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NSE:LLOYDSME

LLOYDS METALS N ENERGY L

Metals & Mining › Minerals & Mining·NIFTY 500NIFTY LARGEMIDCAP 250NIFTY MIDCAP 150NIFTY MIDSMALLCAP 400+5
₹1,775.00
at close · 28 Oct 2026
▲ 0.00 (+0.00%)
ThemesGreen Hydrogen· mention

Latest filings

  1. USD 130 million secured notes approved at SOFR plus 450 basis points · Fund Raising
  2. LMEL signs agreements for minimum 26% stake in three Amplus firms · Strategic Transactions
  3. Postal ballot approves director appointment and loan-to-equity conversion · Board & Shareholder Meetings
All filings ↓
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Snapshot

What the business is, and whether it's a good one at a fair price.

AI · written from filings

Mines iron ore and runs mine-development-and-operation (MDO) contracts for coal, with Mining contributing 69.9% of FY26 segment revenue at INR 10,301.61 cr. The second segment is steel and related value added products at 30.1% of segment revenue (INR 4,443.62 cr), covering DRI, pellets and downstream steel. Iron ore output reached 21.96 million tons in FY26, up from 10 million tons the prior year, and the pellet plant at Konsari produced 3.03 million tons in 9 months, reaching 100% utilisation within 4 months of commissioning. The company entered copper in FY26 via commissioning the Surya mine and a 49% stake in DRC-based Chemaf, targeting 100,000 tons of copper over 3–5 years. The largest cost line is other operating expenses at 45.9% of revenue, with materials at 12.7%, while capex runs at 58.2% of revenue as the company expands iron ore, pellets, DRI, a wire rod mill, BHQ beneficiation and copper.

Revenue mix · reported segments
Mining69.9%
Steel and related value added products30.1%
Operating scale
FY27 iron ore production guidance
26 million tonsFY27
Pellet capacity at Konsari
8 million tons per annumFY26
Wire rod mill capacity at Chandrapur
1.2 million tonnesFY26
Q1 FY27 DRI output
182,460 tonnes (+131% YoY)Q1 FY27
Surya copper output
2,754 tonnesQ1 FY27
BHQ beneficiation Phase 1 design
30 million tons input / 12 million tons outputtargeting Dec 2027
Who pays it
Steel mills, pellet plants, DRI and value-added steel buyers, coal MDO clients, copper buyers
Biggest cost
Other operating expenses (logistics, contractors) at 45.9% of revenue
Kind of business
Asset-heavy, cyclical minerals and metals with vertical integration into steel and new copper exposure
Where it sits
Industrial minerals miner integrating into pellets, DRI, wire rod and copper; FY26 iron ore output of 21.96 MT after a 120% scale-up
Market Cap
₹99,915 Cr
P / E (TTM)
20.1×
EV / EBITDA
14.0×
Div Yield
0.05%
Growth
132.2%▲
Revenue 5y CAGR
PAT +687.0% · EBITDA +190.2%
Quality
19.4%▲
ROCE (5y median)
ROE 22.6% (5y median) · margin 37.0%
Leverage
1.43·
Debt / Equity · moderate
Net debt ₹18,259 Cr
Revenue FY21→FY26
67.5×▲
Margin +22.3 pts
₹253 Cr → ₹17,113 Cr
Cash conversion
0.83×·
Operating cash ÷ profit · 5 yrs
₹5,233 Cr on ₹6,330 Cr
Moves on a normal day
1.26%·
Median daily move
Last 267 sessions · the yardstick for filing-day moves
Where it sits among 13 Industrial Minerals peersBar = share of peers beaten · tick = industry median · latest reported figures
P/E (TTM)#6/9
P/B#12/13
ROCE#3/14
ROE#1/13
Debt / Equity#13/13
EBITDA margin#3/13
Revenue growth#1/13
Profit growth#3/14

Scorecard

Measured from the filed financials, judged against its Industrial Minerals peers · as of FY26 — not investment advice

Strengths
Revenue compounding 132% a year over 5 years
Profit compounding 687% a year over 5 years
Returns on capital 19.4% (5-year median)
#3 of 14 in Industrial Minerals on the latest reported figures · up from 3.0% in FY21
Concerns
Carries more debt than its peers — 1.43× equity
higher than 100% of its 13 Industrial Minerals peers
Customers are taking longer to pay — 10 → 32 days of receivables
FY21 → FY26
EPS grew slower than profit — the share count rose (bonus or dilution)

Charts

How has the market priced it — with filings on the timeline?

LLOYDSME · price

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

Peers

How does it stack up on valuation, returns and growth?

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Financials

Quarterly & annual P&L, balance sheet, cash flow, ratios and segments.

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Ownership

Who owns it — and is the promoter stake clean?

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Common questions

Answered from LLOYDS METALS N ENERGY L's filed financials and exchange disclosures

What does LLOYDS METALS N ENERGY L do?

LLOYDS METALS N ENERGY L is a Minerals & Mining company listed on NSE and BSE, trading under the symbol LLOYDSME.

Is LLOYDS METALS N ENERGY L profitable?

Yes. Over the trailing twelve months LLOYDS METALS N ENERGY L reported a net profit of ₹4,921 Cr on revenue of ₹22,084 Cr.

Does LLOYDS METALS N ENERGY L pay a dividend?

Yes. The dividend yield is 0.05% at the current price. It paid out 1% of its profit as dividend in FY26.

Is LLOYDS METALS N ENERGY L debt-free?

No. It reported borrowings of ₹20,380 Cr on its 31 Mar 2026 balance sheet, or net debt of ₹18,259 Cr after cash. Debt stands at 1.43× equity. That is higher than 100% of its 13 Industrial Minerals peers.

Is LLOYDS METALS N ENERGY L expensive compared with its peers?

On trailing P/E, LLOYDS METALS N ENERGY L ranks 6 of 9 in Industrial Minerals — cheaper than 38% of them, against an industry median of 14.5×. This is a position, not a valuation judgement.

How much does the LLOYDS METALS N ENERGY L share price move in a day?

On a typical session LLOYDS METALS N ENERGY L moves 1.26% — that is the median absolute close-to-close move across its last 267 trading days. MarketPing measures each filing's price reaction against it.

Where can I track LLOYDS METALS N ENERGY L's announcements?

Every NSE and BSE filing by LLOYDS METALS N ENERGY L appears on this page, AI-summarised, alongside the price reaction that followed it. Follow the company to get each new filing on WhatsApp within minutes.

Figures are as last reported and may lag the latest filing. Not investment advice.