LMW Ltd
LMW Ltd Q1 FY27 Results & Concall Highlights: Order Book ₹3,200 Cr
Q1 FY27 earnings call: what management guided on revenue, margins and order book.
What the Q1 FY27 call signalled
2 of 4 strong
The short version
Machine Tool Division has shown strong YoY growth, driven by expanding product portfolio, especially machining centers, targeting sectors like automotive and EMS. Machine Tool Division (MTD) expects margin recovery but no definite timeline; growth driven by full capacity utilization and product mix improvement, especially machining centers (~20% of sales).
From LMW Ltd's Q1 FY27 earnings-call transcript · updated 23 Sept 2026.
Revenue & Sales Performance
- Machine Tool Division has shown strong YoY growth, driven by expanding product portfolio, especially machining centers, targeting sectors like automotive and EMS.
- Order book for Textile Machinery Division (TMD) is stable with secured orders of ₹3,200+ crores and expected gradual increase in spindle absorption driven by state policies and FTAs.
- ATC is scaling up with a significant order book (~₹1,000 crores) and capacity expansion underway with ₹150 crore capex for new facility over 18-24 months.
- Efforts ongoing to increase utilization in textile division (~60% currently) and to ensure full capacity utilization across divisions for better margins.
- Export orders are largely LC-backed, creating revenue visibility for 3-4 years.
2 more points management made on revenue & sales performance
Profitability & Margins
See what LMW Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- ATC is investing approximately ₹150 crores for a new facility involving land and building construction; land is already owned.
- The timeline for the ATC facility development is 18 to 24 months to support business scale-up.
- The capex plan was mentioned in the quarter ended December 2024.
- The investment aims to expand ATC's capacity in line with the increased order book and business growth.
2 more points management made on capital expenditure plans
Top-ranked in Industrial Manufacturing
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what LMW Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- Total order book for Textile Machinery Division (TMD) stands at ₹3,200 crores, with active orders around ₹2,400 crores.
- TMD order book execution visibility spans 3-5 years depending on the project.
- ATC division has an order book of approximately ₹1,000 crores for execution over 3 to 3.5 years.
- Exports order book for ATC is strong (around 90%) whereas TMD exports order book is limited and mostly short-term.
- Export orders: ₹150 crores for textile machinery (LMW Global in Dubai ₹22 crores and China ₹128 crores).
- Machine Tool Division (MTD) primarily operates on short cycle orders, typically executed within 3 months.
- Order book composition for TMD is roughly 70% projects and 30% unitary orders.
2 more points management made on order book & pipeline
LMW Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹933 Cr, net profit ₹64 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What LMW Ltd's management said in earlier quarters
Others in Industrial Manufacturing this season
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- Lokesh Machines Ltd (Q1 FY27)
Revenue from operations for Q1 FY27: ₹55.46 crore, up 15.4% YoY (Q1 FY26: ₹48.32 crore) [Page 4] . Key investor presentation takeaways from Lokesh Machines Ltd'
- Windsor Machines (Q1 FY27)
Q1FY27 Revenue from Operations: ₹148.9 Cr, up 31.4% YoY (Q1FY26: ₹113.3 Cr). Key investor presentation takeaways from Windsor Machines Ltd's Q1 FY27 investor pr
Frequently Asked Questions
What were LMW Ltd Q1 FY27 results?
Machine Tool Division has shown strong YoY growth, driven by expanding product portfolio, especially machining centers, targeting sectors like automotive and EMS. Machine Tool Division (MTD) expects margin recovery but no definite timeline; growth driven by full capacity utilization and product mix improvement, especially machining centers (~20% of sales).
What is LMW Ltd share price analysis?
LMW Ltd currently shows a below-average growth signal. The stock trades at a P/E of 103.8 with a market cap of ₹18,972 Cr. Investors should review the full earnings analysis for detailed insights.
Is LMW Ltd planning capital expenditure?
ATC is investing approximately ₹150 crores for a new facility involving land and building construction; land is already owned.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.