Synopsis: An engineering company attracted investor attention after its defence-focused subsidiary signed a strategic partnership with a Polish drone technology firm to manufacture products locally and jointly develop new defence solutions.
The shares of this engineering company majorly engaged in the design, Manufacturing, and Commissioning of heavy equipment, machinery & systems for the HydroCarbon Sector, Oil & Gas, and many more were in focus after its subsidiary enters into a defence deal
With the market capitalization of Rs. 13,390 Crores, the shares of Lloyds Engineering Works Ltd recovered nearly 5 percent from its days low of Rs. 88.25 per share to high of Rs. 92.8 per share and is trading at a P/E of 70.5 whereas industry P/E stands at 32
What is the NEWS
Lloyds Advance Defence Systems Limited (LADS), which is a subsidiary of Lloyds Engineering Works Ltd , has entered into a deal with Poland-based Flyfocus SP. Z O.O. which is renowned for the design and development of Unmanned Aerial Systems (UAS). As part of the collaboration, LADS will manufacture, market and distribute the drone range from Flyfocus in India. Also, both the companies will collaborate in research and development of new products for the defense sector.
This collaboration is expected to strengthen the subsidiary’s presence in India’s growing defence and drone manufacturing market while supporting local production of advanced technologies. The company also clarified that the agreement is not a related-party transaction and does not involve any shareholding, board representation, or special rights between the two companies.
About the Company and Financials
Lloyds Engineering Works Ltd is an engineering company with operations across fabrication, niche engineering, defence, electrical engineering, EPC, and designing. It provides engineering solutions for infrastructure, industrial, and defence-related projects. As of FY2026, the company had a total order book of ₹8,335.15 crore, providing strong revenue visibility. The order book comprises ₹5,691.76 crore from Infrastructure, ₹2,492.69 crore from Engineering, and ₹150.70 crore from Electrical Engineering (Techno Industries), reflecting a diversified business mix across key segments.
Year on Year analysis: Revenue from operations has increased from Rs. 232 Crores in Q4 FY25 to Rs. 495 Crores, in Q4 FY26, up 113 percent. Operating profit has increased from Rs. 35 Crores to Rs. 61 Crores, up 74 percent and net profit has increased from Rs. 20 Crores to Rs. 46 Crores, up 130 percent
Quarter on Quarter analysis: Revenue from operations has increased from Rs. 272 Crores in Q3 FY26 to Rs. 495 Crores in Q4 FY26, up 82 percent. Operating profit has increased from Rs. 53 Crores to Rs. 61 Crores, up 15 percent and net profit has decreased from Rs. 67 Crores to Rs. 46 Crores, down 31 percent.
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