BSE Metal Sector Regulatory Filings — August 07, 2026

07-08-2026

Hindalco Industries reported record consolidated Q1 FY27 results with Revenue at ₹84,825 crore (up 32% YoY), EBITDA at ₹14,989 crore (up 73% YoY), and PAT at ₹7,013 crore (up 75% YoY). All business segments—Aluminium Upstream, Aluminium Downstream, Copper, and Novelis—delivered all-time high quarterly EBITDA. However, Copper metal sales declined 16% YoY to 105 KT due to a planned major smelter maintenance, and Novelis shipments fell 5% YoY to 916 Kt, partly offset by higher metal prices and cost optimisation.

• · Consolidated Net Debt to EBITDA stood at 1.95x as of June 30, 2026 vs 1.02x a year ago.
• · Exceptional expense (net) of ₹2,299 crore was recorded in Q1 FY27 (nil in Q1 FY26).
• · EPS (basic) for Q1 FY27 was ₹31.58, up 75% from ₹18.03 in Q1 FY26.
• · Aluminium Upstream EBITDA margin was 55% in Q1 FY27.
• · Novelis Oswego hot mill restarted in June 2026 and production is ramping up; Bay Minette plant commissioning is underway with commercial shipments expected in Q1 FY28.
• · Aditya Smelter Phase 2 on track to begin metal production in FY28.
• · Copper and e-waste recycling project to commission in FY27.
• · LTIFR improved to 0.18 in Q1 FY27 from 0.25 in Q1 FY26.
• · Aluminium specific GHG emissions were 19.0 tCO2e/t in Q1 FY27 vs 19.4 in Q1 FY26.
• · Cumulative tree plantation reached 6.34 million trees as of Q1 FY27.
• · Water recycling rate increased to 29% in Q1 FY27 from 27% in Q1 FY26.
• · 65 MW round-the-clock renewable energy project operationalised at Aditya Aluminium.
• · Hindalco recognised as the World's Most Sustainable Aluminium Company in S&P Global CSA for six consecutive years (2020-2025).

07-08-2026

Hindalco Industries reported record consolidated Q1 FY27 results with Revenue at ₹84,825 crore (up 32% YoY), EBITDA at ₹14,989 crore (up 73% YoY), and PAT at ₹7,013 crore (up 75% YoY). All business segments—Aluminium Upstream, Downstream, Copper, and Novelis—delivered all-time high quarterly EBITDA. However, Copper metal sales declined 16% YoY to 105 KT due to a planned major smelter maintenance, and Novelis shipments fell 5% YoY to 916 Kt. Consolidated Net Debt to EBITDA increased to 1.95x from 1.02x a year ago.

• · EPS for Q1 FY27 was ₹31.58 per share (basic), up 75% from ₹18.03 in Q1 FY26.
• · Exceptional expenses of ₹2,299 crore were recorded in Q1 FY27 (nil in Q1 FY26).
• · Aluminium Upstream EBITDA margin was 55% in Q1 FY27.
• · Novelis EBITDA per tonne improved to $563/ton in Q1 FY27 from $432/ton in Q1 FY26.
• · Aluminium Downstream EBITDA per tonne was $303/ton in Q1 FY27, up 15% YoY.
• · Aluminium Upstream EBITDA per tonne reached an all-time high of $2,331/ton, up 59% YoY.
• · Novelis Bay Minette plant is expected to commence commercial shipments in Q1 FY28.
• · Aditya Smelter Phase 2 is on track to begin metal production in FY28.
• · Copper and e-waste recycling project is expected to commission in FY27.
• · Hindalco's global footprint spans 48 manufacturing units across 10 countries.
• · The company has been ranked the world's most sustainable aluminium company in DJSI for six consecutive years (2020-2025).
• · Zero fatalities were reported during the quarter.
• · LTIFR improved to 0.18 in Q1 FY27 from 0.25 in Q1 FY26.
• · Specific freshwater consumption for Aluminium business was 37.86 m3/T metal in Q1 FY27, down from 41.86 in Q1 FY26.
• · Specific freshwater consumption for Copper business was 5.52 m3/T metal in Q1 FY27, down from 8.85 in Q1 FY26.
• · Aluminium Specific GHG emissions were 19.0 t CO2e/t in Q1 FY27, compared to 19.4 in Q1 FY26.
• · Renewable energy capacity at exit of Q1 FY27 was 470 MW (Solar 326 MW, Wind 140 MW, Hydel 4 MW).

07-08-2026

07-08-2026

Hindalco Industries provided a fifth update on its proposed acquisition of AluChem Companies, Inc. by its step-down subsidiary Aditya Holdings LLC. The CFIUS review process has been delayed due to a partial shutdown of the U.S. federal government, which tolled statutory timelines. The matter is progressing and is expected to reach finality by September 2, 2026, subject to receipt of final clearance.

• · The CFIUS review was impacted by a partial shutdown of the U.S. federal government, which tolled statutory timelines.
• · The acquisition is anticipated to reach finality by September 2, 2026, subject to receipt of final clearance.
• · This is the fifth update on the acquisition, with prior intimations dated June 24, 2025, October 23, 2025, February 11, 2026, February 26, 2026, and May 20, 2026.

07-08-2026

National Aluminium Company Limited (NALCO) has issued the notice for its 45th Annual General Meeting (AGM) to be held on August 31, 2026 via video conferencing, along with the Annual Report for FY 2025-26. The AGM will consider adoption of audited financial statements, declaration of a final dividend (after three interim dividends already paid), and appointment/re-appointment of directors. The company also proposes to ratify cost auditor remuneration of ₹3.50 lakh (lead) and ₹3.00 lakh (other) for FY 2026-27, and the Board has approved ₹70.00 lakh as audit fees for joint statutory auditors for FY 2025-26.

• · Register of Members and Share Transfer Books will remain closed from August 25 to August 31, 2026 for determining entitlement to final dividend.
• · Remote e-voting commences on August 28, 2026 (9:00 a.m.) and ends on August 30, 2026 (5:00 p.m.).
• · Cut-off date for entitlement to vote is August 24, 2026.
• · The company has already paid three interim dividends for FY 2025-26; final dividend is subject to shareholder approval.
• · Shri Anil Kumar Singh was appointed as Director (Commercial) effective January 7, 2026; Dr. Veena Kumari Dermal was appointed as Part-time Official Director effective May 4, 2026.
• · Statutory auditors for FY 2025-26 are M/s. B M Chatrath & Co. LLP and M/s. SRB & Associates, appointed by C&AG.

07-08-2026

Hindalco Industries Limited has informed the stock exchanges that the audio recording of its Q1 FY27 earnings call, held for the quarter ended June 30, 2026, is now available on the company's website. This is a routine procedural disclosure under Regulation 30 of SEBI (LODR) Regulations, 2015, and contains no financial results or performance data.

• · The audio recording is for the quarter ended June 30, 2026 (Q1 FY27).
• · The filing is made under Regulation 30 of SEBI (LODR) Regulations, 2015.
• · The company's ISIN is INE038A01020.
• · The company's scrip codes are 500440 (BSE), HINDALCO (NSE), and US4330641022 (Luxembourg Stock Exchange).

07-08-2026

Hindalco Industries announced changes in senior management personnel effective August 7, 2026. Mr. Kailash Pandey, previously Head of Mining and Sambalpur Cluster, has been elevated to CEO - Aluminium Upstream, while Mr. Sameer Nayak has ceased to be an SMP due to organizational restructuring. The filing contains no financial data or performance metrics.

• · Mr. Kailash Pandey joined Hindalco as a Graduate Engineer Trainee in 1995 at the Renukoot Cluster.
• · He completed the Advanced Management Program from Harvard Business School in 2024.
• · Mr. Sameer Nayak's cessation is due to change in organization structure and reporting, not resignation or removal.

07-08-2026

Hindalco Industries announced a proposed capacity expansion of up to 10 Kilo-Tonnes Per Annum at its Kuppam unit in Chitoor, Andhra Pradesh, increasing total capacity to up to 30 Kilo-Tonnes Per Annum. The expansion requires an investment of ₹768 crore (excluding ₹40 crore interest during construction) and is expected to be completed by FY2029, financed through internal accruals and debt. The existing capacity utilization is between 80% and 85%, indicating strong demand but also potential operational constraints.

• · The expansion is expected to be completed by FY2029.
• · Financing will be through internal accruals and debt.
• · The rationale for expansion is 'Growth & Expansion'.
• · The Kuppam unit is located in Chitoor, Andhra Pradesh.