)

Lloyds Metals And Energy (512455) investor relations material
Lloyds Metals And Energy Q1 24/25 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Executive summary
Achieved major milestones in Q1 FY26, including commissioning a 4M tonne pellet plant, 85km slurry pipeline, and expansion in mining, with Board approval of unaudited results and unqualified auditor reports.
Completed acquisition of Triveni/Thriveni MDO operations, enhancing cost efficiency and mining margins, and acquired 79.82% equity in TEIL.
Strategic investments in pellet plants (Mandobi, Brahmani, MRPPL, BRPL) on both coasts, aiming to become the 2nd largest pellet producer in India.
Focused on cost optimization, operational efficiency, and backward integration to enhance margins and resilience.
Employee Stock Option Plan activity and changes in subsidiary structure, including Lloyds Surya ceasing to be a subsidiary.
Financial highlights
Q1 FY26 total income/revenue at INR 24,084 million (₹2,377.03 Cr), flat year-on-year but up 99% quarter-on-quarter; EBITDA at INR 8,087 million, up 12% year-on-year and 188% quarter-on-quarter.
EBITDA margin improved to 33.6–34.1%; PAT at INR 6,346 million (₹634.58 Cr), up 14% year-on-year; PAT margin at 26.35–26.60%.
Iron ore sales volume at 3.45M tonnes, up 2% year-on-year and 107% quarter-on-quarter; DRI volume at 78,900 tonnes, up 3% year-on-year.
Basic/diluted EPS for Q1 FY26 was ₹12.12/11.28, up from previous year.
CapEx of INR 13,270 million in Q1 FY26, with major projects in pellet plants, wire rod mill, and slurry pipelines.
Outlook and guidance
Guidance for FY26: iron ore production 22–26M tonnes, pellet production 5–6M tonnes, DRI 450–550kt, steel (WRM) 700kt.
BHQ beneficiation project to scale up to 30M tonnes input, targeting 10M tonnes output by FY27.
CapEx guidance of INR 7,500–8,000 crore per year for the next three years.
Ongoing and future projects include expansion of pellet and steel capacity, new slurry pipelines, and integrated steel plant.
Confident of sustaining growth momentum, with benefits from Triveni/Thriveni consolidation expected from Q2 FY26.
Next Lloyds Metals And Energy earnings date

Next Lloyds Metals And Energy earnings date

The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
)
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
)
I can't remember the last time an app had such a positive impact on my investment process.
)
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
)
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
)
I can't remember the last time an app had such a positive impact on my investment process.
)
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
)
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
)
)
)
)
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage