| Revenue growth | Standalone H1 +94% YoY; Q2 +62% YoY |
|---|---|
| Margins | Standalone H1 EBITDA 38.33%, +542 bps YoY |
| Demand visibility | Demand strong and buoyant; domestic momentum positive |
Growth
Standalone H1FY27 revenue +94% YoY to INR 95,449 Mn; EBITDA +126%; PAT +113%. Consolidated H1 PAT +132% to INR 27,909 Mn.
Outlook
FY27 volume guidance: iron ore 26 MnT, pellets 7.75-8 MnT, DRI 825 KT. Chemaf settlement may cut debt INR 53,151 Mn.
Risks
Chemaf copper faces high sulphuric acid, logistics and diesel costs, plus Surya high-grade ore shortage. Group net debt INR 199,168 Mn.
Last quarter's promises, checked
Delivered
- Pellet plant 2 commissioned as scheduled → commissioned May-26 (= BEAT)
Partly delivered
- FY27 standalone capex ~INR8,500 Cr → H1 INR6,052 Cr (= PARTIAL)
- Q1 EBITDA margin 39.2% 'can sustain' → Q2 37.22% (= PARTIAL)
Missed
- Chemaf debt restructuring completed in Q2 FY27 → still pending, 'may cut' debt INR 53,151 Mn (= MISS)
Investor Presentation filed with NSE, NSE: LLOYDSME. Summary written with AI assistance from the document.
Lloyds Metals & Energy Ltd: key numbers
- Share price
- ₹1,780.30
- Market cap
- ₹1,00,240 Cr
- Revenue (annual)
- ₹17,113 Cr
- Net profit (annual)
- ₹3,681 Cr
- P/E (TTM)
- 21.0×Sector 16.7×
- Promoter holding
- 61.61%-0.02% QoQ
- FII holding
- 1.93%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Lloyds Metals & Energy Ltd
All →Lloyds Metals & Energy Acquisition Worth ₹625 Cr
Lloyds Metals and Energy agreed to acquire Thriveni Earthmovers and Infra Private Limited for up to Rs 625 Crore in cash. The deal is expected to complete during FY 2026-27 in tranches.
- Value
- ₹625.0 Cr
- Execution
- FY 2026-27
Lloyds Metals & Energy Fund Raise
Lloyds Metals and Energy's board approved a fund raise, with the mode of financing yet to be decided. Investors should watch for the eventual issuance structure and size.
Lloyds Metals & Energy Capacity Expansion
Lloyds Metals and Energy board approved a new 360 MW thermal power plant at Konsari, Maharashtra. Completion is targeted for March 2029, subject to approvals.
- Execution
- Expected completion by March 2029, subject to regulatory and statutory approvals
- thermal power capacity
- 360.0 MW
Lloyds Metals & Energy Capacity Expansion: ₹3,240 Cr Investment
Lloyds Metals and Energy approved setting up a new 2 × 180 MW (360 MW) thermal power plant at Konsari, Maharashtra. Investment is Rs.3,240 Crore, with completion expected by March 2029.
- Value
- ₹3,240 Cr
- Execution
- Expected completion by March 2029, subject to regulatory and statutory approvals
- thermal power generation capacity
- 360.0 MW
Lloyds Metals & Energy Other Announcement
Lloyds Metals filed ACER's monitoring agency report on preferential warrant proceeds for the quarter ended September 30, 2026. It reports no deviation from stated objects and no major deviation.
Lloyds Metals & Energy Q2 FY27 Results: Net Profit ₹1,023 Cr, Up 85.7% YoY
Lloyds Metals & Energy Ltd reported revenue from operations of ₹5,672 Cr (+55.3% YoY) and net profit of ₹1,023 Cr (+85.7% YoY) for Q2 FY27.
- Key figure
- Net profit ₹1,023 Cr · +85.7% YoY