View ValuationHindalco Industries 将来の成長Future 基準チェック /16Hindalco Industries利益と収益がそれぞれ年間15.4%と8.1%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% 14.3%なると予測されています。主要情報15.4%収益成長率14.31%EPS成長率Metals and Mining 収益成長14.6%収益成長率8.1%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13 Aug 2026今後の成長に関する最新情報分析記事 • Aug 11Hindalco Industries Limited Just Recorded A 18% EPS Beat: Here's What Analysts Are Forecasting NextIt's been a good week for Hindalco Industries Limited ( NSE:HINDALCO ) shareholders, because the company has just...Price Target Changed • May 25Price target increased by 10% to ₹1,105Up from ₹1,003, the current price target is an average from 26 analysts. New target price is approximately in line with last closing price of ₹1,100. Stock is up 66% over the past year. The company is forecast to post earnings per share of ₹104 for next year compared to ₹60.31 last year.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...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...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.すべての更新を表示Recent updates分析記事 • Aug 11Hindalco Industries Limited Just Recorded A 18% EPS Beat: Here's What Analysts Are Forecasting NextIt's been a good week for Hindalco Industries Limited ( NSE:HINDALCO ) shareholders, because the company has just...Reported Earnings • Aug 08First quarter 2027 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2027 results: EPS: ₹31.58 (up from ₹18.03 in 1Q 2026). Revenue: ₹848.3b (up 32% from 1Q 2026). Net income: ₹70.1b (up 75% from 1Q 2026). Profit margin: 8.3% (up from 6.2% in 1Q 2026). Revenue missed analyst estimates by 1.0%. Earnings per share (EPS) exceeded analyst estimates by 18%. Revenue is forecast to grow 9.0% 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 23% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Jul 03Upcoming dividend of ₹5.00 per shareEligible shareholders must have bought the stock before 10 July 2026. Payment date: 22 August 2026. Payout ratio is a comfortable 8.3% but the company is not cash flow positive. Trailing yield: 0.5%. Lower than top quartile of Indian dividend payers (1.5%). Lower than average of industry peers (1.8%).Reported Earnings • Jul 02Full year 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2026 results: EPS: ₹60.31 (down from ₹72.05 in FY 2025). Revenue: ₹2.75t (up 15% from FY 2025). Net income: ₹133.9b (down 16% from FY 2025). Profit margin: 4.9% (down from 6.7% in FY 2025). Revenue exceeded analyst estimates by 4.1%. Earnings per share (EPS) missed analyst estimates by 14%. Revenue is forecast to grow 10% 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 23% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jun 29Hindalco Industries Limited to Report Q1, 2027 Results on Aug 07, 2026Hindalco Industries Limited announced that they will report Q1, 2027 results on Aug 07, 2026お知らせ • Jun 18Hindalco Industries Limited Announces Executive ChangesHindalco Industries Limited informed that Mr. Rohit Pathak, CEO - Copper, an SMP of the Company, will be transitioning into a different role within the Aditya Birla Group, effective close of business hours on February 28, 2027 and shall accordingly, cease to be an SMP, effective the said date. The Board of Directors of the Company, upon recommendation of the Nomination and Remuneration Committee has appointed Mr. Kapil Agrawal as CEO (Designate) - Copper effective November 1, 2026. Accordingly, Mr. Agrawal shall be an SMP effective the said date. Further, Mr. Agrawal will take over as CEO - Copper with effect from March 1, 2027, upon completion of Mr. Pathak's tenure. Mr. Kapil Agrawal has been with the Aditya Birla Group for over three decades, with leadership experience across Textiles, Fashion, and Retail. Across these sectors, he has held roles spanning Operations, Strategy, Supply Chain, Buying & Merchandising and business leadership. He previously served as CEO of the Overseas Spinning Business before assuming full P&L responsibility for the Textiles Business in 2023.分析記事 • May 30Investors Can Find Comfort In Hindalco Industries' (NSE:HINDALCO) Earnings QualitySoft earnings didn't appear to concern Hindalco Industries Limited's ( NSE:HINDALCO ) shareholders over the last week...分析記事 • May 27This Just In: Analysts Are Boosting Their Hindalco Industries Limited (NSE:HINDALCO) Outlook for This YearCelebrations may be in order for Hindalco Industries Limited ( NSE:HINDALCO ) shareholders, with the analysts...お知らせ • May 25Hindalco Industries Limited, Annual General Meeting, Jul 23, 2026Hindalco Industries Limited, Annual General Meeting, Jul 23, 2026.Price Target Changed • May 25Price target increased by 10% to ₹1,105Up from ₹1,003, the current price target is an average from 26 analysts. New target price is approximately in line with last closing price of ₹1,100. Stock is up 66% over the past year. The company is forecast to post earnings per share of ₹104 for next year compared to ₹60.31 last year.Reported Earnings • May 23Full year 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2026 results: EPS: ₹60.31 (down from ₹72.05 in FY 2025). Revenue: ₹2.78t (up 17% from FY 2025). Net income: ₹133.9b (down 16% from FY 2025). Profit margin: 4.8% (down from 6.7% in FY 2025). Revenue exceeded analyst estimates by 4.1%. Earnings per share (EPS) missed analyst estimates by 14%. Revenue is forecast to grow 8.6% 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 23% per year but the company’s share price has increased by 39% per year, which means it is tracking significantly ahead of earnings growth.New Risk • May 23New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 11% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (11% operating cash flow to total debt). Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results.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, 2025New 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.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.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, 2023業績と収益の成長予測NSEI:HINDALCO - 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3/31/20293,770,693271,734134,984N/A173/31/20283,466,672246,54099,239N/A293/31/20273,319,677249,508-26,097N/A286/30/20262,955,370164,000N/AN/AN/A3/31/20262,749,440133,910-198,460102,500N/A12/31/20252,617,010160,770N/AN/AN/A9/30/20252,535,700177,63026,230250,180N/A6/30/20252,457,150169,310N/AN/AN/A3/31/20252,384,960160,01037,610244,100N/A12/31/20242,296,000138,920N/AN/AN/A9/30/20242,240,180124,88085,430262,550N/A6/30/20242,199,840107,750N/AN/AN/A3/31/20242,159,620101,55083,280240,560N/A12/31/20232,158,25093,920N/AN/AN/A9/30/20232,161,68084,23078,240209,790N/A6/30/20232,181,75084,320N/AN/AN/A3/31/20232,232,020100,97094,710192,080N/A12/31/20222,231,090115,460N/AN/AN/A9/30/20222,202,300138,440101,220167,530N/A6/30/20222,117,190150,660N/AN/AN/A3/31/20221,950,590142,010114,120168,380N/A12/31/20211,798,020122,860N/AN/AN/A9/30/20211,644,880106,470114,840168,290N/A6/30/20211,480,60090,050N/AN/AN/A3/31/20211,320,08051,820116,670172,320N/A12/31/20201,207,96039,060N/AN/AN/A9/30/20201,150,35029,46065,140128,430N/A6/30/20201,134,55021,350N/AN/AN/A3/31/20201,181,44037,670N/A127,450N/A12/31/20191,225,71342,757N/AN/AN/A9/30/20191,265,87346,097N/A117,405N/A6/30/20191,294,36950,839N/AN/AN/A3/31/20191,305,42054,960N/A119,770N/A3/31/20181,151,82860,829N/A108,977N/A3/31/20171,001,83818,997N/A126,875N/A3/31/2016987,589-7,725N/A116,877N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: HINDALCOの予測収益成長率 (年間15.4% ) は 貯蓄率 ( 6.9% ) を上回っています。収益対市場: HINDALCOの収益 ( 15.4% ) Indian市場 ( 16.8% ) よりも低い成長が予測されています。高成長収益: HINDALCOの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: HINDALCOの収益 ( 8.1% ) Indian市場 ( 11.2% ) よりも低い成長が予測されています。高い収益成長: HINDALCOの収益 ( 8.1% ) 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: HINDALCO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7D1Y7D1Y7D1YMaterials 業界の高成長企業。View Past Performance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2026/08/19 16:43終値2026/08/19 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-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 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。69 アナリスト機関null null360 ONE Capital Market Private LimitedRajesh Majumdar360 ONE Capital Market Private LimitedSatyadeep JainAmbit Capital66 その他のアナリストを表示
分析記事 • Aug 11Hindalco Industries Limited Just Recorded A 18% EPS Beat: Here's What Analysts Are Forecasting NextIt's been a good week for Hindalco Industries Limited ( NSE:HINDALCO ) shareholders, because the company has just...
Price Target Changed • May 25Price target increased by 10% to ₹1,105Up from ₹1,003, the current price target is an average from 26 analysts. New target price is approximately in line with last closing price of ₹1,100. Stock is up 66% over the past year. The company is forecast to post earnings per share of ₹104 for next year compared to ₹60.31 last year.
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...
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...
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.
分析記事 • Aug 11Hindalco Industries Limited Just Recorded A 18% EPS Beat: Here's What Analysts Are Forecasting NextIt's been a good week for Hindalco Industries Limited ( NSE:HINDALCO ) shareholders, because the company has just...
Reported Earnings • Aug 08First quarter 2027 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2027 results: EPS: ₹31.58 (up from ₹18.03 in 1Q 2026). Revenue: ₹848.3b (up 32% from 1Q 2026). Net income: ₹70.1b (up 75% from 1Q 2026). Profit margin: 8.3% (up from 6.2% in 1Q 2026). Revenue missed analyst estimates by 1.0%. Earnings per share (EPS) exceeded analyst estimates by 18%. Revenue is forecast to grow 9.0% 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 23% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Jul 03Upcoming dividend of ₹5.00 per shareEligible shareholders must have bought the stock before 10 July 2026. Payment date: 22 August 2026. Payout ratio is a comfortable 8.3% but the company is not cash flow positive. Trailing yield: 0.5%. Lower than top quartile of Indian dividend payers (1.5%). Lower than average of industry peers (1.8%).
Reported Earnings • Jul 02Full year 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2026 results: EPS: ₹60.31 (down from ₹72.05 in FY 2025). Revenue: ₹2.75t (up 15% from FY 2025). Net income: ₹133.9b (down 16% from FY 2025). Profit margin: 4.9% (down from 6.7% in FY 2025). Revenue exceeded analyst estimates by 4.1%. Earnings per share (EPS) missed analyst estimates by 14%. Revenue is forecast to grow 10% 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 23% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jun 29Hindalco Industries Limited to Report Q1, 2027 Results on Aug 07, 2026Hindalco Industries Limited announced that they will report Q1, 2027 results on Aug 07, 2026
お知らせ • Jun 18Hindalco Industries Limited Announces Executive ChangesHindalco Industries Limited informed that Mr. Rohit Pathak, CEO - Copper, an SMP of the Company, will be transitioning into a different role within the Aditya Birla Group, effective close of business hours on February 28, 2027 and shall accordingly, cease to be an SMP, effective the said date. The Board of Directors of the Company, upon recommendation of the Nomination and Remuneration Committee has appointed Mr. Kapil Agrawal as CEO (Designate) - Copper effective November 1, 2026. Accordingly, Mr. Agrawal shall be an SMP effective the said date. Further, Mr. Agrawal will take over as CEO - Copper with effect from March 1, 2027, upon completion of Mr. Pathak's tenure. Mr. Kapil Agrawal has been with the Aditya Birla Group for over three decades, with leadership experience across Textiles, Fashion, and Retail. Across these sectors, he has held roles spanning Operations, Strategy, Supply Chain, Buying & Merchandising and business leadership. He previously served as CEO of the Overseas Spinning Business before assuming full P&L responsibility for the Textiles Business in 2023.
分析記事 • May 30Investors Can Find Comfort In Hindalco Industries' (NSE:HINDALCO) Earnings QualitySoft earnings didn't appear to concern Hindalco Industries Limited's ( NSE:HINDALCO ) shareholders over the last week...
分析記事 • May 27This Just In: Analysts Are Boosting Their Hindalco Industries Limited (NSE:HINDALCO) Outlook for This YearCelebrations may be in order for Hindalco Industries Limited ( NSE:HINDALCO ) shareholders, with the analysts...
お知らせ • May 25Hindalco Industries Limited, Annual General Meeting, Jul 23, 2026Hindalco Industries Limited, Annual General Meeting, Jul 23, 2026.
Price Target Changed • May 25Price target increased by 10% to ₹1,105Up from ₹1,003, the current price target is an average from 26 analysts. New target price is approximately in line with last closing price of ₹1,100. Stock is up 66% over the past year. The company is forecast to post earnings per share of ₹104 for next year compared to ₹60.31 last year.
Reported Earnings • May 23Full year 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2026 results: EPS: ₹60.31 (down from ₹72.05 in FY 2025). Revenue: ₹2.78t (up 17% from FY 2025). Net income: ₹133.9b (down 16% from FY 2025). Profit margin: 4.8% (down from 6.7% in FY 2025). Revenue exceeded analyst estimates by 4.1%. Earnings per share (EPS) missed analyst estimates by 14%. Revenue is forecast to grow 8.6% 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 23% per year but the company’s share price has increased by 39% per year, which means it is tracking significantly ahead of earnings growth.
New Risk • May 23New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 11% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (11% operating cash flow to total debt). Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results.
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
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.
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.
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