Lloyds Enterprises Ltd (LLOYDSENT) Q1 FY27 Results Analysis: Revenue Surges 70%, EBITDA Margin Expands 892 bps

CompoundingAI Research Updated August 11, 2026 2 min read

Neutral

Lloyds Enterprises Ltd's Q1 FY27 numbers came in mixed, with revenue of Rs. 563.03 Cr (+70.15% YoY) and PAT growth of -55.77% YoY. Here's a quick read of what worked, what to watch, and what management said.

Quick Details

Results date	August 11, 2026
Quarter	Q1 FY 2026-2027
Revenue (Q1)	Rs. 563.03 Cr (+70.15% YoY)
PAT (Q1)	Rs. 109.98 Cr (-55.77% YoY)
EBITDA margin	15.69% (+892 bps YoY)
EPS (Q1)	Rs. 0.73 (-62.56% YoY)
Market cap	Rs. 12,248.14 Cr
CMP	Rs. 80.46

Quarter Snapshot

Revenue grew 70% YoY driven by Engineering segment. EBITDA margin expanded 892 bps to 15.69%. However, PAT to owners fell 74.5% due to normalization of other income and higher NCI share. Engineering is becoming the primary earnings driver.

Key Investment Insights

Key Positives

Revenue grew 70.15% YoY to Rs.563.03 Cr, driven by Engineering segment (+168.88% YoY).
EBITDA nearly quadrupled to Rs.88.34 Cr, with margin up 892 bps YoY to 15.69%.
Finance costs declined 19.65% YoY and 36.87% QoQ despite recent debt raise.
Engineering segment result rose 104.62% YoY to Rs.74.40 Cr, highest quarterly print.
CCI approval received for merger of entities into LEWL, potential simplification.

Risk Factors

PAT attributable to owners fell 74.5% YoY to Rs.58.58 Cr due to normalization of other income and higher NCI share.
Standalone PAT was negligible at Rs.2.44 Cr vs Rs.221.27 Cr in Q1FY26, confirming fragility.
Electrical segment reported a loss of Rs.6.93 Cr, loss-making for second consecutive Q1.
NCI share of profit surged to 46.74%, diluting returns to LEL shareholders.