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Hindalco has announced a $5.19 billion expansion to scale aluminium and copper output and aims to quadruple its recycling capacity by FY30. The company also targets emissions below 3 tonnes per tonne of FRP shipped.
Hindalco Industries has unveiled an ambitious Rs.43,000 crore ($5.19 billion) capital investment strategy, aiming to scale both aluminium and copper production capacities while aggressively advancing sustainability goals. Announced during Investor Day 2025, the move underlines the company’s vision of becoming a global leader in low-carbon and circular aluminium production. Hindalco plans to quadruple its recycling capacity by FY30 and ensure that 75% of its flat rolled products are made with recycled content.
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Hindalco plans Rs.43,000 crore investments to expand aluminium and copper capacity.
Recycling capacity to increase 4x by FY30, targeting 75% recycled content.
Emissions goal set below 3 tonnes CO₂ per tonne of FRP shipped.
8-10% of free cash flows to be allocated to dividends.
Novelis targets EBITDA of $600/tonne amid North American expansion.
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The domestic expansion will reinforce Hindalco’s stronghold in the Indian metal sector, ensuring better raw material integration and competitiveness. This also strengthens the outlook for Hindalco share price, as long-term gains from circular practices and global investments are anticipated to improve profitability.
Hindalco’s US-based subsidiary, Novelis, continues to play a central role in its international growth plans. Novelis, which is already the largest aluminium recycler and roller globally, posted net sales of $16.6 billion and an adjusted EBITDA of $1.8 billion in CY24. The company now aims to cross an EBITDA of $600 per tonne by focusing on operational efficiencies and capacity expansion.
Its Bay Minette project, a major recycling and rolling facility in North America, is expected to go live in the second half of 2026, providing a strategic edge as the region deals with aluminium supply constraints. Novelis is currently executing projects worth $5 billion.
Category | Value | Target Timeline |
Total Investment (Hindalco) | Rs.43,000 crore ($5.19 billion) | FY25–FY30 |
Emissions Target | < 3 tonnes CO₂ per tonne FRP | By FY30 |
Recycling Capacity | 4x increase | By FY30 |
Novelis Sales (CY24) | $16.6 billion | 12 months to Dec 2024 |
Novelis EBITDA Target | $600/tonne | Ongoing |
With this expansion and green agenda, Hindalco share price is expected to reflect the company’s positive long-term trajectory, particularly as sustainable practices and circular economy strategies gain prominence. The focus on shareholder returns, operational efficiency, and strategic global positioning signals a robust future for Hindalco’s portfolio. Investors are watching closely as the company navigates its ambitious growth and environmental milestones.
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