Hindalco Industries Limited Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year

Hindalco Industries Limited (NSE:HINDALCO) last week reported its latest full-year results, which makes it a good time for investors to dive in and see if the business is performing in line with expectations. Hindalco Industries reported ₹2.4t in revenue, roughly in line with analyst forecasts, although statutory earnings per share (EPS) of ₹71.91 beat expectations, being 6.4% higher than what the analysts expected. The analysts typically update their forecasts at each earnings report, and we can judge from their estimates whether their view of the company has changed or if there are any new concerns to be aware of. With this in mind, we've gathered the latest statutory forecasts to see what the analysts are expecting for next year.

Our free stock report includes 1 warning sign investors should be aware of before investing in Hindalco Industries. Read for free now.

Following the latest results, Hindalco Industries' 27 analysts are now forecasting revenues of ₹2.45t in 2026. This would be an okay 2.7% improvement in revenue compared to the last 12 months. Statutory earnings per share are expected to reduce 6.1% to ₹67.67 in the same period. Yet prior to the latest earnings, the analysts had been anticipated revenues of ₹2.45t and earnings per share (EPS) of ₹66.52 in 2026. The consensus analysts don't seem to have seen anything in these results that would have changed their view on the business, given there's been no major change to their estimates.

View our latest analysis for Hindalco Industries

The analysts reconfirmed their price target of ₹754, showing that the business is executing well and in line with expectations. The consensus price target is just an average of individual analyst targets, so - it could be handy to see how wide the range of underlying estimates is. The most optimistic Hindalco Industries analyst has a price target of ₹895 per share, while the most pessimistic values it at ₹575. This shows there is still a bit of diversity in estimates, but analysts don't appear to be totally split on the stock as though it might be a success or failure situation.

Of course, another way to look at these forecasts is to place them into context against the industry itself. It's pretty clear that there is an expectation that Hindalco Industries' revenue growth will slow down substantially, with revenues to the end of 2026 expected to display 2.7% growth on an annualised basis. This is compared to a historical growth rate of 14% over the past five years. Compare this against other companies (with analyst forecasts) in the industry, which are in aggregate expected to see revenue growth of 10% annually. So it's pretty clear that, while revenue growth is expected to slow down, the wider industry is also expected to grow faster than Hindalco Industries.

The Bottom Line

The most obvious conclusion is that there's been no major change in the business' prospects in recent times, with the analysts holding their earnings forecasts steady, in line with previous estimates. On the plus side, there were no major changes to revenue estimates; although forecasts imply they will perform worse than the wider industry. There was no real change to the consensus price target, suggesting that the intrinsic value of the business has not undergone any major changes with the latest estimates.

Keeping that in mind, we still think that the longer term trajectory of the business is much more important for investors to consider. At Simply Wall St, we have a full range of analyst estimates for Hindalco Industries going out to 2028, and you can see them free on our platform here..

And what about risks? Every company has them, and we've spotted 1 warning sign for Hindalco Industries you should know about.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.