Lloyds Engineering Works Ltd · NSE:LLOYDSENGG
Lloyds Engineering Works — Q1 FY27 Earnings Presentation
39 slides from Lloyds Engineering Works's earnings presentation, Aug 6, 2026
Slide 1: Exchange filing cover letter for Q1 presentation
RS/LLOYDSENGG/BSEL-NSEL/2026/63 August 6, 2026 The Department of Corporate Services, The National Stock Exchange of India Limited BSE Limited Exchange Plaza, Bandra Kurla Complex, 27th Floor, P.J. Towers, Dalal Street, Bandra (East), Mumbai - 400 051 Mumbai - 400 001 Scrip Code: 539992 Symbol: LLOYD
Slide 2: Investor Presentation August 2026
INVESTOR PRESENTATION August 2026
Slide 3: Why Lloyds Engineering Works?
Why Lloyds Engineering Works? 50+ Years of Heritage Diversified Business Integrated Manufacturing Technology Partnerships Deep engineering legacy built since Diversified presence across Engineering, End-to-end capabilities spanning Exclusive global tie-ups across 1974, evolving into an integrated El
Slide 4: Financial Overview
Financial Overview Investor Presentation | Lloyds Engineering Works Limited 3
Slide 5: Q1FY27: Highlights
Q1FY27: Highlights Consolidated revenue up 139% and PAT up 127% year-on-year — acquired scale plus a doubling of core execution THE SCOREBOARD — CONSOLIDATED, INR Mn Metalfab at highest capacity utilisation INR 1,641 Mn First full quarter of consolidation lifts light-fabrication revenue 6.2x YoY. To
Slide 6: Post merger Pro-forma Income Statement
Post merger Pro-forma Income Statement Particulars (INR Mn) Q1-FY27 Q1-FY26 Y-o-Y FY26 FY25 Y-o-Y Total Income 11,810 6,554 80% 32,531 7,780 318.1% EBITDA 1,726 1,179 46% 4,899 1,452 237.4% PBT 1,409 1,031 37% 4,368 1,300 236.0% PAT 1,094 729 50% 3,307 997 231.7% EPS (INR) 0.58 0.39 50% 1.82 0.86 11
Slide 7: Techno Industries (wholly owned subsidiary)
Techno Industries (wholly owned subsidiary) Particulars (INR Mn) Q1-FY27 Q1-FY26 FY26 FY25 Y-o-Y Total Income 392 323 1,873 1,574 19.0% EBITDA (45) (35) 168 97 73.2% EBITDA Margin (%) - - 8.97% 6.16% 281 Bps PBT (75) (53) 71 45 57.8% PAT (64) (41) 52 33 57.6% • Healthy Orderbook of INR 1,975 Mn • Pr
Slide 8: Metalfab (76% Subsidiary)
Metalfab (76% Subsidiary) Particulars (INR Mn) Q1-FY27 Q1-FY26 Y-o-Y FY26 FY25 Y-o-Y Total Income 1,641 266 517% 1,878 1,598 17.5% Adjusted EBITDA 248 79 214% 260 240 8.3% EBITDA* 248 79 214% 394 240 64.2% Adj EBITDA Margin (%) 15.10% 29.70% (1460 bps) 13.86% 15.02% (115) Bps PBT 239 71 237% 360 199
Slide 9: LICL (24.2% Stake-Associate)
LICL (24.2% Stake-Associate) Particulars (INR Mn) Q1-FY27 Q1-FY26 Y-o-Y FY26 FY25 Y-o-Y Total Income 6,408 4,196 52.72% 19,158 10,732 78.5% EBITDA 933 806 15.76% 2,800 1,132 147.3% EBITDA Margin (%) 14.56% 19.21% (465 bps) 14.62% 10.55% 407 Bps PBT 719 718 - 2,323 907 156.1% PAT 536 547 (2.01%) 1,73
Slide 10: SISCOL (52.1% Stake-Proposed Subsidiary)
SISCOL (52.1% Stake-Proposed Subsidiary) Particulars (INR Mn) Q1-FY27 Total Income 2,360 EBITDA 243 EBITDA Margin (%) 10.30% PBT 130 Order book stands at INR 11,974 Mn Investor Presentation | Lloyds Engineering Works Limited 9
Slide 11: Quarterly Consolidated Financial Performance
Quarterly Consolidated Financial Performance Particulars (INR Mn) Q1-FY27 Q1-FY26 Y-o-Y Revenue 5,272 2,170 143% Other Income 131 88 49% Manufacturing, Construction & Operating Expenses 4,198 1,617 160% Employee 306 205 49% Sales, Administration & Other expenses 107 83 29% EBITDA 792 353 124% EBITDA
Slide 12: Quarterly Standalone Financial Performance
Quarterly Standalone Financial Performance Particulars (INR Mn) Q1-FY27 Q1-FY26 Y-o-Y Revenue 3,558 1,740 104% Other Income 144 91 58% Manufacturing, Construction & Operating Expenses 2,872 1,336 115% Employee 168 115 46% Sales, Administration & Other expenses 62 51 22% EBITDA 600 330 82% EBITDA Mar
Slide 13: Company Overview
Company Overview
Slide 14: Integrated Infrastructure Solutions-One platform, four engines
Integrated Infrastructure Solutions-One platform, four engines 1 ENGINEERING 2 ELECTRICAL LIGHT FABRICATION — Legacy Ops, Metalfab & Bhilai MOTORS & PUMPS — Techno Industries • Metalfab Q1FY27: ₹1,641 Mn revenue, 15.10% EBITDA margin • LT & HT motors and pumps; new HT line at Vatva, live FY27 • Bhil
Slide 15: Strategic Plant Location
Strategic Plant Location Ahmedabad Unit 10,000 sq m Current Manufacturing LT & HT motors • Pumps Capacity ~300,000 sq m • Elevators & Escalators • New defence equipment line • Expanding from 10,000 to 60,000 sq m. Murbad Unit Nagpur Unit 35,000 sq m 90,000 sq m • Pressure vessels Structural fabricat
Slide 16: From Fabrication to Defence — Engineering at Scale
From Fabrication to Defence — Engineering at Scale Refinery & Petrochemical Complex Heavy Fabrication Pressure Vessels & Boilers Heavy Machinery Plants & Structures Naval, Defence & Offshore Investor Presentation | Lloyds Engineering Works Limited 15
Slide 17: Diversified Industry Presence
Diversified Industry Presence Steel & Metals Mining & Metals Hydrocarbon Oil & Gas Refining Petrochemicals Chemicals Fertilizers Power Nuclear Power Defence & Marine Ports & Marine Infrastructure & Steel Processing Industrial Services Construction (Eco Pickling) Investor Presentation | Lloyds Engine
Slide 18: Broad-Based Clientele
Broad-Based Clientele Investor Presentation | Lloyds Engineering Works Limited 17
Slide 19: Business Overview
Business Overview
Slide 20: Integrated Engineering Capabilities
Integrated Engineering Capabilities Niche Engineering Electrical Engineering Fabrication Specialized engineering solutions Electromechanical Solutions Heavy fabrication & complex engineered equipment • Marine Loading Arms & Swivel Joints • Elevators • Fin Stabilizers • Escalators • Process equipment
Slide 21: Engineering Excellence Across Fabrication & EPC
Engineering Excellence Across Fabrication & EPC Defence and Marine EPC & Infrastructure • Advanced Defence • Engineering, Procurement Engineering &Construction (EPC) • Naval Systems • Industrial & infrastructure projects • Defence Platforms • Concept to commissioning Pressure Vessel Steel Plant Proj
Slide 22: Project Portfolio, Execution & Order Book
Project Portfolio, Execution & Order Book Key Ongoing Projects Order Value Segment (INR Mn) • Power Plant Project, Lloyds Metals & Energy Ltd. 30.06.2026 • Mining to Metal Project Steel Authority of India Limited (SAIL). Mining to Metal 10,780 • Eco Pickling Line Project Lloyds Enterprises Ltd. Powe
Slide 23: Strategic Overview
Strategic Overview Investor Presentation | Lloyds Engineering Works Limited 22
Slide 24: Group Structure & Strategic Ecosystem
Group Structure & Strategic Ecosystem Current Group Structure Lloyds Engineering Works Limited Techno Industries Pvt Lloyds Infrastructure Metalfab Hightech Pvt Lloyds Advance Steel Infra Solutions Ltd Construction Ltd Ltd Defence Systems Ltd. Company Limited (wholly owned (24.2% associate (76% owne
Slide 25: From Equipment Manufacturer to Integrated Platform
From Equipment Manufacturer to Integrated Platform The Bhilai and SISCOL acquisitions are two steps in a single strategy - building design-to-delivery scale for India's infrastructure cycle WHY IT MATTERS Design-to-Delivery Integration Capacity & Margin Unlock Bigger, Better Bids New End-Markets SIS
Slide 26: Strategic Technology Ecosystem
Strategic Technology Ecosystem Creating a Niche Through Global Technology Tie-Ups Exclusive partnerships bring proven global technology into India's under-penetrated process, marine and defence segments — opening high-margin, recurring revenue streams. CEMI TB Global Technologies The Material Works
Slide 27: Strategic Overview
Strategic Overview Transforming into a Diversified Engineering & Technology Platform Designing Business Diversification Manufacturing Expansion Heavy Engineering Diversified into Engineering Metalfab & Bhilai acquisitions; ~2x Solutions, Electrical Engineering, fabrication capacity. Engineering Solu
Slide 28: Four Pillars Driving Lloyds Engineering's Growth
Four Pillars Driving Lloyds Engineering's Growth A deliberate shift from a single-discipline equipment manufacturer to an integrated, technology-led infrastructure platform. Vertical Integration Technology-Led Niches Defence & Marine Capacity Scale-Up Expansion LEWL–LICL merger Global tie-ups (CEMI,
Slide 29: Key Management Personnel – Lloyds Engineering Works Ltd.
Key Management Personnel – Lloyds Engineering Works Ltd. Mr. Mukesh Rajnarayan Gupta, Chairman & Whole-time Director Mr. Shreekrishna Mukesh Gupta, Executive Director Shri. Mukesh R. Gupta is a Commerce Graduate and successful Mr. ShreeKrishna has great experience as an entrepreneur and has Industri
Slide 30: Board of Directors
Board of Directors Mr. Balasubramaniam Prabhakaran, Additional Non-Executive Director Mr. Rajashekhar Mallikarjun Alegavi, Non-Executive Director Mr. Rajashekhar Mallikarjun Alegavi holds a Bachelor's degree in Mr. Balasubramaniam Prabhakaran brings over three decades of Chemical Engineering from th
Slide 31: Board of Directors
Board of Directors Mrs. Alka Upadhyay, Independent Director Mr. Devidas Kamble, Independent Director Mrs. Alka Upadhyay is a seasoned business leader with over three Mr. Devidas Kamble holds a Master's degree in Commerce and decades of experience in strategy, sustainability, business development qua
Slide 32: Corporate Social Responsibility
Corporate Social Responsibility Investor Presentation | Lloyds Engineering Works Limited 31
Slide 33: Fighting Classroom Hunger with Measurable Outcomes
Fighting Classroom Hunger with Measurable Outcomes In low-income families, school mornings often start without food. Hunger shows up as fatigue, low attention, and drop-outs long before it shows up in report cards. LEWL’s CSR focuses on nutrition-linked learning gaps. Our Intervention Partnership wi
Slide 34: Historical Consolidated Financial Performance
Historical Consolidated Financial Performance Particulars (INR Mn) FY25 FY26 Revenue 8,457 13,011 Other Income 242 498 RM consumed 5,355 7,546 Employee 503 927 Other expenses 1,249 2,645 Adjusted EBITDA 1,593 2,257 Adj. EBITDA Margin (%) 18.32% 17.70% EBITDA* 1,593 2,391 Depreciation 97 222 Interest
Slide 35: Historical Consolidated Balance Sheet
Historical Consolidated Balance Sheet Particulars (INR Mn) FY25 FY26 Fixed Assets 789 1,820 Capital Work In Progress 631 711 Goodwill 1,228 1,670 Right To Use 250 758 Investments 159 765 Other Assets 421 1,279 Sub-Total Non Current Assets 3,477 7,003 Inventories 862 4,328 Trade Receivables 2,715 2,3
Slide 36: Financials at a Glance
Financials at a Glance All Figures in INR Mn. Revenue EBITDA & EBITDA Margin (%) PAT & PAT Margin (%) 13,011 2,257 1,976 8,457 1,593 6,242 1,050 1,084 18.57% 798 3,126 580 11.78% 17.37% 18.32% 17.70% 368 15.18% 12.79% 12.42% FY23 FY24 FY25 FY26 FY23 FY24 FY25 FY26 FY23 FY24 FY25 FY26 ROE & ROCE (%)
Slide 37: Capital Market Data
Capital Market Data 100% Share Price Data As on 30th June, 2026 80% 60% 40% 20% 0% -20% -40% -60% Jul-25 Aug-25 Sep-25 Oct-25 Nov-25 Dec-25 Jan-26 Feb-26 Mar-26 Apr-26 May-26 Jun-26 Lloyds Engineering Works Ltd Sensex Shareholding pattern (As on 30th June, 2026) Price Data (As on 30th June, 2026) IN
Slide 38: Disclaimer
Disclaimer Lloyds Engineering Works Ltd No representation or warranty, express or implied, is made as to, and no reliance should be placed on, the fairness, accuracy, completeness or correctness of the information or opinions contained in this presentation. Such information and opinions are in all e
Slide 39: Thank You
Thank You
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