Lloyds Metals & Energy Limited has submitted its earnings presentation for Q2 and H1 FY27. The company reported substantial year-on-year growth in revenue and EBITDA. Key highlights include significant increases in revenue from operations, strong EBITDA margins, and progress in various operational segments such as iron ore, DRI & Power, and Pellets. The presentation also details ongoing projects, strategic partnerships, and sustainability initiatives, underscoring the company’s growth trajectory.
Lloyds Metals & Energy Limited: Q2 & H1 FY27 Earnings Presentation
Lloyds Metals & Energy Limited (LMEL) has released its investor presentation detailing the financial and operational performance for the second quarter (Q2) and the first half (H1) of FY27. The company has submitted this to the BSE Limited and the National Stock Exchange of India Limited.
Key Financial Highlights – Standalone
The standalone financial performance for H1 FY27 shows significant year-on-year growth. Revenue from Operations reached INR 95,449 Mn, marking a 94% increase compared to H1 FY26. EBITDA stood at INR 36,583 Mn, a substantial 126% rise YoY. The EBITDA Margin improved to 38.33%, a 542 bps increase YoY, reflecting strong operating leverage and an increased share of value-added products.
For Q2 FY27, standalone Revenue from Operations was INR 41,320 Mn (62% YoY growth), and EBITDA was INR 15,380 Mn (83% YoY growth), with an EBITDA Margin of 37.22%.
Key Financial Highlights – Consolidated
On a consolidated basis, H1 FY27 also demonstrated robust growth. Revenue from Operations surged to INR 1,28,226 Mn, up 112% YoY. EBITDA grew by 151% YoY to INR 45,956 Mn. The consolidated EBITDA margin stood at 35.84%, up 546 bps YoY. PAT for H1 FY27 was INR 27,909 Mn, a 132% increase YoY.
For Q2 FY27 consolidated, Revenue from Operations was INR 56,725 Mn (55% YoY growth), and EBITDA was INR 18,035 Mn (75% YoY growth), with an EBITDA Margin of 31.80%.
Operational Performance Updates
Iron Ore
Iron ore production volume for H1 FY27 stood at 10.00 MnT, a 35.14% YoY growth. Sales volume was 7.59 MnT. Realisation per tonne was INR 6,070, and EBITDA per tonne was INR 2,239.
DRI & Power
DRI sales volume for H1 FY27 was 343.06 kt, an increase of 104% YoY. DRI realisation per tonne was INR 29,082, with EBITDA per tonne at INR 7,593. Power volumes saw an 85% YoY increase in H1 FY27.
Pellets
Pellets production for H1 FY27 was 3.81 MnT. Realisation per tonne was INR 11,520, and EBITDA per tonne was INR 4,988. The second pellet plant was commissioned in May 2026.
Strategic Growth and Projects
The company is focused on increasing value addition through various projects, including expansions in BHQ Beneficiation, Pellet production, Copper, Steel (WRM), and Cobalt. The roadmap includes significant capacity enhancements in these areas. Project updates highlight completed projects like Slurry Pipeline – 1 & Pellet Plant – 1, and Pellet Plant – 2, along with ongoing projects such as 1.2mnt Steel and BHQ 30 mnt Throughput.
Future projects include a 195 kms Slurry Pipeline, Pellet Plant – 3 (BHQ Beneficiation of 15MNT), and an Integrated Steel Plant. The company is also developing an integrated slurry evacuation platform with multiple pipelines and stockyards to optimize logistics costs and enhance resilience.
Sustainability and ESG
Lloyds Metals & Energy Limited is committed to ESG performance, focusing on Green Mining, Renewable Energy (over 100+ MW through solar & wind power), and community development initiatives. They have invested over $19.06 Million in CSR activities and aim for local employment maximization. The company has received a CareEdge-ESG 1 rating with a score of 76.7.
Capital Market Information
As of September 30, 2026, the Promoter shareholding stood at 61.6%, Public at 34.4%, DIIs at 2.1%, and Flls at 1.9%. The current market price was INR 1,878.90, with a Market Cap of INR 10,57,912.62 Mn.
Source: BSE
