Lloyds Metals And Energy Limited — Investor Meet, 09-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Lloyds Metals reported robust Q3 FY26 standalone financials: Revenue at INR3,875 Cr (+129% YoY), EBITDA INR1,317 Cr (+137% YoY), and PAT INR889 Cr (+128% YoY), with margins at 34%. 9M financials also showed strong growth. The company is advancing new projects, including a copper venture in DRC targeting 10,000 tons in FY27, a second pellet plant and wire rod mill by FY27, and expanding slurry pipelines for improved logistics. Iron ore volumes are expected to exceed 20 million tons for FY26. Thriveni MDO business displayed strong performance, with a significant growth outlook for FY27, targeting INR3,000 Cr EBITDA. Management expresses confidence in strategic expansion and structural margin improvements.