Lloyds Metals And Energy Limited — PPTs, 03-02-2026: Investor Presentation

Here's a concise summary of the investor presentation:

**1. Business Performance:**

LMEL reported record consolidated revenue, EBITDA, and PAT for 9MFY26. Revenue surged 103% YoY to ₹11,273.8 Cr, with PAT at ₹2,298.5 Cr. Growth stemmed from boosted iron ore production, rapid pellet plant ramp-up (100% utilization in Oct '25), and increased contribution from value-added products.

**2. Growth Drivers or Strategy:**

The company targets significant capacity expansion: iron ore to 25-26 MnT and pellets to 6-8 MnT by FY27. Cost optimization via new slurry pipelines is expected to deliver over ₹2,000 Cr in annual savings, enhancing competitive advantage.

**3. Recent Developments:**

LMEL signed a key MoU with Tata Steel for strategic collaboration in mining and steel projects, including a proposed 50.01% acquisition. The company also entered DRC copper mining, targeting 10,000 tonnes production by CY26, and commenced its DRI expansion project.

**4. Key Financial Metrics:**

For 9MFY26, Total Income increased 103% YoY, EBITDA 119% YoY, and PAT 84% YoY. Diluted EPS stood at ₹40.39. ROCE (excl. CWIP) was 63% in FY25, demonstrating strong capital efficiency.

**5. Management Commentary / Outlook:**

Management is optimistic about robust domestic demand for iron ore and pellets. LMEL's long-term mine leases until 2057 provide a significant competitive advantage, supporting its integrated and sustainable growth vision in the steel sector.