Lloyds Metals & Energy Ltd (NSE:LLOYDSME)

Q2 2026 Lloyds Metals and Energy Ltd Earnings Call Transcript

Nov 13, 2025 / 10:30 AM GMT

Release Date Price: ₹1271.3 (-3.46%)

Transcript

Key Points

Positve

Lloyds Metals & Energy Ltd (BOM:512455) reported its highest ever quarterly and half-year revenue, with total income for Q2 FY26 up 75% year on year.
The company achieved 100% capacity utilization at its parent plant, producing over 350,000 tons in October.
The newly commissioned pellet plant at Konsari reached full utilization within four months, contributing significantly to profitability.
The slurry pipeline has resulted in structural cost reduction, lower carbon footprint, and efficient ore movement, safeguarding margins.
EBITDA for the quarter increased by 95% year on year, with margins expanding by 348 basis points, reflecting strong operational execution.

Negative

Iron ore prices in the domestic market are under pressure, which could impact future pricing strategies.
The DRI and secondary steel market are currently experiencing low realizations due to market softness.
The company's gross margins have reduced to around 79% in the current quarter, down from historical averages of 87-88%.
The EBITDA margin for the previous quarter was lower than expected at 16.5%, due to low production and fixed costs.
There are concerns about the delay in the commissioning of the beneficiation plant, which is crucial for future operations.

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

LYMT.NS - Lloyds Metals And Energy Ltd
Q2 2026 Lloyds Metals and Energy Ltd Earnings Call
Nov 13, 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 Metals and Energy Limited 2QF 52 earnings conference call. As a reminder, all participants' line will be in 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 and operate our present then 0 on your touchtone phone. Please note that this conference is being recorded. I now hand the conference over to Mr. Siad Garakkar.

Thank you and over to you, sir.

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Unidentified_2 [2]
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