LMW Limited — Investor Meet, 31-07-2026: Analysts/Institutional Investor Meet/Con. Call Updates

LMW Q1 FY27 saw revenue up 24% YoY to ₹891 Cr, PBT surged 151% to ₹85 Cr. Textile Machinery Division (TMD) order book stands strong at ₹3200 Cr, with active orders of ₹2400 Cr, driven by domestic demand (64% sales) and state policies/FTAs. Advanced Technology Centre (ATC) secured ₹1000 Cr export orders for 3-3.5 years. Machine Tool Division (MTD) utilization at 75-80%, with new J-series gaining traction, especially in EMS. Management is exploring new growth avenues like EV and pharma, maintaining tight cost control amidst rising raw material costs and FX impact. Outlook is confident on sustained growth and capacity expansion.