Q2 2025 Hindalco Industries Ltd Earnings Call Transcript
Key Points
- Hindalco Industries Ltd (BOM:500440) retained its leadership position in the SMC Corporate Sustainability Assessment ranking for the fifth consecutive year with an improved score of 87 out of 100.
- The company achieved a significant milestone in recycling, with 79% of total waste generated being recycled and reused in Q2 FY25.
- Hindalco's consolidated business segment EBITDA increased by 24% year-on-year to INR8,564 crores, with overall reported EBITDA up 49% year-on-year at INR9,100 crores.
- The India aluminum business reported a 79% year-on-year increase in EBITDA, supported by lower input costs and favorable macroeconomic conditions.
- Hindalco's copper business delivered its best-ever performance with a quarterly EBITDA of INR829 crores, up 27% year-on-year due to operational efficiencies and higher byproduct realizations.
- Novelis' quarterly EBITDA decreased by 5% year-on-year due to reduced metal benefits from rising aluminum scrap prices and an unfavorable product mix.
- The aluminum specific GHG emissions remained flat compared to the same period last year, indicating a need for further improvement in emissions reduction.
- The LTIFR (Lost Time Injury Frequency Rate) was recorded at 0.29 in H1, higher compared to H1 of the last financial year, highlighting safety concerns.
- The India downstream aluminum EBITDA per tonne decreased by 11% year-on-year due to an unfavorable product mix.
- The global economic environment presents downside risks from increasing geopolitical tensions and financial market volatility, which could impact future performance.
Ladies and gentlemen, good day, and welcome to Hindalco Industries Financial Year 2025 second-quarter earnings conference call. (Operator instructions) Please note that this conference is being recorded.
I now hand the conference over to Mr. Subir Sen, Head of Investor Relations at Hindalco. Over to you, sir.
Thank you, and a very good afternoon, morning, everyone. On behalf of Hindalco Industries, I welcome you all to this earnings call for the second quarter of 2025. In this call, we will refer to the Q2 financial year 2025 investor presentation available on our company's website.
Some of the information on this call may be forward-looking in nature and is covered by the safe harbor language on slide number 2 of the set presentation. In this presentation, we have covered the key highlights of our consolidated performance for the second quarter of financial year 2025 versus the corresponding period of the previous year. A segment-wise comparative financial analysis of Novelis,
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