| Revenue growth | 44.62% YoY for FY26; 22.3% for Q4 FY26. |
|---|---|
| Margins | EBITDA margin at 16.89% (+747 bps); Q4 impacted by power costs. |
| Demand visibility | Strong domestic demand from aluminum, paper, textiles, and pharma sectors. |
| Management confidence | High; citing landmark year and structural operational improvements. |
Growth
FY26 Total Income reached ₹393.1 cr (+44.6% YoY); PAT hit ₹28.49 cr (+360.9% YoY). Caustic soda volumes grew 29.7%.
Outlook
Ongoing ₹315 cr capex for caustic soda and CPW expansion. Targeted renewable energy share to reach 40-45% by June 2026.
Risks
Higher grid electricity rates from October 2025; global sulfur price volatility deferred sulfuric acid expansion plans.
Last quarter's promises, checked
Delivered
- Guided 100 TPD CPW expansion → Delivered 100 TPD capacity (= BEAT)
- Guided 300 TPD Caustic Soda → Delivered 300 TPD capacity (= BEAT)
- Guided ₹400 cr annual revenue → Delivered ₹393.1 cr (= BEAT)
Partly delivered
- Guided 40-50% renewable energy share → Delivered ~25% currently (= PARTIAL)
Missed
- Guided Sulfuric Acid addition → Deferred due to global price volatility (= MISS)
Earnings Call filed with BSE, 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.