Lords Chloro Alkali Ltd
LORDSCHLO Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management guided on revenue, margins and order book.
What the Q4 FY26 call signalled
3 of 4 strong
The short version
- 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.
Revenue & Sales Performance
- 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.
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 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.
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 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 the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.