Q4 2025 Hindustan Zinc Ltd Earnings Call Transcript
Key Points
- Hindustan Zinc Ltd (BOM:500188) achieved record-breaking production levels, marking the highest-ever production of both mined and refined metal.
- The company reported its second-highest revenue, EBITDA, and profit after taxes, with EBITDA up 28% and profit after taxes up 33% year-over-year.
- Hindustan Zinc Ltd (BOM:500188) improved its ESG ratings across prominent platforms and launched EcoZen, a low-carbon zinc product with a carbon footprint 75% lower than the industry average.
- The company achieved a 16-quarter lowest cost of production at $994 per tonne, driven by efficiency improvements and increased renewable energy usage.
- Hindustan Zinc Ltd (BOM:500188) captured 77% of the domestic primary zinc market share, reflecting strong customer relationships and market leadership.
- An unfortunate incident occurred at the Zinc Football Academy, resulting in the loss of a safety officer, highlighting the need for improved safety protocols.
- The cost of production guidance for FY26 is higher by $50 per tonne compared to Q4, raising concerns about potential cost increases.
- The guidance for silver production in FY26 is lower than the actual volume achieved in FY24, indicating a potential shift in production focus.
- The company faces uncertainties in the global macroeconomic environment, including trade dynamics affected by retaliatory duties imposed by the US administration.
- There is a delay in the commissioning of the 160,000 tonnes per annum roaster project, now expected by mid-Q1 FY26, which could impact production timelines.
Ladies and gentlemen, good day, and welcome to the Q4 and Full Year FY25 Earnings Call of Hindustan Zinc. (Operator Instructions)
I now hand the conference over to Mr. Raksha Jain, Director of Investor Relations of Hindustan Zinc Limited. Thank you, and over to you.
Thank you, operator, and good evening, ladies and gentlemen. Thank you for joining us today to discuss the fourth quarter and full year results of FY25. In this call, we will refer to our investor presentation available on our company's website. Please note that today's entire discussion will be covered by safe harbor clause mentioned on Slide 2 of the presentation.
Today, we have our CEO, Mr. Arun Misra; and CFO, Mr. Sandeep Modi. The management will be discussing operations and financial update for the quarter and full year followed by a Q&A session.
Now I would like to invite Mr. Arun Misra to present the results. Over to you, sir.
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