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Earnings Call

Lords Chloro Alkali Earnings Call: Key Takeaways

Lords Chloro Alkali delivered record FY26 results with 44.6% revenue growth and 360.9% PAT surge, driven by volume expansion and renewable energy cost savings.

Highlights
Revenue growth44.62% YoY for FY26; 22.3% YoY for Q4.
MarginsFY26 EBITDA margin improved 747 bps YoY to 16.89%.
Demand visibilityStrong demand from aluminum, paper, textiles, and pharma sectors.
Management confidenceHigh; citing structural improvements and green chemical transformation.

Growth

FY26 Revenue: ₹393.1cr (+44.6% YoY); PAT: ₹28.49cr (+360.9% YoY); Caustic soda volumes grew 29.7% to 84,690 MT.

Outlook

₹315cr capex through FY28 to expand capacity to 360 TPD; targeting 40-45% renewable power share by mid-June 2026.

Risks

Higher grid electricity rates from Oct 2025; volatile global sulfur prices; ongoing geopolitical war situations affecting logistics.

Last quarter's promises, checked

Delivered

  • Guided ₹400cr revenue for FY26 → delivered ₹393.1cr (= BEAT)
  • Guided 40-45% renewable power share → delivered 40-45% target on track (= BEAT)
  • Guided EBITDA margin improvement from solar → delivered 747 bps YoY expansion (= BEAT)

Partly delivered

  • Guided ₹165cr capex for 3 projects → delivered ₹315cr total plan through FY28 (= PARTIAL)
Source

Earnings Call filed with BSE, NSE: LORDSCHLO. Summary written with AI assistance from the document.

Read the document ↗

Lords Chloro Alkali Ltd: key numbers

Share price
₹148.20
Market cap
₹424.6 Cr
Revenue (annual)
₹390.1 Cr
Net profit (annual)
₹28.49 Cr
P/E (TTM)
12.9×Sector 37.5×
Promoter holding
74.97%+0.00% QoQ
FII holding
0.01%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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solar power plant capacity
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