Lloyds Enterprises FY26: Profit surge, gold optionality, and a planned realty demerger

For FY26, consolidated total income was INR 2,183.71 crore, EBITDA was INR 543.35 crore (24.88% margin), and PAT was INR 416.96 crore.

For FY26, standalone total income was INR 812.09 crore, EBITDA was INR 344.65 crore (42.44% margin), and PAT was INR 268.09 crore.

The presentation states Lloyds Enterprises invested INR 200 crore for a 31% stake in GMSI.

The presentation states planned production of about 600 kg per year from FY26-27, with peak potential of about 1,000 kg per year.

The presentation states land aggregation is expected within 9 months following definitive agreements, and sale or lease of developed plots is targeted within around 24 months after aggregation.

The presentation states LEWL has an order book of more than about INR 8,335 crore as of FY26, including its subsidiaries.

The presentation states Lloyds Enterprises will merge its real estate subsidiaries into itself and then separate the real estate business into a new company, Lloyds Realty Limited, intended to be listed separately subject to approvals.