HINDZINCNSEHindustan Zinc Limited· MetalsMediumNeutral
Announced Tue, 12 Aug · 16:14 IST

Hindustan Zinc Limited has informed the Exchange about Presentation

Analyst Day Multiyear TargetsMgmt Guided Margin ImprovementInvestor Communications View source PDF

HINDZINC · price

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Hindustan Zinc filed its August 2025 investor presentation with the exchanges, reaffirming its position as the world's largest integrated zinc producer. FY25 revenue stood at ₹34,083 Cr with EBITDA of ₹17,465 Cr (51% margin) and a lowest-ever Q1FY25 zinc cost of production at $1,010/T. For FY26, the company has guided for refined metal output of 1,100 (±10) Ktpa, silver output of 700-710 metric tonnes, and zinc COP of $1,025-1,050/T. The Board has approved a 250 Ktpa integrated metal expansion (₹12,000 Cr capex) as Phase 1 of a long-term plan to double capacity to 2 Mtpa metal and 1,500 TPA silver. The company also highlighted its foray into critical minerals (Tungsten, Potash, Rare Earths), a 510 Ktpa fertilizer plant by Q1 FY27, and a target to take Value-Added Products share to ~50% by FY2030.

Likely market impact

The Board-approved capacity expansion and clear 2x growth roadmap signal management's confidence in long-term zinc and silver demand, which should support a re-rating case. Stable ~51% EBITDA margins, AAA credit rating, and ~9% dividend yield over the past 5 years continue to make the stock attractive for income- and growth-oriented investors.