Lords Chloro Alkali Limited (LORDSCHLO) Financial Results — Revenue ₹393.1 Cr

Investor Takeaways

FY26 PAT grew 360.9% YoY to ₹28.49 crores

EBITDA margin improved to 16.89% (up 747 bps YoY)

Debt-to-equity ratio remained stable at 0.67x

21-megawatt solar plant scheduled for mid-June 2026 commissioning

Renewable energy share to reach 40-45% of total power needs

Overall Tone: Positive

Key Financial Highlights

Metric	Value	YoY Change
Revenue	₹393.1 Cr	+44.62%
Net Profit	₹28.49 Cr	+360.9%
EBITDA Margin	16.89%	+747 bps
Debt-to-Equity	0.67x	Stable

What Changed

FY26 financial results demonstrated significant operational improvement, with total income rising 44.62% YoY to ₹393.1 crores and PAT surging 360.9% to ₹28.49 crores. The growth was driven by 29.7% volume expansion in caustic soda and enhanced EBITDA margins, which increased by 747 basis points to 16.89%. Q4 FY26 revenue reached ₹[amount context mismatch] crores (+22.3% YoY) with PAT at ₹4.39 crores (+68.64% YoY). The company strengthened its financial profile by maintaining a stable debt-to-equity ratio of 0.67x. Management highlighted progress toward sustainability goals, including the commissioning of a 21-megawatt solar plant by mid-June 2026, which will increase renewable energy capacity to 37 megawatts and support 40-45% of total power requirements. Capex of ₹315 crores is planned across FY24-FY27, reflecting disciplined investment in capacity and efficiency. The company emphasized long-term demand resilience in North India's caustic soda market and transition toward a lower-carbon operational model.

Peer Comparison

Company	P/E	ROE	ROCE	Market Cap (₹ Cr)
Lords Chloro Alkali Limited	15.3	N/A	N/A	408.49
Solar Industries India Limited	132.27	N/A	N/A	1,56,674.48
Pidilite Industries Limited	75.73	N/A	N/A	1,49,378.89
SRF Limited	69.51	N/A	N/A	79,723.46

Lords Chloro Alkali Limited trades at a significant discount to peers on P/E basis, suggesting potential relative undervaluation, though direct comparative metrics like ROE and ROCE are not available for analysis.