LMW Ltd
LMW Q4 FY26: Order Book ₹3,300 Cr
Q4 FY26 earnings call: what management said on revenue, margins and capex.
The short version
Textile Machinery Division (TMD): Order book increased to ₹3,300 crore with active orders around ₹2,300 crore; domestic outlook is positive with anticipated larger offtake of machines as textile sector recovers after a slowdown. ATC division shows high margin profile (~20%), with FY26 revenue of Rs.
From LMW Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Textile Machinery Division (TMD): Order book increased to ₹3,300 crore with active orders around ₹2,300 crore; domestic outlook is positive with anticipated larger offtake of machines as textile sector recovers after a slowdown.
- Machine Tool Division: Seeing strong growth (25-28% turnover rise); demand continues especially in aerospace and defense sectors; capacity utilization allows ~20% growth without additional capex; efforts on exports (notably GCC) show potential.
- Aerospace & Transportation Components (ATC) Division: Revenue grew to ₹207 crore; margin near 20%; order book around ₹360 crore over 18 months; plan significant capex for larger facility capable of more than ₹300 crore revenue; opportunity to scale potentially to ₹1,000 crore in 5 years, though no firm guidance given.
2 more points from LMW Ltd's call on revenue
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Profitability & Margins
See what LMW Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- ATC division has announced around ₹150 crores of capex over the next five years aimed at infrastructure build, which will enable scaling revenue to potentially ₹300 crores in the segment. (Page 12)
- This CAPEX currently covers infrastructure only; machinery investments will follow later as projects are secured. (Page 12)
- The company plans to build a new, larger facility for the ATC division to support future growth. (Page 12)
- Capital investment in ATC is project-specific and aligned with winning new orders to ensure timely delivery. (Page 10)
2 more points from LMW Ltd's call on capex
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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.
Order Book & Pipeline
See what LMW Ltd said on order book & pipeline — free account, 30 seconds.
LMW Ltd — Quarterly revenue & net profit
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
- Q2 FY27 earnings call analysis →
- Q1 FY27 earnings call analysis →
- Q3 FY26 earnings call analysis →
- Q2 FY26 earnings call analysis →
- Q1 FY26 earnings call →
- Q4 FY25 earnings call →
- Q3 FY25 earnings call →
- Q2 FY25 earnings call →
- Q1 FY25 earnings call →
- Q4 FY24 earnings call →
- Q3 FY24 earnings call →
- Q2 FY24 earnings call →
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- Aaron Industries Ltd (Q4 FY26)
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Frequently Asked Questions
What were LMW Ltd Q4 FY26 results?
Textile Machinery Division (TMD): Order book increased to ₹3,300 crore with active orders around ₹2,300 crore; domestic outlook is positive with anticipated larger offtake of machines as textile sector recovers after a slowdown. ATC division shows high margin profile (~20%), with FY26 revenue of Rs.
What is LMW Ltd share price analysis?
LMW Ltd currently shows a neutral. The stock trades at a P/E of 95.7 with a market cap of ₹17,490 Cr. Investors should review the full earnings analysis for detailed insights.
Is LMW Ltd planning capital expenditure?
ATC division has announced around ₹150 crores of capex over the next five years aimed at infrastructure build, which will enable scaling revenue to potentially ₹300 crores in the segment.
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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.