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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, driven by expanded capacity and shift toward renewable energy reducing costs.

Why this was an Alfa AlertNot a filter event. While growth was significant, management did not state a beat of specific prior numerical guidance.
Highlights
Revenue growth44.6% YoY growth for FY26.
MarginsFY26 EBITDA margin improved 747bps to 16.89%.
Demand visibilityStrong demand from aluminum, paper, textiles, and pharma sectors.
Management confidenceHigh, citing structural improvements and green energy transition.

Growth

FY26 Revenue up 44.6% to ₹393.1cr; PAT surged 360.9% to ₹28.49cr. Caustic soda volumes grew 29.7% YoY.

Outlook

Commissioning 21MW solar plant mid-June '26; total capex ₹315cr through FY28 to expand capacity to 360 TPD.

Risks

Grid electricity rate hikes and volatility in global sulfur prices impacting sulfuric acid project timelines.

Last quarter's promises, checked

Delivered

  • Guided H1 FY26 Revenue ~₹200cr → delivered ₹201cr (= BEAT)
  • Guided H1 FY26 EBITDA Margin ~20% → delivered 20.76% (= BEAT)
  • Guided FY26 Revenue ~₹400cr → delivered ₹393.1cr (= BEAT)

Partly delivered

  • Guided 40-45% renewable power by April/May 2026 → delivered 21MW plant commissioning mid-June 2026 (= PARTIAL)
Source

Earnings Call filed with NSE, 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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