LLOYDSME Q4 FY26 Guidance vs Delivery (LLOYDSME Management Mirror)

Did LLOYDSME's management deliver what it guided? Guidance vs actual performance and tone changes across recent earnings calls, as of the Q4 FY26 (Mar-2026 Qtr) concall.

Lloyds Metals and Energy Ltd (LLOYDSME) Q4FY26 Management Mirror - Mar-2026 Qtr

Production & Volumes

Management introduced FY27 targets in the Mar'26 Qtr, guiding iron ore production at 26 million tons and dispatches at 27 million tons, while expecting 7.75 to 8 million tons of pellet production, 125,000 tons of DRI, and 150,000 tons of wire rod output. Earlier in the Sep'25 Qtr and Dec'25 Qtr, guidance focused on FY26 dispatches of 20 to 22 million tons. Thriveni MDO volumes are expected to grow over 75% YoY. [Status: Initiated]

3 more themes on the ELITE plan.