Hindustan Zinc Limited — PPTs, 17-10-2025: Investor Presentation

Here's a concise summary for Hindustan Zinc, tailored for retail investors on Twitter:

**Business Performance:** Hindustan Zinc delivered a strong Q2 FY26 with record revenue of ₹8,549 crore (+4% YoY) and profit after tax of ₹2,649 crore (+14% YoY). EBITDA hit a high of ₹4,467 crore, boasting a 52% margin. Mined metal production rose 1% YoY to 258 Kt, while zinc's production cost (ex-royalty) achieved a 5-year low at $994/tonne. Silver remains a significant profit driver, contributing about 40% to overall profitability.

**Growth Drivers or Strategy:** The company is strategically investing in future growth with Board approval for a 250 Ktpa integrated metal capacity expansion (~₹12,000 crore) and India's first 10 Mtpa Zinc tailing reprocessing plant (~₹3,800 crore). These projects aim to leverage Zinc and Silver's crucial role in the energy transition.

**Recent Developments:** HZL commissioned a 160 Ktpa Roaster at Debari and completed debottlenecking at Dariba Smelting Complex. It also became the first Indian company to join the International Council on Mining and Metals (ICMM) and was included in the Nifty 100 and Nifty Next 50 indices.

**Key Financial Metrics:** Q2 FY26 Revenue: ₹8,549 crore; Profit After Tax: ₹2,649 crore; EPS: ₹6.3. For the half-year (H1 FY26), Revenue: ₹16,320 crore; Profit After Tax: ₹4,883 crore; EPS: ₹11.6.

**Management Commentary / Outlook:** Management forecasts FY26 mined metal production at 1,125 (±10) Ktpa, refined metal at 1,075 (±10) Ktpa, and silver at 680 (±10) metric tonnes. Zinc production cost (ex-royalty) is targeted at ~$1,000 per tonne, with growth capex estimated at $350-400 million.