| Management target | Revenue 50.0% FY27 |
|---|
| Revenue growth | 30% YoY growth to ₹1,153 Cr, driven by Machine Tool segment. |
|---|---|
| Margins | Machine tool margins improving; textile margins under cost pressure. |
| Order book | Current order book ₹3,400 Cr; active portion ₹2,600 Cr. |
| Demand visibility | Positive visibility from 'China Plus One' and Indian defense programs. |
| Management confidence | Balanced, citing operational efficiencies against global macro challenges. |
Growth
Revenue grew 30% YoY; Machine Tool Division outperforming with 50% growth. Textile Machinery segment recovering with order inflow uptick.
Outlook
Order book of ₹3,400 Cr provides clear execution visibility for the next 24-30 months.
Risks
Textile margins remain sensitive to volatile cotton/synthetic costs and geopolitical instability in key export markets like Turkey.
Last quarter's promises, checked
Delivered
- Guided TMD domestic/export/spares ratio 64/10/26 → delivered 64/10/26 (= BEAT)
- Guided 70% projects/30% unitary order mix → delivered 70/30 split (= BEAT)
- Guided 56% automotive mix in MTD → delivered 56% automotive mix (= BEAT)
Partly delivered
- Guided ₹1,000 Cr ATC order book for 3-3.5 years → delivered ₹3,400 Cr total visibility (including non-ATC) (= PARTIAL)
- Guided 20% machining centers in MTD mix → delivered 20%+ (= BEAT)
Missed
- Guided MTD growth momentum → delivered sequentially lower turnover in Q1 vs Q4 (= MISS)
Earnings Call Transcript filed with BSE, NSE: LMW. Summary written with AI assistance from the document.
LMW Ltd: key numbers
- Share price
- ₹16,412.00
- Market cap
- ₹17,533 Cr
- Revenue (annual)
- ₹3,207 Cr
- Net profit (annual)
- ₹130.7 Cr
- P/E (TTM)
- 85.5×Sector 52.0×
- 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 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.
LMW Annual General Meeting
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.