HINDALCO INDUSTRIES LTD.

Hindalco Industries Limited has commissioned India's first Superfine Precipitated Aluminium Trihydrate (PPT ATH) manufacturing plant in Belagavi, Karnataka. With an annual capacity of 30,000 tonnes, this greenfield facility strengthens domestic production of high-value specialty alumina, crucial for halogen-free fire-retardant applications in cables, polymers, and EVs. The plant operates entirely on renewable energy, setting a global benchmark for sustainable manufacturing. This move aligns with India's 'Atmanirbhar Bharat' initiative, reducing import dependence and meeting growing demand driven by stricter fire safety standards and evolving industry needs. The facility is designed for phased expansion to 60,000 tonnes.

Hindalco Industries Limited has announced the incorporation of its wholly-owned subsidiary, UHG Holdings IFSC Private Limited. The new entity is established with the objective of engaging in the business of aircraft, ships, and other transportation modes within the IFSC jurisdiction. Hindalco Industries Limited holds a 50% stake in UHG Holdings, with UltraTech Cement Limited holding 41% and Grasim Industries Limited holding 9%. The incorporation is in line with applicable regulations in the IFSC jurisdiction.

Hindalco Industries Limited has issued an update regarding an acquisition, referencing previous intimations and regulatory requirements. The filing cites Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, and a SEBI Master Circular dated January 30, 2026. This update follows a series of disclosures made on June 24, 2025, October 23, 2025, February 11, 2026, February 26, 2026, and May 20, 2026, indicating ongoing developments in a significant transaction involving a wholly-owned subsidiary.

Hindalco Industries Ltd has announced a capacity addition at its Kuppam Unit. This development is in line with Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, and the SEBI Master Circular dated January 30, 2026. The specific details of the capacity expansion, including the quantum and financial implications, are not provided in this announcement but indicate a strategic move to enhance production capabilities.

Hindalco Industries Ltd announced a change in its Senior Management Personnel (SMP) with immediate effect. Mr. Kailash Pandey has been elevated to the role of 'CEO - Aluminium Upstream'. He currently serves as 'Head - Mining and Sambalpur Cluster' and brings over 30 years of experience in operations and project execution. Mr. Pandey joined the company in 1995 and has progressed through various roles, significantly contributing to operational excellence and business performance. Concurrently, Mr. Sameer Nayak has ceased to be an SMP due to a change in the organization structure and reporting.

Hindalco Industries Limited announced its unaudited standalone and consolidated financial results for the quarter ended June 30, 2026. The Board of Directors considered and approved these results during a meeting held today. The company also informed that the trading window for dealing in its securities will remain closed for 48 hours post this announcement. The financial results and limited review reports are attached for regulatory compliance and investor information.

Hindalco Industries reported its strongest-ever performance for Q1 FY27 ended June 30, 2026, with record consolidated revenue of ₹84,825 crore, up 32%, and consolidated EBITDA of ₹14,989 crore, up 73%. Net profit surged by 75% to ₹7,013 crore. All business segments, including India Aluminium, Copper, and Novelis, achieved record quarterly EBITDA. Novelis' performance improved significantly due to the restart of its Oswego plant and cost optimization. The company also highlighted progress on strategic investments and sustainability initiatives, including a new renewable energy project.

Hindalco's consolidated Q1 FY27 (quarter ended June 30, 2026) revenue came in at ₹84,825 Cr, up 32.1% YoY and 8.6% QoQ — ahead of the ₹73,042-82,268 Cr range flagged in pre-result previews (Niftytrader), a street beat on higher aluminium/copper realizations and Novelis' rebound. Consolidated PAT was ₹7,013 Cr, up 75.1% YoY; the +170% QoQ jump is a base-effect artifact, since last quarter's ₹2,597 Cr PAT was itself depressed by a ₹4,171 Cr exceptional charge. This quarter carried its own one-off: a ₹2,299 Cr net exceptional expense tied to the Oswego, New York plant fire, partly offset by a ₹447 Cr business-interruption insurance recovery booked in other income. Stripping the exceptional charge out (tax-effected at this quarter's ~25.3% rate), adjusted PAT growth is ~118% YoY — underlying profitability improved even more than the reported number suggests, since this time the one-off was a charge, not a gain. NPM expanded to 8.2% from 6.2% a year ago and 3.3% last quarter; OPM (EBITDA/revenue) rose to 13.7% reported (~16.4% ex-exceptional) versus 12.3% a year ago. The Copper segment posted ₹918 Cr in segment results, above management's own ₹600-700 Cr/quarter "normalised" guidance from the May 2026 call, consistent with the higher-sulfuric-acid-price boost flagged then. Aluminium upstream segment results rose to ₹7,390 Cr from ₹4,080 Cr YoY on stronger LME pricing, while Novelis contributed ₹4,874 Cr in segment results even with the Oswego charge embedded in it. Novelis' own results, reported separately on August 5, showed net income up 70.8% YoY to $164 million, with the Oswego hot mill restarted during the quarter as management had guided — a concrete confirmation of the "recovery year for Novelis" outlook laid out on the Q4 FY26 call. No standalone management press release was available in the context to quote directly; the filing notes are the primary source of management's framing here. Separately, the Board noted the Special Court's May 30, 2026 order discharging the company in the long-running CBI coal-block case — a litigation overhang cleared with no P&L effect. Standalone PAT of ₹4,784 Cr (+156.9% YoY on ₹30,515 Cr revenue, +25.8% YoY) grew faster than consolidated, since the Oswego charge sits only at the Novelis/consolidated level — expect the two numbers to keep diverging as Novelis' fire-related costs and insurance recoveries net out over coming quarters. With Oswego restarted and Novelis posting a 71% YoY profit jump, the "Novelis recovery year" flagged for FY27 is tracking as guided; next checkpoints are Bay Minette commissioning progress and whether copper EBITDA reverts toward the ₹600-700 Cr/quarter range management called more normalised beyond Q1. The consolidated net-debt trajectory toward management's guided ₹80,000-90,000 Cr peak was not disclosed in this filing and remains an open item for the earnings call.

Hindalco Industries Ltd's wholly owned subsidiary, Novelis Inc., reported strong Q1 FY27 results. Net income attributable to common shareholders surged 71% year-over-year to $164 million, or $265 million excluding special items (up 128% YoY). Adjusted EBITDA increased 24% YoY to $516 million, driven by favorable market trends and cost efficiencies, despite a 5% decrease in rolled product shipments to 916 kilotonnes. The company highlighted the successful restart of its Oswego hot mill and the initial commissioning of key assets at its Bay Minette plant. Novelis anticipates returning to positive free cash flow in Q4 FY27, supported by ongoing cost discipline and expected insurance recoveries.

Hindalco Industries Ltd has received an ESG rating of "64" from SEBI registered ESG Rating Provider, ESG Risk Assessments and Insights Limited. The company clarified that it did not engage the rating agency, and the report was independently prepared using publicly available information. This rating reflects the company's performance on environmental, social, and governance parameters as assessed by the provider. The information will be updated on the company's website.