LMW Limited has informed the Exchange about the transcript of the Analyst /Investor Meeting held on 18th July 2025.
LMW · price
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Awaiting price reaction for this filing.
LMW Limited reported Q1 FY26 total revenue of Rs 685 crore, up 4% YoY from Rs 659 crore, with standalone PBT nearly doubling to Rs 32.5 crore from Rs 17.5 crore. The Textile Machinery Division (TMD) remained weak with revenue declining 6% to Rs 415 crore and a loss of Rs 11 crore, as the company continued 5-day operations due to low capacity utilization and order inflows staying subdued for 8 straight quarters. The order book stands at ~Rs 2,800 crore, of which only 50-55% is active — described as a multi-year low. The Machine Tool Division (MTD) grew well, with revenue up to Rs 251 crore and profit rising to Rs 12 crore, but margins are in single digits due to overheads from a newer expanded facility at ~70% utilization. The Aerospace (ATC) division posted revenue of Rs 46 crore with a Rs 400 crore order book to be delivered over 2-2.5 years, while subsidiaries in China and the Middle East reported losses amid global tariff and geopolitical uncertainties.
Mixed signals for shareholders: consolidated profit growth is being driven by MTD and aerospace, but the core textile machinery business — historically the main revenue engine — continues to face demand headwinds and margin pressure, with management adopting a 'wait and watch' stance and no clear timeline for a recovery in order inflows. The stock may remain range-bound until visibility improves on tariff clarity and a revival in textile capex.