Lloyds Metals and Energy Ltd — earnings calls
2 quarters summarised from transcripts filed with the exchange, every statement cited. Newest first.
Lloyds Metals and Energy reported standalone revenue of INR5,413 crores for Q1 FY27, up 127% year-on-year, with EBITDA of INR2,120 crores and an EBITDA margin of 39.2%, which management said was its best-ever margin. The company commissioned its second pellet plant in May 2026 and reached 100% capacity utilization within four months, while Thriveni Earthmovers reported revenue of INR2,672 crores, up 63% year-on-year, with EBITDA margins of 24.63%. Management also discussed capex plans, progress on the copper and steel projects, and ongoing renegotiation of Chemaf-related debt.
Lloyds Metals and Energy reported standalone Q4 FY26 total income of INR4,977 crores, up 310% year-on-year, with EBITDA of INR1,679 crores and PAT of INR1,066 crores. Full year FY26 total income was approximately INR13,838 crores with EBITDA margin of 33.77%, driven by higher iron ore, pellet and DRI volumes and a rising share of value-added products. Management also discussed the commissioning of the Surya copper plant in Congo, the acquisition of a 49% stake in CHEMAF Group, and outlined FY27 production guidance across iron ore, pellet, DRI and the new wire rod mill.