Status: Pending

Age: New (01/01/2001)

TRACK
[social_warfare ]

ICICISecurities Holds Hindalco Industries at ₹720


Brokerage

ICICISecurities

Analyst

Brokerage Team

Position

Neutral

Start Date

01/01/2001

Horizon

Long Term


Target Price and Expected Returns

Start Price

₹720

Target Price

₹720

Expected Returns

0.0%

Summary

ICICISecurities recommends a hold rating on Hindalco Industries with a target price of ₹720 based on the stock's SoTP valuation model.

ICICISecurities's justification for Hindalco Industries target price prediction

  • The recommendation is based on the valuation model indicating the stock is fairly priced around ₹720.
  • Novelis, Hindalco's subsidiary, reported lower-than-expected Q1FY26 EBITDA of USD 416mn.
  • Management projects Q2 to be similar to Q1 in terms of performance.
  • Net debt has increased to USD 5.6bn from USD 5.2bn in Q4FY25.
  • Management aims for a max net leverage ratio of 3.5x through the cycle.
Re-initiate coverage on the stock with a HOLD rating and an SoTP-based target price of INR 720.

Sources:

https://www.moneycontrol.com/news/business/earnings/sbi-q1-results-net-profit-rises-12-to-rs-19-160-crore-beats-estimates-13422587.html

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