Investor Presentation

Here's a concise, retail-friendly summary of Hindalco Industries Limited's investor presentation: **1. Business Performance:** Hindalco reported strong Q4 FY26 consolidated revenue of ₹78,133 Cr (+20% YoY) and PAT (before exceptional items) of ₹5,796 Cr (+10% YoY). Full-year revenue reached ₹2,74,944 Cr.

India's business was a key driver, with Q4 revenue up 34% and EBITDA growing across Aluminium Upstream, Downstream, and Copper segments. **2. Growth Drivers & Strategy:** Growth is backed by a 47% YoY increase in FY26 Capex to ₹31,619 Cr.

Novelis's 600 Kt Bay Minette Cold Mill is on track for H2 CY26. India is advancing Alumina Refinery, Aluminium Smelter, and various downstream projects.

Novelis targets 75% recycled content and lower emissions by 2030. **3. Recent Developments:** Novelis's Oswego hot mill is nearing restart.

In India, Aditya Battery Foil and Precipitate Hydrate facilities are commissioned; a Copper E-Waste & Recycling unit is due in FY27. Aditya Aluminium operationalized 65 MW of RE RTC power. **4. Management Commentary / Outlook:** Novelis maintains its $600+/ton EBITDA guidance and targets cost savings.

India's strong demand for aluminium and copper in key sectors offers a positive outlook amid a widening global aluminium deficit.