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Lloyds Enterprises Limited (LLOYDSENT)

₹70.42 +0.16% last close, 16 Oct

📊 NSE: LLOYDSENT 🏢 Trading - Metals 📢 Latest filing: 12 Oct 2026 📝 Analysis written: 14 Dec 2025

Latest quarterly results (Q1 FY27)

In its latest reported quarter, Q1 FY27, Lloyds Enterprises' revenue was ₹563 Cr (+70.1% year on year, -21.8% on the previous quarter), and net profit ₹110 Cr (-55.8% year on year); the operating margin was 15.7%.

Q1 FY27 (₹ Cr)	Value	YoY vs Q1 FY26	QoQ
Revenue	₹563	+70.1%	-21.8%
Operating profit	₹88.3	+301.5%	+96.3%
Net profit	₹110	-55.8%	+59.4%
EPS (₹)	0.73	-51.3%	+180.8%
Operating margin	15.7%	—	—

Full quarterly financials → Results calendar →

LLOYDSENT delivery percentage

NSE end-of-day data for Fri, 16 Oct 2026

On Fri, 16 Oct 2026, 39.24% of the LLOYDSENT shares traded on NSE were taken to delivery, against the stock's own 20-session average of 46.36%. That is close to its usual level. It traded 2.5 times its average daily volume.

39.24%Delivery, 16 Oct

46.36%Own 20-session average

2.5×Volume vs its average

₹70.42NSE close · +0.16%

Delivery in the last 5 sessions: 40.0% · 54.3% · 54.0% · 19.1% · 39.2%

Delivery across the market →Unusual volume today →

A description of what the exchange published, not a recommendation. Names such as "accumulation" or "long buildup" label a pattern in the numbers. How delivery is analysed

📢 Recent Corporate Announcements

Lloyds Enterprises Submits Dematerialisation Certificate for Quarter Ended September 30, 2026

🟡 NEUTRAL ⭐ 1/10

ROUTINE 📅 12 Oct 2026, 05:30 PM

Lloyds Enterprises Limited has submitted its quarterly compliance certificate under Regulation 74(5) of SEBI (Depositories and Participants) Regulations, 2018. The certificate was issued by the Registrar and Share Transfer Agent, Bigshare Services Private Limited, for the quarter ended September 30, 2026. It confirms that securities received for dematerialisation were processed and confirmed to depositories within 15 days of receipt. This is a standard quarterly regulatory compliance filing with no impact on business operations or financials.

Compliance certificate submitted under Regulation 74(5) of SEBI Regulations, 2018.
Pertains to the quarter ended September 30, 2026.
RTA Bigshare Services confirmed securities received were processed within 15 days.
Certificate issued and dated October 8, 2026, submitted to exchanges on October 12, 2026.

💡 No action is required as this is a standard administrative filing; investors should track upcoming Q2 financial results.

Tata Capital Syndicates ₹40 Cr of Lloyds Enterprises' ₹219 Cr Loan to Aditya Birla Capital

🟡 NEUTRAL ⭐ 3/10

ROUTINE 📅 30 Sep 2026, 06:52 PM

Lloyds Enterprises announced that its primary lender and arranger, Tata Capital Limited, has executed an Assignment and Transfer Deed to syndicate ₹40 crore out of its total sanctioned facility of ₹219 crore to Aditya Birla Capital Limited (ABCL). The original ₹219 crore loan was sanctioned on August 4, 2026, to fund the acquisition of equity shares of Steel Infra Solutions Company Limited and related transaction expenses. ABCL enters as an acceding lender, taking over the rights and obligations for the ₹40 crore tranche. The overall borrowing amount of ₹219 crore for the company remains unchanged.

Overall loan facility remains unchanged at ₹219,00,00,000 (₹219 crore).
Aditya Birla Capital Limited participates as an acceding lender for ₹40,00,00,000 (₹40 crore).
Assignment and Transfer Deed executed between Tata Capital and ABCL on September 30, 2026.
Facility sanctioned to fund the acquisition of equity shares of Steel Infra Solutions Company Limited.

💡 Track the completion and integration of the Steel Infra Solutions Company Limited acquisition and look for disclosure on final financing costs in upcoming quarterly balance sheet updates.

SEBI Disposes Enforcement Proceedings Against Lloyds Enterprises via Settlement Order

🟡 NEUTRAL ⭐ 5/10

REGULATORY 📅 30 Sep 2026, 03:58 PM

Lloyds Enterprises has received a settlement order dated September 29, 2026, from the Securities and Exchange Board of India (SEBI), officially received on September 30, 2026. The order resolves enforcement proceedings initiated through a Show Cause Notice dated July 9, 2025, which alleged non-compliance with SEBI PFUTP Regulations, 2003, and SEBI LODR Regulations, 2015. The settlement was reached on a 'neither admitting nor denying' basis regarding findings of facts and conclusions of law. The company stated there is no impact on its operational, financial, or other activities pursuant to this order.

SEBI issued settlement order dated September 29, 2026, disposing of enforcement proceedings
Proceedings originated from a Show Cause Notice dated July 9, 2025
Allegations concerned non-compliance with SEBI PFUTP Regulations, 2003, and SEBI LODR Regulations, 2015
Company settled on a 'neither admitting nor denying findings of fact or conclusions of law' basis
Management confirmed zero impact on the company's financial or operational activities

💡 Monitor any additional disclosures or the full SEBI order on the regulator's portal for exact settlement terms or monetary penalties paid, and track upcoming Q2 FY27 earnings for core operational performance.

Lloyds Enterprises Completes Acquisition of 17.98% Stake in SISCOL for ₹219 Crore

🟢 POSITIVE ⭐ 7/10

M&A 📅 17 Aug 2026, 06:37 PM

Lloyds Enterprises Limited has finalized the acquisition of a 17.98% equity stake in Steel Infra Solutions Company Limited (SISCOL) on August 17, 2026. The company acquired 73,00,000 equity shares for an aggregate cash consideration of ₹219 crore. This follows the definitive agreements executed on June 18, 2026, alongside its material subsidiary Lloyds Engineering Works Limited. The acquisition value equals approximately 10.8% of Lloyds Enterprises' TTM revenue of ₹2,029 crore.

Completed acquisition of 73,00,000 equity shares in Steel Infra Solutions Company Limited on 17th August, 2026
Acquired stake represents 17.98% of the total outstanding equity share capital of SISCOL
Total cash consideration paid amounts to ₹219,00,00,000 (₹219 crore)
Deal consideration represents ~10.8% of Lloyds Enterprises' TTM revenue (₹2,029 crore)

💡 Monitor upcoming quarterly disclosures for details on operational synergies and financial contribution from SISCOL.

₹219 Cr Loan Secured for Acquisition of Steel Infra Solutions Company Limited

🟢 POSITIVE ⭐ 7/10

M&A 📅 13 Aug 2026, 05:59 PM

Lloyds Enterprises Limited has executed a loan agreement with Tata Capital Limited for ₹219 crore to fund the acquisition of 73,00,000 equity shares in Steel Infra Solutions Company Limited. This financing represents approximately 12.2% of the company's TTM revenue and will bring the total outstanding loan to ₹316 crore. The loan is secured by a pledge of the company's shareholding in Lloyds Engineering Works Limited. This move signals an active inorganic growth phase for the company within the steel infrastructure vertical.

Secured a ₹219 crore loan facility from Tata Capital Limited on August 13, 2026
Funds earmarked for the acquisition of 73,00,000 equity shares of Steel Infra Solutions Company Limited
Total outstanding debt post-transaction reported at ₹316 crore
Loan is secured by pledging equity shares of Lloyds Engineering Works Limited held by the company
Acquisition consideration and related expenses total approximately ₹219 crore

💡 Investors should monitor the finalization of the Steel Infra Solutions acquisition and the resulting impact on consolidated revenue and margins in upcoming quarterly results.

₹1,200 Cr Total Comprehensive Income in Q1 FY27; Engineering Order Book Reaches ₹8,857 Cr

🟢 POSITIVE ⭐ 8/10

EARNINGS 📅 11 Aug 2026, 06:08 PM

Lloyds Enterprises reported a consolidated Total Comprehensive Income of ₹1,200.65 Cr for Q1 FY27, up 60.4% YoY, largely driven by the appreciation of its strategic investment portfolio. While consolidated revenue remained flat at ₹605.44 Cr, its engineering subsidiary (LEWL) delivered a record quarter with 139% revenue growth and a massive order book of ₹8,857 Cr. The company also announced the start of commercial production at its gold mining investment (Geomysore) and is progressing with the demerger of its real estate business.

Consolidated Total Comprehensive Income grew 60.4% YoY to ₹1,200.65 Cr in Q1 FY27.
Engineering subsidiary (LEWL) reported a record order book of ₹8,857 Cr, representing nearly 5x the group's TTM revenue.
Geomysore gold mine commenced commercial production on June 24, 2026, with a FY27 target of 400 kg of gold.
Announced acquisition of 17.98% stake in SISCOL for ~₹219 Cr to expand fabrication capacity to 150,000 MTPA.
Real estate demerger ratio fixed at 1:2 (one share of Lloyds Realty for every two shares of LEL held).

💡 Watch for the NCLT approval timeline regarding the real estate demerger and the quarterly execution rate of the ₹8,857 Cr engineering order book to see if it translates into operational PAT.

Q1 FY27 Results: Engineering Revenue Surges 169% to ₹537 Cr Amid Segmental Pivot

🔵 WATCH ⭐ 7/10

EARNINGS 📅 11 Aug 2026, 01:09 PM

Lloyds Enterprises reported a consolidated revenue of ₹605.44 Cr for Q1 FY27, remaining relatively flat compared to ₹613.01 Cr in Q1 FY26. The business is undergoing a significant structural shift: the Engineering segment grew 169% YoY to ₹537.07 Cr, while the Steel trading segment revenue collapsed by 87% to ₹46.74 Cr. Standalone net profit fell sharply to ₹2.44 Cr from ₹221.27 Cr YoY, primarily because the previous year's quarter was inflated by ₹265.85 Cr in other income. Notably, the company recorded a massive standalone Other Comprehensive Income of ₹3,632.89 Cr, reflecting significant valuation gains on its investment portfolio.

Engineering segment revenue increased 169% YoY to ₹537.07 Cr, now representing ~89% of consolidated revenue.
Steel trading revenue declined 87% YoY to ₹46.74 Cr from ₹364.27 Cr.
Standalone Other Comprehensive Income (OCI) reached ₹3,632.89 Cr, significantly impacting total comprehensive income.
Consolidated Profit Before Tax (PBT) stood at ₹112.59 Cr, a 61% decline from ₹287.54 Cr in the year-ago period.
Rights issue call money of ₹19.50 per share was successfully received for 25.19 Cr shares.

💡 Investors should monitor the margin profile of the rapidly growing Engineering segment and the progress of the NCLT merger process for Lloyds Engineering Works Limited.

Regulation 74(5) Compliance: Lloyds Enterprises Confirms Q1 FY27 Share Dematerialization

🟡 NEUTRAL ⭐ 2/10

REGULATORY 📅 13 Jul 2026, 04:34 PM

Lloyds Enterprises Limited has submitted its quarterly compliance certificate under Regulation 74(5) of SEBI (Depositories and Participants) Regulations, 2018, for the period ended June 30, 2026. The document confirms that share certificates received for dematerialization were processed, mutilated, and cancelled within the required 15-day window. This filing, verified by Bigshare Services Private Limited, is a standard procedural requirement for listed companies in India. It indicates that the company's share registry is being maintained in accordance with regulatory standards.

Compliance certificate issued for the quarter ended June 30, 2026
Dematerialization requests processed and confirmed within 15 days of receipt
Registrar Bigshare Services Private Limited confirmed the mutilation and cancellation of physical certificates

💡 This is a routine administrative filing. Investors should monitor the company's upcoming financial results for material business updates.

Lloyds Enterprises Shareholders Approve 14 Resolutions Including Material RPTs at 40th AGM

🟡 NEUTRAL ⭐ 4/10

ROUTINE 📅 10 Jul 2026, 04:20 PM

Lloyds Enterprises concluded its 40th Annual General Meeting on July 9, 2026, with all 14 resolutions passed by the requisite majority. Key approvals included the adoption of FY26 financials, declaration of a final dividend, and the re-appointment of Mr. Babulal Agarwal as Managing Director. Notably, shareholders approved material Related Party Transactions (RPTs) with seven group entities, including Lloyds Engineering Works and Lloyds Metals and Energy. However, institutional investors showed significant dissent, with approximately 75.8% of their votes cast against the adoption of consolidated financials and 73.6% against the appointment of statutory auditors.

14 resolutions passed including adoption of FY26 financials and dividend declaration
Material Related Party Transactions approved with 7 group entities including Lloyds Metals and Energy
Institutional investors cast 1,515,000 votes against the adoption of consolidated financials (75.79% of institutional votes polled)
Institutional dissent of 73.57% recorded against the appointment of M/s. V. K. Beswal & Associates as Statutory Auditors
Total of 71,329 shareholders were eligible as of the record date of July 2, 2026

💡 Investors should monitor the specific terms and execution of the approved Related Party Transactions in future quarterly reports, given the high level of institutional dissent regarding the auditors and consolidated accounts.

₹8,000 Cr Order Book and 14M Sq Ft Real Estate Pipeline Highlighted at 40th AGM

🟢 POSITIVE ⭐ 7/10

MANAGEMENT 📅 09 Jul 2026, 03:57 PM

Lloyds Enterprises reported a consolidated income of ~₹2,200 Cr for FY26, with standalone PAT surging to ₹268 Cr from ₹16 Cr in FY25. The group maintains a robust engineering order book of ~₹8,000 Cr, which is approximately 4.4x the TTM revenue, providing strong visibility. Strategic developments include the planned listing of the real estate vertical (14 million sq. ft. pipeline) and a 31% stake in a gold mine targeting 600 kg production in FY27. The company also confirmed a 5% dividend and the acquisition of an 88% group control in Steel Infra Solutions (SISCOL).

Group engineering order book stands at approximately ₹8,000 Cr as of FY26
Real estate vertical has ~14 million sq. ft. of upcoming projects under development in the MMR region
Geomysore gold mine (31% stake) is projected to produce 600 kg of gold in FY27
Standalone PAT increased to ₹268 Cr in FY26 compared to ₹16 Cr in FY25
Group to control ~88% of Steel Infra Solutions (SISCOL) following a strategic stake acquisition

💡 Investors should monitor the NCLT approval timeline for the real estate demerger and the execution of the 600 kg gold production target in FY27.

Lloyds Enterprises 40th AGM: Shareholders Vote on Final Dividend and 7 Material RPTs

🟡 NEUTRAL ⭐ 4/10

ROUTINE 📅 09 Jul 2026, 03:48 PM

Lloyds Enterprises concluded its 40th Annual General Meeting on July 09, 2026, with 77 members attending via video conferencing. The meeting covered 14 resolutions, including the adoption of FY26 financial statements and the declaration of a final dividend. A significant portion of the agenda focused on approving material Related Party Transactions (RPTs) with seven group entities, including Lloyds Metals and Energy Limited and Lloyds Engineering Works Limited. Voting results are expected to be submitted separately following the scrutinizer's report.

40th Annual General Meeting held on July 09, 2026, with 77 members in attendance.
14 total resolutions proposed, including 7 specifically for material Related Party Transactions.
Proposed final dividend for the financial year ended March 31, 2026, put to shareholder vote.
Approval sought for the revision of remuneration for CMD Babulal Agarwal.
Meeting proceedings lasted 32 minutes, concluding at 11:32 AM IST.

💡 Investors should monitor the upcoming disclosure of voting results to confirm the approval of the final dividend and the specific limits set for Related Party Transactions.

15% Stake Dilution in Defense Subsidiary LADSL via Private Placement

🟡 NEUTRAL ⭐ 5/10

FUNDRAISE 📅 30 Jun 2026, 03:54 PM

Lloyds Engineering Works Limited (LEWL), a material subsidiary of Lloyds Enterprises, has diluted its stake in its defense arm, Lloyds Advance Defence Systems Limited (LADSL), from 100% to 85%. This follows a private placement of equity shares to LEWL and two external investors, approved on June 29, 2026. LADSL is a newly incorporated entity (December 2025) with a paid-up capital of Rs 3 crore and reported zero turnover for FY26. The move introduces external capital to support the group's entry into the defense engineering sector.

Stake in step-down subsidiary LADSL reduced by 15%, changing its status from wholly-owned to 85% owned.
LADSL paid-up capital stands at Rs 3,00,00,000 (Rs 3 Cr) as of the allotment date.
LADSL reported NIL turnover for the financial year ended March 31, 2026, as it is a new incorporation.
The private placement was executed for cash consideration involving two undisclosed external investors.
LADSL was originally incorporated on December 11, 2025, to spearhead the group's defense sector expansion.

💡 Monitor LADSL's ability to secure its first defense contracts and the identity of the external investors, as this vertical is a key part of the company's long-term growth strategy.

Lloyds Enterprises Trading Window to Close from July 1, 2026 for Q1 Financial Results

🟡 NEUTRAL ⭐ 2/10

ROUTINE 📅 26 Jun 2026, 12:17 PM

Lloyds Enterprises Limited has announced the closure of its trading window starting July 1, 2026, in compliance with SEBI (Prohibition of Insider Trading) Regulations. This closure is ahead of the board's consideration of the unaudited standalone and consolidated financial results for the quarter ending June 30, 2026. The window will remain closed for all designated persons and their immediate relatives until 48 hours after the results are officially declared. The specific date for the upcoming Board Meeting will be communicated separately.

Trading window closure starts on Wednesday, July 1, 2026
Closure pertains to financial results for the quarter ended June 30, 2026
Window reopens 48 hours after the conclusion of the Board Meeting
Applies to all Designated Persons and their immediate relatives as per SEBI PIT Regulations

💡 This is a routine regulatory filing and does not impact the company's fundamentals. Investors should monitor for the future announcement of the Board Meeting date to review the quarterly performance.

Lloyds Enterprises to Acquire 17.98% Stake in SISCOL for ₹219 Crores

🟢 POSITIVE ⭐ 9/10

M&A 📅 19 Jun 2026, 03:56 PM

Lloyds Enterprises Limited (LEL) has announced the acquisition of a 17.98% stake in Steel Infra Solutions Company Limited (SISCOL) for approximately ₹219 crores. This move, alongside a 52.16% stake held by its subsidiary LEWL, consolidates the total Lloyds Group holding in SISCOL to approximately 88%. SISCOL is a leading structural steel fabricator with a 100,000 MTPA capacity and reported FY26 revenue of ₹817 crore and a PAT of ₹44 crore. The acquisition includes a robust order book of ₹1,134 crore, providing significant revenue visibility.

Acquisition of 17.98% stake for ₹219 crores, valuing SISCOL at an equity valuation of ₹1,220 crores.
Total Lloyds Group stake in SISCOL to reach approximately 88% following this transaction.
SISCOL reported strong FY26 financials with ₹817 crore revenue, ₹92 crore EBITDA, and ₹44 crore PAT.
Current order book stands at ₹1,134 crore, including marquee projects like Delhi and Noida International Airports.
Leadership continuity ensured with industry veteran Ravi Uppal (ex-MD of JSPL and ABB India) remaining as CMD.

💡 Investors should monitor the consolidation of SISCOL's financials into the group, as the strong order book and high-profile project pipeline suggest significant growth potential. The strategic addition of heavy structural fabrication capabilities enhances the group's scale and market reach.

Lloyds Enterprises to Acquire 88.12% Stake in SISCOL for Rs 1,073.40 Crore

🟢 POSITIVE ⭐ 9/10

M&A 📅 18 Jun 2026, 03:11 PM

Lloyds Enterprises Limited, along with its subsidiary Lloyds Engineering Works Limited (LEWL) and Streamland Estate LLP, has entered into an agreement to acquire an 88.12% stake in Steel Infra Solutions Company Limited (SISCOL). The total consideration for the deal is approximately Rs 1,073.40 crore, with Lloyds Enterprises directly acquiring a 17.98% stake for Rs 219 crore in cash. SISCOL is a profitable entity in the heavy steel fabrication sector, reporting a turnover of Rs 816.87 crore and a net profit of Rs 43.42 crore for FY26. The acquisition includes a strategic roadmap to list SISCOL on the stock exchanges within 30 months.

Acquisition of 88.12% stake in SISCOL for a total consideration of Rs 1,073.40 crore.
SISCOL's turnover grew from Rs 573.49 crore in FY24 to Rs 816.87 crore in FY26.
Lloyds Engineering Works Limited (subsidiary) will hold the largest portion of the acquisition at 52.16% for Rs 635.40 crore.
SISCOL operates six manufacturing facilities with a total production capacity of 100,000 MT per annum.
The deal is expected to be completed by July 31, 2026, and includes a plan for a future IPO of the target company.

💡 Investors should monitor the consolidation of SISCOL's financials, which is expected to significantly boost Lloyds Enterprises' revenue and net worth. The long-term value unlock through the proposed SISCOL IPO within 30 months provides a clear exit or valuation discovery path.

View All LLOYDSENT Announcements on Live Market Tracking →

💰 Financial Performance

Revenue Growth by Segment

Consolidated income grew 44% YoY to INR 1,060 Cr in H1FY26, while Standalone income grew 36% YoY to INR 490 Cr. Trading activities remained stable, but strategic portfolio monetization significantly boosted standalone performance.

Geographic Revenue Split

Real estate operations are focused on the Mumbai Metropolitan Region (MMR); trading activities serve both domestic and export markets.

Profitability Margins

Standalone PAT margin reached 51.2% in H1FY26 (INR 251 Cr PAT on INR 490 Cr income), while Consolidated PAT margin improved to 29.3% (INR 311 Cr PAT on INR 1,060 Cr income) from 7.7% in H1FY25.

EBITDA Margin

Consolidated PAT grew 441% YoY in H1FY26, reflecting significant core profitability improvement from 7.7% to 29.3% net margin.

Capital Expenditure

Proposed related party transactions of up to INR 1,000 Cr are planned for operational and investment requirements; annual consolidated turnover for FY25 was INR 1,488.28 Cr.

Credit Rating & Borrowing

The company maintains a low Debt-to-Equity ratio of 0.05 and a Debt Service Coverage Ratio of 2.02; borrowing costs are at prevailing market rates.

⚙️ Operational Drivers

Raw Materials

Iron ore pellets (raw material for steel) and steel and allied products (trading portfolio).

Import Sources

Domestic and export markets (specific countries not disclosed).

Key Suppliers

Lloyds Metals & Energy Ltd (LMEL) for iron-ore and steel franchise exposure.

Capacity Expansion

Incorporation of Lloyds Advance Defence Systems Limited on December 11, 2025, to enter the defense sector.

Raw Material Costs

Not explicitly disclosed as a percentage of revenue, but trading activities remained stable while strategic portfolio monetization drove high PAT growth.

Manufacturing Efficiency

LEWL reported highest-ever performance; consolidated income increased 44% YoY in H1FY26.

📈 Strategic Growth

Expected Growth Rate

44%

Growth Strategy

Achieved through strategic portfolio monetization (1634% standalone PAT growth), expansion into defense engineering via the new subsidiary Lloyds Advance Defence Systems Limited, and scaling real estate projects in the MMR region.

Products & Services

Steel products, iron ore pellets, engineering solutions for steel/power/hydrocarbons/defense, real estate developments in MMR, and gold exploration services.