#S2E2

In today's rapidly evolving economy, the role of the Capital Goods industry cannot be overstated. It is pivotal in shaping economic landscapes, driving innovations, and creating the foundations upon which societies build and thrive
Welcome to Episode 2, Season 2 of Green Sharks where we dive deep into the forces shaping our world. In this episode, we sit down with the chairman of Lloyds, a leading name in the capital goods manufacturing sector. Lloyds has been at the forefront of designing, manufacturing, and commissioning heavy equipment and systems across various critical industries, including the HydroCarbon Sector, Oil & Gas, Steel Plants, Power Plants, and Nuclear Plant Boilers.
Join Mr.Shree Krishna Gupta, Whole Time Director, Lloyds Engineering and Mr. Sreeram Ramdas, CFA, VP, Green Portfolio as they discuss how companies like Lloyds are navigating the complexities of today's industrial demands while looking ahead to technological advancements.
Stay with us for an engaging discussion that cuts through the noise to bring you the real story of heavy industry's present and future.
#GreenSharks Season 2
0:00 Introduction
1:49 Mr. Gupta's Journey
6:20 Company's revenue growth and Mr. Gupta's contribution
8:30 Lloyds Pillars of Growth
9:54 Story behind Lloyds name change
11:55 Lloyds Journey from beginning
15:05 Insights on India's Marine and Naval Equipment Industry
15:54 India's Hydrocarbon Industry
16:30 Understanding Supply Chain
21:00 Understanding Execution
27:18 Lloyds Revenue Structure
27:34 Opportunity size for Steel Industry
31:11 Raw Material Sourcing and China's role in it
33:40 Lloyds growth wrt india's Growth
37:05 Lloyds growing focus on its People
40:20 Inventory and Capex Plans
41:50 Technical Collaboration
46:45 Pickling Plants around the World
49:58 Part 2: Discussion with the CFO
50:15 Understanding Lloyds Group
55:00 EBITDA Margins
56:19 Why are cash flows negative
Disclaimer- The data contained in the video is for educational purposes. We are neither responsible for any transactions nor investments conducted privately by the recipient, based on the above data. All investment decisions must be conducted with due diligence and after seeking advice.
Read Full Disclaimer- drive.google.com/drive/u/1/fo...
Additional Disclosure-
1.We are Green Portfolio, SEBI Registered Research Analyst vide Registration No.: INH100008513 & SEBI Registered Portfolio Managers vide Registration No.: INP000006022.
2. We have following financial interest in the company at the time of taking this interview: Lloyds is not a part of any of our funds.
3. Neither the directors nor the interviewer holds any shares of LLoyds in the portfolio.
Disclosures/information pertaining to Green Portfolio under the Advertisement code can be accessed here: admin.greenportfolio.co/getFi...

[@IshaBansal-xe9wi]

have never seen someone talking directly to those who operate these huge businesses, this is great, please do more of such podcasts

[@hutkimhut4990]

I am a share holder in this company and i see great potential in the LLOYDS Group coming ahead, fantastic add on if they are consistent with their numbers and their fundamental principles! Lovely interview and great insights.. gave me a closer look at the management and the vision of Mr.Shree Krishna Gupta . Kudos and All the best to your team, also this was the quickest 57mins didn’t even realise 😅. Please do an interview with Mr. Bandi Satish Kumar of STEELXIND.

[@greenportfolioco]

Glad you enjoyed the interview.

[@anchalkansal1694]

Such good industry insights. Loved the clarity on the opportunity that steel industry presents.

[@shreebalajisampath]

Great insights into the company. The company looks well poised. Hopefully the young management will drive the company towards higher success

[@sreeramramdas2324]

Thank you

[@ishabansal2153]

very insightful!

[@amitnpatel1]

Looks promising 👍

[@chinmaypattanaik5740]

Patel engineering and jash engineering

[@krish7109]

This series may help you identify multibaggers

[@iwashere.1]

please do an interview with lloyds metal and energy too!

[@greenportfolioco]

Hi, We will soon do an interview with the above mentioned company!

[@gaganmalhotra4102]

Sir what tgts do u except in coming years

[@sreeramramdas2324]

Hello sir, this series is about bringing stories of interesting companies to the forefront. Most of the times, we wouldn't be having positions in these companies. In case we do, we will mention it in the disclaimer. Hence, sir, we are not in a position to give a target price. Thank you for your message.

[@c.s.sekkhar797]

What about Lloyd enterprise

[@AyushMandloi]

Which small case holds this firm ?

[@greenportfolioco]

We do not hold this stock in our portfolio.

[@pavan410]

I have taken a huge position in this stock. 40000 shares, hope my decision turns out to be right.

[@raghav1308]

at what price Sir?

[@veryfatjunkie]

Stop interrupting when someone is speaking. Just an advice

[@anujgoel21]

Yea many answers were supposed to be got without some questions

[@greenportfolioco]

Hi, Thanks for the feedback. We'll keep this in mind in our upcoming videos.

[@raghav1308]

Sir I still feel interviewer has done a great job. Much much better than other interviews. And Mr. K Gupta will take the Company to next level.

[@Nature712.]

Next multi begger Lloyd engineering