Sugs Lloyd Limited has released the transcript of its earnings conference call held on May 18, 2026. The call, conducted under Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, featured discussions with analysts and investors regarding the company's performance for the half year and year ended March 31, 2026.

Financial Performance

Management reported a strong financial year, with revenue growing 70% to INR300 crores from INR176 crores in the previous year. Profit after tax (PAT) increased by 71% to INR28 crores, up from INR16 crores. The company successfully maintained its EBITDA and PAT margins despite the significant top-line growth. Earnings per share (EPS) also saw an increase of nearly 38%.

Order Book and Outlook

The company's order book stands at INR825 crores, comprising INR708 crores from power T&D, INR110 crores from solar, and INR8 crores from niche products. Management secured a major order worth INR640 crores (excluding GST) during the year. Looking ahead, the company has set a revenue target of INR1,000 crores by financial year 2028 and is actively bidding on tenders worth INR3,000 crores.

Operational Highlights

Sugs Lloyd is focusing on expanding its geographical presence beyond traditional markets like Odisha and Bihar into states such as Gujarat, Maharashtra, and Punjab. The company is also investing in product and technology leadership, with its Fault Passage Indicator (FPI) business gaining momentum. A new compact FPI is set to launch by Q2, and the company is pursuing high-value SCADA and ADMS projects.

Financial Health

Following its successful IPO, the company's debt-to-equity ratio has improved significantly. Management stated that credit lines are being expanded to around INR300-350 crores to support the INR1,000 crores revenue target. The current credit rating is BBB minus from CARE, with discussions underway for a potential upgrade.

The following table summarises the key details of the conference call:

Sugs Lloyd Limited has disclosed a change in promoter shareholding pursuant to Regulation 7(2) of the SEBI (Prohibition of Insider Trading) Regulations, 2015. The disclosure, filed with BSE Limited on May 21, 2026, pertains to on-market purchases of equity shares by the company's Promoter and Director, Santosh Kumar Shah, executed on May 18, 2026, and May 20, 2026, on BSE Limited (BSE SME).

Promoter Share Acquisition Details

Santosh Kumar Shah acquired a total of 21,000 equity shares of Sugs Lloyd in two separate on-market transactions. The first transaction involved the purchase of 5,000 shares valued at ₹605354.75 on May 18, 2026. The second transaction involved the purchase of 16,000 shares valued at ₹2020768.75 on May 20, 2026. The intimation for these transactions was provided to the company on May 18, 2026, and May 20, 2026, respectively. The following table summarises the key details of the transactions as disclosed in Form C under the PIT Regulations:

Change in Shareholding

As a result of these acquisitions, Santosh Kumar Shah's shareholding in Sugs Lloyd has increased. The table below presents the pre- and post-acquisition shareholding position:

Regulatory Disclosure

The disclosure was submitted to BSE Limited by Nimmy Singh Chauhan, Company Secretary and Compliance Officer of Sugs Lloyd Limited, in accordance with Regulation 7(2)(b) of the SEBI (Prohibition of Insider Trading) Regulations, 2015. The Form C filing confirms that no derivative trading was undertaken in connection with these transactions. The company is headquartered at 2nd Floor Logix Park, Plot No A4 and 5, Sector 16, Noida, Uttar Pradesh.