Lease expiry of major mines by 2030
Rampura Agucha and Zawar mines have leases expiring in 2030, accounting for 65% of current output. Auction terms and royalty impact are uncertain.
HINDZINC / Q4-FY24 / risks
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Hindustan Zinc · Material risks, their source context, and severity in the latest available quarter.
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Material risks this quarter
high
Execution risk in expansion to 2 million tons
Management plans to double capacity to 2 million tons in 2.5-3 years, but this requires significant capital and regulatory approvals.
Delay in silver business demerger
The demerger is delayed due to government's disinvestment process, potentially postponing value unlocking of $3-4 billion.
Commodity price volatility
Despite recent rally, zinc prices remain sensitive to global demand and supply disruptions, impacting revenue and margins.