Lloyds Metals And Energy Limited — PPTs, 05-05-2026: Investor Presentation

Here's a concise, retail-friendly summary:

**1. Business Performance:** LMEL reported record Q4 & FY26 standalone results. FY26 revenue grew 104% YoY to ₹13,837.8 Cr, with EBITDA up 133% YoY to ₹4,673.1 Cr, driven by higher iron ore and pellet volumes. Consolidated revenue reached ₹17,306.4 Cr (+155% YoY).

**2. Growth Drivers or Strategy:** Expansion targets for FY27 include significant increases in iron ore and pellet production, plus new steel capacity. Cost optimization via slurry pipelines and captive logistics aims for over ₹2,000 Cr in annual savings.

**3. Recent Developments:** LMEL entered global copper, starting production at DRC Surya Mines in March 2026 and acquiring 49% of Chemaf Group for copper-cobalt. A strategic MoU with Tata Steel covers mining, pelletization, and steel. Second pellet plant commissioned.

**4. Key Financial Metrics:** FY26 standalone PAT grew 120% YoY to ₹3,194.3 Cr (EPS ₹66.87). Consolidated EBITDA margin was 36.60%. FY26 ROCE (ex-CWIP) was 56%, and ROE 37%.

**5. Management Commentary / Outlook:** Management focuses on integrated operations, strategic asset locations, and sustainability to drive long-term growth and benefit local communities.