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Lords Chloro Alkali (500284) investor relations material
Lords Chloro Alkali Q2 25/26 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
The company is undergoing a strategic transformation toward sustainability and long-term growth, with major investments in renewable energy, capacity expansion, and a focus on becoming a green chemical company.
Operations include caustic soda, chlorine, hydrogen, bleaching powder, CPW, and HCL, with a strong presence in North India and a focus on the chloro alkali sector.
Approved unaudited financial results for Q2 and H1 ended September 30, 2025, with compliance confirmed by statutory auditor's limited review.
Ongoing and planned capex to expand caustic soda, CPW, and sulphuric acid capacity, and add solar power, supporting product diversification and sustainability.
Financial highlights
H1 FY26 total income was ₹201 crore, up 59% year-over-year; Q2 income was ₹100 crore, up from ₹60.86 crore in Q2 FY25.
Q2 FY26 EBITDA was ₹21.09 crore (20.93% margin), up from ₹3.70 crore (6.08%) in Q2 FY25; H1 FY26 EBITDA was ₹41.78 crore (20.76% margin).
Q2 FY26 PAT was ₹9.04 crore, up from ₹0.36 crore in Q2 FY25; H1 FY26 PAT was ₹19.49 crore, up from ₹2.31 crore in H1 FY25.
Power and fuel costs reduced from 51% to 39% of production costs in H1 FY26 due to solar plant commissioning and product mix changes.
Cash and cash equivalents increased to ₹1,618.24 lakhs as of September 30, 2025.
Outlook and guidance
Revenue is expected to remain stable for the next three quarters until new capacity comes online in Q3 FY27.
FY26 revenue is projected around ₹400 crore, with margins expected to improve as renewable energy integration increases.
Announced ₹165 crore capex plan for FY26–FY28 to expand caustic soda and sulphuric acid capacity and increase solar power generation.
CPW capacity expansion to 100 TPD by FY27 to boost downstream integration and revenue.
Solar power plant expansion (21 MW) to be completed by May 2026, aiming for power cost savings.
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