Lokesh Machines Limited — PPTs, 13-08-2026: Investor Presentation

Lokesh Machines (LOKESHMACH) Q1 FY27 results show strong resilience! Revenue jumped 15.4% YoY to ₹55.46 Cr, with profit (PAT) surging 121.7% to ₹1.01 Cr and EPS at ₹0.49. EBITDA margin stood at 17.79%.

The Defence & Components division led growth, soaring 693% YoY to ₹15.55 Cr, now 27.9% of total revenue. While the Machinery segment faced challenges due to sanctions, it's set for recovery.

Key development: OFAC delisted the company on June 30! This reopens crucial USD/EUR banking and export markets from Q2 FY27. Management plans to maximize capacity, expand into these reopened markets, and boost Defence revenue.

The order book is robust at ₹271 Cr, already exceeding last year's full revenue, with Defence contributing 36.2%. A preferential equity infusion of ₹23.62 Cr also strengthened the balance sheet. Management is confident of sustaining momentum through FY27.