Synopsis
Lloyds Metals & Energy Ltd posted a slight YoY revenue dip in Q1FY25 but strong QoQ growth, signaling recovery and margin gains, alongside strategic pellet manufacturing acquisitions.
Two major investment moves are acquiring a 49.99% equity stake in Thriveni Pellets Private Limited (TPPL) through a combination of cash and share swap, and subscribing to a 19.40% stake in Mandovi River Pellets Private Limited (MRPPL).
With market capitalization of Rs. 74,648 cr, the shares of Lloyds Metals and Energy Limited are currently trading at Rs. 1407 apiece, gaining 7% from its previous close of Rs. 1380.80, making today’s high of Rs. 1477 apiece.
News
Lloyds Metals & Energy Ltd will acquire 49.99% of Thriveni Pellets Pvt. Ltd. for a total of Rs. 495.71 crore comprising Rs. 200 crore in cash and Rs. 285.89 crore via share swap (19,57,458 shares at Rs. 1,460.50 each) from Adler Industrial Services Pvt. Ltd.and plus an additional 0.99% stake from Thriveni Earthmovers Pvt. Ltd. for Rs. 9.82 crore in cash.
It will also acquire a 19.40% stake in Mandovi River Pellets Pvt Ltd. (MRPPL) for Rs. 16.49 crore. Both TPPL and MRPPL are engaged in iron ore pellet manufacturing, and these acquisitions aim to strengthen LMEL’s presence in the value chain, boost capacity, and create operational synergies, while balancing cash outflow with equity issuance.
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Q1FY26 Results
Lloyds Metals reported a mixed performance in Q1FY26 when comparing YoY with Q1FY25. Sales declined marginally by 2% to Rs. 2,380 crore from Rs. 2,417 crore, but profitability improved, with EBIDT rising 9% to Rs. 780 crore, net profit increasing 14% to Rs. 635 crore, and EPS growing 10% to Rs. 12.13.
On a QoQ basis, the company delivered an exceptional performance, with sales nearly doubling by 99.4% from Rs. 1,193 crore in March 2025. EBIDT surged 198.5% from Rs. 261 crore, net profit jumped 214.9% from Rs. 202 crore, and EPS rose 213% from Rs. 3.87, reflecting a sharp rebound in operational efficiency and profitability.
Lloyds Metals & Energy Ltd is an integrated metals and mining company engaged in iron ore mining, sponge iron (DRI) production, pellet manufacturing, captive power generation, and is expanding into steelmaking.
It operates India’s largest iron ore mine at Surjagarh, Maharashtra, and is known for its sustainability initiatives, including plans for India’s first “green mine” and use of slurry pipelines, LNG vehicles, and renewable power.
Written by Manideep Appana
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