Lords Chloro Alkali Q1 FY27: Record profitability as renewables and downstream integration shape the next leg

For Q1 FY27, total income was 106.56 crore, EBITDA was 22.83 crore and profit after tax was 14.96 crore.

Q1 FY27 total income increased 6.07% year on year versus Q1 FY26. EBITDA rose to 22.83 crore from 20.68 crore, and PAT increased to 14.96 crore from 10.45 crore.

The presentation lists caustic soda lye, liquid chlorine, hydrochloric acid, chlorinated paraffin wax (CPW), sodium hypochlorite, and hydrogen gas (by-product).

Installed caustic soda capacity is stated at 300 TPD (~1,05,000 TPA). The company states it is undertaking an addition of 100 TPD targeted around Q4 FY27, and post expansion installed capacity is stated as 360 TPD with a 40 TPD UWde plant to be decommissioned.

The presentation states current CPW capacity of 50 TPD (~18,250 TPA) and mentions expansion to 100 TPD by FY27.

The presentation states power and fuel are the largest cost component at around 42% of production costs in FY26, reduced from 51% in FY25 due to renewable integration. Further renewable capacity is positioned to bring additional cost savings.

The company mentions a 16 MW solar plant at Bikaner, a 10 MW hybrid group captive project at Jaisalmer, and a planned 21 MW solar project. It states a target of 40% to 45% renewable energy in the short term and 80% in the medium term.