Earnings Conference Call Transcripts of Investor/Analysts meeting held on February 06, 2026 for unaudited Financial Results for the Quarter and Nine Months ended 31/12/2025.
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Sugs Lloyd reported strong 9M FY26 results with revenue of INR 185.6 crores (up 60.6% YoY), EBITDA of INR 28.17 crores at a healthy 15.18% margin (up 58.5%), and profit after tax of INR 17.92 crores (up 53.5%). Q3 revenue was short by ~INR 20 crores due to a land dispute in Maharashtra, which is now resolved and deferred to Q4. Management said it will exceed its earlier FY26 guidance of ~INR 270 crores, with Q4 likely contributing 35%+ of annual revenue. Current order book stands at INR 418 crores (Power T&D INR 188 crores, Solar INR 220 crores), backed by a qualified bid pipeline of INR 1,000+ crores and INR 840 crores in PSU pre-bid arrangements. The company is targeting INR 1,000 crores in revenue by FY28 and is foraying into the EHV/transmission segment (already bid for GIS substations with HPTCL and PowerGrid). Growth will be funded primarily by debt, with the company doubling its bank facility.
Positive for shareholders — robust topline growth, stable-to-improving margins, and a clear multi-year revenue target of INR 1,000 crores by FY28. Near-term watch points are execution in new EHV/transmission segment and working capital absorption as the company scales, though management says bank lines are being enhanced to support the growth.