Lords Chloro Alkali Limited — PPTs, 27-07-2026: Investor Presentation

Here's a concise summary for Lords Chloro Alkali (LCAL):

1. **Business Performance:**

LCAL started FY27 strong, hitting record quarterly Total Income, EBITDA, and Profit After Tax. Q1 FY27 saw Total Income grow 5.8% YoY to ₹106.34 Cr, EBITDA jump 10.4% YoY to ₹22.83 Cr, and Profit After Tax surge 43.2% YoY to ₹14.96 Cr. This impressive run was powered by better caustic soda prices, solid demand, and sharp operational efficiencies.

2. **Growth Drivers or Strategy:**

The company is rapidly evolving into a "Green Chemical Company." A key strategy is integrating renewables: 16 MW solar and 10 MW hybrid plants are operational, with another 21 MW solar project in the works. This slashes power costs, a major expense. LCAL is also expanding Chlorinated Paraffin Wax (CPW) capacity to 100 TPD by FY27, turning volatile chlorine by-product into a stable value creator.

3. **Recent Developments:**

LCAL has already expanded caustic soda capacity to 300 TPD and CPW to 50 TPD. Further strategic investments totalling ₹165 Cr are underway for FY26-FY27, including another 100 TPD caustic soda capacity, the 21 MW solar plant, and completing the CPW expansion.

4. **Management Commentary / Outlook:**

Management is bullish on the chloro-alkali industry, expecting continued high demand from strong industrial activity. LCAL is committed to operational excellence, executing its growth plans swiftly, and smart capital allocation to boost its competitive edge and deliver long-term value.