| Management target | Revenue FY28 |
|---|
| Revenue growth | 14% YoY growth driven by volumes despite lower product realizations. |
|---|---|
| Margins | Resilient due to power cost reduction via 47MW solar capacity. |
| Demand visibility | Stable domestic demand; looking to exploit EU/UK FTA opportunities. |
| Management confidence | High; focusing on cost-leadership and pivot toward specialty chemicals. |
Growth
Revenue rose 14% YoY despite lower realizations, driven by a 9% volume jump in Caustic Soda and 40% in CPW.
Outlook
Management expects ₹550-600 Cr revenue for FY28 following the completion of ₹315 Cr capex by July 2027.
Risks
Continued global caustic soda price pressure and volatility in raw material costs like paraffin oil.
Last quarter's promises, checked
Delivered
- Guided 21MW solar live by mid-Jun'26 (37MW+10MW captive) → 47MW solar capacity reported (= BEAT)
- Guided power headwind to ease once solar live → power costs down ₹5 Cr QoQ despite higher output (= BEAT)
Partly delivered
- Guided renewable power share 40-45% → 40% (= PARTIAL, low end)
- Guided ₹315 Cr capex on track through FY27-28 → ₹315 Cr ongoing, completion by Jul 2027 (= PARTIAL)
Missed
- Guided caustic realizations improving QoQ, momentum to sustain → sharp caustic soda price erosion, continued pressure (= MISS)
Earnings Call Transcript filed with BSE, NSE: LORDSCHLO. Summary written with AI assistance from the document.
Lords Chloro Alkali Ltd: key numbers
- Share price
- ₹130.10
- Market cap
- ₹372.8 Cr
- Revenue (annual)
- ₹390.1 Cr
- Net profit (annual)
- ₹28.49 Cr
- P/E (TTM)
- 11.3×Sector 33.9×
- 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 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.
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.