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Earnings Call

LMW Earnings Call: Key Takeaways

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.

Highlights
Revenue growth7% YoY consolidated growth for FY26.
MarginsATC margins at 20%; MTD at 11.5% due to operational leverage.
Order bookTMD: ₹3,300 cr (₹2,300 cr active); ATC: ₹360 cr.
Demand visibility24-month textile slowdown ending; strong aerospace/defense traction.
Management confidencePositive on domestic textile recovery and aerospace potential.

Growth

Consolidated revenue grew 7% YoY; PAT grew 29%. Machine Tool/Foundry revenue rose 20% to ₹1,205 cr.

Outlook

₹150 cr capex for ATC infrastructure; ₹3,300 cr TMD order book; potential to scale ATC beyond ₹300 cr.

Risks

Textile cyclicality, volatile crude-based synthetic fiber prices, and rising raw material/logistics costs are primary headwinds.

Source

Earnings Call filed with BSE, NSE: LMW. Summary written with AI assistance from the document.

Read the document ↗

LMW Ltd: key numbers

Share price
₹17,133.00
Market cap
₹18,303 Cr
Revenue (annual)
₹3,207 Cr
Net profit (annual)
₹130.7 Cr
P/E (TTM)
104.7×Sector 53.6×
Promoter holding
30.80%+0.00% QoQ
FII holding
5.45%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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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.