Top Tweets for #SUGS

3 months ago

#SME #SugsLloyd #Sugs Sugs Lloyd H2 & FY26 Earnings Concall Highlights 👉 FY27 & Future Outlook: ▫️FY27 is positioned as a significant and visible step towards the ₹1,000 Cr revenue target by FY28 💠Revenue growth momentum expected to sustain in FY27 driven by order book execution, geographic expansion, and higher contribution from high-margin niche products 💠EBITDA and PAT margins to be maintained at current levels (~14.5% EBITDA / ~9.5% PAT) with potential for improvement as FPI and niche product mix increases (FPI margins materially higher than EPC) 💠Focus areas: Financial strengthening through faster receivables and structured funding (invoice discounting, surety bonds), product & technology leadership (next-gen compact FPI launch by Q2 FY27, SCADA/ADMS/DMS pipeline, technology transfers) 👉 Current Order Book / Projects and Future Pipeline: ▫️Current order book stands at ₹825 Cr (includes ₹540 Cr ex-GST from the landmark ₹640 Cr Konkan Railway SCADA/DMS project won in March 2026) 💠Execution timeline for typical projects: 18-24 months; ~₹200-250 Cr expected to be executed from the large Konkan order in FY27, balance in FY28 💠Break-up of order book (as on call): ~₹708 Cr Power T&D, ₹110 Cr Solar, ₹8 Cr niche products (FPI) ▫️FPI (niche product) business seeing growth: 💠Q1 FY27 orders alone comparable to entire FY26 FPI revenue (~₹7-8 Cr); multiple orders from Tata Power Discoms and NPCL already secured with further pipeline at advanced stages 💠Target: ~10% contribution to total revenue from niche products (FPI + auto-reclosers + sectionalizers) by FY28, with potential to exceed; management highlighted FPI as a high-margin, leadership position (>50% market share in communicable FPIs) and a key driver for margin accretion ▫️Bidding pipeline: ₹1,225 Cr tenders under active evaluation (expected strike rate 20-30% → ₹200-300 Cr inflows); additional ~3,000 identified tenders for bidding in next 1-2 months 💠Focus on larger, high-technology SCADA/ADMS/DMS compatible grid projects (similar to Konkan Railway order); at least one more sizable order expected in FY27 💠Geographic diversification accelerating: moving beyond Odisha & Bihar into Gujarat, Maharashtra, Punjab, Chhattisgarh and more states; international expansion steps planned 👉 Other Notable Points: ▫️Current credit facilities ₹125 Cr (planning to scale to ₹200-350 Cr mix of fund + non-fund based for ₹1,000 Cr revenue) 💠Focus on optimizing receivables (42 Cr retention money reclassified in other current assets; Q4 revenue concentration noted and being addressed through better project selection and collection processes) 💠Payment terms in new projects being tightened (target retention ≤10%); creditor days improved from 180+ to 61 days, aiding working capital ▫️Q4 margin nuance addressed: Consolidated FY26 margins stable, but Q4 saw slight pressure due to one-time factors (Mahagenco order shifted from Q3 due to land dispute + local issues); management reiterated year-on-year margins will be maintained or improved with higher FPI mix ▫️SCADA/DMS opportunity highlighted: 💠Untapped potential in Tier-2/3 cities for smart grids 💠Konkan Railway order is among the largest executed in India so far 💠Competing with L&T, Voltas and other EPC majors; positions company strongly for future high-value projects ▫️Operational momentum: Employee strength doubled in recent months; successful geographic and client addition (NTPC, Tata Power, Adani Renewables, Indian Railways, multiple state Discoms)

sachprat07's tweet photo. #SME #SugsLloyd #Sugs

Sugs Lloyd H2 & FY26 Earnings Concall Highlights

👉 FY27 & Future Outlook:
▫️FY27 is positioned as a significant and visible step towards the ₹1,000 Cr revenue target by FY28
💠Revenue growth momentum expected to sustain in FY27 driven by order book execution, geographic expansion, and higher contribution from high-margin niche products
💠EBITDA and PAT margins to be maintained at current levels (~14.5% EBITDA / ~9.5% PAT) with potential for improvement as FPI and niche product mix increases (FPI margins materially higher than EPC)
💠Focus areas: Financial strengthening through faster receivables and structured funding (invoice discounting, surety bonds), product & technology leadership (next-gen compact FPI launch by Q2 FY27, SCADA/ADMS/DMS pipeline, technology transfers)

👉 Current Order Book / Projects and Future Pipeline:
▫️Current order book stands at ₹825 Cr (includes ₹540 Cr ex-GST from the landmark ₹640 Cr Konkan Railway SCADA/DMS project won in March 2026)
💠Execution timeline for typical projects: 18-24 months; ~₹200-250 Cr expected to be executed from the large Konkan order in FY27, balance in FY28
💠Break-up of order book (as on call): ~₹708 Cr Power T&D, ₹110 Cr Solar, ₹8 Cr niche products (FPI)

▫️FPI (niche product) business seeing growth:
💠Q1 FY27 orders alone comparable to entire FY26 FPI revenue (~₹7-8 Cr); multiple orders from Tata Power Discoms and NPCL already secured with further pipeline at advanced stages
💠Target: ~10% contribution to total revenue from niche products (FPI + auto-reclosers + sectionalizers) by FY28, with potential to exceed; management highlighted FPI as a high-margin, leadership position (>50% market share in communicable FPIs) and a key driver for margin accretion

▫️Bidding pipeline: ₹1,225 Cr tenders under active evaluation (expected strike rate 20-30% → ₹200-300 Cr inflows); additional ~3,000 identified tenders for bidding in next 1-2 months
💠Focus on larger, high-technology SCADA/ADMS/DMS compatible grid projects (similar to Konkan Railway order); at least one more sizable order expected in FY27
💠Geographic diversification accelerating: moving beyond Odisha & Bihar into Gujarat, Maharashtra, Punjab, Chhattisgarh and more states; international expansion steps planned

👉 Other Notable Points:
▫️Current credit facilities ₹125 Cr (planning to scale to ₹200-350 Cr mix of fund + non-fund based for ₹1,000 Cr revenue)
💠Focus on optimizing receivables (42 Cr retention money reclassified in other current assets; Q4 revenue concentration noted and being addressed through better project selection and collection processes)
💠Payment terms in new projects being tightened (target retention ≤10%); creditor days improved from 180+ to 61 days, aiding working capital

▫️Q4 margin nuance addressed: Consolidated FY26 margins stable, but Q4 saw slight pressure due to one-time factors (Mahagenco order shifted from Q3 due to land dispute + local issues); management reiterated year-on-year margins will be maintained or improved with higher FPI mix

▫️SCADA/DMS opportunity highlighted:
💠Untapped potential in Tier-2/3 cities for smart grids
💠Konkan Railway order is among the largest executed in India so far
💠Competing with L&T, Voltas and other EPC majors; positions company strongly for future high-value projects

▫️Operational momentum: Employee strength doubled in recent months; successful geographic and client addition (NTPC, Tata Power, Adani Renewables, Indian Railways, multiple state Discoms)

Vivek@LT investor @viveksingh2010

5 months ago

👉Mainboard stocks often get all the attention but some of the most compelling businesses are hiding in plain sight — on the SME Platform. 👉Smaller. Less covered, though noisy at times. Yet occasionally, genuinely exceptional. ——— 👉Introducing SME Gems — a new independent series on Hidden Champions of the SME Platform : 💠 OBSC Perfection 💠 Aimtron Electronics 💠 Yash Highvoltage 💠 CFF Fluid Control 💠 DSM Fresh Foods 💠 L.T. Elevator 💠 Monolithisch India 💠 GSM Foils 👉Across Different Sectors. One common place. 🔗 https://t.co/Sto1a1qHIQ 👉Stay tuned for more insights ——— ⚠️ For educational purposes only. Not investment advice. Please DYODD. #SMEGems #SMEPlatform #HiddenChampions #SME

sachprat07's tweet photo. 👉Mainboard stocks often get all the attention but some of the most compelling businesses are hiding in plain sight — on the SME Platform.

👉Smaller. Less covered, though noisy at times. Yet occasionally, genuinely exceptional.

———

👉Introducing SME Gems — a new independent series on Hidden Champions of the SME Platform :

💠 OBSC Perfection
💠 Aimtron Electronics
💠 Yash Highvoltage
💠 CFF Fluid Control
💠 DSM Fresh Foods
💠 L.T. Elevator
💠 Monolithisch India
💠 GSM Foils

👉Across Different Sectors. One common place.

🔗 https://t.co/Sto1a1qHIQ

👉Stay tuned for more insights
———

⚠️ For educational purposes only. Not investment advice. Please DYODD.

#SMEGems #SMEPlatform #HiddenChampions #SME

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6 months ago

Huge orders #sugs llyod

Vivek@LT investor @viveksingh2010

9 months ago

Great run up #Sugs llyod

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6 months ago

#sugs #Sugslloyd - I have long maintained we need patience in this counter till Q4 results, then even if mr Market gives 15 PE to this stock it will blast, Today the stock is up 5%+ with good buying. Hope this analysis benefitted my X friends.

6 months ago

#sugs #sugslloyd - Deep underpriced peer to #Viviana granted execution still needs proving, so say it demands 50% discounted PE that would mean a PE of 15 current 7.7 FY26 and 5.1FY27 -Management committed to Qtrly numbers expecting end April Q4 numbers.

srir54's tweet photo. #sugs #sugslloyd - Deep underpriced peer to #Viviana granted execution still needs proving, so say it demands 50% discounted PE that would mean a PE of 15 current 7.7 FY26 and 5.1FY27 -Management committed to Qtrly numbers expecting end April Q4 numbers. https://t.co/SnzkMoLQHL

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6 months ago

#sugs #sugslloyd - Deep underpriced peer to #Viviana granted execution still needs proving, so say it demands 50% discounted PE that would mean a PE of 15 current 7.7 FY26 and 5.1FY27 -Management committed to Qtrly numbers expecting end April Q4 numbers.

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6 months ago

Arihant Bharat Connect Conference March '26: 👉Day 4: 💠Fredun Pharmaceuticals 💠Sugs Lloyd 💠Digilogic Systems #digilogic #digilogicsystems #sugs #sugslloyd #fredun #fredunpharma #bharatconnectconference #arihantcapital

sachprat07's tweet photo. Arihant Bharat Connect Conference March '26:

👉Day 4:

💠Fredun Pharmaceuticals
💠Sugs Lloyd
💠Digilogic Systems

#digilogic #digilogicsystems #sugs #sugslloyd #fredun #fredunpharma #bharatconnectconference #arihantcapital

Malone Baseball @BaseballMaloneU

6 months ago

Arihant Bharat Connect Conference March '26: 👉Day 4: 💠Accretion Pharmaceuticals 💠Australian Premium Solar #accretionpharma #accpl #aps #australianpremiumsolar #bharatconnectconference #arihantcapital

sachprat07's tweet photo. Arihant Bharat Connect Conference March '26:

👉Day 4:

💠Accretion Pharmaceuticals
💠Australian Premium Solar

#accretionpharma #accpl #aps #australianpremiumsolar #bharatconnectconference #arihantcapital

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6 months ago

Root gets aboard with a base hit in the bottom half but nothing else going for your Pioneers. Now on the mound, making his collegiate debut, #43 Landon “The Slayer” Homan! #43onthegang #sugs #ML End 4 🐝- 7 🚩-7

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7 months ago

7 months ago

Sugs Lloyd (Power T&D + Solar Rooftop) : Looking for revenue of Rs.270-300cr in FY26 and PAT margins of 9-10% i.e. Rs.25-27cr PAT. Market Cap Rs.228cr FY27 : Planned to reach Rs. 500-600cr revenue to reach ambitious goal of Rs. 1,000cr revenue in FY28. Expanding into EHV transmission segment especially AIS/GIS Substations via association with PSUs. Expecting good orders in the coming months. Looks well-funded to reach Rs.500-600cr kind of revenue in FY27.

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Pankaj Jain SEBI RESEARCH ANALYST

7 months ago

#SME #Sugs #SugsLLoyd Sugs Lloyd Q3 FY26 Concall Highlights: 👉FY 2026 & Future Outlook : ▫️Revenue: Q3 revenue was impacted by a ₹20 Cr deferral due to a resolved land dispute in a Maharashtra project, shifting recognition to Q4 💠Historically, Q4 contributes ~30-35% of annual revenue, but FY26 Q4 is expected to be even stronger better due to the deferral and high execution phase 💠For the full FY26, revenue is guided to exceed projections ~270cr 💠Longer-term: On track for ₹1000 Cr revenue by FY28 ▫️Margins: Expected to be maintained or improved; not taking contracts below current margins 👉Order book / projects and pipeline: ▫️Current order book : ~418 cr+ 💠Breakup: Power T&D ₹188 Cr, Solar ₹220 Cr, rest from civil constructions and niche products 💠Most solar projects are rooftop-mounted (shorter gestation: 6-10 months), while some Power T&D projects have 2-year timelines 💠~₹120 Cr inflow in Q3 (formal LOAs received; does not include L1 positions) 💠~80% of unexecuted orders having price variation clauses to mitigate inflation 👉Pipeline: Qualified bids >₹1000 Cr 💠Additional participation in tenders via pre-bid arrangement with a PSU for ₹840 Cr (evaluation closing in 1 month) ▫️Power T&D: Selected for bidding ₹2200+ Cr; final stage ₹800+ Cr ▫️Solar EPC: Selected ₹1200+ Cr; final stage ₹200+ Cr. Prioritizing rooftop/distributed generation to avoid land issues ▫️Niche Products (e.g., Fault Passage Indicators, with 50%+ market share): Opportunities ₹300+ Cr; tenders floated ₹100+ Cr; selected ₹65+ Cr; final stage ₹24+ Cr 💠Upgrading portfolio: Compact FPI (design verification), Dry Compressed RMU (feasibility validation, targeting SF6-free shift, Vacuum Circuit Breaker (prototype; pilot billing in FY27, major in FY28) 💠Niche Expansion: Current 9M contribution ~3-4%; targeting ~10% of topline in FY26-27. Active discussions ongoing ▫️Expect Q4 inflows of ₹150-200 Cr, plus potential from big tenders (₹650 Cr single projects possible via PSU tie-up) 💠Overall, aiming for FY26 year-end order book of ~₹550-600+ Cr (including Q4 inflows) 👉 Others : ▫️Working Capital & Funding: 30% of revenue sufficient (~₹300 Cr for ₹1000 Cr target) 💠Doubling bank facilities (from ~₹225 Cr; some sanctions received, others in process) to fund growth primarily via debt 💠No further equity dilution planned 💠Internal accruals (₹50-60 Cr from FY27 profits) will support FY28 💠Debtor-to-revenue ratio declining; receivables at ₹146.9 Cr (₹30 Cr retention, rest <180 days) 💠9M collections ₹148 Cr vs. billing ₹185 Cr ▫️Operational Improvements: Developing proprietary digital tools for project monitoring 💠Inducted senior personnel for EHV (GIS substations; bids for Himachal Power Transmission ~₹150 Cr and Power Grid) 💠Focus on selective bidding (reputable clients like Power Grid to avoid payment delays), efficiency, and prudent capital management. ▫️Risks & Strategy: Minimal land disputes expected (focus on rooftop solar, only 3 ground-mount projects) 💠Inflation mitigated via price escalation in 80% orders 💠EHV focus on substations (AIS/GIS) to avoid ROW issues (vs. transmission lines) 💠Battery energy storage bids submitted but cautious due to aggressive competition/low margins ▫️HR/Other: KMP resignation (Akhilesh Kumar, business development) due to foreign assignment; replaced by senior President-level hire (announcement soon) 💠No business impact foreseen

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The Cloaked Gaze 👀

@gaze_observer

7 months ago

Sugs Lloyd Ltd (SME) Q3 FY26 Results:- #Q3Results #Q3FY26 #Stockmarket #Nifty #Sugs Revenue 62.57 Cr vs 52.19 Cr (+19.89% YoY┃-1.64% QoQ) PBT 8.30 Cr vs 6.48 Cr (+28.00% YoY┃+2.14% QoQ) PAT 6.11 Cr vs 5.00 Cr (+22.21% YoY┃+1.12% QoQ) Other Income 1.36 Cr vs 0.36 Cr YoY & 0.67 Cr QoQ

gaze_observer's tweet photo. Sugs Lloyd Ltd (SME) Q3 FY26 Results:-
#Q3Results #Q3FY26 #Stockmarket #Nifty #Sugs

Revenue 62.57 Cr vs 52.19 Cr
(+19.89% YoY┃-1.64% QoQ)

PBT 8.30 Cr vs 6.48 Cr
(+28.00% YoY┃+2.14% QoQ)

PAT 6.11 Cr vs 5.00 Cr
(+22.21% YoY┃+1.12% QoQ)

Other Income 1.36 Cr vs 0.36 Cr YoY & 0.67 Cr QoQ

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Capt. Sachin Chaudhary

@suryachaudhary1

7 months ago

Sugs Lloyd Risk - SME In the space of Power/Electricity 👉T&D 👉Solar EPC 👉Power plants tech solution 👉Niche products for RDSS #sugs

suryachaudhary1's tweet photo. Sugs Lloyd

Risk - SME

In the space of Power/Electricity
👉T&D
👉Solar EPC
👉Power plants tech solution
👉Niche products for RDSS

#sugs https://t.co/O9PESrBImp

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꧁🌹jedan16🍓꧂ @jadan_0430

8 months ago

suga😺🤍 #sugs #MinYoongi #bts #army

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@EyeOn_Trade

9 months ago

#Sugs Lloyd Ltd #SUGSLLOYD “This is not a buy, sell, or hold recommendation. 📢 For risk disclosures, disclaimers, MITC, investor charter, grievances, and more, please visit: https://t.co/Qz3r58ujwq”

EyeOn_Trade's tweet photo. #Sugs Lloyd Ltd #SUGSLLOYD

“This is not a buy, sell, or hold recommendation.

📢 For risk disclosures, disclaimers, MITC, investor charter, grievances, and more, please visit: https://t.co/Qz3r58ujwq” https://t.co/cKLdSfPauQ

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Growth Picker

@growth_picker

10 months ago

#Sugs concall summary

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#SME #SugsLlyod #SUGS Sugs Llyod H1 FY26 Concall Highlights: 👉FY 2026 & Future Outlook : ▫️No new exact numbers disclosed but emphasis that pre-IPO guidance and momentum of the last two years continues 💠Longer-term aspiration: ₹1,000 Cr revenue by FY28 ▫️Margins: Explicitly confirmed as sustainable at current levels (~15% EBITDA, ~9–10% PAT) 💠Better fixed-cost absorption as scale increases 💠Higher contribution from high-margin niche products 💠Continued execution efficiency via digital tools and experienced team 👉Order book / projects and pipeline: ▫️Current order book : ~410 cr+ (24-30 months execution) 💠Solar EPC: ₹289 Cr (~70%) 💠Electrical / Power T&D: ₹114 Cr (~28%) 💠Civil: ₹7.59 Cr (~2%) ▫️Qualified Bids Under Evaluation: ₹800+ Cr 💠Expected conversion ratio: 20–30% 💠Results largely expected in next 3 months ▫️Bidding Capacity Enhancement : Arrangements underway for ₹1,000 Cr bidding capacity (via tie-ups with PSUs) → will unlock much larger individual orders from FY27 onward ▫️Geographical concentration risk mitigation: Bihar currently ~60% of order book (zero payment delays historically), but aggressive push into Punjab, Maharashtra, Gujarat, Odisha, UP, Himachal, etc ▫️Power T&D Pipeline: 💠 Tenders at final stage: ₹482 Cr 💠Tenders selected for bidding: ₹3,200+ Cr 💠Tenders floated: ₹5,000+ Cr ▫️Solar EPC Pipeline: 💠 Tenders at final stage: ₹158+ Cr 💠Tenders selected for bidding: ₹311+ Cr 💠Tenders floated: ₹10,000+ Cr ▫️Niche Products (Fault Passage Indicator, Auto-reclosers, Sectionalisers, upcoming MV Switchgear & RMU): 💠Current contribution in H1 only 2%, but full-year FY26 expected ~8–10% (same as FY25) 💠Strong tender pipeline for FPI alone: ₹120–150 Cr at various stages ▫️R&D pipeline: 💠Compact next-gen FPI (high accuracy, 3-phase voltage measurement, remote secure data) 💠Medium-voltage switchgear (11–33 kV VCB) — pilot supply underway (market ~₹4,500 Cr) 💠Dry compressed-air Ring Main Units (eco-friendly, replaces SF6) — market ~₹38,000 Cr 💠Management expectation: Niche products segment to grow faster than EPC; targeting ~₹100 Cr revenue contribution by FY28 👉 Others : ▫️Working Capital, Debt & Operattions: 💠Trade receivables ₹124 Cr (average ~140 days); ₹20 Cr is retention money (not overdue) 💠Aggressive focus to reduce debtor days; new in-house bill-tracking software deployed 💠Plan to double working-capital limits from ₹125 Cr to ₹250 Cr (discussions with banks almost concluded) 💠Net debt position comfortable; cash & equivalents ₹58.5 Cr at Sep-25); new plant with 50,000–1 lakh sq ft by Dec 2026 💠No bad debts from government/PSU clients ever; only one private bad debt of ₹1.18 Cr in FY23 (written off, arbitration won) 💠In-house digital project management platform + AI tools (real-time dashboards, predictive scheduling) ▫️Associate Company: 21%-owned Vyna Electric (consumer electricals & lighting) is B2C and will remain completely separate from Sugs Lloyd’s B2B/B2G focus in 2–3 years ▫️Strategic Focus 💠Remain purely in Power T&D, Solar EPC, and Niche smart-grid products — no plans to diversify into smart infra, EV charging, etc. 💠Civil work only opportunistic (current ₹7.6 Cr hostel project for a DISCOM); no roads/bridges etc. 💠Smart metering: capability there, but currently only doing installation scope under Tata Power contracts

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10 months ago

#sugs #sugslloyd stock actually sold off. Interesting. Unless some big names take interest or some bull run starts in sme space this can remain undervalued. Valuations should catch up soon.