Lloyds Metals And Energy Limited has informed the Exchange about Presentation
LLOYDSME · price
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Lloyds Metals shared its Q1 FY26 earnings presentation highlighting strong operational and financial performance. Total Income stood at INR 24,084 Mn (flat YoY, up 99% QoQ), while EBITDA surged 12% YoY to INR 8,087 Mn with margins expanding 368 bps YoY to 33.58%. PAT grew 13.8% YoY to INR 6,346 Mn. Key milestones included commissioning of the 4 MnT pellet plant at Konsari, an 85 km slurry pipeline, and completion of the Thriveni MDO acquisition. The company also announced strategic stakes in Mandovi River Pellets (19.40%) and Brahmani River Pellets (49.99%), positioning itself as a top-2 pellet producer. Management provided multi-year production guidance targeting 25-26 MnT iron ore, 5-6 MnT pellets, and entry into steelmaking by FY27.
Strong margin expansion, aggressive capacity growth, and strategic acquisitions signal robust long-term value creation. Shareholders can expect higher volumes, backward integration benefits from Thriveni, and cost savings of INR 20,000 cr over 10 years, though the stock already trades near 52-week highs at INR 1,590.