| Management target | Revenue 100.0% FY27 |
|---|
| Revenue growth | 32% YoY growth to 78.4Cr; some revenue slipped into Q2. |
|---|---|
| Margins | Margins expanded to 15.3%; high-margin products offsetting EPC growth. |
| Order book | Robust 807Cr order book, approximately 2.7x FY26 revenue. |
| Demand visibility | Strong visibility from Smart Grid and RDSS government initiatives. |
| Management confidence | Extremely bullish, maintaining ambitious long-term targets despite rising debt. |
Growth
Revenue grew 32% YoY to 78.4Cr, with EBITDA margins improving 32 bps to 15.3%.
Outlook
Management reiterated a 1,000Cr revenue target for FY28 and 600Cr for FY27.
Risks
Rising debt (91Cr) and high receivables (149Cr) pose working capital stress during Patna project execution.
Last quarter's promises, checked
Delivered
- Guided FY26 revenue 270Cr → delivered 300Cr (= BEAT)
- Guided FY26 PAT 16Cr → delivered 28Cr (= BEAT)
- Targeted FY26 EBITDA margin 14.5% → delivered 14.5% (= BEAT)
Partly delivered
- Guided FPI revenue 8Cr by July → delivered 78.4Cr total revenue with some slippage (= PARTIAL)
Earnings Call Transcript filed with BSE, BSE: 544501. Summary written with AI assistance from 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
All →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
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
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.
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.
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)
Sugs Lloyd Investor Presentation: Key Takeaways
Sugs Lloyd reported strong Q1 FY27 results with ₹78.4 Cr revenue and ₹7.5 Cr PAT. Strategy focuses on Power T&D, Renewables, and Niche Smart Grid products.