Hindalco Q4 Surprises! Zydus Profit Dips | Solar Industries Sets Big FY26 Target | Result Analysis

Q4 Results Breakdown – Hindalco | Zydus Lifesciences | Solar Industries | May 20, 2025
In today’s video, I dive deep into the Q4 FY24 earnings results of three major companies:👉 Hindalco Industries👉 Zydus Lifesciences👉 Solar Industries India Ltd
Each of these companies revealed key performance metrics, strategic plans, and growth guidance that can influence their stock prices. I’ve analyzed their numbers, management commentary, and future outlook to help you understand what’s happening beyond the headlines.

🏭 HINDALCO Q4 FY24 RESULTS: STANDOUT PERFORMANCE
🔹 Consolidated Net Profit (PAT): ₹5,283 crore, up 66% YoY🔹 Revenue: ₹55,994 crore, up 16% YoY🔹 EBITDA: ₹8,383 crore, up 24% YoY🔹 EBITDA per tonne: $540 (Novelis) – highest in last 8 quarters🔹 Dividend Announced: ₹3 per share
Highlights:✔ Strong operational performance by Novelis✔ Cost efficiencies and favorable macro environment✔ Highest-ever EBITDA and margins in the aluminum segment✔ Novelis’ adjusted EBITDA rose 31% YoY to $549 million✔ Net debt to EBITDA improved to 1.86x (vs. 2.27x in Q4 FY23)
Management Commentary:Satish Pai, MD, said:
"We had record profitability in Q4. Novelis performance was supported by favorable metal spreads and operational efficiencies. India business also contributed with higher volumes and lower input costs."
Key Takeaway:Hindalco has shown impressive margin recovery and balance sheet strengthening. A strong global demand outlook for aluminum, especially in packaging and automotive sectors, further adds confidence. Novelis IPO is on track.

💊 ZYDUS LIFESCIENCES Q4 FY24 RESULTS: MARGINAL DIP, STABLE OPERATIONS
🔹 Net Profit: ₹1,170.9 crore, down 2.7% YoY🔹 Revenue: ₹5,400 crore (approximate), broadly stable🔹 Final Dividend: ₹11 per share🔹 EBITDA Margin: Approx 25% (based on past trend)🔹 EPS: ₹11.49 per share
Highlights:✔ Robust US formulations business✔ Domestic formulations grew in high single digits✔ Cost management helped protect margins despite R&D spends✔ Profit dipped due to higher base in the previous year and one-off costs
Management Commentary:Pankaj Patel (Chairman) stated that the company continues to focus on building its specialty pipeline and global presence, while also rewarding shareholders with a generous dividend.
Key Takeaway:While profit declined marginally, Zydus remains fundamentally strong with consistent execution. The ₹11 dividend reflects confidence in cash flows. Watch out for US launches and R&D milestones in FY25.

💥 SOLAR INDUSTRIES Q4 FY24 RESULTS: BOLD FY26 GUIDANCE
🔹 Revenue: ₹1,718 crore (up 7.2% YoY)🔹 Net Profit: ₹213 crore, up 11.5% YoY🔹 FY26 Revenue Guidance: ₹10,000 crore🔹 Final Dividend: ₹9 per share🔹 EBITDA Margin: ~20%
Highlights:✔ Strong growth in defence segment and exports✔ Civil explosives business stable, with increasing global orders✔ Capex plan of ₹850 crore for FY25✔ Strong order book in defence: Pinaka, Loitering Munitions, Warheads✔ International growth from Zambia, Ghana, and Indonesia
Management Commentary:CMD Satyanarayan Nandlal Nuwal said:
“We are confident of achieving ₹10,000 crore revenue by FY26. Our defence segment is expected to contribute 20-25% of the revenue. Capex will continue to strengthen capacity and exports.”
Key Takeaway:Solar Industries has transitioned from a civil explosives company to a defense-focused player. Massive FY26 guidance and global expansion make it a high-growth story. Defense tailwinds are strong.

📈 My View: Which Stock Looks Strongest?
🟢 Hindalco has delivered a solid quarter with improving margin profile and global tailwinds. Strong balance sheet and Novelis IPO can act as catalysts.
🟡 Zydus had a muted quarter but remains fundamentally steady. Watch for launches and execution in the US and specialty segment.
🔵 Solar Industries is shaping up to be a long-term compounder with strong defense and global triggers. FY26 guidance is ambitious but possible given execution history.

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⚠️ Disclaimer:
This video is for educational and informational purposes only. It is not investment advice or a recommendation to buy, sell, or hold any security. The analysis and opinions shared are based on publicly available information and personal interpretation.

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