Lloyds Metals And Energy Limited — Investor Meet, 17-08-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Lloyds Metals reported a record Q1 FY27: Revenue at ₹5,413 Cr (+127% YoY), EBITDA at ₹2,120 Cr (+172% YoY), and PAT at ₹1,527 Cr (+141% YoY). EBITDA margins hit an all-time high of 39.2%, driven by the fast ramp-up of the second pellet plant, increased value-added product contribution (41% revenue), and slurry pipeline savings of ~₹550/ton. Management highlighted structural margin gains, with a 1.2 MT steel plant commissioning by March '27. Future growth areas include BHQ beneficiation and copper projects in Congo, with Chemaf debt renegotiations expecting 40-50% reduction. Confident outlook on project pipeline and operational efficiencies.