Lords Chloro Alkali Limited (LORDSCHLO) — FY26 Annual Report | 12 August 2026(2 announcements)

· NSE 🔴 High Importance Neutral
By StockFin Research Team AI-Assisted Analysis Source: BSE/NSE Filings
1 Annual Report 🔴 High Importance Neutral 📄 PDF
📢 Key Event
Shareholders to vote on borrowing limit increase, director remuneration, and stock option scheme at AGM.
🔄 What Changed
Net profit up 361%, borrowing limit raised to Rs 500 crore, MD remuneration set at Rs 2.40 crore with performance incentives.
🔮 What's Next
Company targets 40-50% renewable energy mix, 360 TPD caustic soda capacity by FY27, and Rs 165 crore capex for expansion.
💡 Investor Takeaway
Profitability and borrowing capacity have significantly improved, but growth depends on renewable energy investments and navigating energy cost pressures.

Lords Chloro Alkali Limited's 2025-26 annual report shows a 44% revenue jump to Rs 39,013.70 lakhs and net profit surge to Rs 2,848.67 lakhs, up from Rs 618.06 lakhs. The board seeks shareholder approval for a Rs 500 crore borrowing limit, Rs 2.40 crore annual MD remuneration with 4% EBDT incentives, and a new 1 million-option stock scheme. Sustainability efforts include 37 MW solar capacity and 1,000+ trees planted. Key governance changes involve reappointing Whole-Time Directors Madhav Dhir (Rs 2.40 crore pay) and Deepak Mathur (Rs 1 crore), while ratifying statutory auditor Nemani Garg Agarwal & Co. for a second term.

2 Annual Report 🔴 High Importance Neutral 📄 PDF
📢 Key Event
Lords Chloro Alkali Limited's 47th AGM scheduled for 11 September 2026 to approve financial statements, director reappointments, and key governance resolutions.
🔮 What's Next
CAPEX of Rs. 165 crores planned for capacity expansion and renewable energy projects; target renewable energy mix of 40-50%; capacity to scale to 360 TPD by FY27.
💡 Investor Takeaway
The company demonstrated strong financial growth and strategic investments, but faces operational risks from external factors like power costs and market competition, requiring careful monitoring of execution and macroeconomic conditions.

Lords Chloro Alkali Limited announced its 47th AGM on 11 September 2026, approving the adoption of FY2025-26 audited financial statements, reappointing directors including Managing Director Ajay Virmani and Whole-Time Director Madhav Dhir, and ratifying statutory auditor M/s Nemani Garg Agarwal & Co. for a second five-year term. The filing details resolutions on director remuneration, borrowing limits up to Rs. 500 crores, and an Employee Stock Option Scheme 2026 for up to 1 million options. Financial performance showed a 44% revenue increase to Rs. 39,013.70 lakhs and a 362% rise in net profit to Rs. 2,848.67 lakhs for FY2025-26. The company emphasized strategic CAPEX of Rs. 165 crores for capacity expansion and renewable energy, targeting 40-50% renewable mix, while highlighting risks from power tariff hikes and international competition.

About Lords Chloro Alkali Limited (LORDSCHLO)

Chemicals · Chemicals · Listed on NSE

Market Cap: ₹388.12 Cr P/E: 11.1 ROE: 19.3% ROCE: 17.5%

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Source: Stock Announcements. Analysis by StockFin.ai. For informational purposes only — not investment advice.

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