LMW Limited has informed the Exchange about the Transcript of the Analyst/ Investor meeting held on 21st May 2026.
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LMW Limited reported annual revenue of Rs 3,082 crore (up 6% YoY) and PBT of Rs 221 crore (up 42% YoY) for FY 25-26. The Textile Machinery Division showed recovery with order book at Rs 3,300 crore (active orders Rs 2,300 crore) after 24 months of slowdown, driven by improved cotton yarn spreads and export demand from Bangladesh and Turkey. Machine Tools Division grew 25-28% to Rs 1,205 crore with 70-75% capacity utilization. The ATC (Aerospace) division reported Rs 207 crore revenue with ~20% margin, order book of Rs 360 crore, and the company announced Rs 150 crore capex for new ATC facility over 5 years. CFO highlighted raw material cost pressures across logistics, steel, and commodities requiring ongoing monitoring. The company also plans Rs 30 million investment in UAE subsidiary for export growth.
LMW shows strong recovery trajectory with PBT growth of 42% driven by textile recovery and robust machine tools performance. The disclosed order book of Rs 3,300 crore and expansion plans in high-margin ATC business signal positive medium-term outlook, though raw material cost inflation remains a watchpoint for margin sustainability.