Investor presentation
LORDSCHLO · price
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Lords Chloro Alkali reported strong FY26 results with total income of Rs. 393.10 crore, up 44.6% YoY, driven by higher caustic soda volumes (84,690 tonnes) and improved realisations amid healthy demand. EBITDA surged 159% to Rs. 66.38 crore with margin expanding 747 bps to 16.89%. PAT grew 5x to Rs. 28.49 crore. The company is integrating renewable energy (solar + hybrid) to reduce power costs from 51% of production cost (FY25) to 42% (FY26), targeting 40-45% renewable share in the short term and 80% medium-term. Ongoing capex of Rs. 165 crore (FY26-FY27) will expand caustic soda to 360 TPD, CPW to 100 TPD, and add 21 MW solar capacity by Q1 FY27.
The company is on a strong recovery trajectory with record operating profits, improving margins via energy cost transformation, and a disciplined capex programme funded through internal accruals and debt. The renewable energy push positions it as a differentiated green chemical player with competitive advantages in power costs.