LLOYDSME Q1 FY27 Earnings Call Transcript Released
Lloyds Metals and Energy Limited reported Q1 FY27 consolidated revenue of ₹7,354 crores, more than tripling year-on-year. Standalone revenue was ₹5,413 crores, up 127%. Standalone EBITDA margins hit a record 39.2%. The company achieved a market capitalization of ₹1,00,000 crores. Key projects include a BHQ plant by March 2028 and copper division development with $300 million capex.
The results include record revenues, EBITDA, and margins, along with the achievement of a major market capitalization milestone. Discussions on future projects like copper and steel plants suggest significant future growth potential.
The announcement details record financial results, significant operational achievements, and positive future project developments, indicating strong company performance and outlook.
Lloyds Metals and Energy Limited has released the transcript of its Q1 FY27 earnings conference call, which was held on August 11, 2026. The call featured management including Managing Director Mr. Rajesh Gupta and CFO Mr. Riyaz Shaikh, alongside representatives from Nomura, who hosted the event.
During the call, the company highlighted significant achievements, including crossing a market capitalization of ₹1,00,000 crores. Revenue for Q1 FY27 stood at ₹7,354 crores on a consolidated basis, more than tripling year-on-year. On a standalone basis, revenue was ₹5,413 crores, a 127% increase year-on-year. EBITDA reached ₹2,120 crores consolidated and ₹1,527 crores standalone, with EBITDA margins at an all-time high of 39.2% on a standalone basis. This margin expansion was attributed to the commissioning of a slurry pipeline, leading to lower logistics costs, higher realizations across products, and a better product mix with increased contribution from value-added products like pellets.
The company also reported strong operational performance. Pellet production reached 1.69 million tons, achieving 100% capacity utilization for the second plant within four months of its commissioning in May 2026. Iron ore production was 6.05 million tons, and DRI sales volume stood at 183,920 tons. Thriveni Earthmovers, a subsidiary, reported Q1 FY27 revenue of ₹2,672 crores, up 63% year-on-year, with EBITDA at ₹658 crores.
Discussions also covered ongoing projects, including the BHQ beneficiation plant, expected to be commissioned by March 2028, and the development of the copper division, with a total capex of approximately $300 million planned over the next nine months for a JV asset, expected to be operational by Q1 FY28. The company is also evaluating further projects with Tata Steel, including MDO contracts and slurry pipelines.
Capex for FY27 is projected at ₹3,005 crores, with a total capex of ₹11,000-₹11,500 crores anticipated over the next two years, and potentially higher in the third year. The company also mentioned ongoing studies for the copper project in PNG and potential expansion of its steel plant capacities.
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