Revenue distribution by sectors:

• Zinc production: approx. 70%
• Lead and silver production: approx. 20%
• By-products and other metals: approx. 10%

TOP 3 markets and their percentage shares:

• India: approx. 55%
• China: approx. 20%
• Europe: approx. 15%

Hindustan Zinc Limited generates the majority of its revenue from zinc production, which is typical for the company as it is one of the world's leading zinc producers. The Indian market is the largest sales market, attributed to strong industrial demand in the country. China and Europe follow as important export markets, as there is also high demand for zinc and other metals there.

Production sites of Hindustan Zinc Limited:

1. Mining sites:

   • Rampura Agucha Mine
   • Sindesar Khurd Mine
   • Rajpura Dariba Mine
   • Zawar Mine
   • Kayad Mine

2. Smelting plants:

   • Chanderiya Lead-Zinc Smelter
   • Dariba Smelting Complex
   • Debari Zinc Smelter
   • Vizag Zinc Smelter

Hindustan Zinc Limited, a leading producer of zinc and lead in India, operates multiple mines and smelting plants primarily located in Rajasthan, India. These sites are strategically important for raw material extraction and processing to meet the demand both in the domestic and international markets.

Revenue Growth: Estimated at 8-10% annually (2025) Investments in Sustainable Technologies: 500 million USD (by 2025)

Hindustan Zinc Limited pursues a strategy focused on sustainable growth and technological innovation. The company plans to expand its production capacities through investments in modern and environmentally friendly technologies. These investments are intended not only to increase efficiency but also to reduce environmental impact.

Another key focus is on diversifying the product range and tapping into new markets, especially in Asia and Africa. Through strategic partnerships and joint ventures, Hindustan Zinc Limited aims to strengthen its global presence and unlock new business opportunities.

Additionally, the company is investing in the digitization of its processes to enhance operational efficiency and reduce operating costs. These measures are expected to enhance competitiveness and ensure stable long-term returns.

Main Imported Raw Materials: Zinc concentrate, lead, silver

Main Supplier Countries: Australia, Peru, Canada

Hindustan Zinc Limited mainly imports zinc concentrate, which is necessary for the production of zinc metal. Australia and Peru are significant suppliers due to their large deposits and well-developed mining industry. Canada also supplies raw materials, particularly because of its high-quality ores and stable trade relationships.

These imports are essential to support Hindustan Zinc's production capacities and meet the demand for zinc and related metals. Strategic sourcing from these countries secures the supply of raw materials and enables the company to remain competitive.

Market share in the zinc sector: 78% in India (2023)
EBITDA margin: 54% (2023)
Raw material reserves: Over 400 million tons (2023)

Hindustan Zinc Limited (HZL) possesses a significant competitive advantage, especially due to its dominant market position in India. With a market share of 78% in the zinc sector, HZL is the largest producer in the region. This strong market position enables the company to leverage economies of scale and reduce production costs.

The EBITDA margin of 54% indicates high profitability, pointing to efficient production processes and strong cost control. This high margin is above average compared to international competitors, highlighting the competitiveness of HZL.

Additionally, the company has extensive raw material reserves of over 400 million tons, ensuring long-term supply security and stability. These factors together give Hindustan Zinc Limited a sustainable competitive advantage in the industry.

Institutional Investor Share: approximately 30% (estimated for 2025 based on historical data)

Insider Buys/Sells: No significant transactions in the last year (estimated)

The institutional investor share in Hindustan Zinc Limited traditionally stands at around 30%, although this share can fluctuate depending on market conditions and company performance. Institutional investors are often interested in stable and established companies, which applies to Hindustan Zinc.

Insider transactions, such as purchases or sales by executives or significant shareholders, are typically an indicator of management's confidence in the company's future development. There were no significant insider transactions in the last year, which could indicate a stable confidence in the company's strategy.

Market Share of Hindustan Zinc Limited: Estimate: approximately 78% in the Indian zinc market (2025)

Top Competitors and Their Market Shares:

1. Hindustan Zinc Limited: approximately 78%
2. Vedanta Limited: approximately 10%
3. Nyrstar NV: approximately 5%
4. Glencore: approximately 4%
5. Teck Resources Limited: approximately 3%

Hindustan Zinc Limited dominates the Indian zinc market with a significant market share of around 78%. This is mainly due to its comprehensive control over zinc production in India and its efficient production capacities.

The moat of Hindustan Zinc Limited is significant as the company owns large, high-quality zinc mines that allow it to produce cost-effectively. Additionally, it benefits from a strong infrastructure and a well-established distribution network.

Compared to its competitors, Hindustan Zinc Limited has a clear advantage in terms of production capacity and cost structure. Vedanta Limited, as the second-largest player, also has access to resources, but not to the extent and efficiency of Hindustan Zinc. The other international competitors have less influence in India and struggle with higher production costs and logistical challenges.

Overall, Hindustan Zinc Limited possesses a strong moat supported by its market leadership and operational efficiency, while the competition in India has significantly less market share and influence.

Revenue Growth: 8% (2024) Profit Growth: 10% (2024) Dividend Yield: 6% (estimated for 2025)

Hindustan Zinc Limited recorded a revenue growth of 8% and a profit growth of 10% in 2024. These growth rates indicate solid financial performance supported by strong demand for zinc and other metals.

The dividend yield is estimated to be around 6% for 2025, which could be attractive for investors seeking regular income from dividends. Hindustan Zinc is known for its reliable dividend payments, reflecting a stable financial foundation and efficient capital allocation.

Additionally, the company benefits from a strong market position and efficient cost structure, allowing it to remain profitable even in volatile market conditions. Long-term investors could benefit from the stable demand for zinc, especially from the construction and automotive industries.

Overall, Hindustan Zinc Limited appears to be a good investment opportunity, especially for investors who value dividend yields and long-term stability.

Dividend yield: 8.5% (2024) Dividend continuity: Annual payout for over 10 years

Hindustan Zinc Limited is known for its reliable dividend policy. The company has been consistently paying dividends in recent years, indicating a stable financial performance and solid cash flow generation.

The dividend yield of 8.5% in 2024 shows that Hindustan Zinc offers an attractive return for investors. The long-term continuity of payouts suggests that the company will continue to strive to provide regular returns to its shareholders in the future.