Q3 2026 Hindalco Industries Ltd Earnings Call Transcript

Feb 12, 2026 / 01:30 PM GMT

Transcript

Key Points

Positve

Hindalco Industries Ltd (BOM:500440) achieved a significant improvement in safety metrics, with a LTIFR of 0.22 for the quarter.
The company scored 89 out of 100 in the S&P Global CSA 2025, highlighting its leadership in the aluminum industry.
82% of the total waste generated was recycled or reused, showcasing strong waste management performance.
Hindalco's renewable energy capacity reached 418 megawatts, with plans to increase it to 522 megawatts by the end of the financial year.
The company's aluminum specific GHG footprint decreased to 9.11 tons of CO2 per ton of aluminum produced, indicating progress towards sustainability.

Negative

Hindalco Industries Ltd (BOM:500440) reported a 45% year-on-year decline in consolidated profit before tax due to exceptional items, including the impact of the Oswego plant fire.
The company's net debt increased significantly, driven by working capital requirements and the impact of the Oswego fire.
Copper business performance was affected by lower TCRCs and copper concentrate mix, resulting in a 23% year-on-year decline in quarterly EBITDA.
The company faced challenges in the aluminum market with a modest global deficit of around 240 kt, largely offset by a surplus in the rest of the world.
Hindalco's hedging activities resulted in a notional loss of 245 crores in Q3, impacting financial performance.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

HALC.NS - Hindalco Industries Ltd
Q3 2026 Hindalco Industries Ltd Earnings Call
Feb 12, 2026 / 01:30PM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Operator [1]
--------------------------------------------------------------------------------
Ladies and gentlemen

Good day and welcome to the earnings conference call of Hindalco Industries 4 FY26.

As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions, andation concludes.

Should we need assistance during the conference call?

Please signal an operator by pressing star and then 0 on your touchstone phone.

Please note that this conference is being recorded.

I now handle Subiray

Head of Investor relations at Hindalco.

Thank you, and over to you, sir

Thank you and good evening, everyone

On behalf of Hindalco Industries, I welcome you all to the earnings call

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

7-Day Free Trial · Cancel Anytime

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.