Synopsis:
Hindustan Copper, India’s only vertically integrated copper producer, is expanding into lithium through its KABIL joint venture acquiring assets in Argentina, while Coal India, the world’s largest coal producer, is exploring a 50:50 partnership with Argentina’s YPF for lithium mining and production, marking both PSUs strategic push into critical energy minerals amid India’s clean energy transition.
With India accelerating its push toward clean energy, investors are turning to PSU-backed lithium ventures shaping the nation’s battery ecosystem. Focusing on these emerging stocks in 2025 offers exposure to the strategic mineral driving EV growth, energy independence, and long-term value creation for both investors and industry stakeholders.
Lithium has emerged as a vital element for modern energy solutions, thanks to its exceptional electrochemical properties that make it a cornerstone in energy storage and clean energy technologies. According to the IMARC Group, the global lithium market is projected to reach USD 4.92 billion by 2033, registering an impressive compound annual growth rate of 21.12% between 2025 and 2033. This rapid expansion reflects the increasing demand driven by electric vehicles, renewable energy infrastructure, and advanced battery systems.
Following is a list of 2 companies that are on track to benefit from the booming lithium market, with plans to enter mining operations soon. These players are worth keeping on your watchlist as the lithium industry continues its strong growth.
1. Hindustan Copper
Hindustan Copper, a government-owned enterprise, is India’s only vertically integrated copper producer. It undertakes copper ore mining and oversees the entire value chain, from beneficiation and smelting to refining and manufacturing downstream products such as continuous cast copper wire rods.
Hindustan Copper Limited’s stock, with a market capitalisation of Rs. 32,303 crores, fell to Rs. 333.45, hitting a low of up to 3.71 percent from its previous closing price of Rs. 346.30. However, the stock over the past year has given a return of 14.5 percent.
Hindustan Copper is part of a joint venture called Khanij Bidesh India (KABIL), along with NALCO and MECL. Through KABIL, Indian public sector companies have bought lithium mining assets in other countries, including five mines in Argentina, where exploration work for lithium is currently in progress.
Operations at the Grasberg mine in Indonesia, the world’s second-largest copper mine, have been suspended. This stoppage has driven copper prices on the London Metal Exchange to their highest point in the last 15 months. This has made the company even more attractive recently.
In Q1FY26, the company reported revenue of Rs. 516 crore, up 4.5% YoY from Rs. 494 crore in Q1FY25, but down 29.4% QoQ from Rs. 731 crore in Q4FY25. Over the past three years, sales have grown at a CAGR of 4% with ROE posting a robust 16% CAGR.
Net profit for Q1FY26 stood at Rs. 134 crore, rising 18.6% YoY from Rs. 113 crore and declining 28.3% QoQ from Rs. 187 crore in Q4FY25. The company’s three-year profit CAGR is 7%, reflecting consistent earnings expansion despite quarterly fluctuations.
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2. Coal India
Coal India, a public sector enterprise, is the world’s largest government-owned coal producer. It accounts for nearly 80–84% of India’s domestic coal output and supports about 55% of the nation’s total power generation, making it a pivotal force in India’s energy landscape.
This public sector company, is planning to enter the lithium mining business. As per a report in Businessline, it is exploring a 50:50 partnership with Argentina’s YPF to work on lithium exploration, mining, and commercial production in the country.
Coal India Limited’s stock, with a market capitalisation of Rs. 2,41,702 crores, rose to Rs. 393.45, hitting a high of up to 0.6 percent from its previous closing price of Rs. 391.10. Furthermore, the stock over the past year has given a negative return of 17.25 percent.
The company reported revenue of Rs. 35,842 crore in Q1FY26, down 5% QoQ from Rs. 37,825 crore and 2% YoY from Rs. 36,465 crore. Over the last three years, sales have grown at a CAGR of 9%, supported by strong operational scale.
Net profit stood at Rs. 8,734 crore in Q1FY26, falling 9% QoQ from Rs. 9,593 crore and 20% YoY from Rs. 10,944 crore. Despite the quarterly and yearly decline, profit has delivered a robust 3-year CAGR of 27%, with ROE rising at 49% CAGR over the same period.
Written By Fazal Ul Vahab C H
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