Lloyds Metals And Energy Limited has informed the Exchange about Investor Presentation
LLOYDSME · price
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Lloyds Metals reported a strong Q1 FY26 with Total Income of INR 24,084 Mn (flat YoY, up 99% QoQ), EBITDA of INR 8,087 Mn (up 12% YoY, 188% QoQ), and PAT of INR 6,346 Mn (up 13.8% YoY). EBITDA margins expanded sharply by 370 bps YoY and 1046 bps QoQ to 33.58%, driven by cost rationalisation and better realisations. Key milestones achieved include commissioning of a 4 MT pellet plant at Konsari, completion of an 85 km slurry pipeline, receipt of EC for mining expansion to 26 MT, and the Thriveni MDO acquisition. The company announced strategic acquisitions — 19.40% in Mandovi River Pellets (INR 165 Mn) and 49.99% in Brahmani River Pellets (EV INR 14.95 bn at 100%). Forward guidance targets Iron Ore production of 22 MT in FY26 and 25-26 MT in FY27, with Pellet output rising to 5-6 MT by FY27.
Sharp margin expansion, aggressive production guidance, and strategic pellet acquisitions position the company for strong forward growth. Cost-saving initiatives projected at over INR 20,000 cr over 10 years should support sustained profitability, likely positive for shareholder sentiment.