LLOYDS ENGINEERING WORKS LIMITED has informed the Exchange regarding ' LLOYDS ENGINEERING WORKS LIMITED has informed the Exchange regarding ''. Investors Presentation for the quarter ended June 30, 2025'.
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Lloyds Engineering Works reported Q1FY26 revenue of ₹174.45 cr, up 28.82% YoY, driven by strong execution. EBITDA grew 22.07% YoY to ₹32.96 cr, with margins slightly contracting to 18.89% (vs 19.94% in Q1FY25) due to higher raw material and employee costs. PBT rose 24.77% YoY to ₹29.52 cr, but PAT fell 17% YoY to ₹17.61 cr because tax provisions jumped 388% YoY to ₹11.91 cr. Order book stood healthy at ₹1,337.57 cr as of June 30, 2025, with ₹205.71 cr of new orders added during the quarter. Management guided for FY26 revenue of 4x FY25 levels (~₹3,023 cr) and EBITDA margins of 15-18%, supported by past acquisitions (Techno Electric, MetalFab, Bhilai Engineering assets) and technology tie-ups in defence, eco-pickling, and marine loading arms.
Strong top-line growth and a robust ₹1,337+ cr order book signal healthy business momentum for shareholders. However, the FY26 EBITDA margin guidance of 15-18% is below the current 18.89% level, suggesting some margin pressure ahead, while the sharp tax spike in Q1 dragged down PAT despite operational growth.