+
Hindalco Q3 FY26 EBITDA Rises 5% to Rs 85.43 Bn Amid Volatility
ECONOMY & POLICY

Hindalco Q3 FY26 EBITDA Rises 5% to Rs 85.43 Bn Amid Volatility

Hindalco Industries, the metals flagship of the Aditya Birla Group, reported consolidated EBITDA of Rs 85.43 billion for the quarter ended December 31, 2025, marking a 5 per cent year-on-year increase, supported by strong performance in its India business and cost efficiencies across operations.

Profit after tax (PAT) before exceptional items rose 8 per cent year-on-year to Rs 40.51 billion. However, reported net profit declined to Rs 20.49 billion from Rs 37.35 billion in the same quarter last year, primarily due to the Oswego disruption. The impact was partially offset by cost efficiency measures at Novelis and record profitability from the India operations.

Revenue from operations for Q3 FY26 stood at Rs 665.21 billion, reflecting a 14 per cent year-on-year growth. EBITDA for the nine months of FY26 reached Rs 269 billion, while profit after tax for the period remained largely stable at Rs 107.94 billion.

The company’s India business continued to deliver strong results, driven by favourable macroeconomic conditions, focus on resource security, new product development, and operational efficiencies. Novelis recorded a 6 per cent improvement in EBITDA per tonne despite lower volumes, reflecting continued emphasis on cost optimisation and operational excellence.

Commenting on the performance, Satish Pai, Managing Director, Hindalco Industries, said, "Hindalco sustained its growth momentum amid global volatility, led by all-time high performance by its India business. This strength helped offset the impact of tariffs and the Oswego disruption, supported by disciplined cost management and operational efficiencies across segments.

We made strong progress across our downstream portfolio with the commissioning and ramping up of key projects including Aditya FRP, battery foil, AC fin-coating, and Copper tubes, positioning us well for emerging growth opportunities.

We have entered the next phase of growth with a clear roadmap to expand upstream capacities across alumina, aluminium and copper with aluminium capacity planned to scale up from 1.3 million tonnes to 1.7 million tonnes, and copper smelting capacity from 400 KT to 700 KT. Novelis’ underlying performance remains strong despite short-term capacity constraints from the Oswego disruption. The 600 KT Bay Minette project, on track for commissioning in the second half of FY27, will be a key growth driver.

Sustainability remains central to our strategy, with Hindalco achieving the highest ESG score in the aluminium industry for the sixth consecutive year in the S&P Global CSA rankings."

The company also reported strong progress on sustainability, achieving a score of 89 out of 100 in the S&P Global Corporate Sustainability Assessment rankings, maintaining its top position in the aluminium industry for the sixth consecutive year, reflecting advancements in environmental, social and governance performance.

Hindalco Industries, the metals flagship of the Aditya Birla Group, reported consolidated EBITDA of Rs 85.43 billion for the quarter ended December 31, 2025, marking a 5 per cent year-on-year increase, supported by strong performance in its India business and cost efficiencies across operations.Profit after tax (PAT) before exceptional items rose 8 per cent year-on-year to Rs 40.51 billion. However, reported net profit declined to Rs 20.49 billion from Rs 37.35 billion in the same quarter last year, primarily due to the Oswego disruption. The impact was partially offset by cost efficiency measures at Novelis and record profitability from the India operations.Revenue from operations for Q3 FY26 stood at Rs 665.21 billion, reflecting a 14 per cent year-on-year growth. EBITDA for the nine months of FY26 reached Rs 269 billion, while profit after tax for the period remained largely stable at Rs 107.94 billion.The company’s India business continued to deliver strong results, driven by favourable macroeconomic conditions, focus on resource security, new product development, and operational efficiencies. Novelis recorded a 6 per cent improvement in EBITDA per tonne despite lower volumes, reflecting continued emphasis on cost optimisation and operational excellence.Commenting on the performance, Satish Pai, Managing Director, Hindalco Industries, said, Hindalco sustained its growth momentum amid global volatility, led by all-time high performance by its India business. This strength helped offset the impact of tariffs and the Oswego disruption, supported by disciplined cost management and operational efficiencies across segments.We made strong progress across our downstream portfolio with the commissioning and ramping up of key projects including Aditya FRP, battery foil, AC fin-coating, and Copper tubes, positioning us well for emerging growth opportunities.We have entered the next phase of growth with a clear roadmap to expand upstream capacities across alumina, aluminium and copper with aluminium capacity planned to scale up from 1.3 million tonnes to 1.7 million tonnes, and copper smelting capacity from 400 KT to 700 KT. Novelis’ underlying performance remains strong despite short-term capacity constraints from the Oswego disruption. The 600 KT Bay Minette project, on track for commissioning in the second half of FY27, will be a key growth driver.Sustainability remains central to our strategy, with Hindalco achieving the highest ESG score in the aluminium industry for the sixth consecutive year in the S&P Global CSA rankings.The company also reported strong progress on sustainability, achieving a score of 89 out of 100 in the S&P Global Corporate Sustainability Assessment rankings, maintaining its top position in the aluminium industry for the sixth consecutive year, reflecting advancements in environmental, social and governance performance.

Next Story
Building Material

NITI Aayog Unveils Cement Decarbonisation Roadmap

NITI Aayog has released a sector-specific decarbonisation roadmap for cement as part of three green transition reports covering cement, aluminium and MSMEs. The report projects cement production rising to around 2,100 million tonnes by 2070 from 391 million tonnes in 2023, while targeting a reduction in carbon intensity to 0.09–0.13 tCO₂e per tonne. It recommends clinker substitution, refuse-derived fuels, CCUS adoption and carbon trading mechanisms to enable deep decarbonisation. ..

Next Story
Technology

Genesys Launches Advanced GeoRadar System

Genesys International Corporation has launched an advanced Ground Penetrating Radar (GPR) solution from IDS GeoRadar for underground utility mapping in India. The system uses patented Equalised Scrambling Technology (EST) and Wide/Multi-Array Antenna Technology to deliver high-resolution three-dimensional imaging of subsurface infrastructure. The technology enables the detection and mapping of buried assets such as water pipelines, sewer networks, telecom cables and power lines. By providing detailed subsurface insights, the system aims to help urban authorities and infrastructure developers ..

Next Story
Infrastructure Urban

Hindustan Zinc Partners Virginia Tech to Boost Silver Recovery

Hindustan Zinc Limited recently signed a Memorandum of Understanding (MoU) with Virginia Tech to advance research aimed at improving silver recovery across its lead–zinc (Pb–Zn) concentrators. The collaboration will focus on refining flotation techniques and optimising reagent usage to improve concentrate quality and operational efficiency at processing plants.Virginia Tech, based in Blacksburg, Virginia, is globally recognised for its expertise in mining engineering, mineral processing and applied metallurgical research. Through this partnership, Hindustan Zinc will leverage global resear..

Advertisement

Subscribe to Our Newsletter

Get daily newsletters around different themes from Construction world.

STAY CONNECTED

Advertisement

Advertisement

Advertisement

Open In App