Q3 2026 Lloyds Metals and Energy Ltd Earnings Call Transcript
Key Points
- Lloyds Metals & Energy Ltd (BOM:512455) achieved a significant milestone by crossing INR11,000 crores in consolidated revenue.
- The company reported a strong year-on-year growth in EBITDA and PAT, with increases of 137% and 128% respectively.
- The copper project in the Democratic Republic of Congo is expected to be a major growth driver, with promising exploration results.
- The company is expanding its pellet operations, with a second plant expected to be commissioned in Q2 FY '27, increasing capacity to 10 million tonnes.
- Strong demand for iron ore and pellets in both domestic and international markets is supporting revenue growth.
- The company faces logistical challenges, particularly in transporting iron ore, which they are addressing with new slurry pipelines.
- Copper operations in the Democratic Republic of Congo come with geopolitical risks, although the company is confident in the region's stability.
- There is a risk of operating cost overruns in the BHQ beneficiation project due to the need for advanced technology and increased material processing.
- The company's ongoing CapEx projects require significant investment, with a planned outlay of INR14,000 crores over the next two years.
- EBITDA per tonne for pellets has declined quarter-on-quarter, attributed to increased export volumes and lower domestic prices.
Ladies and gentlemen, good day, and welcome to Lloyds Metals and Energy Limited Q3 FY '26 earnings conference call hosted by Anand Rathi Share and Stock Brokers Limited. (Operator Instructions) Please note that this conference is being recorded. I now hand the conference over to Mr. Parthiv Jhonsa from Anand Rathi Share and Stock Brokers Limited. Thank you, and over to you.
Thank you, Ikra. Good evening, everyone, and thank you for joining us today. We at Anand Rathi are pleased to host Lloyds Metal and Energy Limited Q3 and 9 Months FY '26 earnings conference call. We have with us today from the management, Mr. Rajesh Gupta sir, Managing Director; Mr. Riyaz Shaikh, CFO; and Mr. Chintan Mehta, CIO. Without further ado, I would now like to invite Mr. Rajesh Gupta sir to initiate the proceedings for the call, which would then be followed by question-and-answer session. Thank you, and over to you, sir
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