neutral
Recently
Structural fundamentals support Hindalco despite temporary operational challenges
Axis Securities maintains a constructive view on Hindalco, citing strong aluminium fundamentals and domestic resilience despite short-term execution challenges at Novelis’ US project.
Market commentary suggests the long term investment outlook for remains intact despite near-term headwinds at its subsidiary . According to of , favourable aluminium price dynamics and steady domestic operations continue to underpin the parent’s fundamentals. While execution related issues at Novelis’ Bay Minette project in the US have created short-term noise, the capacity expansion is still viewed as a long term growth driver once operational stability improves.