LMW Limited Q2 FY27 Earnings Call Transcript Released
LMW Limited's Q2 FY27 earnings call transcript reveals robust growth. Revenue for Q2 FY27 reached ₹1,153 crores, up 30% year-on-year. H1 FY27 revenue was ₹2,045 crores, a 33% increase. Textile Machinery Division (TMD) order book stands at ₹3,400 crores. Machine Tool Division (MTD) and Foundry turnover grew to ₹794 crores in H1 FY27.
The announcement provides detailed financial results and operational updates for key business segments, offering significant insights into the company's performance and future outlook, which is material for investors.
The company reported significant year-on-year growth in revenue for both the quarter and half-year periods, along with substantial increases in PBT and order book values across key divisions.
LMW Limited has released the transcript of its Q2 FY27 earnings call, which was held on October 22, 2026. The call featured insights from Mr. V. Senthil, Chief Financial Officer, and Ms. B. Dhanalakshmi, Associate Vice President.
During the call, Mr. Senthil provided a detailed performance overview for the period ending September 2026. The company reported a revenue of ₹1,153 crores for the quarter, a significant increase from ₹815 crores in the same period last year, marking a 30% rise. For the first half (H1) of FY27, revenue stood at ₹2,045 crores, up 33% from ₹1,537 crores in the corresponding previous period. Profit Before Tax (PBT) for H1 FY27 was ₹204 crores, compared to ₹93 crores in the prior year.
The Textile Machinery Division (TMD) reported a turnover of ₹639 crores for Q2 FY27, an increase of 32% from the previous quarter and 38% year-on-year. H1 FY27 revenue for TMD was ₹1,121 crores, a 28% increase. Profits for H1 FY27 in TMD were ₹48 crores, up from ₹2 crores last year. The division's order book stands at approximately ₹3,400 crores, with an active order book of ₹2,600 crores. Domestic sales accounted for 67%, exports for 8%, and spares for 25%. Capacity utilization in TMD is around 60%.
LMW Holding, which includes LMW Global (Dubai) and LMW China, reported a turnover of ₹100 crores for H1 FY27 for LMW Global, up from ₹71 crores in H1 FY26. LMW Global has an export order book of approximately ₹163 crores. LMW China clocked ₹36 crores in turnover for H1 FY27, compared to ₹41 crores in the previous year, with an order book of ₹128 crores.
The Machine Tool Division (MTD) and Foundry reported a combined turnover of ₹794 crores for H1 FY27, an increase from ₹555 crores in H1 FY26. Foundry turnover constitutes 9% of this amount. MTD is operating at 75-80% utilization. The ATC division achieved a turnover of ₹135 crores in H1 FY27, up from ₹97 crores in H1 FY26.
Discussions during the call also covered expansion plans, including a ₹150 crore investment in the ATC division, capacity utilization, market dynamics in textile and machine tool sectors, and the company's strategy for its overseas operations. The company expressed cautious optimism regarding the textile division due to rising commodity prices and electronics availability challenges, while highlighting strong growth prospects for the machine tool division driven by factors like 'China+1' and industry upgrades. The ATC division's order book stands at approximately ₹1,000 crores, with 70% in metallics and 30% in composites.
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