LLOYDSENGGBSELloyds Engineering Works LtdHighNeutral
Announced Tue, 5 May · 14:24 IST

Attached

Revenue Growth 20pctPat Growth 25pctNegative Operating CashflowResults View source PDF

LLOYDSENGG · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
-0.7%1-day move
₹58.30
prior close
₹60.45
base price
In-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
-2.6-2.4-1.9-1.9-0.7+5.4+8.4+13.6+16.7+23.1+32.8+25.0+56.1
Up moveDown movePending
AI summary

Lloyds Engineering Works reported strong full-year FY26 results. Consolidated revenue grew 54% to Rs. 1,301.14 Crores (from Rs. 845.74 Crores), EBITDA rose 50% to Rs. 239.07 Crores, and PBT increased 44% to Rs. 202.90 Crores. PAT attributable to shareholders grew 84% to Rs. 189.88 Crores (vs Rs. 103.14 Crores). Standalone revenue was up 39% at Rs. 1,052.22 Crores with PAT at Rs. 118.27 Crores. The order book surged 91% to Rs. 2,643.39 Crores as of April 1, 2026. However, operating cash flow turned deeply negative at Rs. -252.90 Crores (vs Rs. +153.22 Crores prior year), driven by large working capital outflows — inventories grew Rs. 287.76 Crores and other current assets by Rs. 287.33 Crores. The company raised Rs. 857.30 Crores via a rights issue during the year. Statutory auditors S.Y. Lodha & Associates issued an Unmodified Opinion on both standalone and consolidated results.

Likely market impact

Strong top-line and bottom-line growth and a massive order book expansion are highly positive signals, but the deeply negative operating cash flow is a significant red flag that warrants close monitoring — the company needs to convert this large order book into cash collections to sustain its growth trajectory.