Lloyds Engineering Works Ltd · NSE:LLOYDSENGG
Lloyds Engineering Works — Q1 FY2026 Earnings Presentation
31 slides from Lloyds Engineering Works's earnings presentation, Jul 29, 2025
Slide 1: Exchange filing cover letter: Earnings / Investors Presentation Q1 2025
± www.lloydsengg.in © CIN: L28900MH1994PLC081235 LLOYD S ENGINEERING W ORKS LIM ITED * infoengg@lloyds.in (Formerly known as Lloyds Steels Industries Limited) RS/LLOYDSENGG/BSEL-NSEL/2025/65 29th July, 2025 The Department of Corporate Services, The National Stock Exchange of India Limited BSE Limite
Slide 2: Lloyds Engineering Works Ltd Investor Presentation July 2025
LLOYDS ENGINEERING WORKS LTD (LEWL) July 2025 Investor Presentation
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
Slide 5: Result Highlights – Q1FY26
> (aw it . Result Highlights -Q1FY26
Slide 6: Q1FY26 – Result Highlights
Q1FY26– Result Highlights ₹ Crores Revenue EBITDA PBT 174.45 29.52 135.42 19.94% 18.89% 32.96 23.66 28.82% 27.00 22.07% 24.77% YoY YoY YoY Q1FY25 Q1FY26 Q1FY25 Q1FY26 Q1FY25 Q1FY26 Steady Revenue Growth EBITDA continues steady growth PBT mirroring EBITDA growth Revenue for Q1FY26 increased by EB
Slide 7: Q1FY26 – Standalone Profit & Loss
Q1FY26– Standalone Profit & Loss Particulars (₹ crores) Q1FY26 Q1FY25 YoY Q4FY25 QoQ FY25 FY24 YoY Revenue 174.45 135.42 28.82% 178.49 -2.26% 755.78 624.24 21.07% Other Income 8.62 1.84 368.48% 5.01 72.06% 22.18 7.44 198.12% RM consumed 113.30 78.76 43.85% 98.91 14.55% 478.48 402.66 18.83% Employee
Slide 8: Strategic Outlook: Growth Trajectory – A Way Ahead
Growth Trajectory – A Way Ahead Strategic Outlook FY26 Revenue FY26 EBITDA Next phase of Growth to be driven: 1. Organic growth 2. Growth led by Acquisitions done Targeting 4x Margins of over FY23-25. growth of FY25 15-18% 3. Consolidation of Group Companies 4 x of FY25 having presence in EPC and ot
Slide 9: Delivering Record Execution to Diverse Clientele with Diverse Products
Delivering Record Execution to Diverse Clientele with Diverse Products Orders Executed over ₹1690 cr over last three years Serving Repetitive orders from Esteemed Executed Diversified Engineering Products Clientele Thyssenkrupp Industrial Solutions Technip India Ltd. Lloyds Metals & Energy Ltd (Indi
Slide 10: Delivering Record Execution
Delivering Record Execution Indian Oil Corporation Ltd. Goa Shipyard Limited Gujarat Narmda Valley Marine Loading Arms , Reator Exchnages and Fertilizers & Chemical Ltd Multiple Spares Stearing gears- 7 ship set Multiple Boiler Drums Paul Wurth India (P) Ltd Engineers India Ltd Garden Reach Shipbuil
Slide 11: Order Book: Building a Robust Order Book
Order Book: Building a Robust Order Book with “Traditional Excellence” and Niche “Tech-Driven” Engineering Solutions Order Book Position 31st March 2023 ₹ 682.94 cr New Orders in Q1FY26 ₹ 205.71 cr 31st March 2025 ₹ 1315.38 cr 30th June 2025 ₹ 1337.57 cr Multiple and Repetitive orders from Various C
Slide 12: Order Book: Diversified order book from Multiple Clientele
Order Book: Building a Robust Order Book with “Traditional Excellence” and Niche “Tech-Driven” Engineering Solutions Arcelor Mittal Nippon Steels India Engineers India Garden Reach Shipbuilders & Ltd Engineers Ltd (GRSE) Supply of Vacuum Vessel, 4 Tundish Supply of 14 pressure vessels, 2 LTCS column
Slide 13: Balance Sheet - Standalone
Balance Sheet- Standalone Particulars (₹ Crores) FY24 FY25 Fixed Assets 61.94 66.10 Capital Work In Progress 10.65 62.96 Goodwill 0.96 0.96 Right To Use 14.59 13.43 Investments 4.90 194.11 Other Assets 25.46 19.46 Sub-Total Non Current Assets 123.00 357.02 Inventories 101.98 40.56 Trade Receivables
Slide 14: Investing in Lloyds Engineering Works
Investing in Lloyds Engineering Works
Slide 15: Technological Tie-ups: The Material Works Eco Pickling
Creating a niche in underpenetrated Sector through Technological Tie-ups 1. The Material Works, Ltd. (TMW) for the transfer of cutting-edge Eco Pickled Surface (EPS Gen 4) technology Huge opportunity; given steel ministry vision Secured orders exceeding ₹50 crores of building 300mnt steel capacity i
Slide 16: Technological Tie-ups: TB Global Marine Loading Arms
Creating a niche in underpenetrated Sector through “Technological Tie-ups” 2. Agreement with TB Global Technologies Ltd (TBG) through which LEWL will provide Marine Loading Arms and Swivel Joints. Engineering products that are the first of their kind in the Indian market Upcoming Port capacities pro
Slide 17: Strategic Collaboration with Fincantieri S.p.A
Creating a niche in underpenetrated Sector through Technological Tie-ups 3. Strategic collaboration with Fincantieri S.p.A This collaboration aims to jointly manufacture high-quality products for the Indian Navy and Coast Guard o Product diversification in defence and aerospace manufacturing. o Inve
Slide 18: Acquisition of Bhilai Engineering Corporation engineering assets
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. FABRICATION Inc
Slide 19: Our Forces – Unified and Client-Centric approach
Our Forces – Unified and Client-Centric approach Playing on Strengths to deliver robust output in the most efficient manner Technological Bandwidth- Tie- Five Decades of Experience ups Enriched experienced has Technological Tie-ups ensure the most established Brand Equity in qualitative and best-in-
Slide 20: Strategic Plant Location
Strategic Plant Location All workshops being adjacent to each other brings in the logistic advantage. Strategic location of the plant with all workshops adjacent to each other helps in better absorption Shop A of Overhead costs Shop B & C A centralised Raw Murbad, Thane Material procurement system h
Slide 21: Our Offerings and Solutions: Boilers, Steel Plants Equipment
Our Offerings and Solutions Boilers Steel Plants Equipment 20
Slide 22: Our Offerings and Solutions: DRI & Power Plants
Our Offerings and Solutions DRI & Power plants erection work in progress on turnkey basis 21
Slide 23: Our Offerings and Solutions: Heat Exchangers, Air/Gas Drying Systems
Our Offerings and Solutions Heat Exchangers Air/Gas Drying Systems 22
Slide 24: Our Offerings and Solutions: Pressure Vessels, Column
Our Offerings and Solutions Pressure Vessels Column 23
Slide 25: Broad-Based Clientele
Broad-Based Clientele ; ] TOTAL SS Q Reliance a ak= “race Industries Limited B&O 7am =| ADITYA BIRLA GROUP PDIL 2 (9) a ‘TATA PROJECTS LIMITED SA WER NRL omen WELSPUN raza SMS © group NY AM/NS _ IndianOil ele HMEL INDIA (EPS QE’
Slide 26: More than Four Decades of Experience
More than Four Decades of Experience Mr Shreekrishna Gupta Shri. Mukesh R. Gupta Whole Time Director Chairman & Whole Time Director Krishna has great experience as an entrepreneur and A Commerce Graduate and successful Industrialist has successfully started and created two brands in very having a va
Slide 27: Financials
Financials
Slide 28: New Manufacturing Capacities
New Manufacturing Capacities – To support increasing order book & Future growth LEWL has already begun enhancing its capacities. Capacity expansion of ~2x underway, thus providing solid headroom to grow. Modernising & overhauling the asset base to deliver superior growth. Enhancing & Enabling
Slide 29: Financials At a Glance
Financials At a Glance ₹ Crores Revenue EBITDA & PAT Return Ratios (%) 755.78 145.23 26.32 624.24 21.99 20.17 108.43 99.72 22.27 22.12 18.88 79.83 312.61 58.04 8.37 36.82 14.46 4.39 5.95 50.10 FY22 FY23 FY24 FY25 FY22 FY23 FY24 FY25 FY22 FY23 FY24 FY25 EBITDA PAT RoCE RoE *EBITDA includes Other Inco
Slide 30: Shareholding Structure
Shareholding Structure Price Movement (₹) Shareholding as of 30th June 2025(%) 100 90 80 70 60 50 Public, Promoters, 40 48.27% 49.36% 30 20 10 0 FII's & DII's, 2.37% Particulars Number of shares – Fully Paid up 116.55 crs Number of shares – Partly Paid Up 30.85 crs Exchange NSE: LLOYDSENGG BSE: LLOY
Slide 31: Thank You
Thank You lloyds_ir@lloyds.in www.lloydsengg.in +91 9892183389
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