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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 volume expansion and operational leverage. Strategy focuses on renewable energy integration to reduce power costs.

Highlights
Revenue growth44.62% YoY for FY26; 22.3% for Q4 FY26.
MarginsEBITDA margin at 16.89% (+747 bps); Q4 impacted by power costs.
Demand visibilityStrong domestic demand from aluminum, paper, textiles, and pharma sectors.
Management confidenceHigh; 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)
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
₹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.

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