Lloyds Metals
Lloyds Metals Q1 FY27 earnings call: Revenue & Margins
Q1 FY27 earnings call: what management said on revenue, margins and capex.
Lloyds Metals Q1 FY27 key numbers
- Revenue
- Odisha volumes are forecasted to grow 39% year-on-year to 34-35 million tons in FY '27.
As stated in Lloyds Metals's Q1 FY27 earnings call transcript · published 25 Aug 2026. Reported figures, not investment advice.
The short version
Thriveni expects revenue growth from ramping up production at two mines in Odisha and scaling up gold and PB coal mining operations. Thriveni aims to sustain 28%-30% EBITDA margins for the full year despite interim cost pressures, confident of margin recovery as pass-throughs conclude and volumes scale.
From Lloyds Metals's Q1 FY27 earnings-call transcript · updated 16 Oct 2026.
Revenue & Sales Performance
- Thriveni expects revenue growth from ramping up production at two mines in Odisha and scaling up gold and PB coal mining operations.
- Odisha volumes are forecasted to grow 39% year-on-year to 34-35 million tons in FY '27.
- BHQ beneficiation plant commissioning by March '28 is expected to yield 16-17 million tons annually.
- Iron ore production to reach 26 million tons and pellet production around 8 million tons in FY '27.
- Approximately 2.4 million tons of iron ore and pellets will be consumed internally by FY '28 steel plants.
- Lloyds anticipates full production at the 26-55 million ton iron ore plant with associated revenue gains.
- Logistics fleet expansion with electric and LNG vehicles aims to improve EBITDA margins from 32% to 40%.
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Profitability & Margins
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Capital Expenditure Plans
- Capex guidance of around INR 11,000 crores for the next 2 years, increasing to between INR 15,000 crores and INR 20,000 crores in the third year.
- INR 8,500 crores capex planned this year for ongoing projects including the ISP in Konsari; INR 3,000 crores already spent in Q1.
- $300 million capex planned for foreign operations, mainly for copper projects in Congo and Papua New Guinea, to be spent within the current financial year.
- Investment for converting conventional equipment to electrical equipment, reducing high-cost debt, and funding subsidiaries for mining contracts (especially MDO contracts).
- The BHQ beneficiation plant scheduled for commissioning by March 2028 with expected 16-17 million tons annual output.
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Fundraising & Capital Structure
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What the Q1 FY27 call signalled
3 of 4 strong
Lloyds Metals — Quarterly revenue & net profit
Q1 FY27 figures are not in this chart yet. Latest shown: Mar 2026 (Q4 FY26). The Q1 FY27 numbers from the filing are in the analysis on this page.
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹4.9K Cr, net profit ₹1.1K Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Lloyds Metals & Energy Ltd's management said in earlier quarters
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Frequently Asked Questions
What were Lloyds Metals Q1 FY27 results?
Thriveni expects revenue growth from ramping up production at two mines in Odisha and scaling up gold and PB coal mining operations. Thriveni aims to sustain 28%-30% EBITDA margins for the full year despite interim cost pressures, confident of margin recovery as pass-throughs conclude and volumes scale.
What is Lloyds Metals share price analysis?
Lloyds Metals currently shows a moderate growth signal based on ranking data. The stock trades at a P/E of 21.9 with a market cap of ₹104,260 Cr. Investors should review the full earnings analysis for detailed insights.
Is Lloyds Metals planning capital expenditure?
Capex guidance of around INR 11,000 crores for the next 2 years, increasing to between INR 15,000 crores and INR 20,000 crores in the third year.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.