ALFA Finder| Revenue growth | Flat QoQ; 24% YoY growth driven by domestic textile machine demand. |
|---|---|
| Margins | Sequential contraction in machine tools due to lower top-line and currency. |
| Order book | Robust 3,200 Cr TMD order book with 2,400 Cr active orders. |
| Demand visibility | Positive domestic visibility supported by state policies and FTAs. |
| Management confidence | Balanced; cautious on machine tool margins, optimistic on long-term textile demand. |
Growth
Textile Machinery revenue up 16% YoY; Machine Tool revenue grew 36% YoY, though margins sequentially declined.
Outlook
Order book stands at 3,200 Cr for TMD and 1,000 Cr for ATC over 3-3.5 years.
Risks
Rising commodity/logistics costs (3-3.5%) and currency depreciation threaten machine tool profitability. Secular textile demand remains gradual.
Last quarter's promises, checked
Delivered
- Guided 20% potential growth in MTD capacity → Delivered 36% YoY growth (= BEAT)
- Guided ATC infrastructure expansion → 50% of Capex deployed to ATC (= BEAT)
- Guided 195 Cr ATC revenue → Delivered 195 Cr (= BEAT)
Partly delivered
- Guided 360 Cr ATC order book → Delivered 1000 Cr over 3.5 years (= PARTIAL)
- Guided margin maintenance via cost management → Sequential margin contraction in MTD (= PARTIAL)
Missed
- Guided 3300 Cr TMD order book → Delivered 3200 Cr (= MISS)
Earnings Call Transcript filed with BSE, NSE: LMW. Summary written with AI assistance from the document.
LMW Ltd: key numbers
- Share price
- ₹17,892.00
- Market cap
- ₹19,114 Cr
- Revenue (annual)
- ₹3,207 Cr
- Net profit (annual)
- ₹130.7 Cr
- P/E (TTM)
- 93.2×Sector 51.9×
- Promoter holding
- 30.80%+0.00% QoQ
- FII holding
- 5.41%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from LMW Ltd
All →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.
- Call
- Guides 50% growth
LMW Management Change
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 Capacity Expansion: ₹10 Cr Investment
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.
- Value
- ₹10.00 Cr
- Execution
- By December 2026
- manufacturing capacity addition
- 125 machines/month
LMW Q2 FY27 Results: Net Profit ₹71.2 Cr, Up 74.1% YoY
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.
- Key figure
- Net profit ₹71.2 Cr · +74.1% YoY
LMW Other Announcement
The company filed its quarterly shareholding pattern for the period ended September 30, 2026, as required under SEBI regulations.
LMW Board Meeting Date
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.