Lords Chloro Alkali FY26 net profit rises 361% to ₹28.49 crore
Lords Chloro Alkali Limited reported a 361% surge in FY26 net profit to ₹28.49 crore, driven by volume growth and renewable energy integration. Total income rose 44.62% to ₹393.10 crore. The company reduced power costs to 42% of production costs in FY26 from 61% in FY25.
*this image is generated using AI for illustrative purposes only.
Lords Chloro Alkali Limited reported a 361% surge in net profit to ₹28.49 crore for the financial year ended March 31, 2026, compared to ₹6.18 crore in the previous year. Total income increased 44.62% to ₹393.10 crore from ₹271.82 crore in FY25. The strong performance was driven by healthy volume expansion, improved operating leverage, and enhanced operational efficiencies, supported by a significant reduction in power costs through renewable energy integration.
For the fourth quarter ended March 31, 2026, the company posted a net profit of ₹4.39 crore, a 68.64% rise from ₹2.60 crore in the corresponding quarter of the previous year. Total income for Q4FY26 stood at ₹97.75 crore, up from ₹79.91 crore in Q4FY25. EBITDA for the quarter rose 36.03% to ₹13.72 crore, with margins expanding to 14.03%. The company noted that while Q3 margins were elevated, Q4 faced headwinds from higher grid electricity rates effective from October 2025.
Financial Results Summary
| Particulars | Year Ended March 31, 2026 (₹ Crore) | Year Ended March 31, 2025 (₹ Crore) | Change |
|---|---|---|---|
| Total Income | 393.10 | 271.82 | +44.62% |
| EBITDA* | 66.38 | 25.60 | +159.24% |
| EBITDA Margin (%) | 16.89% | 9.42% | 747 bps |
| Net Profit | 28.49 | 6.18 | +360.90% |
*including other income
Mr. Ajay Virmani, Managing Director, attributed the robust performance to healthy demand, improved production efficiencies, and disciplined execution. He highlighted that power and fuel costs, which constituted 61% of production costs in FY25, were reduced to 42% in FY26 due to the commissioning of a 16 MW solar plant in Bikaner and a 10 MW hybrid group captive project in Jaisalmer. A 21 MW solar plant in Bikaner is expected to become operational by mid-June 2026, which is expected to further reduce costs and enhance profitability.
The Board of Directors, at its meeting held on May 28, 2026, approved the audited financial results for the quarter and year ended March 31, 2026. The meeting also approved the re-appointment of M/s Nemani Garg Agarwal & Co. as Statutory Auditors for a second term of five years from FY 2026-27 to FY 2030-31. Additionally, M/s D Karamchandani and Co. were appointed as Internal Auditors for FY 2026-27, and M/s Goyal, Goyal & Associates were re-appointed as Cost Auditors for FY 2026-27.
Lords Chloro Alkali Ltd operates a manufacturing facility in Alwar, Rajasthan, with an installed capacity of 300 MT per day of Caustic Soda and 50 TPD of Chlorinated Paraffin Wax (CPW). The company has outlined a total capex outlay of ₹315 crore across FY24–FY28 to drive capacity expansion, renewable energy, and downstream diversification. Post-expansion, the total installed capacity is expected to reach 360 TPD.
How will the commissioning of the 21 MW solar plant in June 2026 specifically impact the company's power cost structure and net profit margins in FY27?
What is the projected timeline for the completion of the ₹315 crore capex plan, and how will the downstream diversification strategy affect revenue streams beyond FY28?
With power and fuel costs reduced to 42%, what are the company's long-term targets for renewable energy integration to further insulate profitability from grid electricity volatility?
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