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Earnings Call

Sugs Lloyd Earnings Call: Key Takeaways

Sugs Lloyd Ltd (FY26) achieved 70% revenue growth driven by government emphasis on T&D and solar EPC. Transitioning to high-margin niche FPI products and SCADA projects.

Why this was an Alfa AlertRevenue beat: Guided ₹270cr, achieved ₹300cr (11.1% beat above guidance). Management explicitly confirmed overachieving stated guidance.
Highlights
Revenue growth70% YoY growth to ₹300cr.
MarginsEBITDA and PAT margins maintained; FPI contribution expected to improve margins.
Order bookCurrent order book ₹825cr; pipeline of ₹1,225cr in evaluation.
Demand visibilityStrong government push in RDSS and renewable energy schemes.
Management confidenceHigh; overachieved FY26 guidance and bullish on FY27-28 targets.

Growth

Revenue jumped 70% to ₹300cr; PAT rose 71% to ₹28cr. EPS increased ~38% with stable margins.

Outlook

Targeting ₹600cr revenue for FY27 and ₹1,000cr by FY28. Launching next-gen FPI in Q2 FY27.

Risks

High concentration of receivables (40% sales in Q4); potential margin pressure from commodity price fluctuations.

Source

Earnings Call filed with BSE, BSE: 544501. Summary written with AI assistance from the document.

Read the document ↗

Sugs Lloyd Ltd: key numbers

Share price
₹265.55
Market cap
₹616.5 Cr
Revenue (annual)
₹300.7 Cr
Net profit (annual)
₹28.82 Cr
P/E (TTM)
21.4×Sector 25.1×
Promoter holding
70.54%+0.26% QoQ
FII holding
1.02%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

More from Sugs Lloyd Ltd

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18:31 IST BSE
New Order Win

Sugs Lloyd Bags ₹4.68 Cr Order from Uttar Pradesh New and Renewable Energy Development Agency

Sugs Lloyd Ltd has secured an order from UPNEDA for 2,500 solar street lighting systems, valued at ₹4.68 Crore, including a five-year comprehensive maintenance warranty.

Value
₹4.68 Cr
From
Uttar Pradesh New and Renewable Energy Development Agency (UPNEDA)
solar street lighting systems
2500.0 units
15:47 IST BSE
New Order Win

Sugs Lloyd Bags ₹213.5 Cr Order from M/s Marshal Enterprises

Sugs Lloyd received a ₹213.48 Crore LOA from M/s Marshal Enterprises for RDSS loss reduction works in Punjab. Execution timeline is 15 months from the award date.

Value
₹213.5 Cr
From
M/s Marshal Enterprises
Execution
15 months from date of issuance of the LOA
14:59 IST BSE
Annual General Meeting

Sugs Lloyd Annual General Meeting

Sugs Lloyd Ltd issued the notice for its 17th AGM on 30 September 2026, proposing ₹600 crore borrowing and loan/guarantee limits. Director re-appointment and financial statement adoption are also on the agenda.

14:51 IST BSE
Annual Report

Sugs Lloyd Annual Report

Sugs Lloyd filed its Annual Report for FY 2025-26 with the 17th AGM notice. The report recaps revenue and profit but no new event is announced.

13:44 IST BSE
New Order Win

Sugs Lloyd Bags ₹24.63 Cr Order from TP Central Odisha Distribution Limited

SUGS Lloyd Limited secured a ₹24.63 Crore maintenance contract from TP Central Odisha Distribution Limited. The three-year agreement covers HT & LT network maintenance until 2029.

Value
₹24.63 Cr
From
TP Central Odisha Distribution Limited (TPCODL)
Execution
Three years (01.10.2026 to 30.09.2029)
18:41 IST BSE
Earnings Call

Sugs Lloyd Earnings Call Transcript: Key Takeaways

Sugs Lloyd delivered record Q1 results with 32% revenue growth, though aggressive FY27 targets and rising debt levels for project mobilization signal execution-heavy risks ahead.

Call
Guides 100% growth