Is anyone else tracking Hindalco on NSE lately? I’ve been digging into its financials and noticed the share price seems to follow commodity price movements, especially aluminum and copper, quite closely. But here’s what I’m really curious about: with all the big “green metals” energy transition talk worldwide, will Hindalco get a significant long-term rerating or premium as more investors look for “green” metal producers? Or will it still be valued mostly like an old-school cyclical stock?
Also-does anyone here do a deeper analysis on how Hindalco’s earnings get impacted by FX rates and global commodity hedging policies? Feels like those factors whipsaw the stock a lot, but it’s hard as a retail investor to get clarity. Anyone have tips on breaking it down, or recommended resources?
Would love to geek out with anyone else tracking Hindalco or metals in general!
