Hindustan Zinc Ltd (HINDZINC) Q2FY27 Concall Summary - Sep-2026 Qtr
Key Takeaways
- Management has significantly lowered its full-year zinc cost of production guidance to $825-$850 per tonne, down from $975-$1,000 per tonne.
- The company has hedged 40 KT of zinc for Q3 at $3,476 and 36 KT for Q4 at $3,698, securing prices for future sales.
- For FY28, silver production could reach 730-750 tonnes, pending the finalization of debottlenecking projects, indicating a potential future upside.
Performance Overview
- Delivered a solid operational and financial performance, sustaining strong momentum from the previous quarter.
- Achieved the highest-ever second quarter mined metal production, with a 5% year-over-year increase.
- Reported record quarterly financial results, including an EBITDA surpassing the 9,000 crore mark for the first time.
- Significantly improved cost competitiveness, with zinc cost of production (COP) down 29% YoY to $703/tonne.
- Advanced ESG initiatives, with renewable energy accounting for 27% of power consumption and a subsidiary achieving 100% renewable power usage.
Financial Metrics
Log in to Stocksigma to read the Financial Metrics section of this summary.
Operating Performance / Business Segments
Log in to Stocksigma to read the Operating Performance / Business Segments section of this summary.
Key Discussions & Insights
Log in to Stocksigma to read the Key Discussions & Insights section of this summary.
Outlook and Guidance
Log in to Stocksigma to read the Outlook and Guidance section of this summary.
Challenges / Concerns
Log in to Stocksigma to read the Challenges / Concerns section of this summary.
Industry / Competitive Landscape
Log in to Stocksigma to read the Industry / Competitive Landscape section of this summary.
Overall Summary
Log in to Stocksigma to read the Overall Summary section of this summary.
Tone & Disclosure
Log in to Stocksigma to read the Tone & Disclosure section of this summary.