BSESugs Lloyd LtdMediumNeutral
Announced Fri, 22 May · 18:50 IST

Transcript of Earnings Call pertaining to the Audited Financial Results (Standalone & Consolidated) of the company for the Half year and year ended 31st March 2026.

Order Pipeline DisclosedAnalyst Day Multiyear TargetsInvestor Communications View source PDF

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AI summary

Sugs Lloyd Limited reported strong FY26 results with revenue growing 70% to INR300 crores from INR176 crores, while EBITDA and PAT increased by 69% and 71% respectively. The company maintained its EBITDA and PAT margins despite near-doubling of business size. EPS rose by 38%. Management confirmed they overachieved their INR270 crores guidance and outlined a INR1,000 crores revenue target by FY28, with FY27 guidance of INR600 crores. The current order book stands at INR825 crores (INR708 crores power T&D, INR110 crores solar, INR8 crores niche products), with INR1,225 crores in tenders under evaluation and INR3,000 crores identified for bidding. The company plans to expand credit facilities to INR300-350 crores to fund growth and has no immediate fund-raising plans.

Likely market impact

Strong operational performance with margin maintenance despite rapid growth signals effective cost management. The disclosed order pipeline and INR1,000 crores FY28 target provide visibility, though receivables remain a concern requiring monitoring.