Hindalco - Novelis Pain Likely to Persist for Some Time; D/G to SELL
We were not convinced with its steep EBITDA/t improvement trajectory in the medium term and in playing the Bay Minette capex cycle.
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Pick of the Week: Hindalco Industries Ltd- 16 SEPTEMBER 2024
Hindalco Industries is the metals flagship company of Aditya Birla Group. It is one of the largest primary producers of Aluminium in Asia.
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Hindalco Industries Ltd - Decent Q1, Volatile Macros
In Q2FY25, it will remain flat or slightly increase by 1% QoQ, as spot auction coal prices tend to go up during monsoon and caustic soda prices...
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Hindalco - Capacity Expansion to Drive Next Leg of Growth
Motilal Oswal's research report onHindalco Hindalco (HNDL) is undertaking a capex of ~USD6.9b (USD4.9b for Novelis and USD2b for HNDL) to expand...
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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...
291 Views