Lords Chloro Alkali (500284) Q4 24/25 earnings summary

Executive summary

• Achieved a significant turnaround in FY25, with revenue rising 22% year-over-year to ₹27,022.23 lakhs and net profit of ₹618.06 lakhs, compared to a loss of ₹479.51 lakhs in FY24.

• Commissioned a 90 TPD caustic soda expansion and a 30 TPD CPW expansion, raising total capacities to 300 TPD and 50 TPD, respectively.

• Operationalized a 16 MW solar power plant, generating 2 million units/month and reducing annual CO2 emissions by 17,200 tons.

Financial highlights

• Revenue from operations: ₹27,022.23 lakhs (up 22% YoY).

• Profit after tax: ₹618.06 lakhs (vs. loss of ₹479.51 lakhs YoY).

• EBITDA: ₹25.6 crore (vs. ₹3.71 crore YoY).

• EPS: ₹2.46 (basic), ₹2.37 (diluted).

• No dividend declared; all earnings retained for growth.

Outlook and guidance

• Global caustic soda market expected to grow at 4.7% CAGR through 2033, with demand projected to reach 116.3 million tons by 2030.

• Company to focus on optimizing new capacities, improving efficiencies, and expanding downstream chlorine integration.

• Well-positioned to benefit from potential global supply-demand mismatch post-2026.