February 13, 2025 based on the recommendation of the Audit Committee and Nomination and Remuneration Committee has appointed Mr. Bharat Goenka [currently CFO-Designate] as the CFO and KMP of the Company with effect from April 1, 2025. Mr. Bharat Goenka, aged 48, joined the Company in September 2024, and has gone through a detailed induction program involving travel to 23 of the Company's manufacturing and mining locations. He is a seasoned finance professional with over 25 years of experience, majority of which was at Hindustan Unilever Ltd. (HUL). His leadership experience includes stints as CFO-Mahindra & Mahindra's Automobile Division, CFO-Vedanta's Aluminium & Power Division and Finance Director-Unilever North America. He is a Chartered Accountant with articleship from Price Waterhouse.Reported Earnings • Nov 12Second quarter 2025 earnings released: EPS: ₹17.59 (vs ₹9.88 in 2Q 2024)Second quarter 2025 results: EPS: ₹17.59 (up from ₹9.88 in 2Q 2024). Revenue: ₹582.0b (up 7.4% from 2Q 2024). Net income: ₹39.1b (up 78% from 2Q 2024). Profit margin: 6.7% (up from 4.1% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Metals and Mining industry in India. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.Buy Or Sell Opportunity • Nov 07Now 21% undervaluedOver the last 90 days, the stock has risen 4.0% to ₹648. The fair value is estimated to be ₹820, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.8% over the last 3 years. Earnings per share has declined by 7.4%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 31% in the next 2 years.お知らせ • Oct 17Hindalco Industries Limited Announces Executive ChangesHindalco Industries Limited announced that the Board of Directors, based on the recommendations of Nomination and Remuneration Committee, approved the following additions to the Senior Management Personnel of the Company effective December 1, 2024: Mr. Sameer Nayak [Cluster Head- Renukoot Unit and Renusagar Unit] and Mr. Senthil Nath [Unit Head- Mahan Aluminium]. The aforesaid is consequent to renunciation of office [due to superannuation] by Mr. Narisetty Nagesh, [Head: Renukoot Unit, Renusagar Unit & Mahan Aluminium Unit] by the closing hours of November 30, 2024. Mr. Nagesh Narisetty, currently Head- Renukoot Cluster and Senior Management Personnel of the Company, is moving out due to superannuation. Sameer, a mechanical engineer by qualification, through the Group Manufacturing Leadership Program at Mahan Aluminium. He has worked in multiple roles across Hindalco in power plant operations & maintenance and Unit leadership. He has made significant contributions to the business, across the company's operations including production volume, productivity & purity at Aditya Aluminium. Senthil, a metallurgy engineer by qualification, joined ABG in Renukoot. He has worked in multiple roles in the Renukoot Cluster, including as Plant Head Smelter and in Unit leadership.Buy Or Sell Opportunity • Oct 14Now 20% undervaluedOver the last 90 days, the stock has risen 7.6% to ₹743. The fair value is estimated to be ₹931, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.8% over the last 3 years. Earnings per share has declined by 7.4%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 31% in the next 2 years.お知らせ • Sep 27Hindalco Industries Limited to Report Q2, 2025 Results on Nov 11, 2024Hindalco Industries Limited announced that they will report Q2, 2025 results on Nov 11, 2024Buy Or Sell Opportunity • Sep 23Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at ₹691. The fair value is estimated to be ₹866, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.8% over the last 3 years. Earnings per share has declined by 7.4%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 31% in the next 2 years.Buy Or Sell Opportunity • Sep 02Now 21% undervaluedOver the last 90 days, the stock has risen 5.4% to ₹684. The fair value is estimated to be ₹870, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.8% over the last 3 years. Earnings per share has declined by 7.4%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 31% in the next 2 years.お知らせ • Aug 29Hindalco Industries Limited Announces Cessation of Kailash Nath Bhandari as Independent DirectorHindalco Industries Limited announced that Mr. Kailash Nath Bhandari, ceases to be an Independent Director of the Company from the closure of business hours of August 29, 2024, on completion of his second term of five years.お知らせ • Aug 23Hindalco Industries Limited Announces Askaran Agarwala Declines Re-Election as DirectorHindalco Industries Limited announced that Mr. Askaran Agarwala, a Non-Executive Director of the Company, liable to retire by rotation at 65th Annual General Meeting held on August 22, 2024, has not offered himself for re-appointment. Accordingly, Mr. Askaran Agarwala retires as a Director, effective August 22, 2024.New Risk • Aug 14New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 40% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (40% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Upcoming Dividend • Aug 05Upcoming dividend of ₹3.50 per shareEligible shareholders must have bought the stock before 09 August 2024. Payment date: 27 August 2024. Payout ratio is a comfortable 7.7% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of Indian dividend payers (1.1%). Lower than average of industry peers (1.6%).Reported Earnings • Jul 31Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: ₹45.71 (up from ₹45.42 in FY 2023). Revenue: ₹2.16t (down 3.2% from FY 2023). Net income: ₹101.6b (flat on FY 2023). Profit margin: 4.7% (up from 4.5% in FY 2023). The increase in margin was driven by lower expenses. Revenue exceeded analyst estimates by 2.1%. Earnings per share (EPS) also surpassed analyst estimates by 1.7%. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Metals and Mining industry in India. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.お知らせ • Jul 22Hindalco Industries Limited, Annual General Meeting, Aug 22, 2024Hindalco Industries Limited, Annual General Meeting, Aug 22, 2024, at 15:00 Indian Standard Time.Declared Dividend • Jul 21Dividend increased to ₹3.50Dividend of ₹3.50 is 17% higher than last year. Ex-date: 9th August 2024 Payment date: 27th August 2024 Dividend yield will be 0.5%, which is lower than the industry average of 6.1%. Sustainability & Growth Dividend is well covered by both earnings (8% earnings payout ratio) and cash flows (9% cash payout ratio). The dividend has increased by an average of 9.6% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 47% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jun 29Hindalco Industries Limited to Report Q1, 2025 Results on Aug 13, 2024Hindalco Industries Limited announced that they will report Q1, 2025 results on Aug 13, 2024Price Target Changed • May 28Price target increased by 10% to ₹729Up from ₹662, the current price target is an average from 23 analysts. New target price is 7.1% above last closing price of ₹681. Stock is up 65% over the past year. The company is forecast to post earnings per share of ₹61.44 for next year compared to ₹45.71 last year.Reported Earnings • May 25Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: ₹45.71 (up from ₹45.42 in FY 2023). Revenue: ₹2.17t (down 2.6% from FY 2023). Net income: ₹101.6b (flat on FY 2023). Profit margin: 4.7% (up from 4.5% in FY 2023). The increase in margin was driven by lower expenses. Revenue exceeded analyst estimates by 2.1%. Earnings per share (EPS) also surpassed analyst estimates by 2.7%. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Metals and Mining industry in India. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 20% per year, which means it is well ahead of earnings.お知らせ • May 25Hindalco Industries Limited Recommends Dividend for the Year Ended March 31, 2024Hindalco Industries Limited recommended a dividend of INR 3.5 per equity share of INR 1 each for the year ended March 31, 2024, subject to the approval of Shareholders at the upcoming Annual General Meeting of the Company.お知らせ • Mar 21Hindalco Industries Limited Approves Appointment of Arun Adhikari as an Independent DirectorHindalco Industries Limited announced that the shareholders approved appointment of Mr. Arun Adhikari as an independent director.Reported Earnings • Feb 14Third quarter 2024 earnings released: EPS: ₹10.50 (vs ₹6.13 in 3Q 2023)Third quarter 2024 results: EPS: ₹10.50 (up from ₹6.13 in 3Q 2023). Revenue: ₹528.1b (flat on 3Q 2023). Net income: ₹23.3b (up 71% from 3Q 2023). Profit margin: 4.4% (up from 2.6% in 3Q 2023). Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Metals and Mining industry in India. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Nov 11Second quarter 2024 earnings released: EPS: ₹9.88 (vs ₹9.92 in 2Q 2023)Second quarter 2024 results: EPS: ₹9.88 (down from ₹9.92 in 2Q 2023). Revenue: ₹546.3b (down 2.7% from 2Q 2023). Net income: ₹22.0b (flat on 2Q 2023). Profit margin: 4.0% (up from 3.9% in 2Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Metals and Mining industry in India. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Oct 19Hindalco Industries Limited Announces Resignation of Mr. Anant Maheshwari as DirectorHindalco Industries Limited announced that, Mr. Anant Maheshwari has tendered his resignation as an Independent Director of the Company effective from October 18, 2023, due to personal reasons.Upcoming Dividend • Aug 07Upcoming dividend of ₹3.00 per share at 0.6% yieldEligible shareholders must have bought the stock before 14 August 2023. Payment date: 21 September 2023. Payout ratio is a comfortable 6.6% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of Indian dividend payers (1.5%). Lower than average of industry peers (7.4%).Reported Earnings • Jul 30Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: EPS: ₹45.42 (down from ₹63.85 in FY 2022). Revenue: ₹2.23t (up 14% from FY 2022). Net income: ₹101.0b (down 29% from FY 2022). Profit margin: 4.5% (down from 7.3% in FY 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 5.1%. Earnings per share (EPS) missed analyst estimates by 2.0%. Revenue is expected to decline by 1.2% p.a. on average during the next 3 years, while revenues in the Metals and Mining industry in India are expected to grow by 5.2%. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 40% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 30Hindalco Industries Limited to Report Q1, 2024 Results on Aug 08, 2023Hindalco Industries Limited announced that they will report Q1, 2024 results on Aug 08, 2023Reported Earnings • May 25Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: EPS: ₹45.42 (down from ₹63.85 in FY 2022). Revenue: ₹2.24t (up 15% from FY 2022). Net income: ₹101.0b (down 29% from FY 2022). Profit margin: 4.5% (down from 7.3% in FY 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 5.1%. Earnings per share (EPS) missed analyst estimates by 2.0%. Revenue is expected to decline by 1.1% p.a. on average during the next 3 years, while revenues in the Metals and Mining industry in India are expected to grow by 4.3%. Over the last 3 years on average, earnings per share has increased by 46% per year whereas the company’s share price has increased by 43% per year.お知らせ • May 25Hindalco Industries Limited Recommends Dividend for the Year Ended March 31, 2023Hindalco Industries Limited recommended a dividend of INR 3 per equity share of INR 1 each for the year ended March 31, 2023, subject to the approval of Shareholders at the ensuing Annual General Meeting of the Company.お知らせ • May 13Hindalco Industries Limited to Report Q4, 2023 Results on May 24, 2023Hindalco Industries Limited announced that they will report Q4, 2023 results on May 24, 2023Reported Earnings • Feb 10Third quarter 2023 earnings released: EPS: ₹6.13 (vs ₹16.46 in 3Q 2022)Third quarter 2023 results: EPS: ₹6.13 (down from ₹16.46 in 3Q 2022). Revenue: ₹535.2b (up 6.5% from 3Q 2022). Net income: ₹13.6b (down 63% from 3Q 2022). Profit margin: 2.5% (down from 7.3% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 3.5% growth forecast for the Metals and Mining industry in India. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 28Hindalco Industries Limited to Report Q3, 2023 Results on Feb 09, 2023Hindalco Industries Limited announced that they will report Q3, 2023 results on Feb 09, 2023Board Change • Dec 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 5 highly experienced directors. Independent Non Executive Director Anant Maheshwari was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: ₹9.92 (vs ₹15.41 in 2Q 2022)Second quarter 2023 results: EPS: ₹9.92 (down from ₹15.41 in 2Q 2022). Revenue: ₹561.8b (up 18% from 2Q 2022). Net income: ₹22.1b (down 36% from 2Q 2022). Profit margin: 3.9% (down from 7.2% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to decline by 1.5% p.a. on average during the next 3 years, while revenues in the Metals and Mining industry in India are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Aug 04Upcoming dividend of ₹4.00 per shareEligible shareholders must have bought the stock before 11 August 2022. Payment date: 22 September 2022. Payout ratio is a comfortable 6.3% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of Indian dividend payers (1.7%). Lower than average of industry peers (7.0%).Reported Earnings • Aug 02Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: ₹63.85 (up from ₹23.30 in FY 2021). Revenue: ₹1.95t (up 48% from FY 2021). Net income: ₹142.0b (up 174% from FY 2021). Profit margin: 7.3% (up from 3.9% in FY 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.1%. Earnings per share (EPS) also surpassed analyst estimates by 1.8%. Over the next year, revenue is expected to shrink by 1.1% compared to a 4.6% decline forecast for the mining industry in India. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jun 16Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ₹336, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 6x in the Metals and Mining industry in India. Total returns to shareholders of 76% over the past three years.Reported Earnings • May 28Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: ₹63.85 (up from ₹23.30 in FY 2021). Revenue: ₹1.95t (up 48% from FY 2021). Net income: ₹142.0b (up 174% from FY 2021). Profit margin: 7.3% (up from 3.9% in FY 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.1%. Earnings per share (EPS) also surpassed analyst estimates by 1.8%. Over the next year, revenue is forecast to grow 6.3%, compared to a 7.8% growth forecast for the mining industry in India. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.株主還元HINDALCOIN Metals and MiningIN 市場7D3.9%-0.6%0.5%1Y70.6%27.6%-0.5%株主還元を見る業界別リターン: HINDALCO過去 1 年間で27.6 % 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: HINDALCO過去 1 年間で-0.5 % の収益を上げたIndian市場を上回りました。価格変動Is HINDALCO's price volatile compared to industry and market?HINDALCO volatilityHINDALCO Average Weekly Movement4.6%Metals and Mining Industry Average Movement7.2%Market Average Movement7.1%10% most volatile stocks in IN Market10.1%10% least volatile stocks in IN Market4.8%安定した株価: HINDALCO 、 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: HINDALCOの 週次ボラティリティ ( 5% ) 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195878,999Satish 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。もっと見る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。HINDALCO 基礎統計学時価総額₹2.46t収益(TTM)₹160.77b売上高(TTM)₹2.62t15.3xPER(株価収益率0.9xP/SレシオHINDALCO 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HINDALCO 損益計算書(TTM)収益₹2.62t売上原価₹1.78t売上総利益₹832.98bその他の費用₹672.21b収益₹160.77b直近の収益報告Dec 31, 2025次回決算日該当なし一株当たり利益(EPS)72.40グロス・マージン31.83%純利益率6.14%有利子負債/自己資本比率57.6%HINDALCO 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6%配当性向View Valuation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2026/05/22 13:38終値2026/05/22 00:00収益2025/12/31年間収益2025/03/31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-KSEC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4SEC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-KSEC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やYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。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 25 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。61 アナリスト機関Rajesh Majumdar360 ONE Capital Market Private LimitedSatyadeep JainAmbit CapitalParthiv JhonsaAnand Rathi Shares and Stock Brokers Limited58 その他のアナリストを表示
お知らせ • Mar 23Hindalco Industries Limited to Report Q4, 2026 Results on May 22, 2026Hindalco Industries Limited announced that they will report Q4, 2026 results on May 22, 2026
分析記事 • Feb 15Hindalco Industries Limited Just Missed EPS By 50%: Here's What Analysts Think Will Happen NextShareholders might have noticed that Hindalco Industries Limited ( NSE:HINDALCO ) filed its quarterly result this time...
Reported Earnings • Feb 13Third quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2026 results: EPS: ₹9.23 (down from ₹16.82 in 3Q 2025). Revenue: ₹665.2b (up 14% from 3Q 2025). Net income: ₹20.5b (down 45% from 3Q 2025). Profit margin: 3.1% (down from 6.4% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) missed analyst estimates by 50%. Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Metals and Mining industry in India. Over the last 3 years on average, earnings per share has increased by 24% per year whereas the company’s share price has increased by 28% per year.
分析記事 • Jan 12Hindalco Industries (NSE:HINDALCO) Has A Pretty Healthy Balance SheetWarren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
お知らせ • Dec 29Hindalco Industries Limited to Report Q3, 2026 Results on Feb 12, 2026Hindalco Industries Limited announced that they will report Q3, 2026 results on Feb 12, 2026
分析記事 • Dec 12Do Hindalco Industries' (NSE:HINDALCO) Earnings Warrant Your Attention?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
お知らせ • Mar 23Hindalco Industries Limited to Report Q4, 2026 Results on May 22, 2026Hindalco Industries Limited announced that they will report Q4, 2026 results on May 22, 2026
分析記事 • Feb 15Hindalco Industries Limited Just Missed EPS By 50%: Here's What Analysts Think Will Happen NextShareholders might have noticed that Hindalco Industries Limited ( NSE:HINDALCO ) filed its quarterly result this time...
Reported Earnings • Feb 13Third quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2026 results: EPS: ₹9.23 (down from ₹16.82 in 3Q 2025). Revenue: ₹665.2b (up 14% from 3Q 2025). Net income: ₹20.5b (down 45% from 3Q 2025). Profit margin: 3.1% (down from 6.4% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) missed analyst estimates by 50%. Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Metals and Mining industry in India. Over the last 3 years on average, earnings per share has increased by 24% per year whereas the company’s share price has increased by 28% per year.
分析記事 • Jan 12Hindalco Industries (NSE:HINDALCO) Has A Pretty Healthy Balance SheetWarren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
お知らせ • Dec 29Hindalco Industries Limited to Report Q3, 2026 Results on Feb 12, 2026Hindalco Industries Limited announced that they will report Q3, 2026 results on Feb 12, 2026
分析記事 • Dec 12Do Hindalco Industries' (NSE:HINDALCO) Earnings Warrant Your Attention?For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
分析記事 • Nov 27Earnings Working Against Hindalco Industries Limited's (NSE:HINDALCO) Share PriceWhen close to half the companies in India have price-to-earnings ratios (or "P/E's") above 26x, you may consider...
分析記事 • Nov 12Hindalco Industries Limited (NSE:HINDALCO) Second-Quarter Results Just Came Out: Here's What Analysts Are Forecasting For This YearLast week, you might have seen that Hindalco Industries Limited ( NSE:HINDALCO ) released its quarterly result to the...
New Risk • Nov 11New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.009% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.009% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Reported Earnings • Nov 11Second quarter 2026 earnings: EPS in line with expectations, revenues disappointSecond quarter 2026 results: EPS: ₹21.35 (up from ₹17.59 in 2Q 2025). Revenue: ₹660.6b (up 14% from 2Q 2025). Net income: ₹47.4b (up 21% from 2Q 2025). Profit margin: 7.2% (up from 6.7% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Metals and Mining industry in India. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 20% per year.
お知らせ • Oct 20Hindalco Industries Limited Announces Change in ManagementThe Board of Directors of Hindalco Industries Limited, based on the recommendation of the Nomination and Remuneration Committee, considered the following changes to the `Senior Management Personnel' of the Company: Resignation of Mr. Nilesh Koul, CEO Aluminium Downstream (effective from the closing of business hours on October 31, 2025); Appointment of Ms. Kopal Agrawal as CEO Aluminium Downstream [from Chief Procurement Officer] (effective November 1, 2025) and Appointment of Mr. Abhishek Mohla as Chief Procurement Officer (effective November 1, 2025). Nilesh Koul: Resigned from the services of the Company to pursue opportunities outside Aditya Birla Group. Kopal Agrawal: Currently Chief Procurement Officer at Hindalco, will move in the role of CEO Aluminium Downstream. Ms. Agrawal has over 20 years of experience in Operations, Strategy & Planning and Procurement. Prior to joining the Aditya Birla Group, Ms. Agrawal worked with Schlumberger Ltd., where her 15- year tenure was marked by a steady progression across a variety of roles in India and abroad. She is a Chemical Engineer and has completed Masters in Management Studies from BITS Pilani in 2003. Abhishek Mohla: Currently, Chief Sales and Marketing Officer - Copper Business, will assume the role of Chief Procurement Officer. Mr. Mohla joined the Aditya Birla Group at Birla Copper as Area Sales Manager in 2006 and has subsequently taken over various roles in Sales & Marketing in the Copper Business. In his current role, Mr. Mohla spearheads policy advocacy for copper and has been driving downstream expansion across emerging segments like Railways & Metro, Power Transformers, Solar Modules, E-mobility etc. Abhishek completed his Mechanical Engineering degree from MD University.
分析記事 • Oct 15Hindalco Industries (NSE:HINDALCO) Is Experiencing Growth In Returns On CapitalIf you're looking for a multi-bagger, there's a few things to keep an eye out for. In a perfect world, we'd like to see...
分析記事 • Sep 30Is Hindalco Industries (NSE:HINDALCO) A Risky Investment?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
お知らせ • Sep 26Hindalco Industries Limited to Report Q2, 2026 Results on Nov 07, 2025Hindalco Industries Limited announced that they will report Q2, 2026 results on Nov 07, 2025
分析記事 • Aug 15Hindalco Industries Limited Just Missed Earnings - But Analysts Have Updated Their ModelsHindalco Industries Limited ( NSE:HINDALCO ) came out with its quarterly results last week, and we wanted to see how...
New Risk • Aug 14New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.3% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.3% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Reported Earnings • Jul 30Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: ₹72.05 (up from ₹45.71 in FY 2024). Revenue: ₹2.38t (up 10% from FY 2024). Net income: ₹160.0b (up 58% from FY 2024). Profit margin: 6.7% (up from 4.7% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 6.4%. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Metals and Mining industry in India. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.
分析記事 • Jul 25Hindalco Industries' (NSE:HINDALCO) Shareholders Will Receive A Bigger Dividend Than Last YearThe board of Hindalco Industries Limited ( NSE:HINDALCO ) has announced that it will be paying its dividend of ₹5.00 on...
Declared Dividend • Jul 24Dividend increased to ₹5.00Dividend of ₹5.00 is 43% higher than last year. Ex-date: 8th August 2025 Payment date: 20th September 2025 Dividend yield will be 0.7%, which is lower than the industry average of 6.1%. Sustainability & Growth Dividend is well covered by both earnings (7% earnings payout ratio) and cash flows (30% cash payout ratio). The dividend has increased by an average of 17% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 6.3% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jul 23Hindalco Industries Limited, Annual General Meeting, Aug 21, 2025Hindalco Industries Limited, Annual General Meeting, Aug 21, 2025, at 15:00 Indian Standard Time.
お知らせ • Jun 27Hindalco Industries Limited to Report Q1, 2026 Results on Aug 12, 2025Hindalco Industries Limited announced that they will report Q1, 2026 results on Aug 12, 2025
Buy Or Sell Opportunity • Jun 27Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 2.2% to ₹697. The fair value is estimated to be ₹578, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.4% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 3.9% per annum. Earnings are also forecast to grow by 1.6% per annum over the same time period.
分析記事 • Jun 25There's Been No Shortage Of Growth Recently For Hindalco Industries' (NSE:HINDALCO) Returns On CapitalIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Ideally, a...
分析記事 • Jun 10Hindalco Industries (NSE:HINDALCO) Seems To Use Debt Quite SensiblyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Reported Earnings • May 21Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: ₹72.05 (up from ₹45.71 in FY 2024). Revenue: ₹2.38t (up 10% from FY 2024). Net income: ₹160.0b (up 58% from FY 2024). Profit margin: 6.7% (up from 4.7% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 6.4%. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Metals and Mining industry in India. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to ₹562, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 16x in the Metals and Mining industry in India. Negligible returns to shareholders over past three years.
お知らせ • Mar 28Hindalco Industries Limited to Report Q4, 2025 Results on May 20, 2025Hindalco Industries Limited announced that they will report Q4, 2025 results on May 20, 2025
お知らせ • Feb 14Hindalco Industries Limited to Report Q3, 2025 Results on Feb 13, 2025Hindalco Industries Limited announced that they will report Q3, 2025 results on Feb 13, 2025
Reported Earnings • Feb 14Third quarter 2025 earnings: EPS misses analyst expectationsThird quarter 2025 results: EPS: ₹16.82 (up from ₹10.50 in 3Q 2024). Revenue: ₹583.9b (up 11% from 3Q 2024). Net income: ₹37.4b (up 60% from 3Q 2024). Profit margin: 6.4% (up from 4.4% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.6%. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Metals and Mining industry in India. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
お知らせ • Feb 14Hindalco Industries Limited Announces CFO ChangesHindalco Industries Limited announced that Mr. Praveen Kumar Maheshwari shall relinquish his position as the CFO with effect from closing of business hours on March 31, 2025. The Board at its Meeting held February 13, 2025 based on the recommendation of the Audit Committee and Nomination and Remuneration Committee has appointed Mr. Bharat Goenka [currently CFO-Designate] as the CFO and KMP of the Company with effect from April 1, 2025. Mr. Bharat Goenka, aged 48, joined the Company in September 2024, and has gone through a detailed induction program involving travel to 23 of the Company's manufacturing and mining locations. He is a seasoned finance professional with over 25 years of experience, majority of which was at Hindustan Unilever Ltd. (HUL). His leadership experience includes stints as CFO-Mahindra & Mahindra's Automobile Division, CFO-Vedanta's Aluminium & Power Division and Finance Director-Unilever North America. He is a Chartered Accountant with articleship from Price Waterhouse.
Reported Earnings • Nov 12Second quarter 2025 earnings released: EPS: ₹17.59 (vs ₹9.88 in 2Q 2024)Second quarter 2025 results: EPS: ₹17.59 (up from ₹9.88 in 2Q 2024). Revenue: ₹582.0b (up 7.4% from 2Q 2024). Net income: ₹39.1b (up 78% from 2Q 2024). Profit margin: 6.7% (up from 4.1% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Metals and Mining industry in India. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.
Buy Or Sell Opportunity • Nov 07Now 21% undervaluedOver the last 90 days, the stock has risen 4.0% to ₹648. The fair value is estimated to be ₹820, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.8% over the last 3 years. Earnings per share has declined by 7.4%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 31% in the next 2 years.
お知らせ • Oct 17Hindalco Industries Limited Announces Executive ChangesHindalco Industries Limited announced that the Board of Directors, based on the recommendations of Nomination and Remuneration Committee, approved the following additions to the Senior Management Personnel of the Company effective December 1, 2024: Mr. Sameer Nayak [Cluster Head- Renukoot Unit and Renusagar Unit] and Mr. Senthil Nath [Unit Head- Mahan Aluminium]. The aforesaid is consequent to renunciation of office [due to superannuation] by Mr. Narisetty Nagesh, [Head: Renukoot Unit, Renusagar Unit & Mahan Aluminium Unit] by the closing hours of November 30, 2024. Mr. Nagesh Narisetty, currently Head- Renukoot Cluster and Senior Management Personnel of the Company, is moving out due to superannuation. Sameer, a mechanical engineer by qualification, through the Group Manufacturing Leadership Program at Mahan Aluminium. He has worked in multiple roles across Hindalco in power plant operations & maintenance and Unit leadership. He has made significant contributions to the business, across the company's operations including production volume, productivity & purity at Aditya Aluminium. Senthil, a metallurgy engineer by qualification, joined ABG in Renukoot. He has worked in multiple roles in the Renukoot Cluster, including as Plant Head Smelter and in Unit leadership.
Buy Or Sell Opportunity • Oct 14Now 20% undervaluedOver the last 90 days, the stock has risen 7.6% to ₹743. The fair value is estimated to be ₹931, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.8% over the last 3 years. Earnings per share has declined by 7.4%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 31% in the next 2 years.
お知らせ • Sep 27Hindalco Industries Limited to Report Q2, 2025 Results on Nov 11, 2024Hindalco Industries Limited announced that they will report Q2, 2025 results on Nov 11, 2024
Buy Or Sell Opportunity • Sep 23Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at ₹691. The fair value is estimated to be ₹866, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.8% over the last 3 years. Earnings per share has declined by 7.4%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 31% in the next 2 years.
Buy Or Sell Opportunity • Sep 02Now 21% undervaluedOver the last 90 days, the stock has risen 5.4% to ₹684. The fair value is estimated to be ₹870, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.8% over the last 3 years. Earnings per share has declined by 7.4%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 31% in the next 2 years.
お知らせ • Aug 29Hindalco Industries Limited Announces Cessation of Kailash Nath Bhandari as Independent DirectorHindalco Industries Limited announced that Mr. Kailash Nath Bhandari, ceases to be an Independent Director of the Company from the closure of business hours of August 29, 2024, on completion of his second term of five years.
お知らせ • Aug 23Hindalco Industries Limited Announces Askaran Agarwala Declines Re-Election as DirectorHindalco Industries Limited announced that Mr. Askaran Agarwala, a Non-Executive Director of the Company, liable to retire by rotation at 65th Annual General Meeting held on August 22, 2024, has not offered himself for re-appointment. Accordingly, Mr. Askaran Agarwala retires as a Director, effective August 22, 2024.
New Risk • Aug 14New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 40% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (40% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Upcoming Dividend • Aug 05Upcoming dividend of ₹3.50 per shareEligible shareholders must have bought the stock before 09 August 2024. Payment date: 27 August 2024. Payout ratio is a comfortable 7.7% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of Indian dividend payers (1.1%). Lower than average of industry peers (1.6%).
Reported Earnings • Jul 31Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: ₹45.71 (up from ₹45.42 in FY 2023). Revenue: ₹2.16t (down 3.2% from FY 2023). Net income: ₹101.6b (flat on FY 2023). Profit margin: 4.7% (up from 4.5% in FY 2023). The increase in margin was driven by lower expenses. Revenue exceeded analyst estimates by 2.1%. Earnings per share (EPS) also surpassed analyst estimates by 1.7%. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Metals and Mining industry in India. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.
お知らせ • Jul 22Hindalco Industries Limited, Annual General Meeting, Aug 22, 2024Hindalco Industries Limited, Annual General Meeting, Aug 22, 2024, at 15:00 Indian Standard Time.
Declared Dividend • Jul 21Dividend increased to ₹3.50Dividend of ₹3.50 is 17% higher than last year. Ex-date: 9th August 2024 Payment date: 27th August 2024 Dividend yield will be 0.5%, which is lower than the industry average of 6.1%. Sustainability & Growth Dividend is well covered by both earnings (8% earnings payout ratio) and cash flows (9% cash payout ratio). The dividend has increased by an average of 9.6% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 47% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jun 29Hindalco Industries Limited to Report Q1, 2025 Results on Aug 13, 2024Hindalco Industries Limited announced that they will report Q1, 2025 results on Aug 13, 2024
Price Target Changed • May 28Price target increased by 10% to ₹729Up from ₹662, the current price target is an average from 23 analysts. New target price is 7.1% above last closing price of ₹681. Stock is up 65% over the past year. The company is forecast to post earnings per share of ₹61.44 for next year compared to ₹45.71 last year.
Reported Earnings • May 25Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: ₹45.71 (up from ₹45.42 in FY 2023). Revenue: ₹2.17t (down 2.6% from FY 2023). Net income: ₹101.6b (flat on FY 2023). Profit margin: 4.7% (up from 4.5% in FY 2023). The increase in margin was driven by lower expenses. Revenue exceeded analyst estimates by 2.1%. Earnings per share (EPS) also surpassed analyst estimates by 2.7%. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Metals and Mining industry in India. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 20% per year, which means it is well ahead of earnings.
お知らせ • May 25Hindalco Industries Limited Recommends Dividend for the Year Ended March 31, 2024Hindalco Industries Limited recommended a dividend of INR 3.5 per equity share of INR 1 each for the year ended March 31, 2024, subject to the approval of Shareholders at the upcoming Annual General Meeting of the Company.
お知らせ • Mar 21Hindalco Industries Limited Approves Appointment of Arun Adhikari as an Independent DirectorHindalco Industries Limited announced that the shareholders approved appointment of Mr. Arun Adhikari as an independent director.
Reported Earnings • Feb 14Third quarter 2024 earnings released: EPS: ₹10.50 (vs ₹6.13 in 3Q 2023)Third quarter 2024 results: EPS: ₹10.50 (up from ₹6.13 in 3Q 2023). Revenue: ₹528.1b (flat on 3Q 2023). Net income: ₹23.3b (up 71% from 3Q 2023). Profit margin: 4.4% (up from 2.6% in 3Q 2023). Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Metals and Mining industry in India. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Nov 11Second quarter 2024 earnings released: EPS: ₹9.88 (vs ₹9.92 in 2Q 2023)Second quarter 2024 results: EPS: ₹9.88 (down from ₹9.92 in 2Q 2023). Revenue: ₹546.3b (down 2.7% from 2Q 2023). Net income: ₹22.0b (flat on 2Q 2023). Profit margin: 4.0% (up from 3.9% in 2Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Metals and Mining industry in India. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Oct 19Hindalco Industries Limited Announces Resignation of Mr. Anant Maheshwari as DirectorHindalco Industries Limited announced that, Mr. Anant Maheshwari has tendered his resignation as an Independent Director of the Company effective from October 18, 2023, due to personal reasons.
Upcoming Dividend • Aug 07Upcoming dividend of ₹3.00 per share at 0.6% yieldEligible shareholders must have bought the stock before 14 August 2023. Payment date: 21 September 2023. Payout ratio is a comfortable 6.6% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of Indian dividend payers (1.5%). Lower than average of industry peers (7.4%).
Reported Earnings • Jul 30Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: EPS: ₹45.42 (down from ₹63.85 in FY 2022). Revenue: ₹2.23t (up 14% from FY 2022). Net income: ₹101.0b (down 29% from FY 2022). Profit margin: 4.5% (down from 7.3% in FY 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 5.1%. Earnings per share (EPS) missed analyst estimates by 2.0%. Revenue is expected to decline by 1.2% p.a. on average during the next 3 years, while revenues in the Metals and Mining industry in India are expected to grow by 5.2%. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 40% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 30Hindalco Industries Limited to Report Q1, 2024 Results on Aug 08, 2023Hindalco Industries Limited announced that they will report Q1, 2024 results on Aug 08, 2023
Reported Earnings • May 25Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: EPS: ₹45.42 (down from ₹63.85 in FY 2022). Revenue: ₹2.24t (up 15% from FY 2022). Net income: ₹101.0b (down 29% from FY 2022). Profit margin: 4.5% (down from 7.3% in FY 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 5.1%. Earnings per share (EPS) missed analyst estimates by 2.0%. Revenue is expected to decline by 1.1% p.a. on average during the next 3 years, while revenues in the Metals and Mining industry in India are expected to grow by 4.3%. Over the last 3 years on average, earnings per share has increased by 46% per year whereas the company’s share price has increased by 43% per year.
お知らせ • May 25Hindalco Industries Limited Recommends Dividend for the Year Ended March 31, 2023Hindalco Industries Limited recommended a dividend of INR 3 per equity share of INR 1 each for the year ended March 31, 2023, subject to the approval of Shareholders at the ensuing Annual General Meeting of the Company.
お知らせ • May 13Hindalco Industries Limited to Report Q4, 2023 Results on May 24, 2023Hindalco Industries Limited announced that they will report Q4, 2023 results on May 24, 2023
Reported Earnings • Feb 10Third quarter 2023 earnings released: EPS: ₹6.13 (vs ₹16.46 in 3Q 2022)Third quarter 2023 results: EPS: ₹6.13 (down from ₹16.46 in 3Q 2022). Revenue: ₹535.2b (up 6.5% from 3Q 2022). Net income: ₹13.6b (down 63% from 3Q 2022). Profit margin: 2.5% (down from 7.3% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 3.5% growth forecast for the Metals and Mining industry in India. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 28Hindalco Industries Limited to Report Q3, 2023 Results on Feb 09, 2023Hindalco Industries Limited announced that they will report Q3, 2023 results on Feb 09, 2023
Board Change • Dec 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 5 highly experienced directors. Independent Non Executive Director Anant Maheshwari was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: ₹9.92 (vs ₹15.41 in 2Q 2022)Second quarter 2023 results: EPS: ₹9.92 (down from ₹15.41 in 2Q 2022). Revenue: ₹561.8b (up 18% from 2Q 2022). Net income: ₹22.1b (down 36% from 2Q 2022). Profit margin: 3.9% (down from 7.2% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to decline by 1.5% p.a. on average during the next 3 years, while revenues in the Metals and Mining industry in India are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has only increased by 33% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Aug 04Upcoming dividend of ₹4.00 per shareEligible shareholders must have bought the stock before 11 August 2022. Payment date: 22 September 2022. Payout ratio is a comfortable 6.3% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of Indian dividend payers (1.7%). Lower than average of industry peers (7.0%).
Reported Earnings • Aug 02Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: ₹63.85 (up from ₹23.30 in FY 2021). Revenue: ₹1.95t (up 48% from FY 2021). Net income: ₹142.0b (up 174% from FY 2021). Profit margin: 7.3% (up from 3.9% in FY 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.1%. Earnings per share (EPS) also surpassed analyst estimates by 1.8%. Over the next year, revenue is expected to shrink by 1.1% compared to a 4.6% decline forecast for the mining industry in India. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jun 16Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ₹336, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 6x in the Metals and Mining industry in India. Total returns to shareholders of 76% over the past three years.
Reported Earnings • May 28Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: ₹63.85 (up from ₹23.30 in FY 2021). Revenue: ₹1.95t (up 48% from FY 2021). Net income: ₹142.0b (up 174% from FY 2021). Profit margin: 7.3% (up from 3.9% in FY 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.1%. Earnings per share (EPS) also surpassed analyst estimates by 1.8%. Over the next year, revenue is forecast to grow 6.3%, compared to a 7.8% growth forecast for the mining industry in India. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.