Board approves Pellet Plant capacity hike at Konsari to 5 MTPA each

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Price reactionminutes from the announcement price · days from the prior close

+10.2%Reaction day

₹1167.00

prior close

₹1255.00

announcement price

After-mkt

timing

Nifty Midcap 150market · index membership as recorded later (tracked since Jun 2026)+0.6%+9.6% vs market

Industrial Minerals peers, median of 12sector+1.2%+9.0% vs sector

On the reaction day the stock moved 9.6 pts more than Nifty Midcap 150 and 9.0 pts more than its Industrial Minerals peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.

Minutes after the announcementfrom the announcement price · no benchmark

Stock

+3.2

10m

+4.0

15m

+2.4

30m

+5.0

Sessions after the filingfrom the prior close

StockMarketvs marketSectorvs sector

Reaction day

+10.2+0.6+9.6+1.2+9.0

Next day

+8.2+0.3+7.9+0.4+7.7

+7.5+0.3+7.3-1.8+9.3

+7.6+1.8+5.8+1.2+6.5

+6.8+2.2+4.5+2.7+4.1

+4.9+2.3+2.6+1.6+3.3

+2.2+0.1+2.2-1.6+3.8

15d

+6.9+0.4+6.5-4.1+11.0

-1.0-4.0+2.9-10.7+9.7

+23.4-8.1+31.5-13.8+37.2

+54.4+1.3+53.1+2.6+51.8

UpDownMarket · Nifty Midcap 150Sector · Industrial Minerals peers, median of 12Pending

Minute windows have no benchmark: there is no intraday index history to compare against.

AI summary

Lloyds Metals board approved expanding Pellet Plants 1 and 2 at Konsari from 4 MTPA to 5 MTPA each via debottlenecking. In the same meeting, board approved Q3 FY26 standalone revenue of Rs. 3,875 crore (up from Rs. 1,693 crore YoY) and profit after tax of Rs. 888 crore versus Rs. 390 crore last year. The expansion aligns with steel value chain strategy and is expected to improve margins and profitability.

Likely market impact

Positive - capacity expansion supports volume growth and margins, backed by strong Q3 earnings that more than doubled year on year.