Lloyds Enterprises Ltd(LLOYDSENT)

NSE: LLOYDSENTBSE: 512463

₹ 62-2.76%refreshed 23 Oct, 03:30 pm ISTMarket cap: ₹ 9,465 crWebsite: www.lloydsenterprises.inUpdated: 24 Oct 2026

About

Through its listed subsidiary Lloyds Engineering Works Ltd it operates a design-to-execution engineering platform; its standalone business trades iron and steel products within India. The group also holds strategic stakes in Lloyds Metals and Energy Ltd (LMEL) and, since FY26, India's first privately operated primary gold mine.^[1][2][3][4]

Business segments

Engineering (LEWL and subsidiaries): ₹1,267.27 Cr revenue, 55.4% of consolidated revenue, 14.0% EBIT margin in FY26.^[2]
Steel trading: ₹765.82 Cr revenue, 33.5% of consolidated revenue, 38.9% EBIT margin in FY26.^[2]
Electrical: ₹187.26 Cr revenue, 8.2% of consolidated revenue, 7.2% EBIT margin in FY26.^[2]
Real Estate (LRDL): ₹66.91 Cr revenue, 2.9% of consolidated revenue, 8.5% EBIT margin in FY26.^[2]

Products and services

Standalone entity trades iron and steel products within India; in FY25 the trading division diversified into raw materials including pellets, reinforcing vertical integration in the steel value chain.^[4][5]
LEWL provides multi-discipline EPC engineering via acquisitions of Techno Industries, MetalFab Hightech, and BECL engineering assets, creating a design-to-execution platform after merger completion in Q1 FY27.^[3][6]
LEWL technology partnerships include EPS Gen-4/TMW, marine loading arms via TB Global, Fincantieri for CPP and shafting, FlyFocus drones, and CEMI for industrial process optimisation.^[6]
LRDL (real estate subsidiary) has delivered over 2.9 million sq ft of completed residential and commercial developments using an asset-light, capital-efficient model across MMR and Pune.^[4]

Key operating numbers

LEWL consolidated order book: ₹8,857 Cr as of Q1 FY27 (vs ~₹8,335 Cr at FY26); standalone order book ₹2,432 Cr, up 82% YoY in Q1 FY27.^[3][7]
LEWL standalone EBITDA margin: 14.7% in Q1 FY27; consolidated EBITDA margin 21.6% in Q1 FY27, down from 49.68% in Q1 FY26.^[3]
Metalfab Hightech contributed ₹164.1 Cr of LEWL revenue in Q1 FY27, its first full quarter of consolidation, operating at highest-ever capacity utilisation.^[3]
GMSI Jonnagiri gold mine: investment to date ₹405 Cr as of Q1 FY27; JORC-estimated gold resource up to 42.5 tonnes.^[3][6]
SISCOL (newly acquired structural steel unit) had FY26 revenue of ₹816.87 Cr and an order book of ~₹1,134 Cr as of FY26.^[3]

Operations and capacity

LEWL's Murbad (Thane) manufacturing cluster covers 8 acres, 84 km from JNPT and 1 km from NH; modernisation is targeting approximately 2× throughput capacity.^[8][6]
Combined structural fabrication capacity rises to 150,000 MTPA following LEL's acquisition of SISCOL in Q1 FY27.^[3]
Strategic investee LMEL has secured environmental clearance for 55 Mnt mining throughput; pellet plant expanding from 8 Mnt to 12 Mnt; DRI expanding from 360 Kt to 700 Kt; ~85-km slurry pipeline commissioned.^[3][7]
Jonnagiri gold mine (GMSI, Andhra Pradesh): commercial production commenced 24 June 2026, India's first private primary gold mine since Independence; peak output guided at ~1,000 kg/year for ~15 years.^[3][6]
LRDL pipeline: ~175 acres at Khopoli for residential and mixed-use development; ~99-acre Taloja warehousing hub under development; aggregate land under MoUs exceeds 270 acres across MMR.^[7][6]

Customers and distribution

Standalone trading operations are confined to India; no foreign exchange earnings or outgo were recorded in FY25.^[4]
The company is strengthening and expanding its network of suppliers and distribution partners to enhance market reach in the iron and steel trading sector.^[5]

Expansion and capex

LEL agreed to acquire 17.98% of SISCOL for ~₹219 Cr; Lloyds group total stake 88.12% for ₹1,073.40 Cr; LEWL separately acquiring 52.16% for ₹635.40 Cr (cash + share swap), pending completion.^[3]
GMSI Jonnagiri targeting ~400 kg gold production in FY27, scaling towards ~1 tonne per year; further expansion potential up to ~2 tonnes per year with planned expansion.^[3]
LRDL aggregate land pipeline (270+ acres) carries revenue potential exceeding ₹5,000 Cr; Taloja warehousing sale/lease targeted within ~24 months post land aggregation.^[7][6]

Recent developments

Jonnagiri gold mine commenced commercial production on 24 June 2026 via Geomysore Services India Pvt. Ltd, marking India's first private primary gold mine in operation since Independence.^[3]
Merger of Lloyds Infrastructure & Construction, Metalfab Hightech, and Techno Industries into LEWL completed in Q1 FY27, creating an integrated design-to-execution engineering platform.^[3]
Demerger of real estate business into separately listed Lloyds Realty Limited: NSE and BSE approvals received; NCLT approval pending as of Q1 FY27. Share entitlement ratio set at 1 share of Lloyds Realty per 2 shares of LEL held.^[3]
Lloyds Enterprises listed on NSE during FY25, adding to its legacy BSE listing since 1987.^[4]

Market Cap

₹9,465 Cr

High / Low

₹85 / 41

Stock P/E

96.4

Price / Book

2.6

Book Value

₹27

EPS

₹1.9

No. of Shares

152.66 Cr

ROCE

11.5%

ROE

8.6%

OPM

23.8%

Debt / Equity

0.17

Sales

₹1,756 Cr

Net Profit

₹417 Cr

Promoter holding

62.7%

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Lloyds Enterprises Ltd(LLOYDSENT)

About

Business segments

Products and services

Key operating numbers

Operations and capacity

Customers and distribution

Expansion and capex

Recent developments

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