Lloyds Metals And Energy Limited — Investor Meet, 11-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Lloyds Metals reported a strong Q4/FY26. Standalone Q4 income rose 310% YoY to INR4,977 Cr; PAT jumped 368% to INR1,066 Cr. Full-year PAT exceeded INR3,100 Cr (standalone). EBITDA margins held steady at ~34%, reflecting structural efficiency from value-added products and slurry pipeline benefits.

Outlook for FY27 includes 26 MT iron ore, 7.75-8 MT pellet, and 825k tons DRI, plus steel wire rod production. Significant capex (~INR15,000 Cr in FY27) fuels steel expansion and new copper projects in Congo, targeting 100k tons copper. Management is confident about future growth, operational execution, and expects INR2,000 Cr annual cost savings by FY28.