LLOYDSMENSELloyds Metals And Energy LimitedHighNeutral
Announced Mon, 30 Mar · 18:37 IST

Intimation regarding Notice of Postal Ballot

Strategic Transactions View source PDF

LLOYDSME · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
+9.0%1-day move
₹1271.00
prior close
₹1315.10
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
+1.9+1.4+1.5+0.2+9.0+13.3+13.4+16.8+16.9+18.0+32.8+41.8+43.8+41.3
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AI summary

Lloyds Metals is seeking shareholder approval via postal ballot for a material related party transaction with its 75.62% subsidiary Thriveni Earthmovers and Infra Private Limited (TEIL) for FY2026-27, valued at Rs. 15,820 crore. The transaction is 235% of the company's FY25 consolidated turnover of Rs. 6,721 crore, and includes purchases, sales, services, loans/advances (Rs. 2,000 crore), and corporate guarantees (Rs. 6,000 crore). TEIL became a subsidiary only in July 2025, and prior FY25 transactions were nil. The company's Managing Director Mr. Balasubramanian Prabhakaran is also Chairman and Director of TEIL. E-voting runs from March 31, 2026 to April 29, 2026, with results to be declared within two working days.

Likely market impact

This is a routine corporate governance step to comply with SEBI's related party transaction rules since the proposed value exceeds the materiality threshold. The large guarantee component (Rs. 6,000 crore) to a recently acquired subsidiary with negative profit after tax may raise investor questions about risk exposure, though the transactions are framed as arm's length and in the ordinary course of business.