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![Sharad9Dubey Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1077676619349712896.png) Sharad Dubey [@Sharad9Dubey](/creator/twitter/Sharad9Dubey) on x 45.3K followers
Created: 2025-07-17 01:46:44 UTC

NALCO, HINDALCO, VEDANTA

fyi: aluminium shipment guidance lowered- but that is also because of  reduced production at the San Ciprián smelter as a result of the delayed restart & NOT because of external macro economic factors

Aluminium Stocks in Focus 
(NALCO, Hindalco, Vedanta)

Note: Alcoa- world's eighth-largest producer of aluminum

Alcoa June Quarter Earnings
Revenue beat estimates slightly, EBITDA in line

2025 Volume Guidance Change 
Aluminium shipment guidance lowered

Alumina Segment- Unchanged
Alumina segment production b/w  XXX to XXX Mnt
Maintained guidance for alumina shipments between 13.1-13.3 Mnt

Aluminium Segment- Shipment guidance lowered
Aluminum segment production to remain unchanged b/w XXX and XXX Mnt
Aluminum shipments guidance 2.5- XXX Mnt (down from 2.6-2.8 Mnt earlier)

What led to reduction in guidance?
Reduced production at the San Ciprián smelter as a result of the delayed restart.

@Ashesha_A @ETNowSwadesh @ETNowSwadesh


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