Key takeaway: LMW Limited held its earnings call for Q1 FY 26-27 on July 27, 2026, where management reported a revenue of 891 crores, reflecting a 24% increase from the same quarter last year. The profit before tax (PBT) was reported at 85 crores, an 18% increase from the previous quarter and a significant 151% increase year-over-year. The order book for the Textile Machinery Division (TMD) stood at 3200 crores, with 2400 crores classified as active orders. Management discussed the performance of various divisions, noting challenges in LMW Global and LMW China, which reported losses. The CFO addressed questions regarding expansion into new divisions, order book sustainability, and the impact of currency fluctuations on costs. The call concluded with management emphasizing ongoing efforts to optimize costs and improve margins across divisions.

Key takeaway: LMW Limited held its earnings call for Q4 of FY 25-26, where management reported a revenue increase to 3,082 crores from 2,909 crores in the previous year, marking a 6% growth. The profit before tax (PBT) rose by 42% to 221 crores. The company noted an order book of 3,300 crores, with active orders at 2,300 crores. The textile machinery division saw a slight revenue decline, while the machine tool division reported significant growth. Management highlighted challenges in the synthetic fiber market due to volatile crude prices but noted positive trends in cotton yarn profitability. The ATC division's revenue grew, and management discussed ongoing investments to enhance capacity and capabilities. The call concluded with a focus on future growth opportunities, particularly in the aerospace sector and export markets.

Key takeaway: LMW Limited held its earnings call for Q3 of FY2526 on January 29, 2026, where management discussed the company's performance. The revenue for the quarter was reported at 767 crores, slightly down from 776 crores in the previous quarter, while the nine-month revenue increased to 2228 crores from 2120 crores year-over-year. The company noted a loss in the Textile Machinery Division for the current quarter, with an order book of 2600 crores. Management highlighted that demand has not picked up as anticipated due to external factors affecting confidence in the industry. They emphasized ongoing investments in efficiency and new product development during downturns. The Machine Tool Division showed positive growth, with a focus on expanding market share in machining centers. Management also addressed challenges in international markets, particularly in China and Dubai, where losses were reported. The call concluded with a discussion on the impact of commodity price increases on margins.