Lloyds Metals and Energy Limited share price
NSE: LLOYDSME · ISIN INE281B01032
Key numbers
- Market cap
- ₹ 1,03,430 Cr
- Current price
- ₹ 1,838.00
- 52-week high / low
- ₹ 2,125 / 1,043
- Stock P/E
- 21.5
- Book value
- ₹ 246.5
- Dividend yield
- 0.05%
- ROCE
- 27.2%
- ROE
- 36.2%
- Debt to equity
- 1.49
- Sales growth (3 yrs)
- 71.4%
- Profit growth (3 yrs)
- -
- 1-year return
- 41.1%
About Lloyds Metals and Energy Limited
Lloyds Metals and Energy Limited manufactures and sells sponge iron and iron ore in India and the Isle of Man. The company operates through four segments: Mining, Steel and related value added products, Mine Developer and Operator (MDO), and Others. It offers wire rods, round and TMT bars, as well as flat steel products. The company is also involved in the generation of power; and trading of pellets. Lloyds Metals and Energy Limited was incorporated in 1977 and is based in Mumbai, India.
Quarterly results
Consolidated figures in ₹ crores
| Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 | |
|---|---|---|---|---|---|
| Sales | 2,377 | 3,541 | 4,909 | 5,995 | 7,289 |
| Operating profit | 806 | 1,043 | 1,759 | 2,545 | 2,781 |
| Net profit | 652 | 572 | 1,047 | 1,420 | 1,727 |
| EPS (₹) | 12.46 | 11.04 | 19.87 | 26.77 | 30.68 |
Concall summary (2026-08-17)
AI summary of the earnings call transcript · tone: Positive · source document
Guidance & outlook
- Having said that, I want to be very clear th at our guidance of 28% to 30% EBITDA margins on a full-year basis remains intact.
- In other operations, in Odisha, the Laserda-Pacheri mining operation commenced in Q1 FY '27 with a target of 1.5 million tons per annum, and the Dalpahar mines is expected to commence in Q2 FY '27 with a target of 3 million tons.
Growth & demand
- Revenue from operations for the quarter stood at INR5,413 crores, a sharp 127% growth year-on-year and 10% sequentially over quarter 4.
- DRI sales volume stood at 1,83,920 tons, up 133% year-on-year at a realization of INR27,376 per ton and EBITDA of INR6,273 per ton.
Margins & costs
- Our EBITDA margin came in at 39.2%, the best margins the company has ever reported.
- Realization stood at INR6,068 per ton with an EBITDA of 2,230 per ton.
Capex & expansion
- I'm proud to say our pellets operations reached 100% capacity utilization within just 4 months.
- And this is exactly the discipline that we want -- intend to replicate as we commission our first 1.2 million ton long product steel plant very shortly.
Balance sheet & cash
- Stand -alone net debt as of 30th June stood at INR5,616 crores, very comfortable relative to the EBITDA, and business is now -- the EBITDA, the business is now generating.
- Our consolidated debt -- net debt remains around INR19,000 crores.
Peers in Steel
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