Hindalco Industries Ltd - Robust Q4 & Good Outlook, But Large Part of Value Is Priced In
Upstream Aluminium CoP: In Q4FY24, the CoP stood flat QoQ. In Q1FY25 the CoP is expected to come down by another ~1%-2% QoQ led by softness in coal...
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Hindalco Industries Ltd - Novelis Q4FY24: Delivers Robust EBITDA/T
Valuation & Recommendation: We continue to value the company using SoTP with a 12MF EV/EBITDA target of 6.0x/5.0x/6.0x FY26 EBITDA for Indian...
139 Views
Hindalco - Capacity Expansion to Drive Performance
Motilal Oswal's research report onHindalco Hindalco (HNDL) is undertaking ~USD6b (revised upwards from USD4.6b) multi locational-multi product...
218 Views
Hindalco Industries Ltd - Novelis Capex Overhang; Indian Operations Remain Strong
Overall consolidated revenue stood in line (down 1%/3% YoY/QoQ), while reported EBITDA grew by 61%/4% YoY/QoQ (15% beat), led by strong upstream...
221 Views
Hindalco Industries Ltd - Novelis Capex Overhang
Overall consolidated revenue stood in line (down 1%/3% YoY/QoQ), while reported EBITDA grew by 61%/4% YoY/QoQ (15% beat), led by strong upstream...
205 Views