Hindustan Zinc Limited — PPTs, 18-07-2025: Investor Presentation
Here's the summary of the attached file:
**1. Financial Highlights:**
HZL's Q1 saw revenue of ₹7,771 Cr & PAT of ₹2,234 Cr. EBITDA was ₹3,860 Cr (~50% margin). Achieved highest-ever Q1 mined metal production (265 kt) and lowest-ever Q1 Zinc COP at $1,010/MT (-9% YoY). Silver output: 149 MT, contributing 41% to EBIT.
**2. Strategic Initiatives & Growth Drivers:**
Board approved Phase-1 of 2x capacity expansion (c.₹12,000 Cr capex, 36 months). Key projects like Debari Roaster and Fertilizer Plant are on track. HZL is diversifying into critical minerals (Tungsten, Potash, REEs). Long-term targets include Net Zero by 2050.
**3. Business Developments:**
Subsidiary Hindustan Zinc Alloys hit record Q1 production, boosting value-added products to ~24%. HZL invested ₹5 Cr in Baghdarrah Crocodile Reserve and leverages tech like Tele-Remote Bore Raising for efficiency.
**4. Market Position & Competitive Advantage:**
HZL: World's largest integrated zinc producer, India's sole primary silver producer (Top 5 globally). Dominant ~77% domestic zinc market share, low-cost operations, 25+ years mine life, and AAA credit rating. Poised for India's growth.
**5. Investor Implications:**
With ₹9,340 Cr cash & ₹10/share dividend, HZL is attractive. Capacity expansion and critical mineral diversification point to positive growth potential. Execution of these major projects is key to monitor.
