Lloyds Metals & Energy Ltd
Lloyds Metals & Energy Q3 FY26 earnings call: Revenue & Margins
Q3 FY26 earnings call: what management said on revenue, margins and capex.
The short version
FY '26 revenue guidance: INR 7,500+ crores - FY '27 revenue guidance: INR 10,000+ crores - Thriveni expects: - ~40% increase in external iron ore volumes in FY '27 - 15% growth in NTPC coa FY '26 revenue guidance: INR 7,500+ crores; FY '27 revenue guidance: INR 10,000+ crores (Page 18).
From Lloyds Metals & Energy Ltd's Q3 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- FY '26 revenue guidance: INR 7,500+ crores
- FY '27 revenue guidance: INR 10,000+ crores
- Thriveni expects:
- ~40% increase in external iron ore volumes in FY '27
- 15% growth in NTPC coal contracts
- Reduction in barytes operations by ~65% and Indonesian operations by ~25%
- Addition of gold and copper from Katanga area contributing to growth
- Iron ore volumes expected to reach 20+ million tons by FY '26 end, with robust Q4 volumes
- Odisha volumes forecasted to grow by nearly 40% YoY in FY '27
- Pellets production and DRI volumes to increase, supporting value-added product mix growth
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Profitability & Margins
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Capital Expenditure Plans
- Capex execution is on track and within approved budgets, focusing on pellet plant 2, DRI expansion, 1.2 million ton steel plant at Chandrapur, and the first module of the beneficiation (BHQ) plant.
- BHQ plant land procurement under control; engineering and equipment ordering completed; commissioning expected by December 2027.
- Slurry pipeline capacity to be increased from 10 million to 16 million tons; total cost approximated at INR 8,000 crores, with the first phase costing INR 2,000-2,500 crores.
- Pellet plant 2 commissioned in Q2 FY27; plans to increase capacities of both pellet plants to 10 million tons from earlier 8 million tons.
- 85 km slurry pipeline operational; plans underway for a second slurry pipeline connecting to Chandrapur, enhancing logistics and cost efficiency.
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Top-ranked in Minerals & Mining
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
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Lloyds Metals & Energy Ltd — Quarterly revenue & net profit
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 & Energy Ltd Q3 FY26 results?
FY '26 revenue guidance: INR 7,500+ crores - FY '27 revenue guidance: INR 10,000+ crores - Thriveni expects: - ~40% increase in external iron ore volumes in FY '27 - 15% growth in NTPC coa FY '26 revenue guidance: INR 7,500+ crores; FY '27 revenue guidance: INR 10,000+ crores (Page 18).
What is Lloyds Metals & Energy Ltd share price analysis?
Lloyds Metals & Energy Ltd currently shows a neutral. The stock trades at a P/E of 22.7 with a market cap of ₹107,999 Cr. Investors should review the full earnings analysis for detailed insights.
Is Lloyds Metals & Energy Ltd planning capital expenditure?
Capex execution is on track and within approved budgets, focusing on pellet plant 2, DRI expansion, 1.2 million ton steel plant at Chandrapur, and the first module of the beneficiation (BHQ) plant.
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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.