LMW Earnings Call Transcript: Key Takeaways
Strong top-line growth across all segments led by Machine Tool Division, though geopolitical headwinds and input costs pressure textile margins.
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- Guides 50% growth
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39 announcements
Strong top-line growth across all segments led by Machine Tool Division, though geopolitical headwinds and input costs pressure textile margins.
Sri Arun Alagappan retires as Independent Director of LMW Limited after completing his second five-year term, effective 25 October 2026. No financial impact accompanies this governance change.
LMW Ltd approved a ₹10 Crore capacity addition of 125 machines/month to reduce delivery lead times. The expansion will be commissioned by December 2026 using internal accruals.
LMW Ltd reported revenue from operations of ₹1,132 Cr (+37.7% YoY) and net profit of ₹71.2 Cr (+74.1% YoY) for Q2 FY27.
The company filed its quarterly shareholding pattern for the period ended September 30, 2026, as required under SEBI regulations.
LMW Limited will hold a board meeting on October 21, 2026. The board will consider and approve unaudited financial results for the quarter ended September 30, 2026.
LMW Ltd disclosed postal ballot results, passing a special resolution to amend its MOA Objects Clause by 96.56% assent. The remote e-vote was conducted for 30,577 members as on the cut-off date.
LMW Limited received an unsolicited ESG rating from NSE Sustainability Ratings & Analytics. The rating was assigned independently based on information available in the public domain.
LMW Limited has renamed its wholly-owned subsidiary, LMW Aerospace Industries Limited, to LMW Advanced Materials and Technologies Limited, following regulatory approval.
LMW Limited has issued a Postal Ballot Notice seeking shareholder approval to amend its Objects Clause. The amendment enables diversification into pharmaceuticals, electric vehicles, and renewable energy sectors.
CRISIL Ratings has assigned a 'Crisil AA' Corporate Credit Rating with a stable outlook to LMW Limited.
LMW Limited announced the retirement of Senior Management Personnel K Soundhar Rajhan and the redesignation of N Krishna Kumar as President – Strategy Office.
LMW's Q1 FY27 results show flat revenue vs. Q4 FY26 despite 24% YoY growth, masking underlying margin pressure in machine tools.
LMW Limited resubmitted its financial results for the quarter ended 30th June 2026. The filing is a machine-readable format version with no changes to the reported figures.
LMW Limited held its 63rd Annual General Meeting on July 24, 2026, via video conferencing. The meeting covered various resolutions including financial statement adoption and director appointments.
LMW Ltd reported revenue from operations of ₹860.7 Cr (+24.0% YoY) and net profit of ₹55.5 Cr (+382.6% YoY) for Q1 FY27.
LMW Ltd will hold a board meeting on 24 July 2026 to approve its unaudited Q2‑2026 results. Trading window remains closed till 26 July.
LMW Ltd disclosed receipt of an ESG rating from CRISIL ESG Ratings. The notice fulfills SEBI Regulation 30 disclosure requirements.
LMW Limited called its General Meeting for 24 July 2026, approving a ₹900 Crore related‑party transaction with Lakshmi Electrical Control Systems. It also covers dividend and director appointments.
LMW Ltd submitted its Business Responsibility and Sustainability Report for FY 2025‑26, outlining ESG initiatives across operations, products and community. The filing complies with SEBI Regulation 34(2)(f).
LMW Limited submitted its FY 2025‑26 Annual Report to BSE as per Regulation 34. The filing provides shareholders with comprehensive corporate and financial information.
LMW Ltd convened its 63rd AGM on 24 July 2026 to approve financials, dividend and director re‑appointments. It also seeks approval for related‑party deals up to ₹450 Cr.
LMW Ltd completed the acquisition of additional shares in LMW Holding Limited. The company retains 100% ownership of the subsidiary.
LMW Ltd received a Rs.0.22 Crore penalty notice for an incorrect E-way bill on an export consignment. The company plans to appeal, with no material financial impact expected.
LMW Limited filed its Annual Secretarial Compliance Report for the financial year 2025-26. The auditor reported full compliance with SEBI regulations and secretarial standards.
LMW reported FY26 consolidated revenue of ₹3,353 cr (up 7%) and profit of ₹195 cr (up 29%). Growth was driven by the Machine Tool and ATC divisions.
LMW delivered 6% YoY revenue growth in FY26, with a significant 42% jump in PBT despite cyclical headwinds in textile machinery.
LMW Limited approved several key leadership re-appointments and statutory auditor changes during its board meeting. These governance updates ensure leadership continuity and regulatory compliance.
LMW Limited will invest ₹289 Crore into its wholly-owned subsidiary, LMW Holding Limited. This capital infusion supports global expansion and working capital requirements.
LMW Limited announced a Rs.35 per share dividend for FY 2025-26. The record date for eligibility is Friday, July 17, 2026, pending shareholder approval.