Q2 FY26 results: Revenue up 28%, PAT rises 44% YoY; board okays 290-acre land deal

Revenue growth above 20%Profit growth above 25%Emphasis of matterResults View source PDF Explain this filing

LLOYDSME · price

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

-3.4%Reaction day

₹1320.00

prior close

₹1340.00

announcement price

After-mkt

timing

Nifty Midcap 150market · index membership as recorded later (tracked since Jun 2026)-0.3%-3.1% vs market

Industrial Minerals peers, median of 12sector-0.9%-2.6% vs sector

On the reaction day the stock moved 3.1 pts less than Nifty Midcap 150 and 2.6 pts less 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

-0.2

10m

-1.2

15m

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30m

-0.7

Sessions after the filingfrom the prior close

StockMarketvs marketSectorvs sector

Reaction day

-3.4-0.3-3.1-0.9-2.6

Next day

-2.6-0.3-2.3-0.7-1.9

-4.5+0.4-4.9-0.8-3.7

-5.5-0.2-5.2-1.9-3.5

-4.2+0.1-4.3-2.9-1.3

-4.5+0.1-4.6-3.8-0.7

-10.2-1.4-8.7-6.1-4.1

15d

-9.7-1.2-8.5-7.4-2.2

-2.5-1.2-1.3-7.7+5.2

-6.4-2.1-4.2-7.2+0.8

-9.6-2.3-7.3-11.1+1.5

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 reported strong H1 FY26 standalone numbers. Revenue from operations rose about 28% to Rs 4,983.81 Cr and profit after tax jumped about 44% to Rs 1,240.16 Cr versus H1 FY25. Q2 standalone PAT doubled to Rs 605.58 Cr from Rs 301.44 Cr a year ago. Board also approved buying about 290 acres in Gadchiroli for future expansion and a small 20 percent stake in LT Gondwana Skill Hub. Auditor gave an unqualified limited review on standalone, and on consolidated added an emphasis of matter on a step-down subsidiary s trade receivable of Rs 262.37 Cr pending NTPC reimbursement.

Likely market impact

Strong earnings growth and major land buy signal expansion; emphasis of matter on NTPC receivable is a watch point for investors.