Lloyds Engineering Works Ltd · NSE:LLOYDSENGG
Lloyds Engineering Works — Q4 FY2026 Earnings Presentation
38 slides from Lloyds Engineering Works's earnings presentation, May 5, 2026
Slide 1: Stock exchange covering letter for earnings presentation
RS/LLOYDSENGG/BSEL-NSEL/2026/35 May 05, 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: LLOYDSE
Slide 2: Investor Presentation May 2026
INVESTOR PRESENTATION May 2026
Slide 3: Disclaimer
Disclaimer The information contained herein has been prepared by Lloyds Engineering Works Ltd.(LEWL”) relying on information obtained from sources believed to be reliable but LEWL does not guarantee the accuracy or completeness of such information. Except for statements of historical facts, the info
Slide 4: Contents
Contents Quarterly Results Investment Thesis Business Overview About Us Financials & Shareholding Investor Presentation | Lloyds Engineering Works Limited 3
Slide 5: Result Highlights – FY26
Result Highlights – FY26
Slide 6: Integrated Infrastructure Solutions
Integrated Infrastructure solutions Lloyds Engineering — A Total Infrastructure Solutions Conglomerate Fabrication | Niche Engineering | Defence | Electrical Engineering | EPC “All Under One Umbrella” Fabrication Niche Engineering Defence Electrical Engg. EPC & Designing Precision heavy Specialised
Slide 7: FY26 Post merger Pro-forma Income Statement
FY26 – Post merger Pro-forma Income Statement for FY26 ₹ Crore Total Income EBITDA PBT 18.67% 489.87 436.75 3253.09 15.06% 318% 237% 236% 145.23 130.02 777.96 FY25 FY26 FY25 FY26 FY25 FY26 • FY25 - only LEWL legacy operations • FY26- Proforma of merged entities (LEWL+Metalfab + Techno + LICL) Invest
Slide 8: Post merger Pro-forma Income Statement for FY26
Post merger Pro-forma Income Statement for FY26 Particulars FY26 ## FY25* Total Income from Operations 3,253.09 777.96 EBIDTA 489.87 145.23 PBT 436.75 130.02 PAT 330.73 99.73 EPS in Rs. 1.82 0.86 • * only LEWL legacy operations • ## Proforma of merged entities (LEWL+Metalfab + Techno + LICL) Investo
Slide 9: Order book position
Order book position LEWL (Proforma Merged Entity ) FY2026 - ₹8,335.15 cr Segment Wise Order Book Strategic Project wins • Infrastructure – ₹5,691.76 cr • Lloyds Engineering Works along with Primetals part of Consortium • Engineering* – ₹2,492.69 cr Awarded ₹613 Crore + €18 Million Order from SAIL –
Slide 10: Q4 & FY26 – Result Highlights
Q4 & FY26 – Result Highlights 1. FY26 – Proforma Consolidated (LEWL + Metalfab + Techno + LICL)- Represents the full economic scale of the merged group on a like-for-like basis. Proforma Revenue: ₹3,253.89 crore | EBITDA: ₹489.87 crore (15.06% margin) , PBT: ₹436.75 crore , PAT: ₹330.73 crore , EPS:
Slide 11: Q4 & FY26 – Standalone
Q4 & FY26 – Standalone Revenue EBITDA PBT ₹ Crore 411.86 63.79 55.73 17.32% 15.08% 131% 31.78 27.90 100% 178.49 101% Q4FY25 Q4FY26 Q4FY25 Q4FY26 Q4FY25 Q4FY26 188.12 161.38 1052.22 18.67% 130.02 145.23 17.27% 755.78 24% 39% 30% FY25 FY26 FY25 FY26 FY25 FY26 Investor Presentation | Lloyds Engineering
Slide 12: Q4 & FY26 Profit & Loss - Standalone
Q4 & FY26 Profit & Loss - Standalone Particulars (₹ crore) Q4FY26 Q4FY25 YoY Q3FY26 QoQ FY26 FY25 YoY Revenue 411.86 178.49 130.75% 221.96 85.56% 1052.22 755.78 39.22% Other Income 11.27 5.01 124.95% 9.79 15.12% 37.20 22.18 67.72% RM consumed 258.09 98.92 160.91% 130.34 98.01% 634.43 478.48 32.59% E
Slide 13: Techno Industries (wholly owned subsidiary)
Techno Industries (wholly owned subsidiary) Particulars (₹ cr) FY26 FY25 YoY Total Income 187.26 157.36 18.99% EBITDA 16.76 9.73 72.25% EBITDA Margin (%) 8.95% 6.18% 277 bps PBT 7.14 4.53 57.62% PAT 5.20 3.27 59.02% • Healthy Orderbook of ₹150.70 cr • Prestigious order being received from Railways a
Slide 14: Metalfab (76% Subsidiary)
Metalfab (76% Subsidiary) Particulars (₹ cr) FY26 FY25 YoY Total Income 187.82 159.79 17.54% Adjusted EBITDA 26.04 23.98 8.59% EBITDA* 13.86% 15.01% (115) bps EBITDA Margin (%) 39.40 23.98 64.30% PBT 35.98 19.93 80.53% Adjusted Pat 20.11 -2.45 - PAT 33.47 -2.45 - *EBITDA includes one-time income of
Slide 15: LICL (24.2% Stake-Associate)
LICL (24.2% Stake-Associate) Particulars (₹ cr) FY26 FY25 YoY Total Income 1915.75 1073.24 78.50% EBITDA 280.01 113.17 146.25% EBITDA Margin (%) 14.62% 10.54% 408 bps PBT 232.27 90.74 155.97% PAT 173.81 66.66 160.74% Order book of ~₹5,691.76 cr, mix of orders from group companies & third-party Inves
Slide 16: Q4 & FY26 – Stated Consolidated Profit & Loss
Q4 & FY26 – Stated - Consolidated Profit & Loss Particulars (₹ crore) Q4FY26 Q4FY25 YoY Q3FY26 QoQ FY26 FY25 YoY Revenue 495.02 231.96 113.41% 272.45 81.69% 1301.14 845.74 53.85% Other Income 8.78 6.77 29.69% 24.07 (63.52%) 49.84 24.16 106.29% RM consumed 302.72 132.11 129.14% 142.50 112.44% 754.63
Slide 17: Balance Sheet - Consolidated
Balance Sheet - Consolidated Particulars (₹ Crore) FY25 FY26 Fixed Assets 78.91 182.02 Capital Work In Progress 63.09 71.14 Goodwill 122.78 166.95 Right To Use 24.97 75.80 Investments 15.87 76.53 Other Assets 42.09 127.88 Sub-Total Non Current Assets 347.71 700.32 Inventories 86.2 432.75 Trade Recei
Slide 18: Investing in Lloyds Engineering Works
Investing in Lloyds Engineering Works
Slide 19: LEWL–LICL Merger: Creating a Fully Integrated Engineering Champion
LEWL–LICL Merger: Creating a Fully Integrated Engineering Champion Strategic Unification • LEWL and LICL merge to form a single vertically integrated platform spanning design manufacturing and execution. • The combined entity transitions from a pure equipment maker into a full-cycle engineering and
Slide 20: Creating a niche through Defence Tie-ups
Creating a niche in underpenetrated Sector through “Defence Tie-ups” Domain: Drones Domain: Naval Systems Platform: FPV and SIGINT UAVs Fincantieri Platform: CPP and shafting systems • Exclusive Indian deployment rights FlyFocus (Italy) • Joint manufacturing for Navy and Coast Guard • Path to tech t
Slide 21: Creating a niche through Technological Tie-ups
Creating a niche in underpenetrated Sector through “Technological Tie-ups” 1. Strategic Partnership with CEMI to Drive Industrial Process Optimisation in India Tie-up with CEMI Process Optimisation, for advanced process control, Position Lloyds Engineering at the intersection of industrial growth an
Slide 22: Creating a niche through Strategic Project wins
Creating a niche in underpenetrated Sector through “Strategic Project wins” 2. Major Order win in Consortium with Primetals for SAIL – IISCO Pellet Plant Consortium with Primetals technologies India Pvt. Ltd. & Primetals Order for design & execution of 4.2 MTPA pellet plant at SAIL – IISCO technolog
Slide 23: Creating a niche through Technological Tie-ups
Creating a niche in underpenetrated Sector through “Technological Tie-ups” TB Global Technologies (TBG) The Material Product: Marine Loading Arms and Swivel Works (TMW) Joints Technology: Eco Pickled Surface Commercial Traction (EPS Gen 4) • Secured orders exceeding ₹7.9 crore Commercial Traction •
Slide 24: LEWL's Entry into Electrical Engineering
LEWL’s Entry into “Electrical Engineering” Long-term benefits of this acquisition • Building and Compounding on Existing Strong Base and grow Multifold in the next 5 years • Expand capacities in Motors and Pumps and built on pre-qualification with entities like NTPC, BHEL etc to build a more robust
Slide 25: LEWL further solidifies its Engineering Capabilities & Capacities
LEWL’s further solidifies its Engineering Capabilities & Capacities” (LEWL) to acquire the engineering Assets of Bhilai Engineering Corporation Limited (BECL) Long-term benefits of this acquisition • Complementary to LEWL's existing product lines, enhancing production capabilities. • Increase the to
Slide 26: Our Offerings and Solutions
Our Offerings and Solutions DRI & Power plants erection work in progress on turnkey basis Investor Presentation | Lloyds Engineering Works Limited 25
Slide 27: Our Offerings and Solutions
Our Offerings and Solutions Heat Exchangers Air/Gas Drying Systems Investor Presentation | Lloyds Engineering Works Limited 26
Slide 28: Our Offerings and Solutions
Our Offerings and Solutions Boilers Steel Plants Equipment Investor Presentation | Lloyds Engineering Works Limited 27
Slide 29: Our Offerings and Solutions
Our Offerings and Solutions Pressure Vessels Column Investor Presentation | Lloyds Engineering Works Limited 28
Slide 30: Broad-Based Clientele
Broad-Based Clientele Investor Presentation | Lloyds Engineering Works Limited 29
Slide 31: More than Four Decades of Experience
More than Four Decades of Experience Shri. Mukesh R. Gupta Mr Shreekrishna Gupta Chairman & Whole Time Director Whole Time Director A Commerce Graduate and successful Industrialist Krishna has great experience as an entrepreneur and has having a vast knowledge and rich experience of more than succes
Slide 32: Corporate Social Responsibility
Corporate Social Responsibility
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: Financials
Financials
Slide 35: New Manufacturing Capacities
New Manufacturing Capacities – To support increasing order book & Future growth LEWL has already begun enhancing its capacities. Capacity expansion of underway, thus providing solid headroom to grow. Modernising & overhauling the asset base to deliver superior growth. Enhancing & Enabling tech
Slide 36: Financials At a Glance
Financials At a Glance ₹ Crore EBITDA & PAT Revenue Return Ratios (%) 1,301.14 225.71 197.57 26.32 21.99 20.17 159.33 845.74 22.12 17.31 22.27 18.88 624.24 108.43 105.04 79.83 8.37 9.24 58.04 312.61 36.82 4.39 14.46 5.95 50.10 FY22 FY23 FY24 FY25 FY26 FY22 FY23 FY24 FY25 FY26 FY22 FY23 FY24 FY25 FY2
Slide 37: Shareholding Structure
Shareholding Structure Price Movement (₹) 90 80 70 60 50 40 30 20 10 0 Apr-25 May-25 Jun-25 Jul-25 Aug-25 Sep-25 Oct-25 Nov-25 Dec-25 Jan-26 Feb-26 Mar-26 Shareholding as of 31st March 2026(%) Particulars Number of shares – Fully Paid up 139.88 crs Number of shares – Partly Paid Up 8.12 crs Promoter
Slide 38: Thank You
Thank You lloyds_ir@lloyds.in www.lloydsengg.in +91 7041104881
Lloyds Engineering Works — Q4 FY2026 Earnings Presentation on 6ix