Hindalco's $5 Billion Bet on India's Metal Boom

Hindalco Industries has outlined an ambitious growth strategy focused on sustainability, recycling, and capital investment.

During its Investor Day 2025, the company revealed plans to increase its recycling capacity fourfold by FY30, with a goal of making aluminium a circular material with 75% recycled content. Hindalco is also committed to reducing CO2 emissions to under three tonnes per tonne of flat rolled products (FRP) shipped. Additionally, the company has pledged an investment of USD 5.19 billion to expand its aluminium and copper capacity, reinforcing its leadership in the domestic market.

With India’s aluminium and copper consumption projected to double by FY35, Hindalco is strategically positioned to meet the growing demand from high-growth sectors that represent 60% of the country’s industrial GDP, including battery enclosures, aerospace, and foil production.

To ensure cost efficiency while expanding its value-added product offerings, Hindalco is utilizing captive coal mines and renewable energy sources. The company is also expanding its copper smelting capacity with a 300KT smelter expansion underway. Hindalco’s long-term sustainability vision includes achieving water positivity by 2050 and net-zero emissions. Furthermore, the company is integrating digital innovations, such as AI-driven analytics and AR/VR applications, to optimize operational efficiency.

News by Rahul Yelligetti.