• Production and pricing: Hindustan Zinc expects zinc prices to remain steady between $3,100 and $3,300 per ton, while guiding FY27 mined metal production at 1,150 KTPA based on current smelter capacity limits.
• Cost of production: Following a Q4 cost of $903 per metric ton, FY27 cost of production is guided higher at $975 to $1,000 per ton to factor in scheduled maintenance shutdowns and a $35 to $40 per ton increase in input costs.
• Critical minerals strategy: The company is actively participating in government auctions for tungsten, rare earth elements, potash, and halite across Andhra Pradesh, Uttar Pradesh, and Rajasthan, targeting the addition of three metals after five years of exploration.
• Capacity expansion roadmap: Overall capacity is planned to double from 1 million tons to 2 million tons, with an intermediate target of 1.35 million tons within three years and the full 2 million tons in five years.