Hindalco Industries Reports 21.2% Profit Growth in Q2 FY26 Driven by Strong India Business

Hindalco Industries Limited, the metals flagship of the Aditya Birla Group, has reported a strong financial performance for the second quarter of the fiscal year 2026, which ended in September 2025. The company's consolidated profit after tax grew by 21.2% to ₹4,741 crore, up from ₹3,909 crore in the corresponding period of the prior year. This impressive growth was primarily attributed to the stellar performance of its India business, disciplined cost management, and enhanced operational efficiencies. Revenue from operations increased by 13% to ₹66,058 crore compared to ₹58,203 crore in the year-ago period.

The company's India aluminium upstream business delivered outstanding results with EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortisation) of ₹4,524 crore, marking a 22% increase. The aluminium downstream segment also performed well, with EBITDA rising by 69% to ₹261 crore.

Novelis, Hindalco's global arm, reported flat shipments but maintained a resilient performance despite market headwinds.

Managing Director Satish Pai highlighted the company's sustained growth momentum amid global volatility, attributing success to its integrated business model, prudent capital allocation, and focus on cost optimisation. He also reiterated the company's commitment to its sustainability agenda, focusing on climate action, circularity, water stewardship, and biodiversity protection.

Impact This robust financial report is likely to be viewed very positively by investors, signalling strong operational performance and strategic execution by Hindalco Industries. The consistent growth in profitability and revenue, supported by strong segment-specific EBITDA improvements, suggests resilience and operational strength. This could translate into positive market sentiment and potentially an upward movement in the company's stock price. Rating: 7/10

Difficult Terms: EBITDA: Earnings Before Interest, Taxes, Depreciation, and Amortisation. It is a measure of a company's operating performance before accounting for financing, tax, and capital expenditure decisions.