Hindalco Share Price: India Ne Bachaya Par Novelis Ki Aag Ne Laga Diya ₹2,049 Cr Ka Jhatka!

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AuthorKavya Nair|Published at:
Hindalco Share Price: India Ne Bachaya Par Novelis Ki Aag Ne Laga Diya ₹2,049 Cr Ka Jhatka!
Overview

Arre yaar, Hindalco ke investors ke liye latest numbers thode chintajanak hain. Consolidated profit **45%** se gir gaya hai, mainly Novelis mein chal rahi gadbadon ki wajah se. Lekin ek achhi baat hai, India waali operations ne history mein sabse zyada profit kamaya hai!

Novelis Ki Aag Ne Giraya Profit, India Business Ne Sambhala!

Hindalco ka consolidated profit 45% neeche fisal kar ₹2,049 Crore ho gaya hai. Iske peeche ka sabse bada reason hai Novelis mein chal rahi operational problems, jiske liye company ko extra ₹2,610 Crore ka exceptional expense dikhana pada. Yeh sab Novelis ke Oswego plant mein lagi aag ke kaaran hua hai. Magar tension mat lo, company ka revenue 14% badh kar ₹66,521 Crore ho gaya hai, aur yeh growth mostly India operations se aayi hai!

Novelis Ki Mushkil, Hindalco Ki Pocket Pe Bhaari

Novelis ke Oswego plant mein September aur November 2025 mein lagi aag ki wajah se ab company ka free cash flow $1.3 se $1.6 billion tak kam ho sakta hai, jo pehle ke andaaze se double hai. Is situation ko handle karne ke liye, Hindalco apni subsidiary Novelis mein aur $200 se $250 million daal rahi hai, jisse total support $1 billion tak pahunch gaya hai. Sirf December quarter mein hi Oswego ki aag ne Novelis ke adjusted EBITDA ko $50 million ka nuksaan pahunchaya hai. Yeh sab cheezein investors ko pasand nahi aayi aur 13th February 2026 ko Hindalco ka stock 5.5% gir kar ₹909 par aa gaya. Metal sector bhi pressure mein tha.

India Ka Performance Chamka, Par Debt Bhi Badha

Hindalco ki India operations ne toh kamaal kar diya hai! Is quarter mein ₹3,581 Crore ka all-time high profit record kiya hai, jisne consolidated numbers ko behne se rok liya. Lekin global aluminium prices mein thoda utaar-chadhav hai, aur Novelis ka debt bhi $6.2 billion se badh kar $8 billion tak jaa sakta hai. Insurance se recovery ki umeed 70-80% hai, par yeh process lamba chal sakta hai. Consolidated Net Debt to EBITDA ratio bhi 1.33x se badh kar 1.73x ho gaya hai. Iske alawa, ek CBI chargesheet bhi exceptional expense mein dikhai gayi hai.

Aage Kya?

Analysts filhaal thode cautious hain. Kuch log 'Buy' rating de rahe hain India business ke dum par, jabki kuch ne 'Hold' kar diya hai Novelis ki problems aur badhte debt ko dekhte hue. Target prices lagbhag ₹934 ke aas-paas hain, par range ₹695 se ₹1,210 tak jaa rahi hai. Market ab Novelis ki recovery aur Hindalco kaise manage karti hai, is par nazar rakhega.

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