A group of 17 elements essential for permanent magnets, wind turbines, EVs, defence systems, and electronics. China controls ~60% of mining and ~90% of processing globally.
Why it matters for India: India has the world's 5th largest rare earth reserves but processes very little domestically. Government policy is pushing GMDC, IREL, and private players to build processing capacity to reduce dependence on Chinese imports.
Sectors represented: Construction Materials, Metals & Mining, Services, Automobile and Auto Components
...There are about 17 rare earths in the periodic table. And primarily, each monazite deposit might contain different rare earths. And Indian East Coast and Sri Lanka have predominantly Nd and Pr, Neodymium-Praseodymium. So, from monazite, you extract these Nd and Pr, the rare earths, in the form of oxides. And that is the rare earth oxide. And that is the material we...
...On the Rare Earth, GMDC has been nominated by Government of India as the agency to take the Rare Earth Project in Ambadongar forward. Further, GMDC has also received a letter of communication, making it the preferred allottee and to take this project forward. Thank you. Gujarat Mineral Development Corporation Limited Q1 FY '25 Results Conference Call”July 30, 2024 Page 3 of 10...
...India. •Increased focus on domestic exploration to reduce import dependency •Large unexplored reserves of coal, iron ore, bauxite, copper, and rare earths •Policy shift enabling private sector participation and commercial mining •Government of India is giving lots of impetus for exploration of rare earth and critical minerals in wake of present geo political situation globally. •100% FDI allowe...
...One was on, how is the situation on rare earth supply panning out? Vivek Vikram Singh: I think I addressed that in my opening comment, no supply from China on heavy rare earth magnets. We are still restricted as a country. Kapil Singh: There were some questions on, earlier, some question marks on, light rare earths as well. Is that fine, or is there...
...Third question has nothing to do with Rare Earths. Amarjyoti Barua: It's a new plant for capacity. Amarjyoti Barua: It's nothing to do with Rare Earth. Swati Khandelwal: Yeah. Rajesh Jejurikar: So, hi, Swaraj. So, we are comfortably covered on the Rare Earth Magnet issue, as we've shared earlier. We have no disruption in production because of that. We've taken...
...I am proud to share that Hindustan Zinc is likely the first private company in India to secure a rare earth monzonite block, a land-based non-radioactive deposit distinct from its bit-sand monzonite, currently being mined in Indian Rare Earths Limited. − As we expand into these critical minerals, we are betting big on global partnerships. We have already floated i...
...And one example of that is in the Jaipur market where we were able to develop some new technology for silica, while it may not be considered rare earth, it's different types of separation, different types of beneficiation. And we were able to get a better result than the industry. And when it comes to, you could say rare earths like gold, iron...
...There have been a couple of macro risks in the industry, specifically on rare-earth magnets and the ABS mandate. Now on both, we have our own unique solution because the company is vertically integrated and does all of its technology development in-house. So on rare-earths, we actually have a dual strategy of managing through alternate suppliers for magnets, and also coming...
...I think with the relation of the magnets and things like rare-earth, really, we can't be the right people to guide you. But Anurag, Pankaj, if you want to if you can add some more color. Pankaj Mital: You very rightly said, sir, that there would be certain uncertainties and we do expect that there will be solutions to those issues at...
...Conceptualising a next-generation, AI-ready facility on the Neyveli ecosystem Pre-feasibility Stage 2 Rare Earth Extraction: Landmark BARC pilot to extract Rare Earth Elements from fly ash Under Review/Collaboration Stage 3 Surface Gasification: Lignite to Methanol Implementation Underway Stage 4 Green Hydrogen: Setting up a Green Hydrogen Project with an input of 4 MW Solar Pilot Partnership: ...
...As per the news, if this rare earth and magnet issue gets resolved, I think the Q4 should be, again, normal. That is why we still believe that we will cross the last year's number, in spite of all the odds against us. Moderator: The next question is from the line of Yash Agarwal from Nirmal Bang. Please go ahead. Yash Agarwal: First...
...What revenue may be generated by 100 kg per day, from rare earth processing? Saiyyed Owais Ali: It will be near about INR57 crores to INR58 crores per year definitely from the rare earth. Vaibhav Jain: And sir what may be the margin on rare earth? Saiyyed Owais Ali: EBITDA will be near about like from 36% to 40% like between 36% to 40...
...For the rare earth, the key challenge boils down to the fact that China has banned the export of heavy rare earth magnets, which leaves a few possible options for anybody. Either you partly assemble your motors in China and don't import magnets, or you move production to heavy rare earth free magnets, which are rare earth magnets, or you move away from...
...So, another question is, as we know, the rare-earth element got some issues. So, can you tell me which were the major product lines that got affected due to rare earth element issue? Arjun Jain: Yes. So, primary product line that got affected as a result of the issue was the powertrain product line and really the traction motor that we produce. Of...
...Some of the customers I recently interacted with, said, okay, even if there is no incentive, they can't depend only on China because of what they did in Anode and Rare Earth. So, they definitely want to have a backup supplier. But will we be the backup supplier or will we be the main supplier? Also depends on all the policy frameworks which...
...That is primarily because you would have heard in the media about the shortage of rare earth magnet primarily due to the restriction of rare earth magnet from China. It had headwinds during Q1 and we expect the headwinds to continue in Q2 also. There have been uncertainties in the market in terms of the model mix change with the various OEMs. PRICOL has...
...SGEM announced the signing of a Technology Licensing Agreement for the development and manufacturing of rare earth/permanent magnet free Motors in India. Through the introduction of a mature and commercially viable rare earth magnet-free technology, SGEM will secure the first mover advantage in this crucial emerging segment. The Licensing Agreement will enable SGEM to offer its customers an alt...
...Of course, it means alternative sourcing from beyond China also, but also seeing wherever possible we can avoid rare earth. I think all these options are being looked into. So hopefully we should not be affected because of the rare earth inventory issue that is going on. The next question is how much is the increase in discounts on quarter-on-quarter basis? As...
...6 # One-time provision of INR 5,939 million to account for the New Labour Codes, which translates to ~125 bps Financial Analysis of Q3FY’26w.r.t.Q3 FY’25 Keyreasons for marginmovement Negative Factors ◼Adverse commodity prices and unfavourable foreign exchange movement ◼Adverse impact due to Rare Earth Element (REE) supply issues ◼One-time provision on account of the New Labour Codes...
...First and foremost, I think I just have to bring in the rare earth materials color now because in the first quarter, we had that issue in those products. So there is a bit of a problem on production because those are all performance platforms. In the performance platform, rare earth materials were used in gear sensors, in alternators and other areas. So we...
...19:03 He's asking, are we exploring anything on rare earth minerals? 19:08 Rare earth is something very, I think quite in trending right now in, in the Indian markets because of the China dominance. 19:17 And the media has been quite showing a lot of spotlight on this particular area. 19:23 But there's not much clarity from the...
...In terms of the semiconductor dependence that is coming from Alps Alpine, our JV partner, Alps Alpine is covering all the risks in terms of the rare earth thing because Japan and the rare earth factory of the world China, they already have sourcing arrangements. So we are adequately covered to that extent. Rest of the other products do not require rare earth right...
...As you know, that industry is going through issues of rare earths, and that's Neodymium, which is being used in the permanent magnet. Therefore, any sensor which uses permanent magnet is under threat now. Now we have got 2 solutions for throttle controls on that. One is without neodymium, without rare earth, right magnet. And the second solution is on-magnetic soluti...
...But yesterday, we may see some kind of updates in news that for a rare earth magnet, OEMs are now looking for certain low-constitute kind of rare-earth magnets, especially from a two-wheeler segment. That is what yesterday some commentary, some update also came from some OEMs. So, with regards to certain things are even policymakers or OEMs are also doing some...
...We don't do Rare Earth Magnets. We don't have access to any raw materials. Of course, for doing Rare Earth, you'll have to make some process changes, like heat treatment, etcetera, which we can evaluate, but we have no access to Rare Earth raw material. So all our magnets are non- Rare Earth. But even there, we are facing a lot...
...In terms of the rare earth magnets, so what has happened is once that constraint sort of came, a lot of magnets, what we have tried to do is we have tried to localize. We tried to substitute the rare earth magnets with injection molding magnets and customers have been very, very supportive in terms of building alternate and testing and doing validation for...
...We have also been able to mitigate the nonavailability Shriram Pistons & Rings Limited November 07, 2025 Page 4 of 19 of rare earth magnets by alternate sourcing methodologies and maintaining our production run and also working on various newer technologies, which will give us a substitution to the rare earth magnets. The progress of commissioning of our new facility at Coimbatore f...
...Sir, I wanted to understand regarding our synthetic rutile segment, because, as we understand that another player Cochin Minerals, as well as some Kerala rare earth and all so there is an issue with ilmenite. So, I wanted to understand how is our raw material sourcing for this product, and do we make the same product as these other the players? Pradipto Mukherjee: I...
...India’s Positioning Energy Security Automotive Market Economy 1 2 3 4 5 •India’s GDP growth •Multipolar alignment *(SC, Energy, RE, Battery) •AI capability trajectory *HRE-Heavy Rare Earth, SC –Semi Conductor, RE- Rare Earth 16 BoschLimited| AnnualInvestorsMeet Key India imperatives Internal| SO/OPM33-IN | 2024-08-27 © Bosch Global Software Technologies Private Limited 2024. All rights reserve...
...The company will explore the potential investment and acquisition opportunities in the Lithium Mining and rare Earth Element (REE) mining sectors both in India and Overseas and mining of metals such as Iron Ore which are critical for India and Global Infrastructure Expansion. 2. Considered and approved to pursue acquisition of mines in Indonesia with integrated infrastructure with...
...Cr.) 494561 785Cash & Cash Equivalent 3553 43Short Term Debt 60 -Long Term Debt 9553 43Total Debt 400508 742Net Cash 1,4351,406 1,442Total Equity BUSINESS UPDATE 18 Q1 Highlights & Key Updates Greaves Engineering 19 • Manufacturing of L3 motors being commercialised • Partnered with Chara Technologies to develop rare-earth-free motors offering 50% energy savings and a 30% CO₂cut. Project in ...
...Producing rare-earth free motors, so can you throw a light on that, that when will with with the the production comments? Shashikanth Suryanarayanan 1:02:03 Yeah, so, so first of all, there used to be, there seems to be some big distance for rare-earth free, rare-earth free. Every every ice two-wheeler already has an rare- earth free, ferrite-based...
...MM Forgings Limited November 17, 2025 Page 4 of 18 In the meantime, its strength on designing motors ground up has come to the fore and is a tremendous use when we are looking at motors with light rare earth magnets or even ferrite or other types of motors, which do not require magnets at all. So Abhinava Rizel is able to move forward...
...The rare earth -- heavy rare earth situation is evolving. We are covered in the short run for both ICE and EV and continue to work on other alternatives. Supplies normalized for us during the quarter. As we continue to strengthen our leadership and capabilities across the organization, I am happy to introduce Ms. Kausalya Nandakumar, who joined us as the Chief Business Officer for...
...My question is regarding that rare earth magnet, you are telling that you will import the motor from China once it is not getting from China rare earth magnets, then what will be the impact on your margins? Can you tell me? Delta Autocorp Limited June 04, 2025 Page 13 of 23 Ankit Agarwal: Yes. Thank you so much, Jaydeep, for your question. So...
...However, supply constraints on rare earth magnets from China remain a key risk factor to monitor for the sector. Now let me take you through the operational highlights for our Company during Quarter 1: We began the financial year on a strong strategic footing by securing lifetime orders worth Rs. 86 crores, including Rs. 11 crores from EV programs. PPAP Automotive Limited August...
...Do we have plans to start manufacturing specialty fertilizer in a big way in India and capture the market leadership here as well? And secondly, on rare earth minerals, sir, do we have any plans to enter the space of rare earth mineral extraction? S. Sankarasubramanian: Thank you. Very insightful question. Both are very, very relevant. We are equally concerned on the supply of...
...So my first question is, as government is exploring the capabilities and looking to become self-reliant in rare earth production. So, what is our scope going forward in it? I mean do we have any scope in this line? Prayasvin Patel: We have not explored any rare earth situation as far as we are concerned. So, we are into our own traditional equipments...
...Rare earth, we don't use much. So therefore, I don't think we have any impact of rare earth on our turbines. So therefore, we are completely insulated from the so-called geopolitical issues of rare earth to be supplied and not supplied. It will not impact us. Moderator: We'll take that as the last question. I would now like to hand...
...And lastly on the rare earth metals side, are we seeing any challenges to our customers because of unavailability of rare earth metals? Management: So, rare earth eventually there is some exposure on the EV side only and EV as right now is fairly small component of the industry. So, we are not seeing any major impact specifically around it right now. Garvit Goyal...
...So, my first question was on rare earth impact. So, are we seeing our customers delaying their production plans and as a result, we are getting impacted? And was it also the reason for H-One revenues to be not in line with previous year? Sumedh Badve: So, firstly, on the rare earth impact we cannot comment on our customers behalf. But as we...
...Last question – I think we are running out of time – is on the other product like Monoglyme, our rare-earth chemical. Where are we on all those? Tatva Chintan Pharma Chem Limited November 02, 2023 Page 15 of 16 Chintan Shah: Rare-earth chemical extraction products we supplied during this quarter. That supply has happened. We are waiting for my customers’ customer approval now...
...We were talking about lithium mining and rare earth mining. In India also we have at Degana in Kashmir cannot we get it on nomination basis. Amitava Mukherjee: No, let us be very clear that NMDC is not interested in rare earth that is a separate ball game altogether it is a conscious decision that we have set and not. Rajesh Bhandari: And what...
...1 position in ignition systems for the last three years; outpaced industry growth during the quarter •Won “Excellence in Innovation” award from Generac USA •Secured new premium business in high-efficiency systems and flywheel magneto •Supply-side headwinds continue due to China’s export licensing on rare earth magnets •Automation is intensified to optimisemanufacturing cost as long-term operati...
...So just wanted to understand what your thinking is based on the latest updates on the processes that are being followed and the negotiations between the Indian government and Chinese government on the rare earth metal supplies given that China controls almost 90% supplies? Rakesh Sharma: Well, there is no particular negotiation. The process for declaration and certification that the rare earth ...
...Position India as Global Hub | Infrastructure status to DCs | Single window clearance ▪7 High Speed Rail Corridors | ~4000km | 16k Cr investment ▪Dedicated Freight Corridor | 2,052 km corridor connecting Dankuni to Surat ▪Proposed ~5k Cr per City Economic Regions over 5 years to modernize urban infra ▪ECMS 8 | ~22k Cr -> 40K Cr, Make in India push ▪Dedicated Rare Earth corridors & National S...
...2000 Cr - Mega Developments Across Key Subsidiaries (3/3) Simon India Partnerships Orders under Execution Digital-First EPC Leadership ~95 Cr •Secured copyright for Proton SI (Project Control Platform) NML Jamshedpur (Rare Earth Extraction) IIT Bombay (Carbon Capture Utilisation & Storage) ISM Dhanbad (Catalyst Development) Global technology Licensors in fertiliser space ZEBPL Outlook Zuari ...
...Solar panel An increase in end-of-life solar panel scrap will enhance the recovery of valuable components such as aluminum, glass, plastic, silver, and rare earth metals, driven by India’s renewable energy push, aging panels, and rising sustainability focus among domestic companies. Long-term growth strategies Joint venture Joint venture with a reputed scrapyard company to set up a recycling pl...