LLOYDSME IN EQUITY
loading…—
Day range—
52-week range—
Market cap—
P/E · TTM—
As of—
| CUSTOMER | BASIS | EST ₹CR | RANGE | % REV | BUCKET | PERIOD | METHOD | CONF |
|---|---|---|---|---|---|---|---|---|
| GAILGAIL (India) Ltd. | UNSTATED | 4,724 | 3,871–4,724 | 27.6% | — | FY25 | EST | 65% |
| “We had earlier also signed a contract with GAIL for use of LNG.” AR DOC | ||||||||
| NTPCNTPC Ltd. | CONTRACT | 3,032 | 2,484–3,032 | 17.7% | — | FY26 | EST | 75% |
| “However, the Court directed NTPC to deposit the awarded amount of ₹ 87.29 Crores along with interest of ₹ 27.65 Crores with the Court” AR · +1 DOC | ||||||||
| AXISBANKAxis Bank Ltd. | UNSTATED | 1,926 | 1,578–1,926 | 11.3% | — | FY26 | EST | 75% |
| “CORPORATE IDENTIFICATION NUMBER L40300MH1977PLC019594 BANKERS ICICI Bank Limited State Bank of India Bank of Maharashtra Export-Import Bank of India Axis Bank …” AR DOC | ||||||||
| Maharashtra | UNSTATED | — | — | — | COGS | FY26 | EST | 75% |
| “We are also the first to export iron ore from Maharashtra.” AR · +1 DOC | ||||||||
| Maharashtra | UNSTATED | — | — | — | — | FY26 | EST | 75% |
| “He has held several senior positions in public administration, including serving as the 39th Chief Secretary of Maharashtra and as a Member of the Lokpal of In…” AR · +1 DOC | ||||||||
| Australia | UNSTATED | — | — | — | — | FY26 | EST | 75% |
| “2026 $313.33 billion 2025 $301.56 billion Australia and Brazil continued to dominate global exports, with Australia strengthening its leadership position by in…” AR DOC | ||||||||
| China. | UNSTATED | — | — | — | — | FY26 | EST | 75% |
| “We are now geared to pioneer the beneficiation of BHQ in India, having already signed contracts with technology suppliers in China, which has an established fo…” AR · +2 DOC | ||||||||
| Parties | UNSTATED | — | — | — | — | FY26 | EST | 75% |
| “PARTICULARS OF CONTRACTS AND ARRANGEMENTS WITH RELATED PARTIES The Board of Directors have adopted the Policy on Materiality of Related Party Transactions and …” AR · +1 DOC | ||||||||
| Securities and Exchange Board of India | UNSTATED | — | — | — | — | FY25 | EST | 75% |
| “Sr. No. Name of Transferor (Promoter) Name of Transferee (Promoter) Mode % of the total paid-up share capital 1 Dipti Mundhra Abha Gupta Gift 5,00,000 2 Rajesh…” AR · +1 DOC | ||||||||
| BANKINDIABank of India | UNSTATED | — | — | — | — | FY26 | EST | 75% |
| “CORPORATE IDENTIFICATION NUMBER L40300MH1977PLC019594 BANKERS ICICI Bank Limited State Bank of India Bank of Maharashtra Export-Import Bank of India Axis Bank …” AR DOC | ||||||||
| RBLBANKRBL Bank Ltd. | UNSTATED | — | — | — | — | FY26 | EST | 75% |
| “CORPORATE IDENTIFICATION NUMBER L40300MH1977PLC019594 BANKERS ICICI Bank Limited State Bank of India Bank of Maharashtra Export-Import Bank of India Axis Bank …” AR DOC | ||||||||
| Office | UNSTATED | — | — | — | — | FY26 | EST | 75% |
| “CORPORATE IDENTIFICATION NUMBER L40300MH1977PLC019594 BANKERS ICICI Bank Limited State Bank of India Bank of Maharashtra Export-Import Bank of India Axis Bank …” AR DOC | ||||||||
| Securities and Exchange Board of India | UNSTATED | — | — | — | COGS | FY25 | EST | 70% |
| “In respect of Item No. 8 The Board of Directors on recommendation of the Audit Committee of the Company in their meeting held on 28th January, 2025, has approv…” AR · +1 DOC | ||||||||
| Financial Year | UNSTATED | — | — | — | — | FY26 | EST | 70% |
| “Duration of contract or arrangement: Recurring Nature and approval are sought for the Financial Year 2025-26 and the said approval is valid until the next AGM” AR · +1 DOC | ||||||||
| Renewable Energy | UNSTATED | — | — | — | SG&A | FY25 | EST | 70% |
| “Freight to reduce by ` 100-150 per tonne Investment in Renewable Energy To secure 100 MW of power for captive consumption Significant cost savings of up to ` 1…” AR DOC | ||||||||
| Securities and Exchange Board of India | CONTRACT | CT 4,000 | — | — | CAPEX | FY25 | EST | 70% |
| “including BOOT, BOO, BOLT, PPP models and the same can be carried out on own-account basis or on a fee or contract basis, business support services, sale of by…” AR DOC | ||||||||
| TATASTEELTata Steel Ltd. | UNSTATED | — | — | — | COGS | 2026-05 | EST | 65% |
| “So that's why the free cash flows are high because this is a take-or-pay contract that we have with Tata Steel as a captive consumer.” CONCALL DOC | ||||||||
| NTPCNTPC Ltd. | CONTRACT | CT 0 | — | — | COGS | 2025-11 | EST | 65% |
| “And in -- on the coal side, there is a -- we have got a contract from NTPC, it's 3 million tons.” CONCALL p.11 · 30-NOV-25 · +1 DOC | ||||||||
| CDSLCentral Depository Services (India) Ltd. | UNSTATED | — | — | — | — | FY26 | EST | 60% |
| “The password to open the .pdf file is your 8 digit client ID for NSDL account, last 8 digits of client ID for CDSL account or folio number for shares held in p…” AR · +1 DOC | ||||||||
| NCCNCC Ltd. | UNSTATED | — | — | — | COGS | FY25 | EST | 60% |
| “PARTNERING FOR RESOURCE DIVERSIFICATION To further strengthen our MDO presence, we are evaluating to partner with Lekcon-NCC Consortium, and ultimately with AP…” AR DOC | ||||||||
| FY27 | CONTRACT | CT 60 | — | — | — | FY27 | EST | 60% |
| “On Geomysore Gold Mining, our MDO and exploration contract commenced in Lloyds Metals and Energy Limited May 06, 2026 Page 8 of 19 January '26, we have a targe…” CONCALL DOC | ||||||||
| SUPPLIER | BASIS | EST ₹CR | RANGE | % COST | BUCKET | PERIOD | METHOD | CONF |
|---|---|---|---|---|---|---|---|---|
| Financial Year | UNSTATED | — | — | — | COGS | FY25 | EST | 75% |
| “Percentage of input material (inputs to total inputs by value) sourced from suppliers: FY 2025 (Current Financial Year) FY 2024 (Previous Financial Year) Direc…” AR · +1 DOC | ||||||||
| Australia | UNSTATED | — | — | — | COGS | FY25 | EST | 75% |
| “Premium hard coking coal imported from Australia, CFR India, declined by 5% to $230 per tonne as subdued domestic steel demand and a steady influx of imports p…” AR DOC | ||||||||
| Others | UNSTATED | — | — | — | — | FY26 | EST | 70% |
| “NOTE 12 : OTHER CURRENT ASSETS (` in Crores) Particulars As at 31st March, 2025 As at 31st March, 2024 Other than Capital Advance i) Advance to Suppliers 80.35…” AR · +1 DOC | ||||||||
| National Highways Authority of India | UNSTATED | — | — | — | — | FY25 | EST | 60% |
| “This policy now requires vendors to be NHAI-verified.” AR DOC | ||||||||
| SOURCE | READ | % | LAST READ |
|---|---|---|---|
| ANNUAL | 2/2 | 100% | 15-OCT-26 |
| CONCALL | 4/4 | 100% | 15-OCT-26 |
| RATINGS | 2/4 | 50% | 14-NOV-26 |
| SCREENER | 1/1 | 100% | 08-NOV-26 |
| SIGNAL | VALUE | AS OF | INPUTS |
|---|---|---|---|
| CUSTOMER HHI | 0.376 | 14-NOV-26 | NTPC Ltd. share 31% · Axis Bank Ltd. share 20% · GAIL (India) Ltd. share 49% |
| CUST MOM 1M | +8.8% | 14-NOV-26 | from 15-OCT-26 · Central Depository Services (India) Ltd. +11.9% w 0 · Bank of India +18.2% w 0 · Axis Bank Ltd. +3.3% w 0 · RBL Bank Ltd. +3.1% w 0 · NCC Ltd. +8.7% w 0 · GAIL (India) Ltd. +11.0% w 1 |