Hindustan Zinc

“Hindustan Zinc is well-positioned to accelerate its 2x growth journey.”

“And with the expansion which we are expecting in quarter three and four, so we'll be able to spend more during those quarters.”

“Similarly, saleable silver production has risen 20% year-on-year. This stands at 173 tons in this quarter.”

“This has contributed approximately 45% of first-half profitability, so it remains very important to us.”

“We can hope to do that. We have some of the debottlenecking projects in the pipeline. So, we will be finalizing the numbers towards the end of it.”

“And if you see, in the H1, we have sold 20 KT of concentrate, which includes 20 ton of silver as well. So, put together, we have done 340, you can assume, in H1.”

“That means there's almost a 180 KT deficit in the market.”

“the next decade, we see the markets remaining tight”

“In FY27 also, the government capital expenditure is budgeted at approximately 4.4% of GDP.”

“Energy market disruptions have heightened volatility, while supply constraints and low inventory have provided support to zinc prices, and persistent supply deficits have remained favorable for silver.”

“Despite near-term uncertainties, the medium-term to long-term outlook for our key metals remains positive.”

“Our zinc cost of production in second quarter FY27 stands at $703 per ton.”

“translated into highest-ever quarterly EBITDA of INR9,285 crores, up 108% year-on-year, with an industry-leading margin of 62%.”

“This was driven by consistent execution, benefit from last-year debottlenecking project, the commissioning of additional roaster, and cost of production.”

“there are cost escalations also because of the geopolitical issues. So, that is impacting us almost by $50.”

“It's a 32%, Kartikeya.”

“We closed the quarter with net cash balance of INR11,268 crores, reinforcing our financial strength”

“Generating INR6,389 crores of free cash flow before growth capex during the quarter highlights”

“Around INR1,000 crores to INR1,200 crores, we can say.”

“we'll be finishing our exploration program in the third quarter of FY29.”

“One, the Gundlupet REE Block and Yttrium Block, it is a mining lease, and we have executed that mining lease, and then we'll be going ahead.”

“Three out of those four are exploration blocks. So, we have a guidance of -- we'll be finishing our exploration program in the third quarter of FY29. So, that will be the time when we will know the exact ore body position and resources available there. Once we conclude this, then we can come back with the production plan and all our business.”

“In the first half of the year, we delivered 15% total shareholder return, including INR64 per share in capital appreciation and INR11 dividend.”

“Overall revenue generated is INR300 crores, and out of this, profits created INR155 crores.”

“The global business environment remains challenging amid escalating geopolitical tensions, energy and trade disruptions, changing tariff policies, and divergent regional growth trends.”

“At this point of time, for the quarter three, we have a 40 KT of zinc which is hedged, and 36 KT of zinc for quarter four hedged at the rate of 3,476 for quarter three, and 3,698 for quarter four.”

“And we have a 8-ton of silver also, which is only in quarter three.”

“At a rate of $68 per ounce.”

“Coming to the operational performance of the company, mined metal production has risen 5% year-on-year. This is the highest-ever second-quarter output.”

“Similarly, our refined metal production has risen 7% year-on-year.”

“In this quarter, the renewable energy accounted for 27% of our power consumption, which we intend to take to 35% in the quarters to come.”

“In this quarter, we have recorded zero fatalities across the whole operations.”

“that that subsidiary is using 100% renewable power now.”