Lords Chloro Alkali Ltd Q1 FY27 Results — Earnings Call Analysis
Published 21 Jun 2026 | Chemicals & Petrochemicals | Market Cap: ₹413 Cr
- Demand growth for caustic soda is expected at 5-6% nationwide, and 4-5% in North India, where Lords Chloro Alkali operates. - Lords Chloro Alkali expects continued strong volume growth driven by healthy demand in key end-user sectors (aluminum, paper, textiles, pharmaceuticals).
From Lords Chloro Alkali Ltd's Q4 FY26 earnings-call transcript · updated 21 Jun 2026.
Price
₹133
Market Cap
₹413 Cr
P/E Ratio
15.5
Revenue Rank
Margin Rank
How does Lords Chloro Alkali Ltd rank in Chemicals & Petrochemicals?
Compare Lords Chloro Alkali Ltd against every Chemicals & Petrochemicals company this quarter on revenue, margins and earnings-call signals.
Lords Chloro Alkali Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹98 Cr, net profit ₹4 Cr.
Full financials →📊 Revenue & Sales Performance
Rank 3- →Demand growth for caustic soda is expected at 5-6% nationwide, and 4-5% in North India, where Lords Chloro Alkali operates.
- →No new caustic soda capacity is expected in North India for the next 2-2.5 years, supporting healthy absorbption of current expansions.
- →Lords' capacity expansions—from 300 TPD to 360 TPD (post-expansion)—will increase market share in North India from 20% to ~26-27% next year.
- →Full utilization (80-85%) of expanded capacities is anticipated within the next year, enabling volume growth.
- →Realizations for caustic soda lye are showing improving trends quarter-on-quarter, bolstered by strong domestic demand and favorable global commodity dynamics.
- →Business growth will also benefit from improved product mix via CPW (chlorinated paraffin wax) and renewable energy-driven cost savings, aiding margin stability.
📈 Profitability & Margins
Rank 2- →Lords Chloro Alkali expects continued strong volume growth driven by healthy demand in key end-user sectors (aluminum, paper, textiles, pharmaceuticals).
- →FY26 saw caustic soda volumes rise 29.7% YoY, with management optimistic about sustaining this growth.
- →No new caustic soda capacity announced in North India for next 2-2.5 years; the company’s capacity expansion should capture increasing demand, supporting growth.
- →EBITDA margin improvements driven by renewable energy investments and energy cost reduction efforts are expected to continue, stabilizing margins long-term.
- →The commissioning of the 21 MW solar plant by mid-June 2026 and the 10 MW hybrid project will raise renewable power use to 40-45%, reducing energy costs.
- →The company anticipates continued margin expansion and operational excellence to drive profitability.
- →Long-term strategic focus on green, scalable chemical production and serving protected North Indian market provides pricing advantage and earnings stability.
🏗️ Capital Expenditure Plans
Yes- →Lords Chloro Alkali is executing a capex program of INR315 crores spanning FY24 to FY27-28.
- →The first phase (INR150 crores) covering a 90 TPD caustic soda expansion, a 16 MW solar plant, and equity infusion into a 10 MW hybrid wind-solar project is completed.
- →The second phase is ongoing, involving:
- → - A 21 MW captive solar plant expected to be operational by mid-June 2026.
- → - Chlorinated Paraffin Wax (CPW) capacity expansion from 50 to 100 tons per day.
- → - Additional 100 TPD caustic soda plant expansion.
- →Post-expansion, total capacity will be 360 TPD (after decommissioning an old 40 TPD plant).
- →The company is constantly looking for renewable energy opportunities to maximize capacity under regulations.
- →No new sulfuric acid plants are being pursued currently due to market volatility; project is deferred.
- →Funding is through a mix of internal accruals and manageable debt, maintaining a healthy debt-equity ratio.
💰 Fundraising & Capital Structure
Yes- →Lords Chloro Alkali is raising additional long-term debt of around INR 90 crores in FY27, in addition to an existing INR 90 crores already on the books.
- →Current average cost of debt is approximately 7.9% to 8%.
- →There was a successful completion of a warrant issue in FY26, which strengthened the equity base and financial flexibility.
- →The company emphasizes prudent capital allocation, focusing on internal accruals and manageable leverage levels.
- →No specific plans for new equity fundraising mentioned beyond the recent warrant issue.
- →Capex funding is through a mix of internal accruals and debt, keeping the balance sheet healthy.
📋 Order Book & Pipeline
No informationKey Metrics
Revenue
Margin
Capex
Fundraise
Order Book
Frequently Asked Questions
What were Lords Chloro Alkali Ltd Q1 FY27 results?
- Demand growth for caustic soda is expected at 5-6% nationwide, and 4-5% in North India, where Lords Chloro Alkali operates. - Lords Chloro Alkali expects continued strong volume growth driven by healthy demand in key end-user sectors (aluminum, paper, textiles, pharmaceuticals).
What is Lords Chloro Alkali Ltd share price analysis?
Lords Chloro Alkali Ltd currently shows a below-average growth signal. The stock trades at a P/E of 15.5 with a market cap of ₹413. Investors should review the full earnings analysis for detailed insights.
Is Lords Chloro Alkali Ltd planning capital expenditure?
- Lords Chloro Alkali is executing a capex program of INR315 crores spanning FY24 to FY27-28.
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This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.