Hindalco Targets ₹4,000 Crore Aluminium Downstream EBITDA by FY30

Hindalco Industries, one of India’s leading aluminium producers, has announced a major expansion plan for its aluminium downstream business. The company aims to achieve ₹4,000 crore in aluminium downstream EBITDA by FY30, marking a significant step in its long-term growth strategy.

Hindalco expects to cross the ₹1,000 crore EBITDA mark by FY26, building on its strong performance in the current fiscal year. In the second quarter of FY26, the company reported ₹261 crore in downstream EBITDA, representing an impressive 69% year-on-year growth.

Focus on Project Progress and Expansion

The company is making steady progress in key projects, particularly at Aditya FRP and Silvassa, which are central to its downstream expansion. These projects are expected to enhance production capacity, improve value addition, and strengthen Hindalco’s position in the global aluminium market.

The downstream business plays a critical role in the company’s vision of shifting from being a commodity supplier to a value-added products leader. This focus on high-margin segments such as rolled products and specialty aluminium will support sustained profitability.

Novelis Subsidiary: Resilience and Recovery

Hindalco’s US-based subsidiary, Novelis, faced temporary challenges due to a fire incident at its New York plant. However, operations are expected to fully resume by December, with most of the losses being covered by insurance.

Despite these short-term issues, Novelis continues to contribute significantly to Hindalco’s overall performance, supported by strong global demand for sustainable aluminium solutions.

Cost Optimisation and Efficiency Drive

Hindalco is also strengthening its cost efficiency initiatives. The company has increased its short-term cost-saving target to ₹125 million annually by FY26 and aims for a long-term cost reduction of ₹300 million by FY28. These initiatives are expected to boost operational margins and support profitability.

Read more: Tata Motors Passenger Vehicles (TMPV) Date Announced: November 14, 2025.

Conclusion

With its strong focus on downstream expansion, cost efficiency, and operational resilience, Hindalco Industries is well-positioned for sustained growth in the aluminium sector. The company’s FY30 goal of ₹4,000 crore in downstream EBITDAreflects its strategic shift toward higher-value segments and long-term competitiveness in both domestic and global markets.

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