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LMW Ltd

Q2 FY26

LMW Q2 FY26 earnings call: Revenue & Margins

Q2 FY26 earnings call: what management said on revenue, margins and capex.

Price₹16,060
Market cap₹17.2K Cr
P/E93.9
Updated16 Oct 2026
Read4 min read

The short version

ATC (Advance Technology Center) division shows strong growth potential with around 300 crores turnover capacity currently, likely growing as new long-term projects and RFQs mature (Page 8, 11, 12). ATC Division: Expected continued growth with robust order inflows, especially domestically; long-term contracts (average 2-2.5 years visibility) support stability.

From LMW Ltd's Q2 FY26 earnings-call transcript · updated 16 Oct 2026.

Revenue & Sales Performance

  • ATC (Advance Technology Center) division shows strong growth potential with around 300 crores turnover capacity currently, likely growing as new long-term projects and RFQs mature (Page 8, 11, 12).
  • ATC margins expected to improve as composite capacity gets fully utilized over next 6 months, despite current tariff challenges (Page 8, 12).
  • Machine Tool division is operating at about 70% utilization with capacity expansion underway; expected to see improved margins and higher utilization as demand rises driven by structural shifts in India's industrial CapEx and "Make in India" initiatives (Page 7, 11).

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Profitability & Margins

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Capital Expenditure Plans

  • ATC division has already seen Rs. 25 crore investment in the first six months, part of a larger Rs. 250 crore total investment so far.
  • The ATC division is expected to continue absorbing significant CapEx going forward based on long-term orders and RFQs, both domestic and export.
  • Domestic defense and aerospace sectors have many ongoing RFQs, leading to expected future investments to increase capacity in both metallic and composite segments.
  • Machine tool division expanded capacity with investment of around Rs. 50 crore in land and building two years ago and is targeting 90% utilization before further expansion.

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Order Book & Pipeline

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LMW Ltd — Quarterly revenue & net profit

Revenue Net profit
Jun 2025Q1 FY26
Sep 2025Q2 FY26
Dec 2025Q3 FY26
Mar 2026Q4 FY26
Jun 2026Q1 FY27
Sep 2026Q2 FY27

Reported quarterly figures (₹ Cr). Latest (Q2 FY27): revenue ₹1.1K Cr, net profit ₹71 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

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What LMW's management said in earlier quarters

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Frequently Asked Questions

What were LMW Ltd Q2 FY26 results?

ATC (Advance Technology Center) division shows strong growth potential with around 300 crores turnover capacity currently, likely growing as new long-term projects and RFQs mature (Page 8, 11, 12). ATC Division: Expected continued growth with robust order inflows, especially domestically; long-term contracts (average 2-2.5 years visibility) support stability.

What is LMW Ltd share price analysis?

LMW Ltd currently shows a neutral. The stock trades at a P/E of 93.9 with a market cap of ₹17,157 Cr. Investors should review the full earnings analysis for detailed insights.

Is LMW Ltd planning capital expenditure?

ATC division has already seen Rs.

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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.