LMW Limited — Investor Meet, 07-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

LMW reported Q2 revenue of Rs. 790Cr (+15% QoQ) and H1 revenue of Rs. 1480Cr (+5% YoY). Q2 PBT was Rs. 92Cr, including Rs. 15Cr from asset sales. Textile Machinery Division (TMD) faces weak CapEx (40-45% utilization) but shows early export revival signs from Indonesia, Bangladesh, Egypt. New efficient products were launched. Machine Tool Division & Foundry are key growth drivers, benefiting from India's industrial CapEx shift (PLI, defense, EMS), operating at 70% utilization. Advanced Technology Centre (ATC) saw higher H1 revenue, with ongoing investments despite tariff challenges. Management emphasizes product innovation, automation, and efficiency, maintaining a cautiously optimistic outlook for market recovery.