• Eternia expansion targets: Hindalco aims to scale its fenestration brand revenue from ₹400 crore to ₹1,000 crore within two years, capitalizing on an addressable market of ₹50,000 crore expanding at a 15% to 18% CAGR.
• Value-added product mix: Nearly 50% of the company's aluminum output (600,000 tons) is downstream value-added products, with electrification and EVs accounting for roughly 40%, electronics taking 20% to 30%, and packaging making up another 20% to 30%.
• Copper recycling project: The company plans to commission a copper and e-waste recycling plant in Pakhajan around September or October to extract copper along with precious metals and critical PGM minerals.
• Middle East impact: Regional disruptions took 2.5 million tons of aluminum capacity offline, increasing top-line realizations sufficiently to outpace surging input costs and expand EBITDA margins.
• Domestic demand outlook: Supported by resilient Indian macroeconomic conditions and full order books, management expects the current fiscal year performance to exceed its previous record year while sustaining a 40% to 50% value-added share.