Hindustan Zinc Limited — Investor Meet, 21-07-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Hindustan Zinc's Q1 FY26 saw revenue at Rs 7,771 Cr & PAT at Rs 2,234 Cr, with EBITDA margin holding at 50%. A standout was the lowest Q1 Zinc production cost ($1,010/ton) since underground transition, driven by better grades & higher renewable/domestic coal use. Mine metal output hit a Q1 record.

The Board approved a Rs 12,000 Cr expansion to add 250,000 tons integrated metal capacity. New Debari roaster commissioning is set for Q2. HZL secured LOIs for critical mineral blocks (Potash, Rare Earth, Tungsten). Management is confident in full-year guidance and continued cost leadership.