Hindalco Industries Limited , a leading aluminum and copper producer, has shared its investor presentation for a non-deal roadshow scheduled in Singapore from November 24-26, 2025. The presentation, filed with stock exchanges and made available on the company's website, highlights Hindalco's strong market position and ambitious growth plans.

Key Highlights

• NIFTY 50 Ranking: Hindalco ranks 5th among NIFTY 50 peers
• Financial Performance: H1 Return on Capital Employed (ROCE) of 19.6%
• Growth Investment: ₹10.00 billion allocated for growth capex

Strategic Expansion Plans

Hindalco's presentation outlines expansion strategies across its key business segments:

1. Aluminum Segment:

   • Greenfield Aditya Alumina Refinery in Rayagada with 850 KT capacity
   • Aluminum Smelter Expansion in two phases, adding 373 KT capacity

2. Copper Segment:

   • New Copper Smelter in Gujarat with 275 KT capacity
   • Copper and E-Waste Recycling facility with 50 KT capacity

3. Specialty Alumina:

   • Development of new value-added products

4. Downstream Aluminum:

   • FRP Casting and Cold Rolling expansion at Aditya/Hirakud, adding 170 KT capacity
   • Battery Foil Mill at Aditya with 24 KT capacity

Financial Performance

Hindalco's financial results for H1 FY2026 demonstrate strong performance:

Future Outlook

The company's strategic initiatives focus on:

1. Advancing aluminum as the material of choice with circular solutions
2. Reducing carbon emissions
3. Enhancing ROIC through capacity expansion and operational efficiencies

Hindalco aims to increase its recycled content to 75% across products by 2030 and reduce emissions to less than 3 tonnes of CO₂ per tonne of FRP shipped.

Investment Highlights

• Strong Balance Sheet: Consolidated Net Debt/EBITDA at 1.23x
• Attractive Valuation: P/E ratio of 10.00 compared to NIFTY 50 average of 68.80
• Capital Allocation: Focus on maintaining a strong balance sheet, investing in growth, and returning capital to shareholders

Hindalco's strategic roadmap and robust financial performance position it well for sustainable growth in the evolving global aluminum and copper markets.

Note: All financial figures are in Indian Rupees (₹) unless otherwise stated.

A fire broke out at the Novelis Plant in Oswego, New York, a wholly owned subsidiary of Hindalco Industries Limited , on November 20, 2025. The incident, which occurred around 8:45 a.m. EDT (7:15 p.m. IST), prompted an immediate response from multiple local fire departments.

Key Developments

• Safety First: All workers at the plant were safely evacuated, with no injuries reported.
• Swift Response: Multiple local fire departments responded to the incident.
• Fire Contained: The fire has been successfully extinguished, with crews remaining on-site for monitoring.

Company Response

Hindalco Industries Limited, the parent company of Novelis, promptly informed the stock exchanges about the incident on November 21, 2025, in compliance with regulatory requirements. The company has committed to providing further updates as they become available.

Impact and Monitoring

While the immediate safety concerns have been addressed, the full impact of the fire on Novelis's operations remains to be assessed. Investors and stakeholders can stay informed through:

• Novelis Inc.'s website: https://novelis.com/oswego/
• Hindalco Industries Limited's website: www.hindalco.com

Stock Information

This incident underscores the importance of robust safety measures and emergency response protocols in industrial settings. As the situation develops, stakeholders will be keenly watching for any potential impact on Hindalco's operations and financial performance.

Hindalco Industries Limited continues to monitor the situation closely and has assured transparency in its communications regarding this incident.