Lords Chloro Alkali Ltd
Lords Chloro Alkali Q2 FY26 earnings call: Revenue & Margins
Q2 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
Lords Chloro Alkali plans to increase caustic soda capacity from 300 TPD to 400 TPD within the next year, with expected commissioning in Q3 FY26. Lords Chloro Alkali expects stable to slightly increasing revenues in the near term, with INR400+ crores EBITDA projected for the current year based on stable prices and ~80-85% capacity utilization (Page 16).
From Lords Chloro Alkali Ltd's Q2 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Lords Chloro Alkali plans to increase caustic soda capacity from 300 TPD to 400 TPD within the next year, with expected commissioning in Q3 FY26.
- Revenue for the next three quarters is expected to remain stable around INR 100 crores per quarter until new capacity comes online.
- Post-capacity expansion, sales/revenue are projected to increase with the expanded capacity utilization.
- The company aims to grow by focusing on caustic soda and allied chemicals rather than diversifying into new high-value products currently.
2 more points management made on revenue & sales performance
Profitability & Margins
See what Lords Chloro Alkali Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Lords Chloro Alkali Limited announced a further capex of INR 165 crores including:
- Expansion of caustic soda capacity from 300 TPD to 400 TPD (total installed capacity post-expansion: 360 TPD after shutting down a 40 TPD Ode plant).
- Addition of sulfuric acid production for product diversification and steam generation to reduce boiler costs.
- Installation of an additional 21 MW solar power plant to increase renewable energy mix to 40%-50%.
- Total capex planned between FY 2024 to FY 2028 is roughly INR 355 crores.
- Ongoing/current projects include CPW capacity expansion from 50 TPD to 100 TPD and a 10 MW wind-solar hybrid supply agreement.
2 more points management made on capital expenditure plans
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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
See what Lords Chloro Alkali Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
2 more points management made on order book & pipeline
Lords Chloro Alkali Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹98 Cr, net profit ₹4 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Lords Chloro Alkali Ltd's management said in earlier quarters
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Frequently Asked Questions
What were Lords Chloro Alkali Ltd Q2 FY26 results?
Lords Chloro Alkali plans to increase caustic soda capacity from 300 TPD to 400 TPD within the next year, with expected commissioning in Q3 FY26. Lords Chloro Alkali expects stable to slightly increasing revenues in the near term, with INR400+ crores EBITDA projected for the current year based on stable prices and ~80-85% capacity utilization (Page 16).
What is Lords Chloro Alkali Ltd share price analysis?
Lords Chloro Alkali Ltd currently shows a neutral. The stock trades at a P/E of 12.4 with a market cap of ₹409 Cr. Investors should review the full earnings analysis for detailed insights.
Is Lords Chloro Alkali Ltd planning capital expenditure?
Lords Chloro Alkali Limited announced a further capex of INR 165 crores including: - Expansion of caustic soda capacity from 300 TPD to 400 TPD (total installed capacity post-expansion: 360 TPD after shutting down a 40 TPD Ode 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.