LMW Limited — Investor Meet, 21-07-2025: Analysts/Institutional Investor Meet/Con. Call Updates

LMW's Q1 FY25-26 revenue grew 4% to Rs 685 Cr, with consolidated PBT at Rs 20 Cr. Textile Machinery (TMD) revenue fell 6% and incurred a loss, impacted by global tariff uncertainty and geopolitical headwinds. Its domestic order book is around Rs 2800 Cr. Machine Tools (MTD) and Aerospace (ATC) divisions showed strong growth and profit, benefiting from domestic demand and export focus respectively. Management is cautiously optimistic, anticipating clarity for TMD while confident in MTD/ATC’s strong pipeline and capacity.