LLOYDSME NSE filing

Lloyds Metals H1FY27 Standalone Revenue at ₹95,449 Mn, EBITDA at ₹36,583 Mn

The RealCase readHigh impact Positive

Lloyds Metals and Energy Limited reported H1 FY27 standalone revenue of ₹95,449 Mn and EBITDA of ₹36,583 Mn, with EBITDA margins at 38.33%. Consolidated revenue was ₹1,28,226 Mn and EBITDA was ₹45,956 Mn. The company incurred significant capex and maintained a net debt of ₹93,155 Mn (standalone) as of Sep 30, 2026.

Why it matters

The announcement details significant financial results, including revenue and EBITDA growth, which are material for investors. The presentation also covers operational performance and capex, providing a comprehensive update on the company's business.

The market read

The company reported strong year-on-year growth in revenue and EBITDA for both standalone and consolidated results, along with improved EBITDA margins. This indicates positive financial performance and operational efficiency.

Lloyds Metals and Energy Limited has released its Earnings Presentation for Q2 and H1 FY27. The company reported strong financial performance for H1 FY27 on a standalone basis, with Revenue from Operations reaching ₹95,449 Mn and EBITDA at ₹36,583 Mn. EBITDA margin stood at a robust 38.33%, marking a significant increase of 542 basis points year-on-year. This growth was attributed to operating leverage and improved product mix, driven by higher iron ore EC limits, faster ramp-up of the pellet plant, and improved sponge iron volumes.

On a consolidated basis, Revenue from Operations for H1 FY27 was ₹1,28,226 Mn, with EBITDA at ₹45,956 Mn. The consolidated EBITDA margin improved by 546 basis points year-on-year to 35.84%. The company also provided a Capex update, stating that it incurred ₹1,35,130 Mn during FY24-FY26 and ₹30,470 Mn/₹60,523 Mn in Q2FY27/H1FY27 respectively. The Net Debt position as of September 30, 2026, was ₹93,155 Mn on a standalone basis and ₹1,99,168 Mn on a consolidated basis.

The presentation also highlighted operational performance for Q2FY27 across various segments. Iron ore production volume was 3.95 MnT, and sales volume was 2.12 MnT, with a realization per tonne of ₹6,076. DRI sales volume stood at 160.60 kt with a realization of ₹31,040 per tonne. Pellet production was 2.11 MnT with a realization of ₹11,348 per tonne. The company is actively pursuing sustainability initiatives, including a diversified power mix, green pellets, slurry pipeline efficiency, clean energy on wheels, and R&D expenditure.

Filing to action

What to do with a filing like this

Lloyds Metals And Energy Limited filed this with the NSE as a statutory disclosure, categorised under quarterly results. It is a primary document, not a recommendation, and the desk marks it high impact, which is the band that most often changes something.

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Primary source

A plain-language summary of a public exchange filing by Lloyds Metals And Energy Limited. Read the original for the full detail.

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