Hindalco Industries: Kotak Inst Eqt on Hindalco Industries Sell, Target Price Rs 800 as US scrap spreads rise (scrap ~47% of P1020 vs 70% LY), Novelis gains limited by plant outages/diverted lines, margins bottomed 3QFY26 with production normalization only 2HFY27E, India business benefits from commodity tailwinds, but rich valuations keep SELL rating.

 18 Mar 2026 09:07 AM

Hindalco Industries: Kotak Inst Eqt on Hindalco Industries Sell, Target Price Rs 800 as US scrap spreads rise (scrap ~47% of P1020 vs 70% LY), Novelis gains limited by plant outages/diverted lines, margins bottomed 3QFY26 with production normalization only 2HFY27E, India business benefits from commodity tailwinds, but rich valuations keep SELL rating.

Hindalco: Motilal Oswal Says Fire at Novelis Oswego Plant in U.S. Disrupts Operations, Weakens Near-Term Earnings Outlook. Concerns Over Novelis’ Performance Expected to Affect Overall Earnings Soon.

 17 Mar 2026 09:24 AM

Hindalco: Motilal Oswal Says Fire at Novelis Oswego Plant in U.S. Disrupts Operations, Weakens Near-Term Earnings Outlook. Concerns Over Novelis’ Performance Expected to Affect Overall Earnings Soon.

Hindalco: Energy Costs May Rise Due To Increased Coal E-Auction Prices, Says Motilal Oswal.

 17 Mar 2026 09:25 AM

Hindalco: Energy Costs May Rise Due To Increased Coal E-Auction Prices, Says Motilal Oswal.

Hindalco: MOSL maintains Buy on Hindalco Industries with TP ₹1,110, citing robust Asia/domestic demand from renewables, EVs, infra and packaging, manageable Middle East impact mainly via coal costs, plans for 100% captive coal by FY33 for ~$200/t savings, and expansion in value-added aluminium/copper products with new facilities ramping up to support margins.

 17 Mar 2026 09:11 AM

Hindalco: MOSL maintains Buy on Hindalco Industries with TP ₹1,110, citing robust Asia/domestic demand from renewables, EVs, infra and packaging, manageable Middle East impact mainly via coal costs, plans for 100% captive coal by FY33 for ~$200/t savings, and expansion in value-added aluminium/copper products with new facilities ramping up to support margins.

Hindalco: Company Refutes Claims of Stopping Aluminum Sales, Assures Operations Are Running Smoothly.

 16 Mar 2026 08:00 AM

Hindalco: Company Refutes Claims of Stopping Aluminum Sales, Assures Operations Are Running Smoothly.

Hindalco Industries: Novelis Inc. Reveals $225 Million Municipal Bond Offering; SEC Files Material Definitive Agreement.

 12 Mar 2026 03:06 PM

Hindalco Industries: Novelis Inc. Reveals $225 Million Municipal Bond Offering; SEC Files Material Definitive Agreement.

BoFA Sec on Hindalco Buy, TP Rs 1050

 25 Feb 2026 09:13 AM

BoFA Sec on Hindalco Buy, TP Rs 1050

Hindalco: Novelis Signs Deal With AV Minerals To Sell 1.3 Million Shares For $200 Million

 24 Feb 2026 06:15 PM

Hindalco: Novelis Signs Deal With AV Minerals To Sell 1.3 Million Shares For $200 Million

Hindalco: Embraer Partners With Hindalco To Explore Business Ventures In India, Focusing On Aluminum Opportunities In The Aerospace Sector

 20 Feb 2026 09:05 AM

Hindalco: Embraer Partners With Hindalco To Explore Business Ventures In India, Focusing On Aluminum Opportunities In The Aerospace Sector

HSBC maintains 'buy' on Hindalco with a target price of Rs 1,210

 18 Feb 2026 07:43 AM

HSBC maintains 'buy' on Hindalco with a target price of Rs 1,210

Hindalco: Expects Aluminium Prices To Stay Near $3000 Per Ton - CNBC Tv18

 13 Feb 2026 10:51 AM

Hindalco: Expects Aluminium Prices To Stay Near $3000 Per Ton - CNBC Tv18

Hindalco: Company Plans 70% Aluminium Sales for Domestic Market and 30% for Exports - CNBC TV18

 13 Feb 2026 10:53 AM

Hindalco: Company Plans 70% Aluminium Sales for Domestic Market and 30% for Exports - CNBC TV18

Hindalco: Reports Ongoing High Demand And Low Supply For Aluminium And Copper, Helping To Keep Prices Up - CNBC Tv18

 13 Feb 2026 10:52 AM

Hindalco: Reports Ongoing High Demand And Low Supply For Aluminium And Copper, Helping To Keep Prices Up - CNBC Tv18

Hindalco: Expects Copper EBITDA To Remain Between ₹600 - ₹650 Crore Per Quarter - CNBC TV18

 13 Feb 2026 10:54 AM

Hindalco: Expects Copper EBITDA To Remain Between ₹600 - ₹650 Crore Per Quarter - CNBC TV18

Hindalco: Guidance - Novelis's Oswego hot mill is expected to restart in late Q1 FY27, and the Bay Minnette 600kt greenfield facility is scheduled for completion this year. - Concall Update

 13 Feb 2026 09:03 AM

Hindalco: Guidance - Novelis's Oswego hot mill is expected to restart in late Q1 FY27, and the Bay Minnette 600kt greenfield facility is scheduled for completion this year. - Concall Update

Hindalco: Guidance - Co's capital expenditure for FY26 is projected to be around INR10,000 crores (including the Bandha mine), with a similar range of INR10,000-12,000 crores for FY27. - Concall Update

 13 Feb 2026 09:03 AM

Hindalco: Guidance - Co's capital expenditure for FY26 is projected to be around INR10,000 crores (including the Bandha mine), with a similar range of INR10,000-12,000 crores for FY27. - Concall Update

Hindalco: Guidance - For Q4 FY26, Hindalco's aluminum hedging stands at 64% of commodity at $2,807 per ton and 26% of currency at INR88.18 per dollar; for FY27, 21% is hedged at $2,925 per ton, with plans to reach 25% at $3,000 per ton by March end. - Concall Update

 13 Feb 2026 09:03 AM

Hindalco: Guidance - For Q4 FY26, Hindalco's aluminum hedging stands at 64% of commodity at $2,807 per ton and 26% of currency at INR88.18 per dollar; for FY27, 21% is hedged at $2,925 per ton, with plans to reach 25% at $3,000 per ton by March end. - Concall Update

Hindalco: Guidance - Co expects Q4 FY26 cost of production to be about 1% higher due to CP Coke prices, and Q4 alumina sales are projected at 170kt to 180kt. - Concall Update

 13 Feb 2026 09:03 AM

Hindalco: Guidance - Co expects Q4 FY26 cost of production to be about 1% higher due to CP Coke prices, and Q4 alumina sales are projected at 170kt to 180kt. - Concall Update

Citi downgrades Hindalco to 'Neutral' ratings, hikes target price to Rs 1,000.

 13 Feb 2026 09:04 AM

Citi downgrades Hindalco to 'Neutral' ratings, hikes target price to Rs 1,000.

HSBC on Hindalco Buy, TP Rs 1210

 13 Feb 2026 09:04 AM

HSBC on Hindalco Buy, TP Rs 1210