Hindalco share price: Should you Buy, Hold or Sell post Q4 Results, Dividend announcement
Stock Market Today: Hindalco share price was trading rangebound and almost flat in the morning trades on Wednesday post Q4 Results, dividend declared by the company on Tuesday. Should you Buy Hold or Sell the stock ? Here is what analysts say-
Hindalco Industries announced on Tuesday that its consolidated net profit for the March quarter increased by 66% to ₹ 5,283 crore from Rs3,174 crore during the same period last year.
Revenues from Operations in Q4FY25 stood at ₹ 64,890 crore, which was about 16% higher than the ₹ 55,994 crore recorded in the same quarter of the previous fiscal year.
The Upstream operations in the Aluminium Business lifted the show. In comparison to the same quarter previous year, the fourth quarter's consolidated EBITDA or earnings before interest tax depreciation and amortisation increased by 43% to ₹ 10,296 crore.
Analysts while stay positive on domestic Aluminum business (both upstream and downstream), however are watchful on its US subsidiary, Novelis performance in the back of Trump Tariff announcements
YES Securities post Q4 Results said that the downstream capacities are ramping up but near-term headwinds persist for Novelis, leading them to, assign NEUTRAL Ratings.
Hindalco delivered a strong Q4FY25 performance, surpassing consensus expectations, which as per Yes Securities was driven by firm aluminium and copper prices, a supportive macro environment, and a largely stable cost structure on a sequential basis. With the upstream Aluminium Segment posting a strong EBITDA/tonne of $1,684, up from $1,480 in Q3FY25 and much higher than $967 in Q4FY24, the Indian aluminum Business for Hindalco continues to reach new operational milestones.
Sequential improvement was also seen in the downstream aluminum business, where EBITDA/tonne increased from $179 in the prior quarter to $240.
They value Hindalco on a SOTP basis to arrive at revised target price of ₹ 721/share.
Motilal Oswal Financial Services exects a healthy consolidated performance for FY26 or 27, mainly driven by the strong domestic operations. They thereby have increased their Earnings before interest tax depreciation and amortisation or EBITDA estimates for FY26 and FY27 by 3% and 2% respectively. The stock as per MOFSL trades at 5 times Enterprise Value by Ebitda and 1.2 times Price to Book value on FY27 estimates. They reiterate their BUY rating on Hindalco with a revised SoTP-based TP of ₹ 790.
Disclaimer: The views and recommendations made above are those of individual analysts or broking companies, and not of Mint. We advise investors to check with certified experts before making any investment decisions.
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