Hindustan Zinc Limited

Hindustan Zinc Limited

Results for the First Quarter Ended June 30, 2021

“PAT at INR1,983 Cr., up 46% Y-o-Y, Record-High first quarter refined metal & silver production”

Highlights for the quarter

·        Mined metal production: 221kt

·        Refined metal production: 236kt

·        Saleable silver production: 161 tons

·        Zinc COP: $1070 per ton

 

Udaipur, July 22, 2021: Hindustan Zinc Limited, the leading global integrated producer of zinc, lead and silver, reported its results for the first quarter ended June 30, 2021.

Commenting on the Q1 performance, Mr Arun Misra, CEO, said: We delivered highest-ever Q1 ore, refined metal & silver production. After exiting at a run-rate of 1.2 mtpa in fiscal year 2021, we maintained the momentum of production in Q1 with Year-on-Year growth of 15% in ore, 17% in refined metal & 37% in silver inspite of the spurt in covid cases in the second wave of the pandemic. Besides good operational performance, I am happy to inform that Hindustan Zinc has received 'Most Sustainable Company in the Mining Industry – 2021' award from World Finance Sustainability Award 2021. Also, our Rampura Agucha mine has won CII's 'Best Application & Use of Renewable Energy' award in the 5th Edition CII National Energy Efficiency circle -2021”

 

Mr Vinaya Jain, Sr. VP & Head Finance, saidWe delivered our best ever Q1 Revenue, EBITDA and Profit after tax (PAT). Our strong balance sheet enables us to make proactive investments in operations and digitalization that will further enhance our mining output. We do recognize the headwinds from rising input commodity prices and are doubling our efforts to address them through long lasting structural cost initiatives. Additionally, we remain committed to our ESG goals and will continue to deploy necessary resources towards them. Sharp focus on cost leadership and profitability while building a sustainable business, will ensure long term value to all stakeholders.”

Financial Summary

INR. Crore or as stated

image.png

(1)       Including other operating income

(2)       Excluding Captive consumption of 1,611 MT in Q1 FY 2022 as compared with 1,202 MT in Q1 FY 2021 and 1,825 MT in Q4 FY2021.

(3)       Excluding captive consumption of 8.9 MT in Q1 FY2022 as compared with6.2 MT in Q1 FY 2021 and 9.1 MT in Q4 FY2021.

(4)       Silver occurs in Lead & Zinc ore and is recovered in the smelting and silver-refining processes.


Operational Performance

Mined metal production for the quarter was up 9% y-o-y to 221kt on account of higher ore production, partly offset by lower overall grade. Sequentially, MIC production was down 23% on account of lower ore production and overall grades.

Integrated metal production was 236kt for the quarter, up 17% y-o-y in line with higher mined metal availability. Sequentially it was down 8% in-line with lower ore production due to lack of operator availability at the mines in view of second wave of COVID-19.

Integrated zinc production was 188kt, up 20% y-o-y and down 4% sequentially. Integrated lead production was 48kt, up 9% y-o-y and down 21% sequentially.

Integrated silver production was 161tons, up 37% from a year ago in line with higher lead production, partly offset by lower grades at Sindesar Khurd (SK) mine, while it was down 21% sequentially primarily in-line with lower lead production. 

Financial Performance      

Revenue from operations during the quarter was INR 6,378 Crore, an increase of 64% y-o-y led by higher metal & silver volumes, higher zinc, lead & silver prices. Zinc sales volume increased 15% y-o-y and lead by 9% y-o-y in line with higher production and robust demand.

Sequentially, revenue was down 5%, primarily driven by lower zinc, lead and silver volumes, lower metal premium, partly offset by higher zinc & lead LME prices and rupee depreciation. Zinc volume was down 5% and lead & silver volumes were both down 21% each. This was mainly due to lack of operator availability in view of second wave of covid-19. Zinc LME prices were sequentially up 6%, while lead prices were up 5%.

Zinc cost of production before royalty (COP) during the quarter was $1,070 (Rs. 78,952) per ton, higher by 5% y-o-y, (up 3% in INR terms and up 13% sequentially in USD terms (up 14% in INR terms). The increase in COP is primarily due to surge in input commodity prices.

Sequentially there was an increase in coal and diesel prices, cement prices as well as higher power costs coupled with lower volumes leading to an upward pressure on COP which was only partly offset by higher sulphuric acid credits and lower met coal cost.

EBITDA for the quarter soared to INR 3,558 Crore, up 123% y-o-y and down 8% sequentially. Year-on-Year EBITDA was up on account of higher Zinc Lead LME and increase in Silver prices as well as higher metal premiums. Sequentially EBITDA was lower on account of lower revenue, and higher costs.

Net profit for the quarter was INR 1,983 Crore, up 46% y-o-y and down 20% sequentially. Increase was mainly driven by recovery in metal prices and higher volumes.

Outlook for FY22

We maintain our below mentioned guidance on operational & financial metrics for the fiscal year 2022. In light of rising input commodity prices, management is closely monitoring the situation and taking all necessary actions to combat it.

Both mined metal and finished metal production in FY2022 is expected to be c.1025-1050 KT each.

FY2022 saleable silver production is projected at c.720 MT.

Zinc cost of production in FY2022 is expected to remain below $1000 per MT.

The project capex for the year is expected to be approximately US$100 million.

Projects Update

Digitalisation drive across all mines continued during the quarter. Initiatives such as setting up of digital control room with short interval control to Reducing stope cycle time, Online analyser for impurity tracking to maintain higher current efficiencies are underway.

Post integration, the shafts at Rampura Agucha mine and Sindesar Khurd mine are fully operational. Ventilation & cooling systems (chiller units) have been deployed to facilitate the same in a seamless manner. Moreover, increased usage of Advanced Process Control (APC) at both SK and RD Mills for purpose of grinding are used to improve recoveries.

Covid-19 restrictions including stringent visa guidelines for Chinese nationals continued during the quarter which resulted in a delay in the commissioning of the Fumer plant at Chanderiya. We expect Fumer commissioning to be completed by end of November 2021.

Liquidity and investment

As on June 30, 2021, the Company’s gross investments and cash & cash equivalents were Rs.23,902 Crore as compared to Rs.22,308 Crore at the end of the fourth quarter (Mar’21).

The Company’s net investments and cash & cash equivalents as at end of June 30, 2021 was Rs.17,249 Crore as compared to Rs.15,130 Crore at the end of the fourth quarter (Mar’21) and was invested in high quality debt instruments.

For further information please contact:

  • Ms. Dipti Agrawal

Head - Corporate Communications                      

Hindustan Zinc Limited

Dipti.agrawal@vedanta.co.in

  • Ms. Shweta Arora

Head – Investor Relations                        

Hindustan Zinc Limited

Shweta.arora@vedanta.co.in

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