Lloyds Metals Q4 & FY26 Audited Results Published; Consolidated PAT at Rs 3,828.64 Cr

Lloyds Metals & Energy has reported its highest ever quarterly and yearly revenue, EBITDA, and Profit After Tax (PAT) for the fourth quarter and full year of FY26. The company's Board of Directors approved the audited standalone and consolidated financial results at its meeting held on 5th May, 2026, and subsequently published extracts in Business Standard (English Daily) and Navrashtra Times (Marathi Daily) on 07th May, 2026, pursuant to Regulation 30, 47(1)(b) and 52(8) of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015.

Standalone Financial Performance

On a standalone basis, Lloyds Metals delivered strong growth across all key metrics for Q4 FY26 and the full year FY26. Total Income from Operations for Q4 FY26 stood at Rs 4,977.39 Cr, registering a sharp 310% year-on-year growth, while EBITDA for the quarter came in at Rs 16,788 Mn, growing 498% YoY, with EBITDA margins expanding to 33.73% (+1,058 bps YoY). For the full year FY26, Total Income stood at Rs 13,837.80 Cr, reflecting 104% YoY growth, with EBITDA of Rs 46,731 Mn growing 133% YoY and an EBITDA margin of 33.77% (+418 bps YoY). The company has incurred a capex of Rs 1,35,130 Mn during FY24–FY26, with Rs 81,310 Mn incurred in FY26 alone.

The following table presents the standalone audited financial results:

Metric:	Q4 FY26 (Audited)	Q3 FY26 (Unaudited)	Q4 FY25 (Audited)	FY26 (Audited)	FY25 (Audited)
Total Income from Operations (Rs Cr):	4,977.39	3,876.14	1,212.67	13,837.80	6,775.21
Net Profit Before Tax (Rs Cr):	1,515.10	1,228.54	245.06	4,298.33	1,896.99
Net Profit After Tax (Rs Cr):	1,065.59	888.55	202.47	3,194.30	1,450.94
Total Comprehensive Income (Rs Cr):	1,066.14	888.38	199.71	3,194.32	1,450.25
Equity Share Capital (Rs Cr):	56.28	54.43	52.32	56.28	52.32
Other Equity (Rs Cr):	11,725.04	9,719.26	6,350.76	11,725.04	6,350.76
Basic EPS (Rs):	19.56	16.84	3.91	60.24	28.01
Diluted EPS (Rs):	19.32	15.94	3.65	58.03	26.12

Consolidated Financial Performance

On a consolidated basis, Lloyds Metals reported even stronger numbers for Q4 FY26 and FY26. Total Income from Operations for Q4 FY26 stood at Rs 6,030.93 Cr, while the full year FY26 consolidated total income reached Rs 17,306.40 Cr. Consolidated Net Profit After Tax for Q4 FY26 was Rs 1,530.10 Cr, and for the full year FY26 stood at Rs 3,828.64 Cr.

The following table presents the consolidated audited financial results:

Metric:	Q4 FY26 (Audited)	Q3 FY26 (Unaudited)	Q4 FY25 (Audited)	FY26 (Audited)	FY25 (Audited)
Total Income from Operations (Rs Cr):	6,030.93	5,156.46	1,212.56	17,306.40	6,774.76
Net Profit Before Tax (Rs Cr):	2,187.16	1,516.57	244.62	5,236.98	1,901.43
Net Profit After Tax (Rs Cr):	1,530.10	1,089.56	201.88	3,828.64	1,455.24
Total Comprehensive Income (Rs Cr):	1,612.27	1,085.64	199.12	3,916.52	1,454.55
Equity Share Capital (Rs Cr):	56.28	54.43	52.32	56.28	52.32
Other Equity (Rs Cr):	13,814.61	9,764.10	6,349.80	13,814.61	6,407.76
Basic EPS (Rs):	26.77	19.87	3.91	69.42	28.01
Diluted EPS (Rs):	25.79	18.78	3.65	66.87	26.12

Operational Highlights

The strong growth was driven by higher iron ore EC limits, faster ramp-up of the pellet plant, and improved sponge iron volumes. The commissioning of the slurry pipeline enabled smoother evacuation of iron ore, improving throughput and asset utilisation. A richer product mix, with a higher contribution from value-added products like pellets, led to meaningful margin expansion. Iron ore production volume for Q4 FY26 stood at 9.09 MnT, exhibiting a growth of 529% YoY, while sales volume stood at 6.16 MnT (271% YoY). The company also reported the commissioning of its 2nd Pellet Plant in May-26.

Newspaper Publication & Regulatory Compliance

Pursuant to applicable listing regulations, Lloyds Metals published extracts of its standalone and consolidated audited financial results for the quarter and financial year ended 31st March, 2026 in Business Standard (English Daily) and Navrashtra Times (Marathi Daily), both dated 07th May, 2026. The full financial results are also available on the company's website at www.lloyds.in and on the stock exchange websites. The results were reviewed and recommended by the Audit Committee before being approved by the Board of Directors.

Parameter:	Details
Newspaper (English):	Business Standard
Newspaper (Marathi):	Navrashtra Times
Publication Date:	07th May, 2026
Board Approval Date:	5th May, 2026
Regulation:	SEBI LODR Regulations 30, 47(1)(b) & 52(8)
Managing Director:	Rajesh Gupta (DIN: 00028379)
Company Secretary:	Akshay Vora

Earnings Conference Call Recording

In furtherance to its earlier intimation, Lloyds Metals informed the exchanges that the audio recording of the earnings conference call held on 06th May, 2026 has been hosted on the company's website. The company confirmed that no Unpublished Price Sensitive Information (UPSI) was disclosed during the call. The intimation was submitted to both BSE Limited and the National Stock Exchange of India Limited in compliance with applicable listing regulations.

Parameter:	Details
Conference Call Date:	06th May, 2026
Call Time:	03:30 P.M.
UPSI Disclosed:	No
Regulation:	SEBI LODR Regulation 30

1 Day	5 Days	1 Month	6 Months	1 Year	5 Years
+0.28%	+11.67%	+9.62%	+49.78%	+37.79%	+229.98%

Lloyds Metals & Energy has outlined an aggressive growth roadmap for its Odisha operations, targeting a production volume of 34-35 million tons for FY27. This represents a 39% yearly volume increase, underscoring the company's intent to substantially expand its mining output in the region.

New Mine Launches Driving Expansion

A key driver of this growth strategy is the planned commencement of operations at two new mining sites in Q1 FY27. The following table summarizes the key details of these upcoming operations:

Parameter:	Details
Mine 1:	Dalpahar Mines
Mine 2:	Lasarda-Pacheri Operations
Commencement Timeline:	Q1 FY27
Combined Production Goal:	4.5 million tons per annum

The Dalpahar Mines and Lasarda-Pacheri operations are each expected to contribute meaningfully to the company's overall production targets once they become operational. Together, these two facilities carry a combined production goal of 4.5 million tons per annum, forming a critical component of Lloyds Metals & Energy's FY27 volume ambitions.

Odisha Operations at a Glance

The scale-up in Odisha reflects the company's broader strategy to strengthen its mining operations in one of India's key mineral-rich states. The targeted volume of 34-35 million tons for FY27 would mark a substantial step-up from current production levels, driven primarily by the addition of new mining capacities.

FY27 Production Target: 34-35 million tons
Yearly Volume Growth: 39%
New Operations Starting Q1 FY27: Dalpahar Mines and Lasarda-Pacheri
Combined New Capacity: 4.5 million tons per annum

The planned launch of Dalpahar Mines and Lasarda-Pacheri in Q1 FY27 positions Lloyds Metals & Energy to achieve its stated volume targets, provided operations commence as scheduled. The 39% targeted growth rate highlights the significance of these new facilities to the company's overall production strategy in Odisha.