Top Tweets for #ltelevator

𝗟.𝗧. 𝗘𝗟𝗘𝗩𝗔𝗧𝗢𝗥 𝗟𝗜𝗠𝗜𝗧𝗘𝗗 Alpha Ideas SME Stars 2026 | Investor Presentation Decode 𝗧𝗛𝗘 𝗕𝗨𝗦𝗜𝗡𝗘𝗦𝗦 𝗧𝗢����𝗔𝗬 Incorporated 2008. 355+ employees. 21+ offices across India. Three engines now run in parallel. 𝗘𝗻𝗴𝗶𝗻𝗲 𝟭: 𝗖𝗼𝗿𝗲 𝗘𝗹𝗲𝘃𝗮𝘁𝗼𝗿𝘀 (𝗕𝟮𝗕 / 𝗕𝟮𝗚) Design, manufacture, install and maintain. Passenger and goods lifts, hospital and stretcher grade lifts, government and smart city tenders, plus a recurring AMC annuity book. Company states gross margins around 50% and net margins of 13 to 15%. Addressable India elevator market pegged at ₹35,000 crore plus, growing 12 to 15%. 𝗘𝗻𝗴𝗶𝗻𝗲 𝟮: ��𝗶𝗰𝗮𝗿𝗱𝗼 (𝗗𝟮𝗖 𝗛𝗼𝗺𝗲 𝗟𝗶𝗳𝘁𝘀) The interesting one. India's home elevator market is around ₹3,000 crore plus, fragmented, unorganised, and largely untouched by the MNCs. Ricardo is positioned as a design led consumer brand, not an engineering product. Company states B2C gross margins of 58 to 60% against around 50% in B2B, with long term net margins around 20%. ARR order bookings crossed ₹100 crore, which the company says was achieved 6 months ahead of internal targets. 21+ experience centres live, target of 40 by December 2026. International presence flagged in Australia, Malaysia, Thailand, UAE and Oman. 𝗘𝗻𝗴𝗶𝗻𝗲 𝟯: 𝗔𝘂𝘁𝗼𝗺𝗮𝘁𝗲𝗱 𝗣𝗮𝗿𝗸𝗶𝗻𝗴 (𝗣𝗮𝗿𝗸 𝗦𝗺𝗮𝗿𝘁 + 𝗗𝗬𝗣𝗖 𝗞𝗼𝗿𝗲𝗮) In August 2026 the company signed an SPA to acquire DYPC Inc. of Seoul, creators of the SMART PARKING brand, carrying 12 patents and 20+ years of deployments across USA, UK, Canada, Korea, Thailand, Mexico, Iran, Uruguay and Egypt. This is the transaction that changes the character of the story. It moves LT from being a domestic contractor to owning global parking technology IP outright, with no third party dependence. Company states parking net margins of 13 to 16% and near term DYPC revenue visibility of ₹30 crore. 𝗧𝗛𝗘 𝗖𝗔𝗣𝗘𝗫 New integrated manufacturing facility in West Bengal, currently under construction. Target capacity: 2,500 elevator units per year and 8,000 parking spaces per year, described as 2.5x current capacity. Bhoomi Pujan and site commencement: 13 July 2026. Civil construction, machinery installation and commissioning through FY27. Commissioning targeted Q4 FY27, with the company stating confirmed orders from the new facility already in hand. Equipment being deployed includes a 135 ton / 4000mm CNC press brake, a 1.5 kW hand held fibre laser welding system, and TRUMPF TruPunch 1000 with TruBend 3120. Two details worth isolating. First, the facility is intended to manufacture DYPC parking systems domestically, replacing imports. Second, the company states the land is brownfield and offers expansion runway beyond FY28 without fresh capex. If that holds, the heavy spending is front loaded into this cycle rather than recurring. 𝗙𝗜𝗡𝗔𝗡𝗖𝗜𝗔𝗟 𝗧𝗥𝗔𝗖𝗞 𝗥𝗘𝗖𝗢𝗥𝗗 (𝗖𝗼𝗻𝘀𝗼𝗹𝗶𝗱𝗮𝘁𝗲𝗱) FY23: Revenue ₹34.4 crore | PAT ₹1.2 crore | PAT margin 3.6% FY24: Revenue ₹40.1 crore | PAT ₹3.2 crore | PAT margin 7.9% FY25: Revenue ₹56.5 crore | PAT ₹8.9 crore | PAT margin 15.8% FY26: Revenue ₹111.3 crore | PAT ₹17.0 crore | PAT margin 15.3% Revenue CAGR of 47.9% across FY23 to FY26, with FY26 revenue growth of 97%. EBITDA margin moved 11.8% to 16.6% to 26.9% and then to around 25% in FY26. Margin expansion has stalled at the top even as revenue nearly doubled, which is the line to keep an eye on. 𝗧𝗛𝗘 𝗙𝗢����𝗪𝗔𝗥𝗗 𝗟𝗢𝗢𝗞 (𝗖𝗼𝗺𝗽𝗮𝗻𝘆 𝗦𝘁𝗮𝘁𝗲𝗱) The company lays out its build up from an FY26 base of ₹111 crore: Core business growth at 40% CAGR over the next two years. Ricardo D2C contributing ₹60 crore plus. DYPC Korea contributing ₹140 crore plus in near term visibility. Order book and pipeline disclosed: Combined order book of ₹289 crore plus, stated as of January 2026, with 90% described as executable within 18 months. DYPC bid pipeline of around ₹700 crore plus, against a stated expected win rate of 20%.

📌 L. T. Elevator Ltd informed the exchange about the discontinuation of the proposed merger with Ricardo Elevators Private Limited and the approval of a Share Purchase Agreement to acquire 100% equity shareholding of Ricardo Elevators Private Limited through a share swap. The company approved a preferential issue of up to 4,61,000 equity shares at an issue price of ₹281.86 per share for an aggregate consideration of up to ₹12,99,37,460. #SME #LTELEVATOR 🏢🔄