Sugs Lloyd Ltd
Sugs Lloyd Ltd Q4 FY26 Results & Concall Highlights: Revenue, Margins & Order Book
Q4 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
Targeting revenue growth from INR300 crores in FY ’26 towards INR1,000 crores by FY ‘28. Sugs Lloyd aims for significant growth, targeting INR 1,000 crores revenue by FY ‘28, up from INR 300 crores in FY ‘26.
From Sugs Lloyd Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Targeting revenue growth from INR300 crores in FY ’26 towards INR1,000 crores by FY ‘28.
- FY ‘27 expected as a significant step towards achieving the INR1,000 crores revenue milestone.
- Current unexecuted order book stands at INR825 crores, with INR708 crores from power T&D.
- Anticipate booking 20%-30% of INR1,225 crores worth of tenders currently in bid pipeline.
- Growing niche product segment (fault passage indicators, sectionalizers) with expanding order books.
- FPI business orders in Q1 FY ’27 alone comparable to entire FY ’26 order volume, indicating strong growth.
- New high-value projects, such as SCADA compatible grids and ADMS, are expected to support future growth.
2 more points management made on revenue & sales performance
Profitability & Margins
See what Sugs Lloyd Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- The company is focused on product and technology leadership, developing next-generation compact FPIs (Fault Passage Indicators), expected to launch by Q2 FY '27.
- R&D efforts are ongoing, with an increasing number of engineers working on new technologies like dry compressed air insulated RMUs and VCBs, though exact timelines for launch are uncertain (likely next year or later).
- Strategic discussions are underway for technology transfer with select companies to offer advanced solutions.
- Plans for international expansion are in place, albeit gradual and not immediately large-scale.
2 more points management made on capital expenditure plans
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Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what Sugs Lloyd Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- Current order book stands at INR 825 crores (excluding GST impact).
- Out of the INR 825 crores, INR 708 crores is from power T&D segment.
- Order pipeline (tenders at various evaluation stages) is around INR 1,225 crores.
- The company has identified about 3,000 tenders for bidding in the next 1-2 months.
- Expected order inflow from the pipeline is approximately INR 200-300 crores based on a 20-30% strike rate.
- Recent large order includes INR 639-640 crores (including GST), about INR 540 crores ex-GST.
- Orders being selective post recent large orders like Konkan Railway (~INR 600 crores).
2 more points management made on order book & pipeline
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What Sugs Lloyd's management said in earlier quarters
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Frequently Asked Questions
What were Sugs Lloyd Ltd Q4 FY26 results?
Targeting revenue growth from INR300 crores in FY ’26 towards INR1,000 crores by FY ‘28. Sugs Lloyd aims for significant growth, targeting INR 1,000 crores revenue by FY ‘28, up from INR 300 crores in FY ‘26.
What is Sugs Lloyd Ltd share price analysis?
Sugs Lloyd Ltd currently shows a neutral. The stock trades at a P/E of 12.0 with a market cap of ₹364 Cr. Investors should review the full earnings analysis for detailed insights.
Is Sugs Lloyd Ltd planning capital expenditure?
The company is focused on product and technology leadership, developing next-generation compact FPIs (Fault Passage Indicators), expected to launch by Q2 FY '27.
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This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.