Q4 2026 Lords Chloro Alkali Ltd Earnings Call Transcript
Key Points
- Lords Chloro Alkali Ltd (BOM:500284) reported a significant year-over-year revenue growth of 44.62%, reaching INR393.1 crore for FY2026.
- The company's profit after tax surged by 360.9% compared to FY2025, amounting to INR28.49 crore.
- EBITDA for the full year increased by 159%, with a notable improvement in EBITDA margins by 747 basis points year-on-year.
- The company achieved a 29.7% increase in caustic soda lye volume for the year, driven by strong demand in key sectors such as aluminium, paper, textiles, and pharmaceuticals.
- Lords Chloro Alkali Ltd (BOM:500284) is making significant strides in renewable energy integration, with a 21-megawatt solar plant expected to be operational by mid-June 2026, aiming to reduce energy costs and improve margins.
- The company faced higher power and fuel expenses due to increased grid electricity rates, impacting Q4 margins.
- Despite the operational solar plant, power and fuel costs rose to INR165 crore, highlighting ongoing challenges in energy cost management.
- The company is operating at 80% capacity utilization, which may limit growth until new capacities come online at the end of FY2027.
- Raw material costs, particularly for purification chemicals, have increased by 20% to 30%, impacting overall production costs.
- The sulfuric acid capacity expansion has been deferred due to volatile sulfur market conditions, affecting diversification plans.
Ladies and gentlemen, good day and welcome to the Lords Chloro Alkali Limited Q4FY26 earnings conference call.
As a reminder all participant lines will remain in the listen only mode and there will be an opportunity for you to ask questions after the presentation concludes.
(Operator Instructions)
Please note that this conference is being recorded. I will now hand the conference over to Mr. Smit Shah from Adfsctors PR for opening remarks. Thank you. And over to you.
Thank you. Good afternoon, everyone, thank you for joining us on the Q4 and FY2026 results conference call of Lords Chloro Alkali Limited. We have with us Mr. Ajay Virmani, Managing Director. Before we begin, I would like to remind you that certain statements made in todayâs discussion may be forward-looking in nature and may involve certain risks and uncertainties.
A detailed statement in this regard is available in the Q4 and FY2026 results presentation that has been uploaded on the stock exchanges and website. I
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