Lloyds Metals And Energy Limited — PPTs, 10-08-2026: Investor Presentation

Lloyds Metals & Energy (LMEL) kicked off Q1 FY27 with robust performance, reporting consolidated revenue of ₹7,354.4 Cr, a stellar 209% YoY jump. Consolidated EBITDA surged 245% YoY to ₹2,781.5 Cr, with PAT up 166% YoY to ₹1,734 Cr. This strong showing was driven by higher iron ore limits, rapid pellet plant ramp-up, and improved sponge iron volumes.

Key growth strategies include significant capacity expansions: Iron Ore to 26 MnT, Pellets to 7.75-8 MnT, and new Steel (WRM) production by Q4 FY27. LMEL is also expanding into green metals like Copper and Cobalt. Strategic partnerships, notably with Tata Steel for MDO and logistics, are set to unlock new value. Cost optimization through slurry pipelines and renewable energy initiatives are expected to yield over ₹2,000 Cr in annual savings long-term.

Recent developments include the commissioning of a second pellet plant and the inauguration of the Geomysore Gold Mining plant. The company also significantly increased its ROM handling capacity. Management notes strong and buoyant domestic demand, anticipating positive momentum ahead.