Lloyds Metals & Energy Limited has achieved a significant operational milestone with the successful commissioning of its second pellet plant at Konsari, Maharashtra. The company announced on 4 May, 2026, that it completed the 4 million tonnes per annum (MTPA) capacity facility in a record time of 16 months from construction commencement, demonstrating exceptional project execution capabilities.

Enhanced Production Capacity

The commissioning of the second pellet plant has strategically doubled Lloyds Metals and Energy's total pellet capacity at the Konsari facility. The company now operates two pellet plants at the location with combined capacity details:

This expansion positions the company among India's largest merchant pellet players, significantly augmenting its operational capabilities and efficiency within the integrated value chain.

Integrated Supply Chain Advantage

The new pellet plant benefits from the company's vertically integrated operations, drawing feedstock directly from captive, low-alumina iron ore mines at Surjagarh, Gadchiroli. The seamless transportation occurs via the 85-kilometre iron ore slurry pipeline that was commissioned in June 2025, ensuring efficient material flow from mine to processing facility.

The low alumina content of the company's captive ore provides a competitive advantage, enabling production of premium-grade pellets that command pricing premiums in both domestic and export markets. This geological advantage supports the company's cost-competitive positioning in the steel value chain.

Strategic Development Timeline

The rapid commissioning reinforces Lloyds Metals and Energy's track record of delivering world-class industrial projects with speed and precision. This achievement follows the company's consistent execution capabilities demonstrated with the first pellet plant and the 85-kilometre iron ore slurry pipeline delivery at the same Konsari site in June 2025.

The company's announcement pursuant to Regulation 30 of SEBI Listing Regulations represents a continuation of its earlier intimation dated 8 December, 2023, highlighting the systematic progress of this strategic expansion project.

Market Positioning and Growth Strategy

With the second plant now operational, Lloyds Metals and Energy has established a robust foundation for its integrated, end-to-end steel value chain development. The 8 MTPA combined capacity at Konsari represents the company's own pellet production capability, separate from its strategic investments in other pellet ventures.

The commissioning serves as a strategic cornerstone in the company's growth trajectory, leveraging geological advantages, execution capabilities, and long-term vision to build a resilient, cost-competitive asset base aligned with India's expanding steel demand requirements.

Lloyds Metals and Energy Limited has scheduled a comprehensive earnings conference call for investors and analysts on Wednesday, May 6, 2026, at 3:30 PM IST. The call, organized in compliance with Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015, will focus on the audited financial results for the quarter and financial year ended March 31, 2026.

Conference Call Details

The earnings call will be hosted by Equirus Securities and will begin with a brief management discussion on Q4 and FY26 earnings performance, followed by an interactive Question & Answer session. The company has confirmed participation from key senior management members to provide comprehensive insights into the financial results.

Management Participation

The conference call will feature senior leadership from Lloyds Metals and Energy Limited, ensuring comprehensive coverage of the company's financial performance and strategic outlook. The management team will be represented by Mr. Rajesh Gupta – Managing Director, Mr. Riyaz Shaikh – Chief Financial Officer, Mr. S.K Naredi – Director Finance, and Mr. Chintan Mehta – Chief Investment Officer.

Access and Registration

The company has provided multiple dial-in numbers for both domestic and international participants. Primary dial-in numbers include +91 22 6280 1224 and +91 22 7115 8125, with dedicated international access numbers for Hong Kong (800 964 448), Singapore (800 101 2045), UK (0 808 101 1573), and USA (1 866 746 2133). Participants are encouraged to pre-register to avoid wait times.

Regulatory Compliance

The earnings conference call announcement was formally communicated to BSE Limited (Scrip Code: 512455) and National Stock Exchange of India Limited (Symbol: LLOYDSME) on April 29, 2026. The notification, signed by Company Secretary Akshay Vora, ensures full compliance with listing regulations and provides stakeholders with timely access to financial information. Additional details regarding the conference call will be available on the company's website at www.lloyds.in .