Key cathode material in lithium-ion batteries (NMC, NCA chemistries) and essential for super-alloys used in aerospace and defence. The DRC supplies ~70% of global cobalt.
Why it matters for India: India has no significant cobalt mining. Companies involved in battery manufacturing, super-alloy production, and EV supply chains must secure cobalt through imports or recycling — making it a strategic bottleneck.
Sectors represented: Chemicals, Metals & Mining, Automobile and Auto Components, Information Technology
...Lithium metal oxides such as Lithium Cobalt Oxide (LCO), Nickel Cobalt Aluminium Oxide (NCA), Lithium Cobalt Phosphate (LCP), Nickel Manganese Cobalt Oxide (NMC), Lithium Manganese Oxide (LMO) & Lithium Iron Phosphate (LFP) are the different types of Cathode materials. TheseMaterialshavebeenusedascathodematerialsowing totheirhighcapacityforlithiumintercalationand compatiblechemicala...
...CY 2026 -Estimated Production 10,000 tonnes CY 2027 -Estimated Production 15,000 tonnes Further strengthening Copper with Chemaf and entry into Cobalt www.lloyds.in 23 Investor Presentation | May 2026 LMEL has acquired a 49% stake in ChemafGroup, entering a large, operating copper–cobalt platform in the DRC. Chemafoperates in the Katanga Copper Beltwith an integrated mining and processing mode...
...For Phase 2 – Metal Extraction & Refining is being developed in parallel, with an advanced extraction unit targeted by FY 2028–29 for recovery of Nickel, Cobalt, Manganese, and Lithium. •We have also signed an MoU with the Advanced Research Centre for Powder Metallurgy and New Materials (ARCI) to establish an Advanced Lithium Recycling Research Lab for (Phase 2) focused on metal extraction and ...
...Our industry-leading cloud offering, Cobalt, is playing a key role in helping them navigate the digital transformation. Two examples of this, - Cobalt is helping accelerate business growth and resilience for a large telco and making their decision-making more data driven. - We are supporting a leading aerospace company by automation of their customer experience area, leveraging a ...
...export house or otherwise to deal in all varieties, descriptions, characteristics, applications and uses of Aluminium powders and pastes as well as other metal powders and pastes of bronze, brass, magnesium, cobalt, etc. 3. To carry on the business to manufacture, produce, process, crush, extract, reclaim, convert, commercialize, cont...
...Because they expect only zinc, lead, silver, but in the ore there is a small quantity of helium, antimony, cobalt, nickel, cobalt, many metals. So, that left out things we are buying and we are processing. And the first time we have done it for Hindustan Zinc in 2013. And we were processing almost 80,000 tons of them to buy and sell. And...
...Rene 77 •Honeycomb & Sheetmetal Assembly through welding & brazing 19 Raw Material Portfolio 110 Varieties of Raw Materials 500 Tonnes of Annual Consumption Round Bar Profile Sections Tubes Plates Castings Forgings Tubes 44% 30% 15% 9% 1% 1% 0% 0% Weight -wise Steel Inconel Aluminium Titanium Casting Cobalt Al_Ni_Bronze Titanium Forging 51% 21% 13% 6% 4% 3% 1% 1% Value -wise Inconel Steel...
...Foreign Asset Acquisition •IdentifiedpotentialcountriessuchasAustralia, Argentina,Chile,Canadaforacquiringassetsof criticalmineralslikeLithium,Nickel,Cobalt,graphite etc. •EvaluatingassetsabroadforthepurposeofAsset Acquisition,EquityInvestmentandLongtermofftake agreements. FOREIGN INITIATIVES 5. Fertilizer Manufacturing –Through JV companies viz. HURL & TFL HURL posted ₹ 664 Crores profit in ...
...And if anything, substantial does happen, because we had done the battery recycling of the mobile and laptop batteries, and that was mainly dependent on the cobalt pricing. But there is a need for technology as far as vehicle recycling is concerned to have the right approach for LFP, where we have to make them into useful product. And as you know, cobalt is...
...So to talk about supply chain on the metal power side, it's mostly about copper, tin, iron, sometimes cobalt and nickel. So copper and iron are mostly coming from pure scrap, whereas metals like nickel, tin, cobalt, chromium, these are all virgin materials. So we have no problem with these materials. Of course, metal prices are going up. That's, that's one...
...Despite continued volatility in key raw material prices such as tungsten, nickel, cobalt, molybdenum, and chromium, the company delivered resilient operational performance supported by our integrated manufacturing facilities, diversified customer base, and strong execution across segments. During the year, we witnessed healthy demand momentum from c...
...Now, what cannot be restored or refurbished, that is put through shredding operations for the creation of black mass, which leads to the extraction of lithium, cobalt and other rare earth metals, as you might be aware of. So, the entire operations for battery, I think what we are forecasting is about 20 to 30 % refurbishment and 70% from the shredding and creation of...
...And not only we'll be giving Ambition in the current version of the product that you see that is a cobalt chrome version, we'll also be able to give the TiNbN coating. TiNbN coating is basically a coating which gives a gold color to the knee. It's a titanium niobium nitride coating, which is basically given for patients who have chemical...
...But we have seen very good momentum coming from both Cobalt in Insignia as well as a previously launched block in El Dorado called Beryl also Valencia, the second block of Valencia in Bangalore. And of course, Icon in Chennai is doing well, although there, we are not really pursuing like a volume strategy. It's more about a super-premium project where it...
...HighdemandforenergymineralslikeLi,Ni,zinc,cobalt,copperetc.andincreasedadoptionofautomationanddigitalizationtoimproveoperationalefficiency,reduce costs,andensureworkersafetyinmineswillbringinmoregrowthinMiningsector.Increasedspendonthemaintenancewithassetmanagement&optimizationfor performance.Renewablebackuppowerplants,energytransitionaroundHydrogen/Ammonia/CCSareasandassetmanagement/maintenanc...
...These will help to establish the largest single-site Titanium recycling and remelting facility in the world along with the capability to produce Nickel/Cobalt Superalloys for Aerospace and Defence applications. ParticularsStatus Equipment Ordered • Automatic guided Vehicle (AGV) • Bogie Hearth Furnace for VIM+VPIC Equipment under transit or arrived at site • Plasma Arc Welding Machine Equipment...
...Core business New energy business 1 2 Multiple Chemistries 3 Lithium-ion Cells, Packs & Modules Manufacturing •Advanced chemistry cell manufacturing platform (Bengaluru) •Packs & Modules manufacturing at Prantij (Gujarat) 4 •Cylindrical Cells •Prismatic Cells Multiple Form Factors •Lithium Iron Phosphate (LFP) •Nickel Manganese Cobalt (NMC) 1 Manufacturing Base •11 plants across key product cat...
...Sometimes the price of Nickel will affect, sometimes prices of molly will be affecting, sometimes cobalt. So, these things are going to be there in the market as we progress. Today, if the Nickel is down, it may go up again because do not know what is the geopolitical situation it is governed by that only. There is a chance that again there may...
...Mineral Availability and Exploitation: •Zambia has abundant minerals like copper, lead, zinc, and cobalt, crucial for electric vehicle batteries. •The new unit plans to purchase minerals locally, add value, and export back to India. •Applied for a mining lease from the local government to actively participate in mineral trade. Investor Presentation 15 Certification Spotlight: Shera's Dedicatio...
...soil health) 1,841.2 ha18.07 Mnt Nawatola-Laband Uttar Pradesh EE’sEV motors, wind turbines, electronics201.0 ha0.182 Mnt ▪Central Government plans to auction 24 critical minerals - Lithium, Cobalt, Tungsten, REEs, Potash, etc, aiming for clean energy, electronics, EVs, and defence sector support ▪This enables reduction in India’s dependence on imports and contributes to sustainable development...
...Graphite Lowcost,long cell life and durable Nickel Manganese Cobalt (‘NMC’) High energy density, enhanced performance, fast charging Initial industrialization to focus on both LFP and NMC batteries for Tata Motors and JLR LFP and High-Nickel NMC chemistries for TML & JLR applications 65 Plan to deliver best in class batteries for current & future products based on market radar Futuring battery...
...Now you must be hearing a lot about lithium, nickel, cobalt, and whatnot. So definitely, it requires a lot of exploration. So, exploration is being encouraged by the government in all aspects. And for any mining company as well as for developing the mining sector and company, you need to explore. Nitin Karwa: So are there any sort of rebate or reimbursement of these...
...They are the largest producers of cobalt in India, largest recyclers of lithium-ion batteries in India, largest battery dismantling and testing facility they are out in India. And other critical materials such as platinum, good metals, rare earth and etc., they are working on that. So this is a technology company. Now what is offered in the market today. Market today ...
...In the interest of longevity, cost efficiency, and customer safety the company is transitioning to Lithium Ferro Phosphate (LFP) batteries from Nickel- Manganese-Cobalt (NMC) batteries. About 3 Led by IIT IIM technocrats pioneering the Indian electric mobility space Our Manufacturing facility of E- scooters and E-rickshaws is ISO 14001:2015, 45001:2018 and 9001:2015 certified More than 315 stro...
...Q4- FY25/Q1- FY26 •Construction commenced •Expected SOP of Phase I- End of FY26 •2W line installed •Expected SOP - Q2- FY25 Pack GigaCQPCell Giga SOP- Start of Production NMC- Nickel Manganese Cobalt CQP- Customer Qualification Plant LFP- Lithium ferro phospate 24 Demonstrating its unwavering commitment towards the New Ene...
...Global mining giants and national governments are scaling investments to secure long-term reserves of copper, cobalt, gold, and battery minerals. Regions such as Africa, GCC, Central Asia, and South America are emerging as high-priority zones for greenfield exploration. India’s Untapped Geological Potential India has one of the largest unexplored geological basins globally — rich in coal, iron ...
...Similarly, Pipes & Tubes sales volume rose by 46% YoY to about 2,484 MT WSSL made its foray into the USA and the first shipments have already reached WSSL has successfully developed Super Austenitic 904L Bars as well as Pipes, Nickel Alloy 800 Bars as well as Pipes, Critical Heat Exchanger Tubes Ultra Low Cobalt Stainless Bars for Nuclear Power application ...
...Also, exemption in the custom duty on import of lithium and cobalt etc., is also likely to lower the battery production cost and help in making EVs more affordable which will indirectly propel the growth of the EV sector. In nutshell: The combination of a strong domestic demand, particularly bounding of the rural sector, improving private consumption and government’s ...
...When KABIL was initially formed, NALCO was a promoter company and had hired DMT Consulting to identify 12 critical minerals, including lithium and cobalt. These minerals are abundantly available in Argentina, Bolivia, Chile, and Australia. Due to political unrest in Chile and Bolivia, our focus is on Argentina and Australia. In Argentina, we’ve made good progress with exploration activities. If...
...With reference to the recently announced Union Budget, I would like to highlight that the Government’s proposal of exempting customs duty on import of critical minerals like Lithium and Cobalt and the extension of concessional duties on lithium-ion cells will further boost the demand for EV. In addition to this, the Government’s push on manufacturing infrastructure development would only pro...
...So there are fewer fluctuations in pricing, unlike NMC, where you've got nickel, manganese and cobalt, so dangerous combo from a supply chain perspective coming together. Okay, moving on to capacity. So our capacity utilization has been going up steadily. Out of Hosur, we can produce 35,000 units a month. Festive ‘23, October ‘23, we did 10,000 units out of that...
...Decorative 2% IndiaMART InterMESH Ltd End-To-End Value Chain Discovery – E Rickshaw (Electric Vehicle) 14 Components Final ProductRaw MaterialMachinery Tyre Motors Battery Controller Spot Welding Machine Pipe Bending Machine Lithium/Cobalt/ Graphite Aluminium PlasticSteel Tyre Changer Machine Soldering Machine Vehicle Body IndiaMART InterMESH Ltd 15 Well Diversified Across Geographies Buyers*...
...The primary raw material used by the plants include Nickel, Molybdenum, Chromium, Tungsten, Cobalt, Low carbon mild steel scrap, Stainless Steel billets, Alloy Steel billets and Alloy Steel wire-rods. iv. The product portfolio is as follows: Super Alloys Stainless Steels Alloy Steels Tool Steels Nickel based Austenitic Low alloy High speed steels Iron Based Martensitic Ult...
...They do -- they are one thing called LFP batteries and another is nickel-molybdenum- cobalt battery. So the price varies. So as low as from INR90 kg to INR250 a kg. So as of now, in India, the battery generated is mostly from the mobile battery or laptop batteries, which are still not able to collect it, they're lying with the consumers only...
...Lithium, cobalt, nickel, strategic minerals. rare earths, we will do everything. Analyst: Is there anything of rare earths? CMD: No, we have bid a few places. We did not get it. We tried. We got the exploration license two or three days ago. We participated in the exploration. Analyst: In India or outside? CMD: No, in India. We do not have any blocks outside...
...What has been additionally done now is exemption of basic custom duty for critical minerals which are like nickel, cobalt, cadmium and lithium so that the EV -- the cells which are being made is with becoming more affordable here, and therefore a boost and to EV manufacturing would happen because of cost will the cost gap between the ICE and EV vehicles will -- is...
...infill wells campaign in MBA and RDG fields ▪ Iron ore o Karnataka saleable ore production was at 5.3 million tonnes o Commenced commercial production at Nicomet – India’s only Nickel Cobalt operations o Started production from Western Cluster Liberia mines, expanding global operations ▪ Steel o Highest ever hot metal production of 1,367kt o Record finished goods production of 1,285kt, up 2...
...Apart from that, we'll be looking at copper, lithium, cobalt, nickel, gold, the bauxite. So we are looking at 10 minerals only. That's one. Of course, we would like a portfolio to have all 3 types of assets. Some would be exploration stage assets where the risk would be less -- risk would be great, but the investment would be less. Some assets...