H

Hindalco Industries Limited

HINDALCONSE
Market snapshot · 2026-08-11 14:37 UTC

1,049.10

₹-4.95 (-0.47%)

MARKET CAP

₹2.33L Cr

STOCK P/E

14.2x

52W HIGH

₹1,176.00

52W LOW

₹657.50

BOOK VALUE

₹615.28

EPS

₹73.68

ROE

SECTOR

Materials

DEBT/EQUITY

72.60

VOLUME

48.30L

P/B RATIO

1.71x

PEG RATIO

0.19

Sector

Materials

Themes

Metals - AluminiumBirla GroupGovernment of Singapore PortfolioLife Insurance Corporation of India Portfolio
D
Dividend
E
Earnings
₹1,120.85₹1,013.55₹906.24₹798.94₹691.64VolumeEEEEDEAug '25Sep '25Nov '25Jan '26Mar '26Apr '26Jun '26Aug '26

AI Summary

✦ Clartha

Forecast

Analyst targets, estimate history, and probabilistic forward ranges for HINDALCO.

29.00 analysts

Price Forecast

Current
₹1,049
High Target
₹1,430
▲ +36.3%
Median Target
₹1,120
▲ +6.8%
Low Target
₹850.00
▼ -19.0%
Now₹1,049High ₹1,430Median ₹1,120Low ₹850.00Aug '25Now12M Target
Price history (1Y)
Analyst target range
29 analysts

Probabilistic Range

Probabilistic lognormal cone using 1Y realized volatility and analyst-target drift when available.

Time horizonRange ()Probability
3M₹912.64 - ₹1,31380%
6M₹883.13 - ₹1,47780%
12M₹864.21 - ₹1,78880%
Realized vol: +28.4% · Drift: +21.0%

Revenue Forecast

₹ Cr
Jun '26Current₹30,515.0
Sep 2026 ETrend estimate range
High₹34,361.8Base₹31,816.5Low₹29,271.2
Sep '25: ₹24,780.0 · Dec '25: ₹29,264.0 · Mar '26: ₹34,244.0 · Jun '26: ₹30,515.0 · Sep '26: ₹31,816.5 · Dec '26: ₹37,573.8
Sep '25Dec '25Mar '26Jun '26Sep '26 EDec '26 E24,780.029,264.034,244.030,515.031,816.537,573.8
PastCurrentTrend estimate: Low / Base / High

EPS Forecast

₹ / share
Jun '26Current₹21.29
Sep 2026 ETrend estimate range
High₹16.93Base₹15.12Low₹13.31
Sep '25: ₹10.08 · Dec '25: ₹13.43 · Mar '26: ₹13.06 · Jun '26: ₹21.29 · Sep '26: ₹15.12 · Dec '26: ₹20.15
Sep '25Dec '25Mar '26Jun '26Sep '26 EDec '26 E10.0813.4313.0621.2915.1220.15
PastCurrentTrend estimate: Low / Base / High
Market Intelligence

Multi-factor synthesis of 5 key dimensions

Overall Outlook
Neutral
56%
Analyst Consensus
Weakening

From 29 analysts

Mean upside+8.3%

Fundamentals

Strong

Fundamentals institutional score is 96 using growth durability 96.2.

Valuation

Premium valuation

Valuation institutional score is 19 using relative multiple z-scores where peer dispersion is available.

Analyst Consensus

Neutral

Analyst View institutional score is 47 using mean target upside 8.3%; dispersion penalty 20.4; recommendation breadth from available consensus.

Technical Structure

Mixed Momentum

Technicals institutional score is 48 using EMA-20 continuation within 5% tolerance; VCP range/volume contraction proxy.

Market Sentiment

Neutral backdrop

Recent news flow is balanced or not decisive enough to tilt the tape. Based on 12 recent ticker-linked news items.

Signal Summary

Market intelligence remains Neutral. fundamentals provide support, while valuation and analyst consensus remain considerations.

Composite weights: Fundamentals 25%, Valuation 20%, Analyst Consensus 20%, Technical Structure 20%, Market Sentiment 15%.

Fundamentals StrongValuation Premium valuationAnalyst Consensus NeutralTechnical Structure Mixed MomentumMarket Sentiment Neutral backdrop

Key Data Points

Mean Target Price1,136.3 target
Mean Upside+8.3%
Technical Score48%
Fundamental Score96%
Data CoverageHigh

Important Note: This is market intelligence, not investment advice. Always conduct your own research and consider your financial goals and risk tolerance.

Valuation Metrics

Trading 57.9% above historical median. Valuation is rising — currently in the strongly overvalued zone (z-score: +2.07). Confidence: 76%.

Live forward EPS implies next-12-month EPS of ₹109.94. Applying the stock's normalized valuation corridor produces a fair range of ₹887.22 to ₹1,197.25, with base value near ₹991.66 (-5.5% vs current price).

Forward Valuation Outlook

Live forward estimate anchored to the company's historical valuation corridor.

Inside normalized range

Forward EPS

₹109.94

Forward P/E

9.5x

Base Fair Value

₹991.66

Fair Range

₹887.22 - ₹1,197.25

Upside To Base

-5.5%

Estimate Source

Live forward EPS

Growth Estimate

+75.1%

P/E
Strongly Overvalued

5Y Average

8.25

Current

14.24

Overvalued

10.89

Undervalued

8.07

EV/EBITDA
Strongly Overvalued

5Y Average

4.34

Current

7.49

Overvalued

4.90

Undervalued

3.22

P/B
Strongly Overvalued

5Y Average

1.43

Current

1.71

Overvalued

1.65

Undervalued

1.22

Peers & Comparison

Sector: Materials · Theme: Metals - Aluminium

Metals - Aluminium Peers8 peers
Avg P/E: 48.8x
CompanyRev. GrowthMarginP/Evs Avg52W Perf.
+10.5%2.8%
45.5x
Fair
-7% vs avg
+23.4%
HCL TECHNOLOGIES LTD
HCLTECHIT Services & Consulting
+3.0%13.0%
21.2x
Undervalued
-57% vs avg
-8.8%
DR. REDDY S LABORATORIES
DRREDDYPharmaceuticals
-5.6%10.0%
30.7x
Undervalued
-37% vs avg
-5.0%
CG POWER AND IND SOL LTD
CGPOWERHeavy Electrical Equipments
+14.0%9.8%
111.4x
Premium
+128% vs avg
+32.2%
BAJAJ AUTO LIMITED
BAJAJ-AUTOTwo Wheelers
+64.0%16.3%
27.8x
Undervalued
-43% vs avg
+42.5%
EICHER MOTORS LTD
EICHERMOTTrucks & Buses
+31.5%23.2%
38.1x
Undervalued
-22% vs avg
+41.7%
APOLLO HOSPITALS ENTER. L
APOLLOHOSPHospitals & Diagnostic Centres
+18.1%7.7%
65.1x
Premium
+33% vs avg
+23.2%
BSE LIMITED
BSEStock Exchanges & Ratings
+64.0%48.9%
50.4x
Fair
+3% vs avg
+50.1%
WHY THESE PEERS

HINDALCO INDUSTRIES LTD trades at a discount (14.3x vs peer avg 48.8x), suggesting potential undervaluation relative to the Metals - Aluminium cohort. Peers include GRASIM INDUSTRIES LTD, HCL TECHNOLOGIES LTD, DR. REDDY S LABORATORIES — selected based on business model, industry classification, market cap similarity, and business theme alignment.

Financials

Real statement data for revenue, earnings quality, conversion, and balance-sheet coverage. Monetary values are shown in Rs crore.

Latest revenue

₹30.52K CrJun 2026

Latest net profit

₹4.78K CrJun 2026

Latest EPS

₹21.29Jun 2026

Net margin

23.0%Jun 2026

Performance

Bars show revenue and net profit. The line shows net margin.

Rs crore + margin %
Q1 '26Q2 '26Q3 '26Q4 '26Q1 '270.0%6.0%12.0%18.0%24.0%0.00 Cr9.00K Cr18.00K Cr27.00K Cr36.00K Cr
  • Revenue
  • Net income
  • Net margin %

Earnings

Revenue is shown in crores. EPS is rupees per share.

Rs crore + Rs/share
Q1 '26Q2 '26Q3 '26Q4 '26Q1 '270.00 Cr9.00K Cr18.00K Cr27.00K Cr36.00K Cr₹0₹6₹12₹18₹24
  • Revenue
  • EPS

Revenue to profit conversion

Bridge from operating numbers to profit for the latest reported period.

Rs crore
RevenueExpensesDepreciationOtheradjustmentsOperatingprofitOther incomeInterestOtheradjustmentsProfitbefore taxTax & otherNet Profit0.00 Cr8.00K Cr16.00K Cr24.00K Cr32.00K Cr

Latest reported period: Jun 2026

Debt level and coverage

Debt, cash and free cash flow compared on the same crore scale.

Rs crore
Annual view
Mar 2022Mar 2023Mar 2024Mar 2025Mar 20260.00 Cr35.00K Cr70.00K Cr1.05L Cr1.40L Cr
  • Debt
  • Free cash flow
  • Cash & equivalents

Results

MetricJun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026
Sales +19,90420,67620,28922,14022,15522,26223,77625,11624,26424,78029,26434,24430,515
Expenses +18,34318,92018,32619,92019,40619,51321,11222,11721,12621,04025,01629,09823,530
Operating Profit1,5611,7561,9632,2202,7492,7492,6642,9993,1383,7404,2485,1466,985
OPM %8%8%10%10%12%12%11%12%13%15%15%15%23%
Other Income +213199133179155825140209313250322267345
Interest352338317261244234226235185174252275285
Depreciation482489483507499492514524542564575626626
Profit before tax9401,1281,2961,6312,1612,8482,0642,4492,7243,2523,7434,5126,419
Tax %36%25%35%13%32%34%29%36%32%30%19%35%25%
Net Profit +6008478381,4121,4711,8911,4631,5611,8622,2663,0172,9344,784
EPS in Rs2.673.773.736.286.558.416.516.958.2910.0813.4313.0621.29
Raw PDF

All values in ₹ Crores unless otherwise stated. Source: Screener Master (Standalone).

Shareholding Pattern

HolderJun 2025Sep 2025Dec 2025Mar 2026Jun 2026
Promoters +34.65%34.65%34.65%34.65%34.67%
FIIs +27.60%28.13%28.16%29.96%31.41%
DIIs +24.93%24.11%23.17%21.35%19.82%
Government +0.35%0.35%0.35%0.35%0.35%
Public +12.01%12.23%13.16%13.21%13.26%
Others0.46%0.53%0.51%0.48%0.49%
Jun 2026
Promoters +
FIIs +
DIIs +
Government +
Public +
Others

Events Timeline

Annual Report FY26

FY2026PDFCompany Reports Open

Announcement under Regulation 30 (LODR)-Newspaper Publication

Aug 08, 2026PDFCompany Reports Open

Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - Outcome

Aug 07, 2026PDFCompany Reports Open

Announcement under Regulation 30 (LODR)-Updates on Acquisition

Aug 07, 2026PDFCompany Reports Open

Capacity Addition Of Kuppam Unit Of The Company

Aug 07, 2026PDFCompany Reports Open