| Revenue growth | Q2 +17.34% YoY; H1 +11.69% |
|---|---|
| Margins | Q2 EBITDA margin 16.29%, down 464 bps YoY |
| Demand visibility | Domestic demand and global price increases cited |
| Management confidence | Upbeat on growth and cost discipline; no numeric guidance |
Growth
Q2 revenue +17.34% YoY to ₹115.40 Cr; CPW volumes +40.38%, caustic lye +9.24%. H1 PAT +23.01% to ₹23.97 Cr.
Outlook
100 TPD caustic soda expansion ~Q4 FY27; 50 TPD CPW; capex ₹165 Cr FY26–27; 37 MW captive solar; 40–45% renewables targeted.
Risks
Caustic soda realisations moderated; Q2 EBITDA margin fell to 16.29% from 20.93%. Debt-to-equity 0.67 (Mar'26); borrowings rising.
Last quarter's promises, checked
Partly delivered
- 21 MW solar commissioning by mid-Jun'26 → 37 MW captive solar still listed as future guidance, commissioning unconfirmed (= PARTIAL)
- Renewables 40–45% of power → still 'targeted', not reported (= PARTIAL)
- Q4 margin (14.03%) to catch up in coming quarters → Q2 FY27 margin 16.29% (= PARTIAL)
Missed
- Lye realisations rising QoQ, momentum to sustain → caustic prices moderated; Q2 EBITDA margin 16.29% vs 20.93% (= MISS)
- CPW expansion 50→100 TPD → current call cites expansion to 50 TPD only, scope unexplained (= MISS)
Investor Presentation filed with NSE, NSE: LORDSCHLO. Summary written with AI assistance from the document.
Lords Chloro Alkali Ltd: key numbers
- Share price
- ₹136.51
- Market cap
- ₹391.1 Cr
- Revenue (annual)
- ₹390.1 Cr
- Net profit (annual)
- ₹28.49 Cr
- P/E (TTM)
- 11.9×Sector 33.6×
- 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 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.
Lords Chloro Alkali Annual General Meeting
Lords Chloro Alkali held its 47th AGM on September 11, 2026. Resolutions on financials, director appointments, borrowing limits, and an ESOP scheme were considered.
Lords Chloro Alkali Production Started
Lords Chloro Alkali Ltd has commissioned a 14.5 MW (AC) captive solar power plant with BESS in Rajasthan. The project increases the company's renewable energy capacity.
- solar power plant capacity
- 14.5 MW