HINDALCO IN EQUITY
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| CUSTOMER | BASIS | EST ₹CR | RANGE | % REV | BUCKET | PERIOD | METHOD | CONF |
|---|---|---|---|---|---|---|---|---|
| ABLBLAditya Birla Lifestyle Brands Ltd. | UNSTATED | 2,47,450 | 2,02,771–2,47,450 | 90.0% | — | FY26 | EST | 75% |
| “Founded Birla Cosmetics, Birla AI Labs and Birla Studios and serves on the boards of Aditya Birla Management Corporation, Grasim, Aditya Birla Education Trust,…” AR DOC | ||||||||
| Others | CONTRACT | 2,47,450 | 2,02,771–2,47,450 | 90.0% | — | FY26 | EST | 75% |
| “Notes forming part of the Standalone Financial Statements Corporate OverviewStrategic OverviewCreating And Sustaining ValueAwards and RecognitionStandards and …” AR · +1 DOC | ||||||||
| Ministry of Defence | UNSTATED | 2,47,450 | 2,02,771–2,47,450 | 90.0% | — | FY25 | EST | 75% |
| “Materials: Production and supply of billets, sheets/plates, and extrusions in A&D grade alloys, serving marquee customers like ISRO, DRDO, Indian Navy and Coas…” AR DOC | ||||||||
| Indian Space Research Organisation | UNSTATED | 2,47,450 | 2,02,771–2,47,450 | 90.0% | — | FY26 | EST | 65% |
| “Materials: Production and supply of billets, sheets/plates, and extrusions in A&D grade alloys, serving marquee customers like ISRO, DRDO, Indian Navy and Coas…” AR · +1 DOC | ||||||||
| Defence Research and Development Organisation | UNSTATED | 2,47,450 | 2,02,771–2,47,450 | 90.0% | — | FY25 | EST | 65% |
| “Materials: Production and supply of billets, sheets/plates, and extrusions in A&D grade alloys, serving marquee customers like ISRO, DRDO, Indian Navy and Coas…” AR DOC | ||||||||
| TRIDENTTrident Ltd. | UNSTATED | 5,832 | 4,779–5,832 | 2.1% | — | FY26 | EST | 70% |
| “(b) Treasury shares include: (i) Shares held by Trident Trust which represents equity shares of ` 1/- each fully paid-up of the Company issued, pursuant to a S…” AR · +1 DOC | ||||||||
| CDSLCentral Depository Services (India) Ltd. | UNSTATED | 42 | 34–42 | 0.0% | — | FY26 | EST | 60% |
| “A. User ID: Enter your User ID (i) F o r m e m b e r s h o l d i n g shares in demat account held with CDSL : 16 digits beneficiary ID, (ii) F o r m e m b e r …” AR · +1 DOC | ||||||||
| Indian Railways | UNSTATED | — | — | — | COGS | FY26 | EST | 75% |
| “Hindalco is one of the largest suppliers of copper to the Indian Railways and meets more than half of the country’s copper requirements.” AR · +1 DOC | ||||||||
| Others | UNSTATED | — | — | — | SG&A | FY26 | EST | 75% |
| “Details of Income recognised during the year for various Government Grants are given below Income recognised during the year Particulars 31/03/2026 31/03/2025 …” AR DOC | ||||||||
| Others | UNSTATED | — | — | — | COGS | FY26 | EST | 70% |
| “Adjustments for: Refund Liabilities and Discounts (2,179) (2,102) Hedging Gain/ (Loss) (1,892) 1,965 Others - Provisionally priced contracts (105) 95 Total rev…” AR · +1 DOC | ||||||||
| Delhi Metro Rail Corporation | UNSTATED | — | — | — | COGS | FY26 | EST | 60% |
| “Collaborations In line with DMRC require- ments, we collaborated with our customer to develop Copper Silver and Copper Magnesium alloys for railway and Delhi M…” AR DOC | ||||||||
| SUPPLIER | BASIS | EST ₹CR | RANGE | % COST | BUCKET | PERIOD | METHOD | CONF |
|---|---|---|---|---|---|---|---|---|
| BHELBharat Heavy Electricals Ltd. | CONTRACT | 30,404 | 30,404–30,404 | — | CAPEX | FY26 | EST | 75% |
| “Subject: Receipt of LOI Sir/Madam, Bharat Heavy Electricals Limited (BHEL) has received a Letter of Intent (LOI) from HINDALCO Industries Limited.” ORDER p.1 · 04-FEB-26 DOC | ||||||||
| SONACOMSSona BLW Precision Forgings Ltd. | UNSTATED | 4,004 | 2,202–4,004 | 1.7% | — | 2025-10 | EST | 60% |
| “The Novelis Fire, of course, does have an impact on one of our larger customers.” CONCALL DOC | ||||||||
| GVT&DGE Vernova T&D India Ltd. | UNSTATED | 3,618 | 3,618–3,618 | — | CAPEX | FY25 | EST | 75% |
| “NATION BUILDING Notable domestic projects executed included 765 kV substation equipments supply and commissioning for customers like Power Grid Corporation of …” AR DOC | ||||||||
| BHELBharat Heavy Electricals Ltd. | UNSTATED | — | — | — | COGS | FY26 | EST | 75% |
| “Achievements during the year • Secured BTG orders from Hindalco Industries Ltd. for its ongoing Aluminium plant expansion, reaffirming customer confidence in B…” AR DOC | ||||||||
| GVT&DGE Vernova T&D India Ltd. | UNSTATED | — | — | — | — | FY32 | — | 75% |
| “Target of 596 GW of renewable energy by FY 2032, which will make up 68.4% of total capacity and meetAnnual Repor t 2024-25 Directors’ Repor t GE Vernova T&D In…” AR DOC | ||||||||
| URBANCOUrban Company Ltd. | UNSTATED | — | — | — | COGS | 2026-10 | EST | 75% |
| “He has also served with ACC Limited as a managing director and chief executive officer, Reliance Cement Private Limited, Larsen and Toubro and Hindalco Industr…” AR DOC | ||||||||
| Others | UNSTATED | — | — | — | — | FY26 | EST | 70% |
| “The details of other non-current and current assets outstanding as at the reporting date are given below: (` Crore) As at 31/03/2025 As at 31/03/2024 Non-Curre…” AR · +1 DOC | ||||||||
| Others | UNSTATED | — | — | — | CAPEX | FY26 | EST | 70% |
| “^ For Suppliers Credit refer note 12D Notes forming part of the Standalone Financial Statements Corporate OverviewStrategic OverviewCreating And Sustaining Val…” AR · +1 DOC | ||||||||
| JSWINFRAJSW Infrastructure Ltd. | UNSTATED | — | — | — | COGS | FY26 | EST | 70% |
| “Awarded as the ‘Non-Major Port of the Year’ for 3rd consecutive year under ‘Ruby’ category at the 12th Samudra Manthan Awards 2025 Received 20th Exceed OHS & S…” AR DOC | ||||||||
| SOURCE | READ | % | LAST READ |
|---|---|---|---|
| ANNUAL | 2/2 | 100% | 15-OCT-26 |
| CONCALL | 4/4 | 100% | 15-OCT-26 |
| RATINGS | 2/8 | 25% | 10-NOV-26 |
| SCREENER | 1/1 | 100% | 07-NOV-26 |
| SIGNAL | VALUE | AS OF | INPUTS |
|---|---|---|---|
| CUSTOMER HHI | 0.955 | 14-NOV-26 | Aditya Birla Lifestyle Brands Ltd. share 98% · Central Depository Services (India) Ltd. share 0% · Trident Ltd. share 2% |
| CUST MOM 1M | +8.6% | 14-NOV-26 | from 15-OCT-26 · Aditya Birla Lifestyle Brands Ltd. +8.6% w 1 · Central Depository Services (India) Ltd. +11.9% w 0 · Trident Ltd. +6.6% w 0 |
| DISTRESS SCORE | 0.336 | 13-OCT-26 | roe 0.1 · operatingMargin 0.13 · debtToEquity 0.73 · interestCoverage 6.31 · assetTurnover 0.8 · leverage 2.52 |
| SUPP MOM 1M | +3.1% | 14-NOV-26 | from 15-OCT-26 · JSW Infrastructure Ltd. +1.4% w 0 · Sona BLW Precision Forgings Ltd. +14.7% w 0 · Bharat Heavy Electricals Ltd. +0.5% w 1 · GE Vernova T&D India Ltd. +11.9% w 0 · Urban Company Ltd. +9.4% w 0 |