Lloyds Metals & Energy Ltd (NSE:LLOYDSME)
₹ 2,052.8 -48.4 (-2.3%) Market Cap: 1.16 Tn Enterprise Value: 1.34 Tn PE Ratio: 31.01 PB Ratio: 8.32 GF Score: 90/100

Q4 2025 Lloyds Metals And Energy Ltd Earnings Call Transcript

Apr 30, 2025 / 10:30 AM GMT
Release Date Price: ₹1203.2

Key Points

Positve
  • Lloyds Metals & Energy Ltd (BOM:512455) achieved the highest ever profit before tax in FY25.
  • The company maintained its annual run rate for iron ore production, completing 100% of its 10 million tons capacity for the second consecutive year.
  • Significant progress was made on capital projects, with the slurry pipeline project commissioned and other projects nearing completion ahead of industry timelines.
  • The company has strengthened its CSR commitments, including education, health, and sports initiatives.
  • The Indian iron ore market remains buoyant, with steady prices and consistent demand growth, providing a positive outlook for the company.
Negative
  • Iron ore volumes were subdued in Q4, leading to lower absorption of fixed costs and subdued margins.
  • The time taken for mining approval was longer than expected, potentially impacting iron ore volumes.
  • Realizations for sponge iron and power remained muted, slightly moderating overall EBITDA growth despite record volumes.
  • The company incurred significant community development expenses, impacting financial performance.
  • There is uncertainty regarding the timeline for environmental clearance, which could affect future production volumes.


Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

LYMT.NS - Lloyds Metals And Energy Ltd
Q4 2025 Lloyds Metals And Energy Ltd Earnings Call
Apr 30, 2025 / 10:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to the Lloyd's Medal earnings call hosted by Anand Rati Share and Stockbrokers Limited.

As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, please signal an operator by pressing, then 0 on your touchstone phone.

Please note that this conference is being recorded.

I now hand the conference to Mr. Partev Johnson from Anand Rati Share and Stockbrokers.

Thank you and over to you, sir.

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