| Revenue growth | 44.6% YoY growth for FY26. |
|---|---|
| Margins | FY26 EBITDA margin improved 747bps to 16.89%. |
| Demand visibility | Strong demand from aluminum, paper, textiles, and pharma sectors. |
| Management confidence | High, 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)
Earnings Call filed with NSE, NSE: LORDSCHLO. Summary written with AI assistance from the document.
Lords Chloro Alkali Ltd: key numbers
- Share price
- ₹137.00
- Market cap
- ₹392.6 Cr
- Revenue (annual)
- ₹390.1 Cr
- Net profit (annual)
- ₹28.49 Cr
- P/E (TTM)
- 11.9×Sector 35.5×
- Promoter holding
- 74.97%+0.00% QoQ
- FII holding
- 0.07%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Lords Chloro Alkali Ltd
All →Lords Chloro Alkali Earnings Call Transcript: Key Takeaways
Management is mitigating sharp caustic soda price erosion through aggressive cost-efficiency and record volumes. High renewable energy mix (40%) and captive solar are insulating margins against commodity cycles.
Lords Chloro Alkali Investor Presentation: Key Takeaways
Q2 FY27 income from operations ₹115.40 Cr (+17.34% YoY), PAT flat at ₹9.02 Cr. EBITDA margin fell 464 bps to 16.29% on lower caustic soda realisations. H1 PAT rose 23% to ₹23.97 Cr.
Lords Chloro Alkali Results Update
Lords Chloro Alkali reported Q2 FY27 Total Income of Rs. 115.51 crore, up 14.62% YoY, with PAT of Rs. 9.02 crore. Media release covers H1 FY27 highlights and a new 14.5 MW captive solar commissioning.
Lords Chloro Alkali Q2 FY27 Results: Net Profit ₹9 Cr, Up 0.0% YoY
Lords Chloro Alkali's board approved unaudited results for the quarter and half year ended September 30, 2026. Statutory auditors issued a limited review report on the results.
- Key figure
- Net profit ₹9 Cr · +0.0% YoY
Lords Chloro Alkali Board Meeting Date
Lords Chloro Alkali has scheduled its Board Meeting for 3 November 2026 to consider Q2 and H1 2026-27 un-audited results. The trading window remains closed from 1 October 2026.
Lords Chloro Alkali Other Announcement
Lords Chloro Alkali Ltd has submitted its quarterly shareholding pattern report. This disclosure details the equity distribution between promoter and public shareholders for the period ending September 2026.