LMW Ltd (LMW) Q2FY26 Concall Summary - Sep-2025 Qtr
Performance Overview
- LMW Ltd reported a 15% increase in revenue for Q2 FY25-26, reaching 790 crores, compared to 690 crores in the previous quarter (June 2025).
- The company achieved a Profit Before Tax (PBT) of 92 crores for the current period, significantly up from 54 crores in the previous period, which includes a 15 crore profit from the sale of an asset.
- The Textile Machinery Division (TMD) saw an 11% increase in revenue sequentially but remained flat year-on-year for the quarter, indicating continued weakness in textile CapEx despite positive GST and PLI changes.
- The Machine Tool Division and Foundry segment demonstrated strong performance, with a 70% utilization rate and a positive long-term structural shift in the Indian manufacturing sector driving demand.
- The Advanced Technology Centre (ATC) division showed growth in turnover and has a long-term order visibility, although tariff discussions pose a challenge for export contracts.
Financial Metrics
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Operating Performance / Business Segments
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Key Discussions & Insights
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Outlook and Guidance
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Challenges / Concerns
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Industry / Competitive Landscape
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Overall Summary
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